BLKB Blackbaud, Inc. - Common Stock
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Blackbaud, Inc. is an American cloud computing provider that supports nonprofits, foundations, corporations, education institutions, healthcare organizations, religious organizations, and individual change agents. Its products focus on fundraising, website management, CRM, analytics, financial management, ticketing, and education administration.
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Blackbaud, Inc. is an American cloud computing provider that supports nonprofits, foundations, corporations, education institutions, healthcare organizations, religious organizations, and individual change agents. Its products focus on fundraising, website management, CRM, analytics, financial management, ticketing, and education administration.
Blackbaud's flagship product is a fundraising SQL database software, Raiser's Edge. Revenue from the sale of Raiser's Edge and related services accounted for thirty percent of Blackbaud's total revenue in 2012. Other products and services include Blackbaud Enterprise CRM, Altru, Financial Edge, Education Edge, Blackbaud NetCommunity, eTapestry, Luminate Online, Luminate CRM, Friends Asking Friends. In addition, Blackbaud offers consultancy services to nonprofit organizations.
Blackbaud was founded in 1981 by Anthony Bakker. The company is headquartered in Charleston, South Carolina. Blackbaud went to a remote-first approach for employees in 2021, closing all of its regional offices while keeping its Charleston headquarters.
Mike Gianoni is Blackbaud's CEO.
History
Blackbaud's history traces back to 1981, when Blackbaud founder Anthony Bakker developed a computerized billing system for the Nightingale-Bamford School in Manhattan, New York City. By 1982, Bakker's expanded client list allowed him to quit his day job as a banker, and he incorporated Blackbaud Microsystems. Bakker's new company was headquartered in New York City. Blackbaud's first product was Student Billing, an accounts receivable system geared toward private grade schools. The company's flagship product, The Raiser's Edge, was developed from its Student Billing product.
The company had 75 employees in 1989, when it decided to relocate from New York City due to high operational costs. Blackbaud relocated to Mount Pleasant, South Carolina, with the help of a $750,000 business loan. Of the company's original 75 employees, 30 remained in a support and training office in New York City and 15 relocated to Blackbaud's new South Carolina headquarters. In 1992, the company outgrew its Mount Pleasant headquarters and relocated to North Charleston, South Carolina.
In 1994, Blackbaud converted its software from MS-DOS to Windows 95. This decision led to a sales increase from $19 million in 1995 to $26 million in 1996. During this time Blackbaud acquired multiple MS-DOS-based competitors, including ACOMS of Burlington, Massachusetts; Master Systems Inc. of Pinole, California; and Blackbaud's "chief challenger", Master Software of Indianapolis, Indiana. Blackbaud's acquisition of Master Software doubled its customer base.
Blackbaud began using value-added resellers in 1998, which further expanded the company's customer base. In 2000, Robert Sywolski became CEO of Blackbaud. Sywolski had previously served as CEO of North American operations for Cap Gemini, an international consulting firm.
Blackbaud successfully completed its initial public offering in 2004. Sixteen months later, in November 2005, Marc Chardon replaced Sywolski as Blackbaud CEO. Chardon had previously served as chief financial officer of Microsoft's information worker group, which developed Microsoft Office among other products.
Blackbaud acquired Campagne Associates in 2006. The company added both Target Software and Target Analysis Group in 2007. Target Software developed large-scale database management solutions, while the Target Analysis Group focused primarily on data mining for nonprofits. Later that year, Blackbaud also acquired eTapestry, an online donor management tool.
Blackbaud acquired Kintera in 2008. In 2012, the company acquired Convio.
In early 2013, Blackbaud announced that CEO Marc Chardon would leave the company by the end of that year. Anthony Boor became Blackbaud's interim CEO in August 2013. Boor joined Blackbaud as the company's chief financial officer in 2011. He was credited with leading Blackbaud's acquisition of Convio.
Mike Gianoni was named the new president and CEO for Blackbaud in November 2013.
Blackbaud acquired MicroEdge in 2014 for $160 million. MicroEdge was a software provider to foundations, with about 2,000 customers.
In October 2017, Blackbaud completed a £95m, about $127.4 million, purchase of JustGiving.
In April 2018, Blackbaud acquired Reeher, a St. Paul, Minnesota-based predictive modeling platform for colleges and universities, for $40 million.
In January 2019, Blackbaud acquired YourCause, a software as a service (SaaS) provider focused on increasing corporate giving and volunteering for nonprofits and causes.
In 2022, Blackbaud acquired the education and social impact tech firm EverFi for $750 million.
In December 2025, Blackbaud announced a partnership with Anthropic to provide a fundraising connector for Claude for Nonprofits, an initiative aimed at enhancing how nonprofit organizations use artificial intelligence to increase their impact.
Cyber attack
In May 2020, Blackbaud fell victim to a cyber attack. Customer data was stolen, and Blackbaud paid the criminals a ransom in exchange for "credible confirmation" that the stolen data was deleted. Blackbaud never verified, however, that the hacker actually deleted the stolen data, according to the FTC complaint.
Over 13,000 customers were affected, including at least twenty universities and charities based in the United Kingdom, the United States, the Netherlands and Canada. Blackbaud externally disclosed the incident in July 2020, weeks after the company learned about the attack. Blackbaud received criticism for paying the hackers' ransom, failure to confirm the deletion of stolen data, and its delay in disclosing the attack, as large data breaches must be reported to data authorities within 72 hours of learning about an incident under European General Data Protection Regulations.
In a September 29, 2020 Form 8-K filing, Blackbaud CFO Tony Boor admitted, contrary to earlier claims, that Blackbaud customer "bank account information, social security numbers, usernames and/or passwords" were compromised.
In their quarterly filing to the SEC in August 2020, the company failed to disclose that donor bank account information and Social Security numbers had been accessed by the attacker. In March 2023, the SEC fined Blackbaud $3 million for this omission.
In October 2023, Blackbaud settled claims arising from the 2020 ransomware attack with 49 US states (excluding California) and the District of Columbia for $49.5M. The agreement also mandates enhanced breach notification processes, extra cybersecurity training, improved encryption, and external compliance evaluations.
In February 2024, the FTC announced a settlement with Blackbaud to improve its data handling. According to Samuel Levine, Director of the FTC’s Bureau of Consumer Protection, the originating complaint was caused by "Blackbaud’s shoddy security and data retention practices which allowed a hacker to obtain sensitive personal data about millions of consumers." The settlement included establishing a data retention policy and deleting unneeded personal information, and to update its data protection practices.
Blackbaud faces class actions from clients in South Carolina and Massachusetts.
Products
Blackbaud creates and acquires software meant to help nonprofits with Customer Relationship Management (CRM), marketing campaigns, fundraising, finance and accounting, and analytics.
Blackbaud offers several distinct CRM products serving nonprofit organizations of varying sizes and operational complexity. These include The Raiser's Edge NXT, Blackbaud CRM, and Luminate CRM. The Raiser's Edge NXT is a cloud-based fundraising CRM focused on donor management and engagement.
Blackbaud also provides Financial Edge NXT, a cloud-based fund accounting system.
Philanthropy
Blackbaud has an extensive corporate citizenship and philanthropy program. Volunteer for Vacation is an employee initiative, where the company gives paid vacation to employees who participate in volunteer community service. The company's Reward your Passion initiative allows employees to apply for company-funded grants that help a charity of their choice. In 2013, the company expanded its grant program to include locations beyond its Charleston, South Carolina headquarters. Later that year, Blackbaud launched Business Doing Good, a website that is focused on providing information for small and medium-sized businesses to create their own corporate philanthropy programs. The company also hosts volunteer fairs and other community service events throughout the year.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
BLKB Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
BLKB Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor |
|---|---|
| 27 de Fevereiro de 2020 | $0,1200 |
| 26 de Novembro de 2019 | $0,1200 |
| 27 de Agosto de 2019 | $0,1200 |
| 24 de Maio de 2019 | $0,1200 |
| 26 de Fevereiro de 2019 | $0,1200 |
| 27 de Novembro de 2018 | $0,1200 |
| 27 de Agosto de 2018 | $0,1200 |
| 24 de Maio de 2018 | $0,1200 |
| 27 de Fevereiro de 2018 | $0,1200 |
| 27 de Novembro de 2017 | $0,1200 |
| 24 de Agosto de 2017 | $0,1200 |
| 24 de Maio de 2017 | $0,1200 |
| 24 de Fevereiro de 2017 | $0,1200 |
| 21 de Novembro de 2016 | $0,1200 |
| 24 de Agosto de 2016 | $0,1200 |
| 25 de Maio de 2016 | $0,1200 |
| 24 de Fevereiro de 2016 | $0,1200 |
| 23 de Novembro de 2015 | $0,1200 |
| 26 de Agosto de 2015 | $0,1200 |
| 26 de Maio de 2015 | $0,1200 |
BLKB Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 3 30,0%
- Compra 4 40,0%
- Manter 3 30,0%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
5 analistas · 2026-08-23Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $1.33 | $1.30 | 0.03% |
| 31 de Março de 2026 | $1.14 | $1.14 | 0.00% |
| 31 de Dezembro de 2025 | $1.19 | $1.16 | 0.03% |
| 30 de Setembro de 2025 | $1.10 | $1.09 | 0.01% |
| 30 de Junho de 2025 | $1.21 | $1.08 | 0.13% |
| 31 de Março de 2025 | $0.96 | $0.92 | 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 |
|---|---|---|---|---|---|---|
| BLKB | $2.96B | 26.7 | -2.3% | 10.2% | 145.7% | 58.8% |
| FIVN | $1.55B | 44.6 | 10.3% | 3.4% | 5.6% | 55.1% |
| RAMP | — | 11.8 | 9.0% | 17.9% | 15.2% | 70.7% |
| NCNO | $2.43B | 427.2 | 10.0% | 0.87% | 0.49% | 60.6% |
| ASAN | $2.44B | -12.8 | 9.2% | -23.9% | -99.8% | 89.0% |
| ALKT | $2.45B | -50.2 | 32.9% | -10.7% | -13.5% | 57.8% |
| KEEL | — | — | 72.0% | -124.1% | -48.6% | -8.2% |
| PRCH | $1.13B | -304.3 | 10.2% | -0.70% | 9.9% | 70.5% |
| VERX | — | — | 12.2% | 0.96% | 2.8% | 64.3% |
| BL | $3.31B | 141.8 | 7.2% | 3.5% | 6.6% | 75.2% |
| VIA | $0 | -9.9 | 28.6% | -22.2% | 53.6% | 39.6% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 18
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.13B | $1.15B | $1.11B | $1.06B | $928M | $913M | $900M | · | $788M | $731M | $638M | $564M | |
| Cost of Revenue | $465M | $523M | $508M | $505M | $443M | $428M | $418M | $382M | $362M | $339M | $305M | $273M | |
| Gross Profit | $663M | $631M | $599M | $553M | $485M | $485M | $482M | $467M | $427M | $392M | $333M | $291M | |
| R&D Expense | $138M | $154M | $147M | $157M | $125M | $100M | $106M | $99M | $90M | $90M | $85M | $77M | |
| SG&A Expense | $155M | $143M | $190M | $200M | $146M | $135M | $113M | $106M | $95M | $81M | $76M | $58M | |
| Operating Expenses | $473M | $903M | $553M | $581M | $460M | $448M | $455M | $407M | $358M | $324M | $287M | $245M | |
| Operating Income | $191M | $-271M | $46M | $-28M | $25M | $37M | $27M | $59M | $68M | $68M | $47M | $46M | |
| Interest Expense | $68M | $56M | $40M | $36M | $18M | $17M | $21M | $16M | $12M | $11M | $8M | $6M | |
| Interest Income | $8M | $10M | $9M | $2M | $392.0K | $2M | $3M | $2M | $993.0K | $581.0K | $155.0K | $59.0K | |
| Other Non-op | $4M | $4M | $4M | $2M | $1M | $1M | $1M | $-905.0K | $1M | $-872.0K | $134.0K | $-182.0K | |
| Pretax Income | $132M | $-312M | $19M | $-56M | $7M | $22M | $11M | $45M | $58M | $57M | $37M | $39M | |
| Income Tax | $17M | $-13M | $16M | $-10M | $1M | $14M | $-1M | $-219.0K | $-15M | $12M | $11M | $11M | |
| Net Income | $115M | $-300M | $3M | $-45M | $6M | $8M | $12M | $45M | $74M | $45M | $26M | $28M | |
| EPS (Basic) | $2.41 | $-5.92 | $0.06 | $-0.88 | $0.12 | $0.16 | $0.25 | $0.95 | $1.58 | $0.98 | $0.56 | $0.63 | |
| EPS (Diluted) | $2.37 | $-5.92 | $0.06 | $-0.88 | $0.12 | $0.16 | $0.25 | $0.93 | $1.54 | $0.96 | $0.55 | $0.62 | |
| Shares (Basic) | 47,680,184 | 50,560,538 | 52,546,406 | 51,569,148 | 47,412,306 | 48,184,714 | 47,695,383 | 47,206,669 | 46,669,440 | 46,132,389 | 45,623,854 | 45,215,138 | |
| Shares (Diluted) | 48,469,961 | 50,560,538 | 53,721,342 | 51,569,148 | 48,230,438 | 48,696,341 | 48,312,271 | 48,045,084 | 47,775,702 | 47,316,538 | 46,498,704 | 45,799,874 | |
| EBITDA | $191M | · | $45M | $-28M | $25M | $37M | $27M | $59M | $64M | $62M | $47M | $46M |
Balanço Patrimonial 25
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $39M | $68M | $31M | $32M | $55M | $36M | $32M | $31M | $30M | $17M | $15M | $15M | |
| Receivables | $81M | $84M | $102M | $103M | $103M | $95M | $89M | $87M | $96M | $88M | $80M | $78M | |
| Prepaid Expense | $89M | $82M | $99M | $82M | $96M | $78M | $68M | $60M | $62M | $54M | $49M | $40M | |
| Current Assets | $930M | $977M | $930M | $919M | $851M | $819M | $735M | $598M | $799M | $508M | $399M | $288M | |
| PP&E (Net) | $85M | $92M | $99M | $107M | $111M | $105M | $36M | $40M | $42M | $50M | $53M | $50M | |
| PP&E (Gross) | $135M | $158M | $172M | $171M | $170M | $175M | $140M | $148M | $146M | $146M | $135M | $117M | |
| Accum. Depreciation | $50M | $66M | $74M | $63M | $59M | $70M | $104M | $108M | $104M | $96M | $82M | $67M | |
| Goodwill | $1.06B | $1.05B | $1.05B | $1.05B | $1.06B | $636M | $634M | $545M | $530M | $438M | $436M | $349M | |
| Intangibles | $107M | $133M | $582M | $635M | $698M | $278M | $318M | $292M | $315M | $254M | $295M | $229M | |
| Other Non-current Assets | $56M | $67M | $51M | $94M | $77M | $73M | $65M | $65M | $57M | $52M | $21M | $18M | |
| Total Assets | $2.39B | $2.50B | $2.91B | $2.99B | $2.97B | $2.04B | $1.99B | $1.62B | $1.80B | $1.31B | $1.22B | $943M | |
| Current Liabilities | $1.18B | $1.25B | $1.20B | $1.23B | $1.11B | $1.01B | $989M | $806M | $975M | $680M | $566M | $421M | |
| Capital Leases | $5M | $34M | $40M | $45M | $53M | $17M | $96M | $0 | · | · | · | · | |
| Deferred Tax | $22M | $25M | $93M | $126M | $148M | $54M | $45M | $44M | $48M | $43M | $28M | $44M | |
| Other Non-current Liabilities | $12M | $5M | $10M | $4M | $1M | $11M | $6M | $9M | $6M | $9M | $8M | $7M | |
| Total Liabilities | $2.31B | $2.37B | $2.10B | $2.25B | $2.25B | $1.62B | $1.60B | $1.24B | $1.46B | $1.06B | $1.01B | $757M | |
| Long-term Debt | $1.11B | $1.08B | $781M | $862M | $961M | $534M | $468M | $387M | $438M | $342M | $408M | $282M | |
| Total Debt | $1.11B | · | $780M | $859M | $956M | $531M | $467M | · | · | · | · | $281M | |
| Common Stock | $72.0K | $71.0K | $69.0K | $68.0K | $66.0K | $61.0K | $60.0K | $59.0K | $59.0K | $58.0K | $57.0K | $56.0K | |
| Retained Earnings | $16M | $-99M | $200M | $197M | $242M | $237M | $235M | $246M | $225M | $174M | $135M | $132M | |
| Treasury Stock | $1.32B | $1.06B | $592M | $537M | $501M | $353M | $291M | $267M | $239M | $215M | $200M | $190M | |
| AOCI | $-6M | $-5M | $-2M | $9M | $7M | $-2M | $-5M | $-5M | $-642.0K | $-604.0K | $-825.0K | $-1M | |
| Stockholders' Equity | $85M | $127M | $810M | $744M | $717M | $426M | $397M | $374M | $336M | $269M | $211M | $186M | |
| Liabilities + Equity | $2.39B | $2.50B | $2.91B | $2.99B | $2.97B | $2.04B | $1.99B | $1.62B | $1.80B | $1.31B | $1.22B | $943M | |
| Shares Outstanding | 46,705,325 | 49,245,588 | 53,625,440 | 53,068,814 | · | · | · | · | · | · | · | · |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $86M | $122M | $109M | $102M | $82M | $93M | $86M | $80M | $74M | $70M | $56M | $45M | |
| Stock-based Comp | $93M | $105M | $128M | $110M | $120M | $87M | $59M | $48M | $41M | $33M | $25M | $17M | |
| Deferred Tax | $-181.0K | $-70M | $-24M | $-27M | $-2M | $9M | $-4M | $-619.0K | $-18M | $5M | $3M | $3M | |
| Amort. of Intangibles | $2M | $4M | $3M | $3M | $2M | $3M | $5M | $5M | $3M | $3M | $2M | $2M | |
| Restructuring | · | · | $0 | $0 | $263.0K | $236.0K | $6M | $5M | $794.0K | $0 | $0 | $0 | |
| Operating Cash Flow | $266M | $296M | $200M | $204M | $214M | $148M | $182M | $201M | $176M | $154M | $129M | $117M | |
| CapEx | $8M | $7M | $5M | $12M | $12M | $30M | $11M | $15M | $10M | $18M | $19M | $14M | |
| Investing Cash Flow | $-75M | $-73M | $-64M | $-86M | $-471M | $-72M | $-167M | $-98M | $-185M | $-47M | $-141M | $-211M | |
| Stock Repurchased | $217M | $418M | $19M | $0 | $108M | $41M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-217M | · | $-19M | $0 | $-108M | $-41M | · | · | · | · | · | · | |
| Dividends Paid | · | · | · | $0 | $0 | $6M | $24M | $23M | $23M | $23M | $23M | $22M | |
| Financing Cash Flow | $-247M | $-139M | $-143M | $-26M | $264M | $-11M | $111M | $-292M | $279M | $-9M | $130M | $97M | |
| Net Change in Cash | $-51M | $81M | $-6M | $82M | $7M | $68M | $127M | $-190M | $270M | $100M | $115M | $3M | |
| Taxes Paid | $28M | $61M | $36M | $10M | $10M | $4M | $383.0K | $-7M | $-6M | $-1M | $-5M | $-10M | |
| Free Cash Flow | $258M | · | $195M | $192M | $202M | $118M | $171M | $187M | $166M | $136M | $96M | $88M | |
| Levered FCF | $198M | · | $191M | $162M | $188M | $112M | $148M | $171M | $151M | $127M | $90M | $84M |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 58.8% | · | 54.6% | 52.2% | 52.2% | · | · | · | 54.1% | 53.6% | 52.2% | 51.5% | |
| Operating Margin | 16.9% | · | 4.0% | -2.7% | 2.7% | · | · | · | 8.1% | 8.5% | 7.3% | 8.2% | |
| Net Margin | 10.2% | · | 0.16% | -4.3% | 0.61% | · | · | · | 8.4% | 5.7% | 4.0% | 5.0% | |
| Pretax Margin | 11.7% | · | 1.6% | -5.2% | 0.76% | · | · | · | 6.9% | 7.0% | 5.8% | 7.0% | |
| EBITDA Margin | 16.9% | · | 4.0% | -2.7% | 2.7% | · | · | · | 8.1% | 8.5% | 7.3% | 8.2% | |
| ROA | 4.6% | · | 0.06% | -1.5% | 0.23% | 0.38% | 0.66% | · | · | · | · | 3.4% | |
| ROE | 145.7% | · | 0.23% | -6.2% | 1.0% | 1.8% | 3.1% | · | · | · | · | 16.3% | |
| ROIC | 13.9% | · | 0.29% | -1.5% | 1.2% | 1.4% | 3.5% | · | · | · | · | 7.2% |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | · | 0.8 | 0.7 | 0.8 | 0.8 | 0.7 | · | · | · | · | 0.7 | |
| Quick Ratio | 0.1 | · | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | · | · | 0.2 | |
| Debt / Equity | 13.0 | · | 1.0 | 1.2 | 1.3 | 1.2 | 1.2 | · | · | · | · | 1.5 | |
| LT Debt / Equity | 12.8 | · | 0.9 | 1.1 | 1.3 | 1.2 | 1.2 | · | · | · | · | 1.5 | |
| Interest Coverage | 2.8 | · | 1.1 | -0.8 | 1.4 | 2.2 | 1.3 | 3.7 | 5.3 | 5.8 | 5.8 | 7.7 |
Eficiência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.4 | 0.4 | 0.4 | · | · | · | · | · | · | 0.7 | |
| Receivables Turnover | 10.0 | · | 10.8 | 10.3 | 9.4 | · | · | · | · | · | · | 7.8 |
Taxas de Crescimento 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -2.3% | 4.3% | 4.6% | 14.1% | 1.6% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.2% | 7.6% | 6.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | · | · | -25.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | -27.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 71.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | · | -26.2% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | -26.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 71.6% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 15
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.13B | $1.15B | $1.11B | $1.06B | $928M | $913M | $900M | $849M | $788M | $731M | $638M | $564M | |
| Net Income TTM | $115M | $-300M | $3M | $-45M | $6M | $8M | $12M | $45M | $74M | $45M | $26M | $28M | |
| Market Cap | $2.96B | · | $4.65B | · | · | · | · | · | · | · | · | · | |
| Enterprise Value | $4.03B | · | $5.40B | · | · | · | · | · | · | · | · | · | |
| P/E | 26.7 | -12.5 | 1445.0 | -66.9 | 658.2 | 359.8 | 318.4 | 67.6 | 61.4 | 66.7 | 119.7 | 69.8 | |
| P/S | 2.6 | · | 4.2 | · | · | · | · | · | · | · | · | · | |
| P/B | 34.8 | · | 5.7 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 11.1 | · | 23.3 | · | · | · | · | · | · | · | · | · | |
| P / FCF | 11.5 | · | 23.8 | · | · | · | · | · | · | · | · | · | |
| EV / EBITDA | 21.1 | · | 120.7 | · | · | · | · | · | · | · | · | · | |
| EV / FCF | 15.6 | · | 27.7 | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 3.6 | · | 4.9 | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 3.7% | -8.0% | 0.07% | -1.5% | 0.15% | 0.28% | 0.31% | 1.5% | 1.6% | 1.5% | 0.84% | 1.4% | |
| Payout Ratio | · | · | · | 0.00% | 0.00% | 77.2% | 198.2% | 52.0% | 35.0% | 54.9% | 87.8% | 78.1% | |
| Annual Payout | · | · | · | $0 | $0 | $6M | $24M | $23M | $23M | $23M | $23M | $22M |
Demonstração de Resultados 18
| 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 | $291M | $281M | $295M | $281M | $282M | $270M | $302M | $287M | $287M | $279M | $297M | $278M | $271M | $262M | $275M | $261M | |
| Cost of Revenue | $112M | $115M | $123M | $114M | $114M | $115M | $140M | $129M | $126M | $128M | $142M | $122M | $121M | $123M | $135M | $121M | |
| Gross Profit | $178M | $167M | $172M | $167M | $168M | $155M | $163M | $157M | $161M | $151M | $155M | $156M | $150M | $139M | $139M | $140M | |
| R&D Expense | $35M | $37M | $34M | $37M | $34M | $34M | $38M | $38M | $37M | $41M | $33M | $38M | $36M | $41M | $38M | $40M | |
| SG&A Expense | $34M | $30M | $34M | $31M | $33M | $57M | $36M | $28M | $34M | $45M | $35M | $43M | $59M | $53M | $59M | $50M | |
| Operating Expenses | $116M | $115M | $113M | $113M | $111M | $135M | $530M | $116M | $120M | $137M | $121M | $134M | $149M | $149M | $155M | $147M | |
| Operating Income | $62M | $51M | $59M | $55M | $57M | $20M | $-367M | $41M | $41M | $13M | $34M | $22M | $294.0K | $-10M | $-16M | $-7M | |
| Interest Expense | $18M | $16M | $16M | $17M | $18M | $17M | $16M | $14M | $16M | $10M | $8M | $10M | $11M | $11M | $10M | $9M | |
| Interest Income | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $2M | $3M | $2M | $1M | $838.0K | $671.0K | |
| Other Non-op | $393.0K | $883.0K | $844.0K | $610.0K | $1M | $1M | $1M | $1M | $875.0K | $1M | $1M | $976.0K | $1M | $1M | $376.0K | $792.0K | |
| Pretax Income | $46M | $38M | $46M | $41M | $40M | $5M | $-378M | $30M | $29M | $6M | $28M | $18M | $-8M | $-19M | $-25M | $-12M | |
| Income Tax | $11M | $7M | $9M | $-6M | $14M | $542.0K | $-32M | $12M | $8M | $-900.0K | $21M | $9M | $-10M | $-4M | $-4M | $-2M | |
| Net Income | $35M | $31M | $37M | $47M | $26M | $4M | $-346M | $18M | $21M | $7M | $7M | $9M | $2M | $-15M | $-21M | $-10M | |
| EPS (Basic) | $0.79 | $0.68 | $0.77 | $1.00 | $0.55 | $0.09 | $-6.84 | $0.36 | $0.42 | $0.14 | $0.13 | $0.17 | $0.04 | $-0.28 | $-0.41 | $-0.20 | |
| EPS (Diluted) | $0.79 | $0.67 | $0.75 | $0.98 | $0.55 | $0.09 | $-6.82 | $0.35 | $0.41 | $0.14 | $0.13 | $0.17 | $0.04 | $-0.28 | $-0.41 | $-0.20 | |
| Shares (Basic) | 44,759,580 | 45,562,304 | -96,212,941 | 47,680,002 | 47,784,062 | 48,429,061 | -102,648,461 | 50,409,292 | 50,747,337 | 52,052,370 | -104,933,978 | 52,704,974 | 52,642,411 | 52,132,999 | -102,983,460 | 51,692,152 | |
| Shares (Diluted) | 44,884,337 | 46,351,379 | -97,721,460 | 48,498,285 | 48,248,057 | 49,445,079 | -106,163,944 | 51,632,569 | 51,677,418 | 53,414,495 | -106,144,678 | 54,089,897 | 53,643,124 | 52,132,999 | -102,983,460 | 51,692,152 | |
| EBITDA | $62M | $51M | · | $55M | $57M | $20M | · | $44M | $42M | $11M | · | $22M | $294.0K | $-10M | · | $-7M |
Balanço Patrimonial 25
| 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 | $34M | $34M | $39M | $38M | $42M | $37M | $68M | $35M | $30M | $26M | · | $31M | $29M | $24M | · | $31M | |
| Receivables | $135M | $76M | $81M | $83M | $145M | $78M | $84M | $98M | $153M | $96M | · | $103M | $169M | $100M | · | $87M | |
| Prepaid Expense | $97M | $106M | $89M | $95M | $91M | $88M | $82M | $87M | $92M | $95M | · | $82M | $82M | $89M | · | $84M | |
| Current Assets | $1.12B | $642M | $930M | $639M | $1.15B | $627M | $977M | $656M | $1.08B | $577M | · | $579M | $1.04B | $579M | · | $548M | |
| PP&E (Net) | $85M | $85M | $85M | $85M | $83M | $85M | $92M | $95M | $98M | $96M | · | $101M | $105M | $105M | · | $109M | |
| PP&E (Gross) | · | · | $135M | · | · | · | $158M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $50M | · | · | · | $66M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.06B | $1.06B | $1.06B | $1.06B | $1.06B | $1.05B | $1.05B | $1.06B | $1.05B | $1.05B | · | $1.05B | $1.05B | $1.05B | · | $1.05B | |
| Intangibles | $93M | $99M | $107M | $113M | $121M | $126M | $133M | $536M | $550M | $565M | · | $594M | $610M | $622M | · | $644M | |
| Other Non-current Assets | $82M | $70M | $52M | $52M | $55M | $57M | $67M | $60M | $69M | $60M | · | $84M | $84M | $88M | · | $95M | |
| Total Assets | $2.59B | $2.11B | $2.39B | $2.10B | $2.63B | $2.10B | $2.50B | $2.60B | $3.04B | $2.55B | · | $2.60B | $3.09B | $2.64B | · | $2.63B | |
| Current Liabilities | $1.35B | $867M | $1.18B | $929M | $1.38B | $864M | $1.25B | $962M | $1.35B | $863M | · | $938M | $1.36B | $864M | · | $871M | |
| Capital Leases | · | · | $5M | $5M | $6M | $2M | $34M | $35M | $36M | $38M | · | $42M | $44M | $45M | · | $46M | |
| Deferred Tax | $33M | $27M | $22M | $9M | $10M | $10M | $25M | $68M | $75M | $82M | · | $94M | $91M | $131M | · | $132M | |
| Other Non-current Liabilities | $13M | $11M | $7M | $9M | $8M | $5M | $5M | $12M | $4M | $4M | · | $3M | $5M | $13M | · | $6M | |
| Total Liabilities | $2.53B | $2.07B | $2.31B | $2.00B | $2.54B | $2.07B | $2.37B | $2.06B | $2.47B | $2.02B | · | $1.80B | $2.33B | $1.92B | · | $1.89B | |
| Long-term Debt | $1.15B | $1.19B | $1.11B | $1.06B | $1.16B | $1.21B | $1.07B | $1.00B | $1.03B | $1.04B | · | $743M | $847M | $878M | · | $854M | |
| Total Debt | $1.15B | $1.19B | · | $1.06B | $1.16B | $1.21B | · | $1.00B | $1.02B | $1.04B | · | $743M | $847M | $878M | · | $854M | |
| Common Stock | $74.0K | $74.0K | $72.0K | $72.0K | $72.0K | $72.0K | $71.0K | $71.0K | $71.0K | $71.0K | · | $69.0K | $69.0K | $69.0K | · | $68.0K | |
| Retained Earnings | $82M | $47M | $16M | $-21M | $-53M | $-79M | $-99M | $246M | $226M | $204M | · | $193M | $184M | $182M | · | $218M | |
| Treasury Stock | $1.45B | $1.42B | $1.32B | $1.23B | $1.20B | $1.20B | $1.06B | $923M | $857M | $856M | · | $572M | $571M | $568M | · | $537M | |
| AOCI | $-925.0K | $-4M | $-6M | $-9M | $-6M | $-8M | $-5M | $-7M | $175.0K | $1M | $-2M | $8M | $9M | $404.0K | $9M | $3M | |
| Stockholders' Equity | $67M | $35M | $85M | $108M | $88M | $33M | $127M | $544M | $577M | $534M | $810M | $800M | $761M | $720M | $744M | $733M | |
| Liabilities + Equity | $2.59B | $2.11B | $2.39B | $2.10B | $2.63B | $2.10B | $2.50B | $2.60B | $3.04B | $2.55B | · | $2.60B | $3.09B | $2.64B | · | $2.63B | |
| Shares Outstanding | 45,513,708 | 46,297,968 | 46,705,325 | 48,057,972 | 48,506,643 | 48,515,315 | 49,245,588 | 50,869,218 | 51,623,951 | 51,624,243 | · | · | · | · | · | · |
Fluxo de Caixa 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $21M | $22M | $21M | $22M | $22M | $30M | $31M | $30M | $30M | $28M | $28M | $26M | $27M | $26M | $25M | |
| Stock-based Comp | $23M | $24M | $22M | $22M | $27M | $22M | $29M | $19M | $22M | $30M | $32M | $32M | $33M | $30M | $27M | $28M | |
| Deferred Tax | $5M | $4M | $17M | $-16M | $-432.0K | $-221.0K | $-48M | $-3M | $-6M | $-12M | $7M | $2M | $-42M | $9M | $-5M | $-5M | |
| Amort. of Intangibles | $586.0K | $588.0K | $564.0K | $570.0K | $566.0K | $534.0K | $817.0K | $918.0K | $902.0K | $904.0K | $784.0K | $793.0K | $788.0K | $774.0K | $662.0K | $647.0K | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Operating Cash Flow | $91M | $51M | $58M | $139M | $67M | $1M | $74M | $104M | $54M | $65M | $-3M | $128M | $53M | $22M | $14M | $108M | |
| CapEx | $2M | $2M | $3M | $3M | $623.0K | $688.0K | $208.0K | $1M | $6M | $1M | $442.0K | $1M | $1M | $1M | $2M | $3M | |
| Investing Cash Flow | $-24M | $-14M | $-18M | $-16M | $-15M | $-26M | $-17M | $-16M | $-26M | $-15M | $-15M | $-18M | $-16M | $-15M | $-18M | $-14M | |
| Stock Repurchased | $30M | $82M | $84M | $30M | $3M | $100M | $93M | $63M | $0 | $263M | $19M | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $-82M | · | · | · | $-100M | · | · | · | $-263M | · | · | · | · | · | · | |
| Financing Cash Flow | $362M | $-343M | $261M | $-576M | $398M | $-330M | $296M | $-461M | $420M | $-395M | $354M | $-507M | $364M | $-353M | $359M | $-190M | |
| Net Change in Cash | $428M | $-306M | $302M | $-454M | $455M | $-353M | $347M | $-368M | $448M | $-345M | $338M | $-400M | $402M | $-346M | $359M | $-103M | |
| Free Cash Flow | · | $50M | · | · | · | $700.0K | · | · | · | $64M | · | · | · | $20M | · | · | |
| Levered FCF | · | $37M | · | · | · | $-14M | · | · | · | $50M | · | · | · | $12M | · | · |
Lucratividade 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 61.3% | 59.2% | · | 59.6% | 59.6% | 57.6% | · | 55.5% | 56.6% | 54.8% | · | 56.1% | 55.2% | 53.0% | · | 53.7% | |
| Operating Margin | 21.3% | 18.3% | · | 19.4% | 20.2% | 7.5% | · | 15.3% | 14.6% | 3.8% | · | 7.9% | 0.11% | -3.8% | · | -2.7% | |
| Net Margin | 12.2% | 11.1% | · | 16.9% | 9.2% | 1.8% | · | 7.2% | 7.6% | 1.9% | · | 3.2% | 0.78% | -5.6% | · | -4.0% | |
| Pretax Margin | 16.0% | 13.5% | · | 14.6% | 14.0% | 2.1% | · | 11.4% | 10.3% | 1.4% | · | 6.5% | -3.0% | -7.1% | · | -4.5% | |
| EBITDA Margin | 21.3% | 18.3% | · | 19.4% | 20.2% | 7.5% | · | 15.3% | 14.6% | 3.8% | · | 7.9% | 0.11% | -3.8% | · | -2.7% | |
| ROA | 1.4% | 1.5% | · | 2.0% | 0.92% | 0.21% | · | 0.79% | 0.71% | 0.20% | · | 0.34% | 0.07% | -0.56% | · | -0.48% | |
| ROE | 45.6% | 92.0% | · | 14.6% | 7.8% | 1.7% | · | 3.1% | 3.3% | 0.84% | · | 1.2% | 0.28% | -2.1% | · | -1.8% | |
| ROIC | 3.9% | 3.5% | · | 5.4% | 3.0% | 1.4% | · | 1.8% | 1.9% | 0.94% | · | 0.71% | 0.00% | -0.49% | · | -0.38% |
Liquidez e Solvência 5
| 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 | 0.8 | 0.7 | · | 0.7 | 0.8 | 0.7 | · | 0.7 | 0.8 | 0.7 | · | 0.6 | 0.8 | 0.7 | · | 0.6 | |
| Quick Ratio | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Debt / Equity | 17.2 | 34.3 | · | 9.8 | 13.2 | 36.3 | · | 1.8 | 1.8 | 1.9 | · | 0.9 | 1.1 | 1.2 | · | 1.2 | |
| LT Debt / Equity | 16.8 | 33.7 | · | 9.6 | 12.9 | 35.6 | · | 1.8 | 1.7 | 1.9 | · | 0.9 | 1.1 | 1.2 | · | 1.1 | |
| Interest Coverage | 3.5 | 3.2 | · | 3.3 | 3.1 | 1.2 | · | 3.1 | 2.7 | 1.0 | · | 2.3 | 0.0 | -0.9 | · | -0.8 |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.1 | 3.7 | · | 3.1 | 1.9 | 3.1 | · | 2.9 | 1.8 | 2.8 | · | 2.9 | 1.7 | 2.7 | · | 2.7 |
Avaliação (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.13B | $1.11B | · | $1.12B | $1.13B | $1.12B | · | $1.13B | $1.11B | $1.09B | · | $1.07B | $1.06B | $1.05B | · | $1.01B | |
| Net Income TTM | $140M | $109M | · | $97M | $70M | $51M | · | $56M | $40M | $4M | · | $-14M | $-26M | $-39M | · | $-18M | |
| Market Cap | $1.35B | $1.79B | · | $3.09B | $3.11B | $3.01B | · | $4.31B | $3.93B | $3.83B | · | · | · | · | · | · | |
| Enterprise Value | $2.46B | $2.94B | · | $4.12B | $4.23B | $4.18B | · | $5.27B | $4.92B | $4.84B | · | · | · | · | · | · | |
| P/E | 9.9 | 16.9 | · | 32.6 | 45.9 | 62.7 | · | 79.1 | 100.2 | 1059.1 | · | -260.4 | -139.6 | -92.4 | · | -129.6 | |
| P/S | 1.2 | 1.6 | · | 2.8 | 2.8 | 2.7 | · | 3.8 | 3.5 | 3.5 | · | · | · | · | · | · | |
| P/B | 20.1 | 51.7 | · | 28.6 | 35.4 | 90.7 | · | 7.9 | 6.8 | 7.2 | · | · | · | · | · | · | |
| P / Cash Flow | · | 34.7 | · | · | · | 2168.9 | · | · | · | 59.2 | · | · | · | · | · | · | |
| P / FCF | · | 35.9 | · | · | · | 4300.5 | · | · | · | 59.5 | · | · | · | · | · | · | |
| EV / EBITDA | 39.7 | 57.1 | · | 75.4 | 74.7 | 204.5 | · | 120.3 | 117.0 | 451.6 | · | · | · | · | · | · | |
| EV / FCF | · | 59.0 | · | · | · | 5969.8 | · | · | · | 75.2 | · | · | · | · | · | · | |
| EV / Revenue | 2.2 | 2.6 | · | 3.7 | 3.8 | 3.7 | · | 4.7 | 4.4 | 4.4 | · | · | · | · | · | · | |
| Earnings Yield | 10.1% | 5.9% | · | 3.1% | 2.2% | 1.6% | · | 1.3% | 1.0% | 0.09% | · | -0.38% | -0.72% | -1.1% | · | -0.77% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Receita | $1.13B | — | — | $1.15B | — |
| Margem Bruta % | 58.8% | — | — | — | — |
| Margem Operacional % | 16.9% | — | — | — | — |
| Lucro líquido | $115M | — | — | $-300M | — |
| EPS Diluído | $2.37 | — | — | $-5.92 | — |
Balanço Patrimonial
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 13.0 | — | — | — | — |
| Índice de liquidez corrente | 0.8 | — | — | — | — |
| Índice de Liquidez Seca | 0.1 | — | — | — | — |
Fluxo de Caixa
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $258M | — | — | — | — |
Últimas notícias Notícias recentes mencionando esta empresa
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Investidores institucionais (13F) 305 declarantes · $1.1B 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.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 56 (+8 vs trimestre anterior) | 65 (+16 vs trimestre anterior) | 108 (+2 vs trimestre anterior) | 72 (-22 vs trimestre anterior) | +1.9M |
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 |
|---|---|---|---|---|
| CLEARLAKE CAPITAL GROUP, L.P. | $288.849.412 | 9.751.837 | 26,09% | Ações |
| MORGAN STANLEY | $109.890.609 | 3.710.013 | 9,93% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $93.234.282 | 3.147.680 | 8,42% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $57.398.999 | 1.937.846 | 5,18% | Ações |
| STATE STREET CORP | $48.876.561 | 1.650.436 | 4,41% | Ações |
| GOLDMAN SACHS GROUP INC | $29.810.101 | 1.006.418 | 2,69% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $25.426.489 | 858.423 | 2,30% | Ações |
| Qube Research & Technologies Ltd | $24.114.797 | 814.139 | 2,18% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $23.878.213 | 805.980 | 2,16% | Ações |
| FULLER & THALER ASSET MANAGEMENT, INC. | $21.120.055 | 713.034 | 1,91% | Ações |
| SHAPIRO CAPITAL MANAGEMENT LLC | $20.840.987 | 703.612 | 1,88% | Ações |
| Clearline Capital LP | $20.403.619 | 688.846 | 1,84% | Ações |
| TWO SIGMA INVESTMENTS, LP | $19.319.497 | 652.245 | 1,75% | Ações |
| FIRST TRUST ADVISORS LP | $18.536.581 | 625.813 | 1,67% | Ações |
| Lightrock Netherlands B.V. | $17.000.280 | 573.946 | 1,54% | Ações |
| VANGUARD GROUP INC | $16.378.478 | 258.662 | 1,48% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16.288.986 | 549.932 | 1,47% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $14.708.137 | 496.561 | 1,33% | Ações |
| P2 Capital Partners, LLC | $14.302.728 | 482.874 | 1,29% | Ações |
| GENEVA CAPITAL MANAGEMENT LLC | $11.132.852 | 375.856 | 1,01% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $7.797.643 | 263.256 | 0,70% | Ações |
| FMR LLC | $7.292.059 | 246.187 | 0,66% | Ações |
| Point72 Asset Management, L.P. | $6.661.982 | 224.915 | 0,60% | Ações |
| Tributary Capital Management, LLC | $6.651.497 | 224.561 | 0,60% | Ações |
| Cinctive Capital Management LP | $6.554.995 | 221.303 | 0,59% | Ações |
| PALISADE CAPITAL MANAGEMENT, LP | $6.171.001 | 208.339 | 0,56% | Ações |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $5.699.540 | 192.422 | 0,51% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $5.687.869 | 192.028 | 0,51% | Ações |
| Allspring Global Investments Holdings, LLC | $5.538.407 | 186.982 | 0,50% | Ações |
| Cubist Systematic Strategies, LLC | $5.513.410 | 85.732 | 0,50% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $5.509.231 | 185.997 | 0,50% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $5.112.590 | 172.606 | 0,46% | Ações |
| MILLENNIUM MANAGEMENT LLC | $4.943.637 | 166.902 | 0,45% | Ações |
| Hillsdale Investment Management Inc. | $4.487.430 | 151.500 | 0,41% | Ações |
| Calamos Advisors LLC | $3.940.704 | 133.042 | 0,36% | Ações |
| Public Sector Pension Investment Board | $3.593.854 | 121.332 | 0,32% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $3.241.443 | 109.434 | 0,29% | Ações |
| BANK OF AMERICA CORP /DE/ | $3.102.606 | 104.747 | 0,28% | Ações |
| XTX Topco Ltd | $2.985.755 | 100.802 | 0,27% | Ações |
| Edgestream Partners, L.P. | $2.857.056 | 96.457 | 0,26% | Ações |
| Triodos Investment Management BV | $2.721.360 | 92.000 | 0,25% | Ações |
| RHUMBLINE ADVISERS | $2.695.488 | 91.003 | 0,24% | Ações |
| Sone Capital Management, LLC | $2.584.315 | 87.249 | 0,23% | Ações |
| MACKENZIE FINANCIAL CORP | $2.578.303 | 87.046 | 0,23% | Ações |
| PICTON MAHONEY ASSET MANAGEMENT | $2.480.439 | 83.742 | 0,22% | Ações |
| Y-Intercept (Hong Kong) Ltd | $2.436.245 | 82.250 | 0,22% | Ações |
| PRUDENTIAL FINANCIAL INC | $2.306.776 | 77.879 | 0,21% | Ações |
| Mubadala Investment Co PJSC | $2.232.222 | 75.362 | 0,20% | Ações |
| Swiss National Bank | $2.116.438 | 71.453 | 0,19% | Ações |
| AXA Investment Managers S.A. | $2.097.213 | 32.611 | 0,19% | Ações |
| Gotham Asset Management, LLC | $1.941.976 | 65.563 | 0,18% | Ações |
| AMERICAN CENTURY COMPANIES INC | $1.892.185 | 63.882 | 0,17% | Ações |
| Man Group plc | $1.856.996 | 62.694 | 0,17% | Ações |
| MARTINGALE ASSET MANAGEMENT L P | $1.856.849 | 62.689 | 0,17% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.837.411 | 47.589 | 0,17% | Ações |
| CLARK ESTATES INC/NY | $1.833.478 | 61.900 | 0,17% | Ações |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.813.821 | 46.978 | 0,16% | Ações |
| KESTREL INVESTMENT MANAGEMENT CORP | $1.808.301 | 61.050 | 0,16% | Ações |
| ALLIANCEBERNSTEIN L.P. | $1.776.948 | 46.023 | 0,16% | Ações |
| AMERIPRISE FINANCIAL INC | $1.770.121 | 59.761 | 0,16% | Ações |
| Numerai GP LLC | $1.605.671 | 54.209 | 0,15% | Ações |
| Legal & General Group Plc | $1.598.622 | 53.971 | 0,14% | Ações |
| QUADRANT CAPITAL GROUP LLC | $1.546.075 | 52.197 | 0,14% | Ações |
| AlphaQuest LLC | $1.465.731 | 23.148 | 0,13% | Ações |
| Balyasny Asset Management L.P. | $1.456.830 | 49.184 | 0,13% | Ações |
| Aristides Capital LLC | $1.424.278 | 48.085 | 0,13% | Ações |
| ALLSTATE CORP | $1.394.895 | 47.093 | 0,13% | Ações |
| Villanova Investment Management Co LLC | $1.351.264 | 45.620 | 0,12% | Ações |
| Vanguard Global Advisers, LLC | $1.346.407 | 45.456 | 0,12% | Ações |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.307.042 | 44.127 | 0,12% | Ações |
| FIFTH THIRD BANCORP | $1.304.201 | 44.031 | 0,12% | Ações |
| BECKER CAPITAL MANAGEMENT INC | $1.299.904 | 43.886 | 0,12% | Ações |
| Mitsubishi UFJ Trust & Banking Corp | $1.268.625 | 42.830 | 0,11% | Ações |
| Jump Financial, LLC | $1.267.736 | 42.800 | 0,11% | Ações |
| CITADEL ADVISORS LLC | $1.244.869 | 42.028 | 0,11% | Ações |
| Vinva Investment Management Ltd | $1.205.303 | 28.237 | 0,11% | Ações |
| Engineers Gate Manager LP | $1.190.072 | 40.178 | 0,11% | Ações |
| Schonfeld Strategic Advisors LLC | $1.110.600 | 37.495 | 0,10% | Ações |
| Quantinno Capital Management LP | $1.051.658 | 35.505 | 0,09% | Ações |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.017.448 | 34.350 | 0,09% | Ações |
| PINNACLE ASSOCIATES LTD | $1.011.967 | 34.165 | 0,09% | Ações |
| Henshaw Capital LLC | $996.247 | 33.634 | 0,09% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $992.507 | 33.508 | 0,09% | Ações |
| Amundi | $971.299 | 32.792 | 0,09% | Ações |
| Robeco Institutional Asset Management B.V. | $919.345 | 31.038 | 0,08% | Ações |
| Andrew Hill Investment Advisors, Inc. | $907.261 | 30.630 | 0,08% | Ações |
| STALEY CAPITAL ADVISERS INC | $888.600 | 30.000 | 0,08% | Ações |
| BlackRock, Inc. | $840.704 | 28.383 | 0,08% | Ações |
| RAYMOND JAMES FINANCIAL INC | $825.776 | 27.879 | 0,07% | Ações |
| H D Vest Advisory Services | $781.288 | 12.168 | 0,07% | Ações |
| HSBC HOLDINGS PLC | $767.515 | 26.204 | 0,07% | Ações |
| Freestone Grove Partners LP | $736.886 | 24.878 | 0,07% | Ações |
| D. E. Shaw & Co., Inc. | $694.234 | 23.438 | 0,06% | Ações |
| Amicus Financial Advisors, LLC | $692.071 | 23.365 | 0,06% | Ações |
| Diametric Capital, LP | $687.924 | 23.225 | 0,06% | Ações |
| Vident Advisory, LLC | $677.558 | 22.875 | 0,06% | Ações |
| Glenmede Investment Management, LP | $674.740 | 10.492 | 0,06% | Ações |
| Bank of New York Mellon Corp | $671.841 | 22.682 | 0,06% | Ações |
| Waverly Advisors, LLC | $657.741 | 22.206 | 0,06% | Ações |
| Kesler, Norman & Wride, LLC | $653.964 | 22.078 | 0,06% | Ações |
Executivos da empresa 52 insiders · 25 diretores · 14 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Richard Labarbera | Senior VP & CEO Kintera Div | 16 de Fevereiro de 2010 F | 4.164 | 0 | 0 | $0 |
| Robert J Sywolski | President/CEO/Director | 22 de Novembro de 2005 J | 108.412 | 0 | 0 | $0 |
| Chad Anderson | Executive VP and CFO | 14 de Agosto de 2026 F | 61.883 | 0 | 1 | $-194.279 |
| Anthony W Boor | CFO & Exec VP of Fin. & Admin. | 1 de Março de 2023 S | 135.362 | 0 | 0 | $0 |
| David J Benjamin | EVP, Chief Commercial Officer | 31 de Agosto de 2023 S | 68.832 | 0 | 0 | $0 |
| Jon W Olson | SVP and General Counsel | 31 de Agosto de 2023 S | 29.152 | 0 | 0 | $0 |
| Kevin Mcdearis | EVP & Chief Technology Officer | 5 de Junho de 2023 S | 67.974 | 0 | 0 | $0 |
| Kevin W Mooney | EVP, Strategy and Business Dev | 28 de Fevereiro de 2023 S | 99.686 | 0 | 0 | $0 |
| Brian Boruff | EVP, Strategic Enter. P-ships | 15 de Maio de 2019 F | 56.353 | 0 | 0 | $0 |
| MISTRETTA JOHN J | EVP of Human Resources | 25 de Maio de 2017 M | 75.278 | 0 | 0 | $0 |
| Brad John Holman | Exec VP & Pres Int'l Bus Unit | 12 de Novembro de 2015 S | 27.425 | 0 | 0 | $0 |
| Jana Eggers | Sen VP Product Mgmt & Mktg | 19 de Novembro de 2012 F | 24.213 | 0 | 0 | $0 |
| Eugene Austin | SVP & President, ECBU | 8 de Maio de 2012 A | 6.184 | 0 | 0 | $0 |
| Heidi Strenck | Senior VP and Controller | 13 de Abril de 2012 D | 5.629 | 0 | 0 | $0 |
| Charles L Longfield | Senior VP and Chief Scientist | 8 de Novembro de 2011 F | 20.439 | 0 | 0 | $0 |
| Louis J Attanasi | Senior VP of Product Dev | 7 de Julho de 2011 S | 57.329 | 0 | 0 | $0 |
| Gerard J Zink | Senior VP of Customer Support | 24 de Novembro de 2010 M | 17.417 | 0 | 0 | $0 |
| Lee W Gartley | Senior Vice President | 10 de Novembro de 2009 A | 22.920 | 0 | 0 | $0 |
| Richard S Braddock JR | Senior VP of Marketing | 23 de Julho de 2007 M | 32.500 | 0 | 0 | $0 |
| Christopher R Todd | Senior VP of Sales | 30 de Maio de 2007 S | 48.473 | 0 | 0 | $0 |
| Andrew L Howell | VP and General Counsel | 8 de Fevereiro de 2007 A | 9.246 | 0 | 0 | $0 |
| Germaine Ward | Vice President of Products | 12 de Maio de 2006 M | 13.000 | 0 | 0 | $0 |
| Anthony J Powell | VP of Consulting Services | 10 de Março de 2006 M | 13.000 | 0 | 0 | $0 |
| Laura Kennedy | VP of Human Resources | 27 de Maio de 2005 M | 0 | 0 | 0 | $0 |
| Edward M Roshitsh | Vice President of Sales | 14 de Fevereiro de 2005 M | 0 | 0 | 0 | $0 |
| Sarah E Nash | Conselheiro | 27 de Novembro de 2023 S | 26.977 | 0 | 0 | $0 |
| George H Ellis | Conselheiro | 7 de Novembro de 2023 S | 8.451 | 0 | 0 | $0 |
| Rupal S Hollenbeck | Conselheiro | 1 de Agosto de 2023 A | 5.530 | 0 | 0 | $0 |
| Yogesh K Gupta | Conselheiro | 1 de Agosto de 2023 A | 5.530 | 0 | 0 | $0 |
| Joyce Nelson | Conselheiro | 10 de Agosto de 2022 S | 18.946 | 0 | 0 | $0 |
| Timothy C K Chou | Conselheiro | 1 de Agosto de 2022 A | 32.501 | 0 | 0 | $0 |
| Thomas R Ertel | Conselheiro | 2 de Agosto de 2021 A | 13.509 | 0 | 0 | $0 |
| Peter J Kight | Conselheiro | 5 de Agosto de 2019 A | 86.738 | 0 | 0 | $0 |
| David G Golden | Conselheiro | 3 de Agosto de 2017 A | 27.298 | 0 | 0 | $0 |
| John P Mcconnell | Conselheiro | 9 de Agosto de 2011 A | 51.611 | 0 | 0 | $0 |
| Marco W. Hellman | Conselheiro | 4 de Agosto de 2009 A | 108.352 | 0 | 0 | $0 |
| David R Tunnell | Conselheiro | 22 de Fevereiro de 2006 J | 27.161 | 0 | 0 | $0 |
| Paul V Barber | Conselheiro | 22 de Novembro de 2005 J | 4.247 | 0 | 0 | $0 |
| HELLMAN & FRIEDMAN CAPITAL PARTNERS III LP | Detentor de 10% | 22 de Fevereiro de 2006 D | 0 | 0 | 0 | $0 |
| Anthony E Bakker | Detentor de 10% | 22 de Julho de 2004 S | 783.831 | 0 | 0 | $0 |
| Kevin P. Gregoire | — | 6 de Agosto de 2026 S | 113.194 | 0 | 2 | $-1.001.147 |
| Bradley L Pyburn | — | 3 de Agosto de 2026 A | 13.103 | 0 | 0 | $0 |
| Deneen Defiore | — | 3 de Agosto de 2026 A | 17.903 | 0 | 0 | $0 |
| Don Roger Nanney | — | 3 de Agosto de 2026 A | 24.453 | 0 | 0 | $0 |
| Kristian Talvitie | — | 3 de Agosto de 2026 A | 15.887 | 0 | 0 | $0 |
| Andrew M Leitch | — | 3 de Agosto de 2026 A | 48.035 | 0 | 0 | $0 |
| Gianoni Michael P | — | 23 de Fevereiro de 2026 F | 440.264 | 0 | 8 | $-901.907 |
| Charles T Cumbaa | — | 31 de Março de 2017 F | 49.203 | 0 | 0 | $0 |
| Joseph D Moye | — | 19 de Fevereiro de 2015 S | 13.839 | 0 | 0 | $0 |
| Marc Chardon | — | 12 de Agosto de 2013 S | 58.883 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 2 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 |
|---|---|---|---|---|---|
| Clearlake Capital Group, L.P., José Enrique Feliciano, Behdad Eghbali ×5 declarações | 15 de Abril de 2024 | — | Declaração inicial | — | SEC |
| Blackbaud, Inc. ×3 declarações | 15 de Fevereiro de 2012 | — | 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 73 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 |
|---|---|---|---|---|
| RNIN · EA Series Trust | 1,06% | 43.577 NS | 30 de Abril de 2026 | N-PORT |
| PSCT · Invesco Exchange-Traded Fund Trust … | 0,74% | 77.652 SH | 21 de Agosto de 2026 | Diário |
| SKYY · First Trust Exchange-Traded Fund II | 0,60% | 549.802 NS | 30 de Junho de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,22% | 58 NS | 30 de Abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,20% | 8.378 NS | 30 de Abril de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,20% | 180.669 NS | 30 de Abril de 2026 | N-PORT |
| SKYU · ProShares Trust | 0,17% | 198 NS | 31 de Maio de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,13% | 37.931 SH | 19 de Agosto de 2026 | Diário |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,12% | 52.176 SH | 21 de Agosto de 2026 | Diário |
| IWO · iShares Trust | 0,11% | 340.034 SH | 21 de Agosto de 2026 | Diário |
| SMIZ · Zacks Trust | 0,10% | 8.535 NS | 31 de Maio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 51.587 SH | 21 de Agosto de 2026 | Diário |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 14.601 NS | 30 de Abril de 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,07% | 718 NS | 31 de Maio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,06% | 1.353 NS | 30 de Abril de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,06% | 123.774 SH | 19 de Agosto de 2026 | Diário |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,06% | 21.009 SH | 19 de Agosto de 2026 | Diário |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,06% | 37.456 SH | 19 de Agosto de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,06% | 38.834 SH | 19 de Agosto de 2026 | Diário |
| IGV · iShares Trust | 0,06% | 169.317 SH | 21 de Agosto de 2026 | Diário |
| IWM · iShares Trust | 0,05% | 931.880 SH | 21 de Agosto de 2026 | Diário |
| ISCV · iShares Trust | 0,05% | 7.707 SH | 21 de Agosto de 2026 | Diário |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,05% | 45.593 NS | 31 de Maio de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,04% | 49 NS | 29 de Maio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,04% | 16.430 NS | 30 de Abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 152.277 NS | 30 de Abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 6.200 NS | 30 de Abril de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,04% | 4.094 NS | 30 de Abril de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,03% | 92.185 NS | 31 de Maio de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,03% | 667.409 SH | 19 de Agosto de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 208.354 SH | 19 de Agosto de 2026 | Diário |
| ITWO · ProShares Trust | 0,03% | 1.778 NS | 31 de Maio de 2026 | N-PORT |
| RB · ProShares Trust | 0,03% | 11 NS | 31 de Maio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,03% | 593 NS | 30 de Abril de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,03% | 121.207 NS | 30 de Abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,03% | 1.556 SH | 21 de Agosto de 2026 | Diário |
| MVV · ProShares Trust | 0,02% | 1.238 NS | 31 de Maio de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 173.740 NS | 31 de Maio de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 6.515 NS | 31 de Maio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,02% | 1.050.430 SH | 19 de Agosto de 2026 | Diário |
| VGT · VANGUARD WORLD FUND | 0,02% | 925.674 SH | 19 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,02% | 2.636 SH | 21 de Agosto de 2026 | Diário |
| UWM · ProShares Trust | 0,02% | 1.390 NS | 31 de Maio de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,02% | 173 NS | 31 de Maio de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 1.409 NS | 31 de Maio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 405.418 SH | 19 de Agosto de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,01% | 1.069 NS | 30 de Abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 3.999 NS | 30 de Abril de 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 15.977 SH | 21 de Agosto de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,01% | 83.015 NS | 30 de Abril de 2026 | N-PORT |