EXFY Expensify, Inc. - Class A Common Stock
$2,31
Preço · Ago 18, 2026
Fundamentais a partir de Ago 6, 2026
Intervalo 52 Semanas
$1–$3
76% of range
Classificação do Analista
HOLD
8 analysts
Preço-Alvo
$3
+23% upside
P/E (TTM)
-10.4
ROE
-16.2%
Margem de Lucro Líquido
-15.0%
Sobre Expensify, Inc. - Class A Common Stock Visão geral da empresa da Wikipedia
Expensify, Inc. is an American software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.
Ler mais
Expensify, Inc. is an American software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.
History
Expensify was founded in 2008 by current CEO David Barrett. Barrett, a native of Saginaw, Michigan, and a graduate of the University of Michigan, began programming at the age of six. He was involved in numerous tech companies prior to Expensify, including Red Swoosh.
The company has completed several rounds of venture capital funding, raising $1 million in 2009, $5.7 million in 2010, $3.5 million in 2014, and $17 million in 2015.
The company, which expanded its operation in Michigan in 2014, partnered with Gogebic Community College to offer scholarships to students in the area.
In July 2015, CEO David Barrett addressed the United States Congress on behalf of the app industry, speaking to a House, Health, and Technology subcommittee.
In November 2017, the company faced allegations of exposing some customers' personal information to contractors manually entering receipts through Amazon's Mechanical Turk service. Expensify acknowledged that a bug allowed fewer than 200 receipts to be visible to certain company contractors using Mechanical Turk to test a new feature under development. The company halted the test.
The company went public on 11 November 2021 under the ticker EXFY. The company's stock has decreased more than 95% since its IPO.
In 2023, Expensify funded an update and renovation of Portland's oldest food cart pod, located next to their Portland headquarters. It was renamed the Midtown Beer Garden.
Products
Expensify has developed a reporting expense mobile and web application that is available in the Apple and Android marketplaces.
Expensify allows users to download expense reports based on user transactions.
In June 2025, it was announced they would be expanding their corporate card product to Canada.
Expensify Ventures
Expensify launched a venture capital arm, Expensify Ventures, as part of a $17 million round of funding the company received in early 2015. Expensify Ventures makes strategic investments in early-stage travel, payments, and finance start-ups.
Political activism
On 22 October 2020, in a highly controversial letter, CEO David Barrett emailed all Expensify customers and non-customers on Expensify's marketing list worldwide, urging them to vote for U.S. presidential candidate Joe Biden.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
EXFY Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$2.31
Capitalização de Mercado
$223M
P/E (TTM)
-10.4
EPS (TTM)
$-0.23
Receita (TTM)
$142M
Rendimento div.
—
ROE
-16.2%
Dívida/Capital
—
Intervalo 52 Semanas
$1 – $3
EXFY 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
$142M
2019-12-31
→
2025-12-31
EPS
$-0.23
2019-12-31
→
2025-12-31
Fluxo de caixa livre
$20M
2021-12-31
→
2025-12-31
Margens
-15.0%
2021-12-31
→
2025-12-31
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
EXFY
Mediana de Pares
P/E (TTM)
-10.4
68.5
P/S (TTM)
1.6
1.8
P/B
1.7
9.9
Price / FCF (Preço / FCF)
11.1
—
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
EXFY
Mediana de Pares
Gross Margin (Margem Bruta)
50.3%
71.8%
Operating Margin (Margem Operacional)
-12.7%
—
Net Profit Margin (Margem de Lucro Líquido)
-15.0%
-16.6%
ROA
-11.9%
-12.9%
ROE
-16.2%
-28.0%
ROIC
-17.8%
—
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
EXFY
Mediana de Pares
Current Ratio (Índice de liquidez corrente)
3.3
2.2
Quick Ratio (Índice de Liquidez Seca)
1.6
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
EXFY
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
2.1%
—
Revenue CAGR 3Y (CAGR Receita 3A)
-5.7%
—
Revenue CAGR 5Y (CAGR Receita 5A)
10.0%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
EXFY
Mediana de Pares
EXFY Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
VENDA
8 analistas
- Compra forte 0 0,0%
- Compra 0 0,0%
- Manter 5 62,5%
- Venda 1 12,5%
- Venda forte 2 25,0%
Preço-alvo de 12 meses
3 analistas · 2026-08-13
Mediana
$3.00
Média
$2.83
← Abaixo de todos os alvos
$2.31
Mín
$2.50
Máx
$3.00
Alvo mediano
$3.00
+29,9%
Alvo médio
$2.83
+22,7%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
-0.02%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $0.03 | $0.02 | 0.01% |
| 31 de Março de 2026 | $0.04 | $0.02 | 0.02% |
| 31 de Dezembro de 2025 | $-0.02 | $0.05 | -0.07% |
| 30 de Setembro de 2025 | $0.04 | $0.06 | -0.02% |
| 30 de Junho de 2025 | $-0.02 | $0.03 | -0.05% |
| 31 de Março de 2025 | $0.05 | $0.07 | -0.02% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| EXFY | $141M | -6.6 | 2.1% | -15.0% | -16.2% | 50.3% |
| CD | — | — | — | — | — | — |
| LAW | $491M | -10.8 | 8.3% | -28.3% | -33.4% | 74.9% |
| KLTR | $242M | -20.5 | 1.2% | -6.7% | -103.7% | 70.6% |
| EGAN | $169M | 5.5 | -4.7% | 36.5% | 47.4% | 70.1% |
| DOMO | — | -4.0 | 0.57% | -18.6% | 31.4% | 75.0% |
| TONX | $112M | -0.3 | 1327.8% | -1161.9% | -70.2% | — |
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 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $142M | $139M | $151M | $169M | $143M | $88M | $80M | |
| Cost of Revenue | $71M | $64M | $10M | $6M | $3M | $1M | $0 | |
| Gross Profit | $72M | $75M | $84M | $107M | $89M | $56M | $48M | |
| R&D Expense | $21M | $25M | $23M | $14M | $11M | $7M | $4M | |
| SG&A Expense | $42M | $38M | $49M | $58M | $61M | $33M | $16M | |
| Operating Expenses | $90M | $76M | $117M | $122M | $99M | $50M | $47M | |
| Operating Income | $-18M | $-820.0K | $-33M | $-15M | $-10M | $6M | $1M | |
| Interest Expense | · | · | $5M | $4M | $3M | $3M | · | |
| Interest Income | $2M | $1M | · | · | · | · | · | |
| Other Non-op | $2M | $-2M | · | · | · | · | · | |
| Pretax Income | $-16M | $-2M | $-38M | $-21M | $-14M | $3M | $-2M | |
| Income Tax | $5M | $8M | $3M | $6M | $-174.0K | $5M | $-3M | |
| Net Income | $-21M | $-10M | $-41M | $-27M | $-14M | $-2M | $1M | |
| EPS (Basic) | $-0.23 | $-0.12 | $-0.50 | $-0.33 | $-0.36 | $-0.06 | $0.00 | |
| EPS (Diluted) | $-0.23 | $-0.12 | $-0.50 | $-0.33 | $-0.36 | $-0.06 | $0.00 | |
| Shares (Basic) | 92,283,974 | 87,380,708 | 82,493,226 | 80,786,725 | 38,039,222 | 27,424,480 | 25,921,890 | |
| Shares (Diluted) | 92,283,974 | 87,380,708 | 82,493,226 | 80,786,725 | 38,039,222 | 27,424,480 | 25,921,890 | |
| EBITDA | $-10M | $6M | $-28M | $-10M | $-5M | · | · |
Balanço Patrimonial 26
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $63M | $49M | $48M | $104M | $98M | $34M | $10M | |
| Receivables | $13M | $13M | $14M | $16M | $16M | $10M | · | |
| Prepaid Expense | $6M | $12M | $6M | $9M | $7M | $927.0K | · | |
| Other Current Assets | $26M | $21M | $31M | $22M | $14M | $3M | · | |
| Current Assets | $153M | $137M | $137M | $187M | $158M | $64M | · | |
| PP&E (Net) | $13M | $14M | $14M | $14M | $16M | $15M | · | |
| PP&E (Gross) | $23M | $23M | $23M | $22M | $22M | $20M | · | |
| Accum. Depreciation | $10M | $10M | $9M | $8M | $6M | $5M | · | |
| Intangibles | $14M | · | · | · | · | · | · | |
| Other Non-current Assets | $1M | $1M | $6M | $664.0K | $710.0K | $833.0K | · | |
| Total Assets | $186M | $174M | $177M | $210M | $183M | $88M | · | |
| Accounts Payable | $289.0K | $196.0K | $1M | $1M | $4M | $2M | · | |
| Accrued Liabilities | · | $157.0K | $159.0K | $291.0K | $246.0K | $73.0K | · | |
| Current Liabilities | $46M | $38M | $68M | $60M | $54M | $39M | · | |
| Capital Leases | $5M | $6M | $6M | $0 | $329.0K | $1M | · | |
| Deferred Tax | · | · | · | · | $0 | $916.0K | · | |
| Other Non-current Liabilities | $2M | $2M | $2M | $1M | $153.0K | $877.0K | · | |
| Total Liabilities | $53M | $45M | $76M | $113M | $107M | $74M | · | |
| Long-term Debt | · | · | $8M | $52M | $68M | $33M | · | |
| Total Debt | · | $0 | $8M | $52M | $53M | · | · | |
| Common Stock | $9.0K | $9.0K | $8.0K | $7.0K | $6.0K | $0 | · | |
| Paid-in Capital | $305M | $279M | $242M | $195M | $143M | $21M | · | |
| Retained Earnings | $-172M | $-151M | $-141M | $-98M | $-66M | $-52M | · | |
| Stockholders' Equity | $133M | $128M | $101M | $97M | $77M | $-31M | $-48M | |
| Liabilities + Equity | $186M | $174M | $177M | $210M | $183M | $88M | · | |
| Shares Outstanding | 93,060,902 | 91,376,765 | 85,225,328 | 82,429,367 | 81,400,860 | 29,366,940 | 26,589,930 |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $8M | $7M | $5M | $5M | $5M | $3M | $3M | |
| Stock-based Comp | $27M | $34M | $41M | $52M | $15M | $18M | $2M | |
| Deferred Tax | $5.0K | $-42.0K | $-112.0K | $29.0K | $-868.0K | $3M | $-3M | |
| Other Non-cash | $6M | $-6M | $-3M | $2M | $141.0K | · | · | |
| Operating Cash Flow | $20M | $24M | $2M | $33M | $5M | $8M | $12M | |
| CapEx | $17.0K | $0 | $1M | $585.0K | $3M | $2M | $3M | |
| Investing Cash Flow | $-4M | $-8M | $-7M | $-2M | $-8M | $-4M | $-5M | |
| Debt Issued | · | · | $0 | $0 | $45M | $0 | $0 | |
| Net Debt Issued | $0 | $-23M | $-45M | $-595.0K | $20M | · | · | |
| Stock Repurchased | $9M | $2M | $3M | $6M | $0 | $0 | $14.0K | |
| Net Stock Activity | $-9M | $-2M | $-3M | $-6M | $0 | · | · | |
| Financing Cash Flow | $-3M | $-22M | $-45M | $-8M | $81M | $9M | $5M | |
| Net Change in Cash | $14M | $-6M | $-51M | $22M | $78M | $12M | $13M | |
| Taxes Paid | $6M | $5M | $4M | $975.0K | $7M | $150.0K | $216.0K | |
| Free Cash Flow | $20M | $24M | $175.0K | $32M | $3M | · | · | |
| Levered FCF | · | · | $-5M | $26M | · | · | · |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 50.3% | 53.9% | 55.6% | 63.0% | 62.4% | · | · | |
| Operating Margin | -12.7% | -0.59% | -22.0% | -9.0% | -7.2% | · | · | |
| Net Margin | -15.0% | -7.2% | -27.5% | -15.9% | -9.5% | · | · | |
| Pretax Margin | -11.5% | -1.7% | -25.5% | -12.2% | -9.6% | · | · | |
| EBITDA Margin | -6.7% | 4.3% | -18.6% | -5.8% | -3.5% | · | · | |
| ROA | -11.9% | -5.7% | -21.4% | -13.7% | -10.0% | · | · | |
| ROE | -16.2% | -8.1% | -42.4% | -28.0% | -45.6% | · | · | |
| ROIC | -17.8% | -2.7% | -33.0% | -13.4% | -7.8% | · | · |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 3.6 | 2.0 | 3.1 | 2.9 | · | · | |
| Quick Ratio | 1.6 | 1.6 | 0.9 | 2.0 | 2.1 | · | · | |
| Debt / Equity | · | 0.0 | 0.1 | 0.5 | 0.7 | · | · | |
| LT Debt / Equity | · | · | 0.0 | 0.5 | 0.7 | · | · | |
| Interest Coverage | · | · | -6.4 | -3.4 | · | · | · |
Eficiência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.9 | 1.1 | · | · | |
| Receivables Turnover | 11.2 | 10.5 | 10.0 | 10.5 | 11.1 | · | · |
Taxas de Crescimento 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.1% | -7.6% | -11.1% | 18.7% | 62.2% | · | · | |
| Revenue CAGR 3Y | -5.7% | -0.85% | 19.6% | · | · | · | · | |
| Revenue CAGR 5Y | 10.0% | · | · | · | · | · | · |
Avaliação (TTM) 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $142M | $139M | $151M | $169M | $143M | · | · | |
| Net Income TTM | $-21M | $-10M | $-41M | $-27M | $-14M | · | · | |
| Market Cap | $141M | $306M | $211M | $728M | · | · | · | |
| Enterprise Value | · | $257M | $171M | $676M | · | · | · | |
| P/E | -6.6 | -27.9 | -4.9 | -26.8 | -122.2 | · | · | |
| P/S | 1.0 | 2.2 | 1.4 | 4.3 | · | · | · | |
| P/B | 1.1 | 2.4 | 2.1 | 7.5 | · | · | · | |
| P / Tangible Book | 1.1 | 2.4 | 2.1 | 7.5 | · | · | · | |
| P / Cash Flow | 7.0 | 12.8 | 135.0 | 22.1 | · | · | · | |
| P / FCF | 7.0 | 12.8 | 1202.9 | 22.5 | · | · | · | |
| EV / EBITDA | · | 42.9 | -6.1 | -68.7 | · | · | · | |
| EV / FCF | · | 10.8 | 975.2 | 20.9 | · | · | · | |
| EV / Revenue | · | 1.8 | 1.1 | 4.0 | · | · | · | |
| Earnings Yield | -15.2% | -3.6% | -20.2% | -3.7% | -0.82% | · | · |
Demonstração de Resultados 17
| 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 | $34M | $34M | $35M | $35M | $36M | $36M | $37M | $35M | $33M | $34M | $35M | $36M | $39M | $40M | $43M | $42M | |
| Cost of Revenue | $18M | $18M | $18M | $18M | $17M | $18M | $18M | $17M | $14M | $15M | $-40M | $18M | $17M | $16M | $-40M | $17M | |
| Gross Profit | $16M | $16M | $17M | $17M | $19M | $18M | $19M | $18M | $19M | $19M | $19M | $19M | $22M | $24M | $27M | $26M | |
| R&D Expense | $5M | $5M | $5M | $5M | $5M | $5M | $7M | $6M | $6M | $6M | $6M | $7M | $5M | $5M | $3M | $3M | |
| SG&A Expense | $10M | $9M | $12M | $10M | $9M | $11M | $9M | $9M | $9M | $11M | $11M | $14M | $12M | $12M | $13M | $16M | |
| Operating Expenses | $19M | $18M | $21M | $20M | $29M | $20M | $18M | $18M | $19M | $21M | $25M | $34M | $32M | $27M | $28M | $32M | |
| Operating Income | $-3M | $-2M | $-4M | $-2M | $-10M | $-1M | $466.0K | $288.0K | $219.0K | $-2M | $-6M | $-15M | $-10M | $-3M | $-699.0K | $-6M | |
| Interest Income | $400.0K | $400.0K | $500.0K | $500.0K | $500.0K | $400.0K | $300.0K | $300.0K | $400.0K | $100.0K | · | · | · | · | · | · | |
| Other Non-op | · | · | $417.0K | $96.0K | $889.0K | $324.0K | $-539.0K | $181.0K | $-260.0K | $-954.0K | · | $-2M | · | · | · | · | |
| Pretax Income | $-3M | $-2M | $-4M | $-2M | $-9M | $-1M | $-73.0K | $469.0K | $-41.0K | $-3M | $-6M | $-17M | $-11M | $-4M | $-884.0K | $-8M | |
| Income Tax | $1M | $536.0K | $4M | $154.0K | $-661.0K | $2M | $1M | $3M | $3M | $1M | $1M | $-270.0K | $376.0K | $2M | $3M | $156.0K | |
| Net Income | $-4M | $-2M | $-7M | $-2M | $-9M | $-3M | $-1M | $-2M | $-3M | $-4M | $-7M | $-17M | $-11M | $-6M | $-3M | $-8M | |
| EPS (Basic) | $-0.04 | $-0.02 | $-0.07 | $-0.03 | $-0.10 | $-0.03 | $-0.03 | $-0.02 | $-0.03 | $-0.04 | $-0.08 | $-0.21 | $-0.14 | $-0.07 | $-0.04 | $-0.10 | |
| EPS (Diluted) | $-0.04 | $-0.02 | $-0.07 | $-0.03 | $-0.10 | $-0.03 | $-0.03 | $-0.02 | $-0.03 | $-0.04 | $-0.08 | $-0.21 | $-0.14 | $-0.07 | $-0.04 | $-0.10 | |
| Shares (Basic) | 95,441,380 | 93,719,202 | -184,048,414 | 92,559,381 | 92,271,924 | 91,501,083 | -172,532,397 | 88,177,739 | 86,593,955 | 85,141,411 | -163,755,870 | 82,469,190 | 82,011,477 | 81,768,429 | -160,775,244 | 80,941,664 | |
| Shares (Diluted) | 95,441,380 | 93,719,202 | -184,048,414 | 92,559,381 | 92,271,924 | 91,501,083 | -172,532,397 | 88,177,739 | 86,593,955 | 85,141,411 | -163,755,870 | 82,469,190 | 82,011,477 | 81,768,429 | -160,775,244 | 80,941,664 | |
| EBITDA | $-3M | $284.0K | · | $-2M | $-10M | $496.0K | · | $288.0K | $219.0K | $-370.0K | · | $-15M | $-10M | $-1M | · | $-6M |
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 | $66M | $67M | $63M | $61M | $61M | $60M | $49M | $39M | $53M | $49M | $48M | $89M | $98M | $111M | $104M | $106M | |
| Receivables | $11M | $12M | $13M | $12M | $12M | $13M | $13M | $13M | $13M | $14M | $14M | $15M | $15M | $16M | · | $16M | |
| Prepaid Expense | $4M | $5M | $6M | $4M | $3M | $11M | $12M | $9M | $9M | $4M | $6M | $5M | $5M | $7M | · | $6M | |
| Other Current Assets | $21M | $21M | $26M | $21M | $24M | $20M | $21M | $24M | $32M | $27M | $31M | $28M | $25M | $21M | · | $21M | |
| Current Assets | $154M | $158M | $153M | $153M | $152M | $154M | $137M | $139M | $156M | $143M | $137M | $180M | $182M | $194M | · | $189M | |
| PP&E (Net) | $13M | $13M | $13M | $13M | $13M | $13M | $14M | $14M | $14M | $14M | $14M | $15M | $15M | $14M | · | $15M | |
| PP&E (Gross) | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $22M | · | $22M | |
| Accum. Depreciation | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $9M | $8M | $8M | · | $7M | |
| Intangibles | $12M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $988.0K | $924.0K | $6M | $6M | $789.0K | $749.0K | $658.0K | · | $580.0K | |
| Total Assets | $185M | $191M | $186M | $187M | $187M | $189M | $174M | $176M | $193M | $185M | $177M | $212M | $212M | $217M | · | $212M | |
| Accounts Payable | $1M | $938.0K | $289.0K | $710.0K | $2M | $526.0K | $196.0K | $1M | $1M | $1M | $1M | $1M | $2M | $2M | · | $2M | |
| Accrued Liabilities | · | · | · | · | · | · | · | $150.0K | $191.0K | $183.0K | $159.0K | $155.0K | $168.0K | $264.0K | · | $201.0K | |
| Current Liabilities | $44M | $45M | $46M | $44M | $48M | $47M | $38M | $48M | $71M | $70M | $68M | $74M | $62M | $62M | · | $63M | |
| Capital Leases | · | · | $5M | · | · | · | · | $6M | $6M | $6M | · | $6M | $6M | $95.0K | · | $0 | |
| Other Non-current Liabilities | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | · | $1M | |
| Total Liabilities | $51M | $52M | $53M | $51M | $55M | $55M | $45M | $56M | $79M | $78M | $76M | $117M | $113M | $115M | · | $116M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $8M | $8M | · | $44M | $44M | $52M | · | $52M | |
| Total Debt | · | · | · | · | · | · | · | $0 | $8M | $8M | · | $44M | $44M | $52M | · | $52M | |
| Common Stock | $9.0K | $10.0K | $9.0K | $9.0K | $9.0K | $9.0K | $9.0K | $9.0K | $9.0K | $9.0K | $8.0K | $7.0K | $7.0K | $7.0K | · | $7.0K | |
| Paid-in Capital | $313M | $313M | $305M | $301M | $295M | $289M | $279M | $269M | $261M | $251M | $242M | $229M | $216M | $206M | · | $185M | |
| Retained Earnings | $-178M | $-175M | $-172M | $-165M | $-163M | $-154M | $-151M | $-150M | $-147M | $-145M | $-141M | $-134M | $-117M | $-104M | · | $-90M | |
| Stockholders' Equity | $135M | $139M | $133M | $136M | $132M | $135M | $128M | $120M | $114M | $107M | $101M | $95M | $100M | $103M | $97M | $96M | |
| Liabilities + Equity | $185M | $191M | $186M | $187M | $187M | $189M | $174M | $176M | $193M | $185M | $177M | $212M | $212M | $217M | · | $212M | |
| Shares Outstanding | 91,897,067 | 96,432,743 | 93,060,902 | 93,031,536 | 92,647,210 | 92,383,667 | 91,376,765 | 88,926,676 | 88,194,690 | 86,484,507 | 85,225,328 | 83,699,228 | 82,776,491 | 82,806,528 | 82,429,367 | 82,644,269 |
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 | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Stock-based Comp | $7M | $6M | $5M | $7M | $7M | $8M | $10M | $8M | $8M | $8M | $11M | $10M | $10M | $10M | $11M | $13M | |
| Amort. of Intangibles | $2M | · | · | · | $2M | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-6M | · | · | · | $-2M | · | · | · | $-2M | · | · | · | $12M | · | · | |
| Operating Cash Flow | $8M | $118.0K | $2M | $4M | $9M | $8M | $7M | $4M | $9M | $3M | $-543.0K | $-5M | $-434.0K | $8M | $7M | $-929.0K | |
| CapEx | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $0 | $281.0K | $624.0K | $451.0K | $28.0K | $118.0K | $200.0K | |
| Investing Cash Flow | $-1M | $-1M | $-798.0K | $-1M | $-1M | $-498.0K | $-929.0K | $-2M | $-2M | $-3M | $-2M | $-2M | $-2M | $-898.0K | $-826.0K | $-638.0K | |
| Net Debt Issued | · | · | · | · | · | $0 | · | · | · | $-37.0K | · | · | · | $-150.0K | · | · | |
| Stock Repurchased | · | · | $3M | $3M | · | · | $0 | $2M | · | · | $0 | $0 | · | · | $6M | $0 | |
| Financing Cash Flow | $-7M | $6M | $-1M | $-1M | $-2M | $-2M | $-893.0K | $-23M | $971.0K | $845.0K | $-35M | $669.0K | $-11M | $141.0K | $-6M | $-3M | |
| Net Change in Cash | $21.0K | $5M | $243.0K | $2M | $6M | $6M | $6M | $-21M | $8M | $1M | $-38M | $-7M | $-13M | $7M | $-359.0K | $-5M | |
| Taxes Paid | $600.0K | $900.0K | $811.0K | $462.0K | $4M | $600.0K | $1M | $1M | $1M | $1M | $681.0K | $853.0K | $2M | $351.0K | $96.0K | $273.0K | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $3M | · | · | · | $8M | · | · |
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 | 48.2% | 47.6% | · | 49.6% | 51.9% | 50.6% | · | 51.6% | 56.9% | 56.5% | · | 51.5% | 56.5% | 60.7% | · | 61.0% | |
| Operating Margin | -8.6% | -5.8% | · | -6.4% | -28.9% | -4.1% | · | 0.81% | 0.66% | -5.3% | · | -40.8% | -24.6% | -6.7% | · | -13.5% | |
| Net Margin | -11.4% | -6.9% | · | -6.6% | -24.6% | -8.8% | · | -6.2% | -8.3% | -11.3% | · | -46.6% | -29.1% | -14.8% | · | -19.4% | |
| Pretax Margin | -8.0% | -5.3% | · | -6.2% | -26.4% | -3.2% | · | 1.3% | -0.12% | -8.2% | · | -47.3% | -28.1% | -10.3% | · | -19.0% | |
| EBITDA Margin | -8.6% | 0.84% | · | -6.4% | -28.9% | 1.4% | · | 0.81% | 0.66% | -1.1% | · | -40.8% | -24.6% | -3.2% | · | -13.5% | |
| ROA | -2.1% | -1.2% | · | -1.3% | -4.6% | -1.7% | · | -1.1% | -1.4% | -1.9% | · | -8.0% | -5.3% | -2.9% | · | -4.6% | |
| ROE | -2.9% | -1.7% | · | -1.8% | -7.1% | -2.6% | · | -2.0% | -2.6% | -3.6% | · | -17.8% | -11.7% | -6.3% | · | -20.9% | |
| ROIC | -3.1% | -1.8% | · | -1.8% | -7.3% | -3.0% | · | -1.1% | 12.1% | -2.2% | · | -10.6% | -6.9% | -2.5% | · | -3.9% |
Liquidez e Solvência 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.5 | 3.5 | · | 3.4 | 3.1 | 3.3 | · | 2.9 | 2.2 | 2.0 | · | 2.4 | 2.9 | 3.1 | · | 3.0 | |
| Quick Ratio | 1.7 | 1.7 | · | 1.7 | 1.5 | 1.5 | · | 1.1 | 0.9 | 0.9 | · | 1.4 | 1.8 | 2.1 | · | 1.9 | |
| Debt / Equity | · | · | · | · | · | · | · | 0.0 | 0.1 | 0.1 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | 0.0 | · | 0.4 | 0.4 | 0.5 | · | 0.5 |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 2.9 | 2.8 | · | 2.8 | 2.8 | 2.8 | · | 2.6 | 2.3 | 2.3 | · | 2.4 | 2.5 | 2.5 | · | 2.8 |
Avaliação (TTM) 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 TTM | $139M | $141M | · | $142M | $141M | $138M | · | $139M | $142M | $149M | · | $158M | $165M | $166M | · | $163M | |
| Net Income TTM | $-17M | $-17M | · | $-16M | $-17M | $-12M | · | $-26M | $-35M | $-38M | · | $-42M | $-33M | $-30M | · | $-30M | |
| Market Cap | $164M | $84M | · | $172M | $240M | $281M | · | $174M | $131M | $159M | · | $272M | $661M | $675M | · | $1.23B | |
| Enterprise Value | · | · | · | · | · | · | · | $135M | $86M | $117M | · | $227M | $606M | $615M | · | $1.18B | |
| P/E | -9.4 | -4.8 | · | -10.3 | -14.4 | -25.3 | · | -6.5 | -3.5 | -4.0 | · | -6.2 | -19.5 | -22.6 | · | -31.7 | |
| P/S | 1.2 | 0.6 | · | 1.2 | 1.7 | 2.0 | · | 1.3 | 0.9 | 1.1 | · | 1.7 | 4.0 | 4.1 | · | 7.5 | |
| P/B | 1.2 | 0.6 | · | 1.3 | 1.8 | 2.1 | · | 1.5 | 1.2 | 1.5 | · | 2.9 | 6.6 | 6.6 | · | 12.8 | |
| P / Tangible Book | 1.3 | 0.6 | · | 1.3 | 1.8 | 2.1 | · | 1.5 | 1.2 | 1.5 | · | 2.9 | 6.6 | 6.6 | · | 12.8 | |
| P / Cash Flow | · | 711.0 | · | · | · | 58.4 | · | · | · | 45.8 | · | · | · | 88.3 | · | · | |
| P / FCF | · | · | · | · | · | · | · | · | · | 45.8 | · | · | · | 88.6 | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | 469.2 | 391.6 | -317.3 | · | -15.2 | -63.4 | -476.8 | · | -205.6 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | 33.8 | · | · | · | 80.8 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | 1.0 | 0.6 | 0.8 | · | 1.4 | 3.7 | 3.7 | · | 7.2 | |
| Earnings Yield | -10.6% | -20.7% | · | -9.7% | -7.0% | -4.0% | · | -15.3% | -28.2% | -25.0% | · | -16.0% | -5.1% | -4.4% | · | -3.2% |
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 | $142M | $139M | $151M | $169M | $143M |
| Margem Bruta % | 50.3% | 53.9% | 55.6% | 63.0% | 62.4% |
| Margem Operacional % | -12.7% | -0.59% | -22.0% | -9.0% | -7.2% |
| Lucro líquido | $-21M | $-10M | $-41M | $-27M | $-14M |
| EPS Diluído | $-0.23 | $-0.12 | $-0.50 | $-0.33 | $-0.36 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | — | 0.0 | 0.1 | 0.5 | 0.7 |
| Índice de liquidez corrente | 3.3 | 3.6 | 2.0 | 3.1 | 2.9 |
| Índice de Liquidez Seca | 1.6 | 1.6 | 0.9 | 2.0 | 2.1 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $20M | $24M | $175.0K | $32M | $3M |
Últimas notícias Notícias recentes mencionando esta empresa
Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos
📊
Escolha as métricas que importam para você — clique no ➕ ao lado de qualquer linha em Fundamentos Completos acima.
Sua seleção é salva e acompanha você em todos os tickers.
Investidores institucionais (13F) 105 declarantes · $31.5M 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 |
|---|---|---|---|---|
| 31 (+13 vs trimestre anterior) | 26 (0 vs trimestre anterior) | 34 (+1 vs trimestre anterior) | 25 (-4 vs trimestre anterior) | +1.7M |
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 |
|---|---|---|---|---|
| Parallel Advisors, LLC | $4.768.626 | 2.664.037 | 15,12% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.222.918 | 2.359.172 | 13,39% | Ações |
| Palogic Value Management, L.P. | $3.165.536 | 1.768.456 | 10,03% | Ações |
| CastleKnight Management LP | $3.096.811 | 1.730.062 | 9,82% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.095.088 | 1.170.440 | 6,64% | Ações |
| FORMULA GROWTH LTD | $1.566.250 | 875.000 | 4,96% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $1.336.593 | 746.700 | 4,24% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $975.689 | 544.823 | 3,09% | Ações |
| MILLENNIUM MANAGEMENT LLC | $909.304 | 507.991 | 2,88% | Ações |
| TWO SIGMA INVESTMENTS, LP | $907.492 | 506.979 | 2,88% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $703.101 | 392.794 | 2,23% | Ações |
| JANE STREET GROUP, LLC | $467.951 | 261.425 | 1,48% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $466.821 | 260.794 | 1,48% | Ações |
| IEQ CAPITAL, LLC | $455.054 | 254.220 | 1,44% | Ações |
| STATE STREET CORP | $436.189 | 243.681 | 1,38% | Ações |
| Wealthspire Advisors, LLC | $426.969 | 238.530 | 1,35% | Ações |
| TWO SIGMA ADVISERS, LP | $399.244 | 264.400 | 1,27% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $365.720 | 204.313 | 1,16% | Ações |
| BlackRock, Inc. | $337.766 | 188.696 | 1,07% | Ações |
| CITADEL ADVISORS LLC | $310.669 | 173.558 | 0,98% | Ações |
| NORTHERN TRUST CORP | $266.194 | 148.712 | 0,84% | Ações |
| Pale Fire Capital SE | $240.592 | 134.409 | 0,76% | Ações |
| RBF Capital, LLC | $214.800 | 120.000 | 0,68% | Ações |
| Aster Capital Management (DIFC) Ltd | $211.202 | 117.990 | 0,67% | Ações |
| Bank of New York Mellon Corp | $190.361 | 106.347 | 0,60% | Ações |
| Mariner, LLC | $182.368 | 101.888 | 0,58% | Ações |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $168.797 | 94.300 | 0,54% | Ações |
| Creative Planning | $154.903 | 86.538 | 0,49% | Ações |
| BARCLAYS PLC | $150.263 | 83.946 | 0,48% | Ações |
| HSBC HOLDINGS PLC | $146.924 | 82.774 | 0,47% | Ações |
| MARSHALL WACE, LLP | $139.123 | 77.722 | 0,44% | Ações |
| XTX Topco Ltd | $115.928 | 64.764 | 0,37% | Ações |
| BANK OF AMERICA CORP /DE/ | $107.214 | 59.896 | 0,34% | Ações |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $104.621 | 55.355 | 0,33% | Ações |
| FRANKLIN RESOURCES INC | $99.549 | 55.614 | 0,32% | Ações |
| Williams & Novak, LLC | $95.998 | 53.630 | 0,30% | Ações |
| MERCER GLOBAL ADVISORS INC /ADV | $94.231 | 52.643 | 0,30% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $94.100 | 52.570 | 0,30% | Ações |
| GOLDMAN SACHS GROUP INC | $89.375 | 49.930 | 0,28% | Ações |
| FMR LLC | $81.896 | 45.752 | 0,26% | Ações |
| PRENTISS SMITH & CO INC | $76.048 | 42.485 | 0,24% | Ações |
| Vanguard Personalized Indexing Management, LLC | $70.573 | 39.426 | 0,22% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69.294 | 38.712 | 0,22% | Ações |
| Balyasny Asset Management L.P. | $66.923 | 37.387 | 0,21% | Ações |
| Arax Advisory Partners | $65.360 | 36.514 | 0,21% | Ações |
| CAPTRUST FINANCIAL ADVISORS | $60.017 | 33.529 | 0,19% | Ações |
| Russell Investments Group, Ltd. | $51.122 | 28.560 | 0,16% | Ações |
| Point72 Asset Management, L.P. | $47.748 | 26.675 | 0,15% | Ações |
| GROUP ONE TRADING LLC | $38.408 | 21.457 | 0,12% | Ações |
| Susquehanna Portfolio Strategies, LLC | $38.306 | 21.400 | 0,12% | Ações |
| Merit Financial Group, LLC | $38.018 | 21.239 | 0,12% | Ações |
| Focus Partners Wealth | $36.446 | 20.361 | 0,12% | Ações |
| Sand Hill Global Advisors, LLC | $36.362 | 20.314 | 0,12% | Ações |
| BRIGHTON JONES LLC | $35.915 | 20.064 | 0,11% | Ações |
| LAVELLE CAPITAL LP | $35.800 | 20.000 | 0,11% | Ações |
| CWM, LLC | $35.750 | 41.096 | 0,11% | Ações |
| Pallas Capital Advisors LLC | $35.583 | 19.879 | 0,11% | Ações |
| R Squared Ltd | $35.061 | 19.587 | 0,11% | Ações |
| Vanguard Global Advisers, LLC | $30.505 | 17.042 | 0,10% | Ações |
| StoneX Group Inc. | $27.976 | 25.542 | 0,09% | Ações |
| Cerity Partners LLC | $25.764 | 14.393 | 0,08% | Ações |
| VANGUARD GROUP INC | $25.733 | 17.042 | 0,08% | Ações |
| TWO SIGMA SECURITIES, LLC | $25.133 | 14.041 | 0,08% | Ações |
| Schonfeld Strategic Advisors LLC | $24.447 | 13.658 | 0,08% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $19.457 | 10.870 | 0,06% | Ações |
| Mutual Advisors, LLC | $17.900 | 10.000 | 0,06% | Ações |
| OSAIC HOLDINGS, INC. | $13.941 | 7.790 | 0,04% | Ações |
| Transamerica Financial Advisors, LLC | $13.747 | 7.680 | 0,04% | Ações |
| UBS Group AG | $12.714 | 7.103 | 0,04% | Ações |
| Integrated Wealth Concepts LLC | $11.683 | 6.525 | 0,04% | Ações |
| MORGAN STANLEY | $9.412 | 5.258 | 0,03% | Ações |
| SIMPLEX TRADING, LLC | $8.633 | 4.823 | 0,03% | Ações |
| Tower Research Capital LLC (TRC) | $7.081 | 3.956 | 0,02% | Ações |
| Allworth Financial LP | $6.736 | 3.763 | 0,02% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $6.720 | 3.754 | 0,02% | Ações |
| Essential Partners LLC | $4.874 | 2.723 | 0,02% | Ações |
| ACADIAN ASSET MANAGEMENT LLC | $4.392 | 2.456.422 | 0,01% | Ações |
| PNC Financial Services Group, Inc. | $2.563 | 1.432 | 0,01% | Ações |
| ROTHSCHILD INVESTMENT LLC | $2.447 | 1.367 | 0,01% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.671 | 1.921 | 0,01% | Ações |
| SBI Securities Co., Ltd. | $1.602 | 895 | 0,01% | Ações |
| True Wealth Design, LLC | $1.347 | 752 | 0,00% | Ações |
| Farther Finance Advisors, LLC | $1.247 | 701 | 0,00% | Ações |
| Purpose Unlimited Inc. | $1.177 | 650 | 0,00% | Ações |
| IFP Advisors, Inc | $870 | 486 | 0,00% | Ações |
| JPMORGAN CHASE & CO | $662 | 376 | 0,00% | Ações |
| EverSource Wealth Advisors, LLC | $431 | 241 | 0,00% | Ações |
| WELLS FARGO & COMPANY/MN | $362 | 202 | 0,00% | Ações |
| GSA CAPITAL PARTNERS LLP | $330 | 184.143 | 0,00% | Ações |
| Fortitude Family Office, LLC | $320 | 179 | 0,00% | Ações |
| HRT FINANCIAL LP | $305 | 170.666 | 0,00% | Ações |
| Caitong International Asset Management Co., Ltd | $224 | 125 | 0,00% | Ações |
| RHUMBLINE ADVISERS | $179 | 100 | 0,00% | Ações |
| SJS Investment Consulting Inc. | $174 | 97 | 0,00% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $152 | 85 | 0,00% | Ações |
| Sunbelt Securities, Inc. | $95 | 109 | 0,00% | Ações |
| CITIGROUP INC | $59 | 33 | 0,00% | Ações |
| Smartleaf Asset Management LLC | $44 | 25 | 0,00% | Ações |
| BFSG, LLC | $29 | 16 | 0,00% | Ações |
| State of Alaska, Department of Revenue | $15 | 8.632 | 0,00% | Ações |
Executivos da empresa 9 insiders · 2 diretores · 8 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| David Michael Barrett | Chief Executive Officer | 23 de Junho de 2026 A | 1.198.480 | 0 | 3 | $-62.046 |
| Ryan Schaffer | Chief Financial Officer | 23 de Junho de 2026 A | 238.671 | 0 | 1 | $-2.533 |
| Ying Liu | Conselheiro | 5 de Julho de 2026 A | 183.200 | 0 | 0 | $0 |
| Daniel Vidal | Conselheiro | 23 de Junho de 2026 A | 454.545 | 0 | 1 | $-4.680 |
| Jason Fahr Mills | Conselheiro | 23 de Junho de 2026 A | 549.634 | 0 | 1 | $-5.145 |
| Divo Carlos Eduardo Alvarez | Conselheiro | 15 de Junho de 2026 S | 234.080 | 0 | 3 | $-29.731 |
| Ellen Pao | Conselheiro | 22 de Maio de 2026 A | 292.770 | 0 | 0 | $0 |
| Timothy L Christen | Conselheiro | 22 de Maio de 2026 A | 413.516 | 0 | 0 | $0 |
| David Martirano | — | 3 de Junho de 2022 J | 429.544 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 10 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 243.034 SH | 8 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,00% | 27.033 NS | 30 de Abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 2.815 NS | 31 de Maio de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,00% | 260.717 NS | 31 de Maio de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 2.201 NS | 31 de Maio de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 2.227 NS | 31 de Maio de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 56 NS | 31 de Maio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 636.119 SH | 8 de Agosto de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1.664.862 SH | 8 de Agosto de 2026 | Diário |
| VGT · VANGUARD WORLD FUND | 0,00% | 1.170.440 SH | 8 de Agosto de 2026 | Diário |