FIVE Five Below, Inc. - Common Stock

NASDAQ · Retail · Ver em SEC EDGAR ↗
$237,52
Preço · Ago 18, 2026
Fundamentais a partir de Jun 4, 2026

Sobre Five Below, Inc. - Common Stock Visão geral da empresa da Wikipedia

Five Below, Inc. is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.

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Five Below, Inc. (stylized as fiVe BEL°W) is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.

History

David Schlessinger, founder of Encore Books and Zany Brainy, and Tom Vellios, former CEO of Zany Brainy, founded Five Below on October 4, 2002 in Wayne, Pennsylvania.

On March 18, 2020, Five Below announced the temporary closing all of its stores due to the COVID-19 outbreak. However, by June 6, 2020, 100% of Five Below stores across the United States reopened with plans for new stores to open up. This may account for an increase in foot traffic in 2022-2023, as reported by Unacast, a company that provides location insights. According to Unacast, Five Below experienced "a remarkable 63% year-over-year increase in foot traffic" between Q2 2022 to Q2 2023.

Growth and expansion

By 2026, Five Below operated 1,970 locations in 46 states.. It began its outward expansion away from the Philadelphia Metro area by entering additional out-of-state markets: Illinois and Michigan in 2011; Georgia, Kansas, Missouri, and Western Michigan in 2012; Texas in 2013; Tennessee in 2014; Alabama, Florida, and Kentucky in 2015; Louisiana, Minnesota, Oklahoma, West Virginia, and Wisconsin in 2016; California in 2017; and Arkansas in 2018. Five Below in 2019 publicly stated that they could build as many as 2,500 U.S. stores in the future. Arizona, Iowa, and Nebraska were introduced that year. Colorado and Nevada were added in 2020; New Mexico and Utah in 2021. Both Dakotas had opened new stores in 2022. Vermont joined in the next year. Wyoming was added in 2024. 2025 saw the first stores in Oregon & Washington open. Idaho and Montana, the two remaining continental states, will open later.

In September 2014, the company announced a new lease agreement to move its New Castle, Delaware, distribution center to Oldmans Township, New Jersey. The new center would add 275 jobs to the local economy while Delaware would lose 175.

On July 19, 2012, Five Below went public on the NASDAQ at the share price of $17. In 2014, Joel Anderson was appointed CEO. 2016 sales were $1 billion, 2017 sales were $1.3 billion, and 2022 sales reached $3.08 billion.

In 2018, Five Below moved its corporate headquarters, now called WowTown, to the Lit Brothers Building in the Market East section of Philadelphia, and has rights to more than 200,000 square feet. WowTown has over 300 employees.

On July 16, 2024, Five Below announced Joel Anderson had resigned from his roles as president and CEO to pursue other interests.

Following his departure, Five Below's shares fell by 25%. On the same day Petco named him as their new CEO.

In July 2024, Chief Operating Officer, Kenneth Bull, was appointed interim president and CEO of Five Below before being replaced by former Forever 21 CEO, Winnie Park, in December 2024. Park is a Princeton University graduate with an MBA from Northwestern University. Prior to joining Five Below, she had been the CEO of Forever 21 since January 2022. She also served as the CEO of Paper Source.

Store format

The average Five Below store size is 8,000 square feet (740 m2). The store carries a wide variety of merchandise at varying low costs.

Philanthropy

In 2006, Five Below partnered with Alex's Lemonade Stand Foundation to sell lemonade bracelets, gift cards and pin-ups to raise money for childhood cancer cure research. Since the initial partnership, Five Below raised $12.8 million for the organization.

In 2008, Five Below partnered with St. Jude Children's Research Hospital in the hospital's annual Halloween Promotion. The companies have since partnered to raise more than $13.7 million for St. Jude through fundraising campaigns.

After Hurricane Sandy in October 2012, Five Below partnered with the American Red Cross and collected over $50,000 through a $1 donation at the register program. The company then doubled all donations resulting in a donation in the total of $100,000.

In 2018, Five Below became an official Toys for Tots sponsor.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

FIVE Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$237.52
Capitalização de Mercado
$13.12B
P/E (TTM)
36.7
EPS (TTM)
$6.47
Receita (TTM)
$4.76B
Rendimento div.
ROE
17.5%
Dívida/Capital
Intervalo 52 Semanas
$136 – $252

FIVE 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

Receita e Lucro Líquido $4.76B
3-point trend, +33.8%
2024-02-03 2026-01-31
EPS $6.47
3-point trend, +19.6%
2024-02-03 2026-01-31
Fluxo de caixa livre $412M
3-point trend, +150.2%
2024-02-03 2026-01-31
Margens 7.5%

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica
Tendência de 5 anos
FIVE
Mediana de Pares
P/E (TTM)
3-point trend, -12.2%
36.7
21.3
P/S (TTM)
3-point trend, -21.5%
2.8
0.8
P/B
3-point trend, -24.1%
6.0
6.1
Price / FCF (Preço / FCF)
3-point trend, -58.0%
31.9

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
FIVE
Mediana de Pares
Operating Margin (Margem Operacional)
3-point trend, -11.4%
9.6%
Net Profit Margin (Margem de Lucro Líquido)
3-point trend, -11.0%
7.5%
5.6%
ROA
3-point trend, -3.4%
7.7%
7.0%
ROE
3-point trend, -14.0%
17.5%
22.0%
ROIC
3-point trend, -14.7%
15.6%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
FIVE
Mediana de Pares
Current Ratio (Índice de liquidez corrente)
3-point trend, +19.5%
2.0
1.8
Quick Ratio (Índice de Liquidez Seca)
3-point trend, -44.2%
0.2

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
FIVE
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
3-point trend, +33.8%
22.9%
Revenue CAGR 3Y (CAGR Receita 3A)
3-point trend, +33.8%
15.7%
Revenue CAGR 5Y (CAGR Receita 5A)
3-point trend, +33.8%
19.4%
EPS YoY
3-point trend, +19.6%
40.6%
Net Income YoY (Lucro Líquido Ano a Ano)
3-point trend, +19.1%
41.4%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
FIVE
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
3-point trend, +19.6%
$6.47

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
FIVE
Mediana de Pares

FIVE Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 33 analistas
  • Compra forte 8 24,2%
  • Compra 15 45,5%
  • Manter 10 30,3%
  • Venda 0 0,0%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

21 analistas · 2026-08-14
Alvo mediano $260.00 +9,5%
Alvo médio $262.38 +10,5%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
0.22%
Próximo relatório
Ago 25, 2026
Período EPS Actual EPS est. Surpresa
31 de Março de 2027 $2.22 $1.79
30 de Junho de 2026 $2.22 $1.79 0.43%
31 de Março de 2026 $4.31 $4.08 0.23%
31 de Dezembro de 2025 $0.68 $0.25 0.43%
30 de Setembro de 2025 $0.81 $0.63 0.18%
30 de Junho de 2025 $0.86 $0.83 0.03%
31 de Março de 2025 $3.48 $3.44 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
FIVE $10.50B 29.4 22.9% 7.5% 17.5%
ULTA $27.83B 24.6 9.7% 9.3% 42.7% 39.1%
TSCO $27.08B 24.9 4.3% 7.1% 43.2% 36.4%
DKS 20.3 28.1% 4.9% 19.1% 32.9%
CHWY $12.08B 56.0 6.2% 1.8% 50.2% 29.8%
BBWI $4.38B 7.0 -0.22% 8.9% -48.7% 43.7%
WRBY 2179.0 13.0% 0.19% 0.45% 54.0%
ASO $3.65B 10.1 2.0% 6.2% 17.7% 34.8%
SBH $1.59B 8.6 -0.42% 5.3% 26.2% 51.6%
EYE $2.06B 70.1 9.0% 1.5% 3.4%
WINA $1.47B 36.3 5.9% 48.4% -92.0%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 12
Dados anuais de Demonstração de Resultados para FIVE
Métrica Tendência 20262025202420232022202120202019
Revenue 3-point trend, +33.8% $4.76B $3.88B $3.56B · · · · ·
Cost of Revenue 3-point trend, +33.4% $3.05B $2.52B $2.29B · · · · ·
SG&A Expense 3-point trend, +40.6% $1.07B $861M $758M · · · · ·
Operating Income 3-point trend, +18.6% $457M $324M $386M · · · · ·
Pretax Income 3-point trend, +19.8% $480M $339M $401M · · · · ·
Income Tax 3-point trend, +21.7% $122M $85M $100M · · · · ·
Net Income 3-point trend, +19.1% $359M $254M $301M · · · · ·
EPS (Basic) 3-point trend, +19.9% $6.51 $4.61 $5.43 · · · · ·
EPS (Diluted) 3-point trend, +19.6% $6.47 $4.60 $5.41 · · · · ·
Shares (Basic) 3-point trend, -0.7% 55,112,281 55,055,064 55,487,252 · · · · ·
Shares (Diluted) 3-point trend, -0.3% 55,436,972 55,156,342 55,621,619 · · · · ·
EBITDA 3-point trend, +25.8% $650M $491M $516M · · · · ·
Balanço Patrimonial 23
Dados anuais de Balanço Patrimonial para FIVE
Métrica Tendência 20262025202420232022202120202019
Cash & Equivalents 7-point trend, +937.4% $724M $332M $180M $335M $121M $84M $70M ·
Short-term Investments 7-point trend, +201.2% $209M $197M $280M $88M $189M $299M $69M ·
Inventory 7-point trend, +130.4% $847M $660M $585M $534M $504M $327M $368M ·
Prepaid Expense 8-point trend, +170.6% $133M $158M $154M $117M $87M $55M $55M $49M
Other Current Assets 7-point trend, +139.7% $97M $121M $124M $86M $58M $34M $40M ·
Current Assets 8-point trend, +203.7% $1.92B $1.35B $1.20B $1.08B $906M $768M $573M $631M
PP&E (Net) 7-point trend, +159.5% $1.23B $1.26B $1.13B $944M $800M $625M $476M ·
PP&E (Gross) 3-point trend, +25.4% $2.16B $2.01B $1.72B · · · · ·
Accum. Depreciation 7-point trend, +298.3% $921M $750M $584M $483M $387M $297M $231M ·
Other Non-current Assets 7-point trend, +63.9% $20M $20M $17M $16M $13M $19M $12M ·
Total Assets 8-point trend, +214.4% $4.94B $4.34B $3.87B $3.38B $2.96B $2.44B $1.93B $1.57B
Accounts Payable 7-point trend, +168.0% $368M $260M $256M $234M $230M $169M $137M ·
Accrued Liabilities 8-point trend, +66.7% $160M $149M $147M $135M $141M $114M $85M $96M
Current Liabilities 8-point trend, +289.3% $954M $756M $716M $619M $594M $466M $364M $245M
Capital Leases 8-point trend, +143.8% $1.73B $1.71B $1.50B $1.31B $1.21B $1.01B $877M $710M
Deferred Tax 7-point trend, +50015000.00 $50M $60M $67M $60M $38M $32M $0 ·
Other Non-current Liabilities 3-point trend, +27.0% $9M $8M $7M · · · · ·
Total Liabilities 8-point trend, +187.3% $2.74B $2.53B $2.29B $1.99B $1.85B $1.51B $1.24B $955M
Common Stock 7-point trend, -1.3% $551.0K $549.0K $551.0K $556.0K $555.0K $560.0K $558.0K ·
Retained Earnings 7-point trend, +421.3% $2.01B $1.66B $1.40B $1.14B $872M $610M $386M ·
Stockholders' Equity 8-point trend, +256.6% $2.19B $1.81B $1.58B $1.39B $1.11B $931M $690M $615M
Liabilities + Equity 8-point trend, +214.4% $4.94B $4.34B $3.87B $3.38B $2.96B $2.44B $1.93B $1.57B
Shares Outstanding 7-point trend, -0.9% 55,228,735 55,028,682 55,197,875 55,665,239 55,491,361 55,994,069 55,735,417 ·
Fluxo de Caixa 12
Dados anuais de Fluxo de Caixa para FIVE
Métrica Tendência 20262025202420232022202120202019
D&A 3-point trend, +46.9% $192M $167M $131M · · · · ·
Stock-based Comp 3-point trend, +94.2% $35M $16M $18M · · · · ·
Deferred Tax 3-point trend, -230.1% $-10M $-7M $8M · · · · ·
Other Non-cash 3-point trend, -74.3% $11M $853.0K $42M · · · · ·
Operating Cash Flow 3-point trend, +17.4% $586M $431M $500M · · · · ·
CapEx 3-point trend, -47.8% $175M $324M $335M · · · · ·
Investing Cash Flow 3-point trend, +66.5% $-186M $-233M $-556M · · · · ·
Stock Repurchased 3-point trend, -100.0% $0 $40M $81M · · · · ·
Net Stock Activity 3-point trend, +100.0% $0 $-40M $-81M · · · · ·
Financing Cash Flow 3-point trend, +91.4% $-8M $-46M $-96M · · · · ·
Net Change in Cash 3-point trend, +356.9% $392M $152M $-153M · · · · ·
Free Cash Flow 3-point trend, +150.2% $412M $107M $165M · · · · ·
Lucratividade 7
Dados anuais de Lucratividade para FIVE
Métrica Tendência 20262025202420232022202120202019
Operating Margin 3-point trend, -11.4% 9.6% 8.3% 10.8% · · · · ·
Net Margin 3-point trend, -11.0% 7.5% 6.5% 8.5% · · · · ·
Pretax Margin 3-point trend, -10.6% 10.1% 8.7% 11.3% · · · · ·
EBITDA Margin 3-point trend, -6.1% 13.6% 12.7% 14.5% · · · · ·
ROA 3-point trend, -3.4% 7.7% 5.9% 8.0% · · · · ·
ROE 3-point trend, -14.0% 17.5% 14.8% 20.3% · · · · ·
ROIC 3-point trend, -14.7% 15.6% 13.4% 18.3% · · · · ·
Liquidez e Solvência 2
Dados anuais de Liquidez e Solvência para FIVE
Métrica Tendência 20262025202420232022202120202019
Current Ratio 3-point trend, +19.5% 2.0 1.8 1.7 · · · · ·
Quick Ratio 3-point trend, -44.2% 0.2 0.3 0.4 · · · · ·
Eficiência 2
Dados anuais de Eficiência para FIVE
Métrica Tendência 20262025202420232022202120202019
Asset Turnover 3-point trend, +8.6% 1.0 0.9 0.9 · · · · ·
Inventory Turnover 3-point trend, +19.4% 4.0 3.4 3.4 · · · · ·
Por Ação 4
Dados anuais de Por Ação para FIVE
Métrica Tendência 20262025202420232022202120202019
Book Value / Share 3-point trend, +38.3% $39.71 $32.86 $28.71 · · · · ·
Revenue / Share 3-point trend, +34.3% $85.94 $70.28 $63.99 · · · · ·
Cash Flow / Share 3-point trend, +17.8% $10.58 $7.81 $8.98 · · · · ·
EPS (TTM) 3-point trend, +19.6% $6.47 $4.60 $5.41 · · · · ·
Taxas de Crescimento 9
Dados anuais de Taxas de Crescimento para FIVE
Métrica Tendência 20262025202420232022202120202019
Revenue YoY 3-point trend, +45.9% 22.9% 8.9% 15.7% · · · · ·
Revenue CAGR 3Y 3-point trend, -28.5% 15.7% 10.8% 22.0% · · · · ·
Revenue CAGR 5Y 19.4% · · · · · · ·
EPS YoY 3-point trend, +164.8% 40.6% -15.0% 15.3% · · · · ·
EPS CAGR 3Y 3-point trend, -67.6% 11.3% -2.4% 35.0% · · · · ·
EPS CAGR 5Y 24.1% · · · · · · ·
Net Income YoY 3-point trend, +173.7% 41.4% -15.8% 15.1% · · · · ·
Net Income CAGR 3Y 3-point trend, -68.0% 11.1% -3.1% 34.6% · · · · ·
Net Income CAGR 5Y 23.8% · · · · · · ·
Avaliação (TTM) 10
Dados anuais de Avaliação (TTM) para FIVE
Métrica Tendência 20262025202420232022202120202019
Revenue TTM 3-point trend, +33.8% $4.76B $3.88B $3.56B · · · · ·
Net Income TTM 3-point trend, +19.1% $359M $254M $301M · · · · ·
Market Cap 3-point trend, +5.0% $10.50B $5.16B $10.00B · · · · ·
P/E 3-point trend, -12.2% 29.4 20.4 33.5 · · · · ·
P/S 3-point trend, -21.5% 2.2 1.3 2.8 · · · · ·
P/B 3-point trend, -24.1% 4.8 2.9 6.3 · · · · ·
P / Tangible Book 3-point trend, -24.1% 4.8 2.9 6.3 · · · · ·
P / Cash Flow 3-point trend, -10.5% 17.9 12.0 20.0 · · · · ·
P / FCF 3-point trend, -58.0% 25.5 48.4 60.7 · · · · ·
Earnings Yield 3-point trend, +13.7% 3.4% 4.9% 3.0% · · · · ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2026-01-312025-05-032025-02-012024-11-022024-08-03
Receita $4.76B$3.88B
Margem Operacional % 9.6%8.3%
Lucro líquido $359M$254M
EPS Diluído $6.47$4.60
Balanço Patrimonial
2026-01-312025-05-032025-02-012024-11-022024-08-03
Índice de liquidez corrente 2.01.8
Índice de Liquidez Seca 0.20.3
Fluxo de Caixa
2026-01-312025-05-032025-02-012024-11-022024-08-03
Fluxo de caixa livre $412M$107M

Últimas notícias Notícias recentes mencionando esta empresa

Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

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Investidores institucionais (13F) 673 declarantes · $7.1B 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.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
106 (-60 vs trimestre anterior) 104 (+44 vs trimestre anterior) 190 (-38 vs trimestre anterior) 245 (+58 vs trimestre anterior) +3.9M

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
VANGUARD CAPITAL MANAGEMENT LLC $448.689.857 2.495.633 6,32% Ações
VANGUARD PORTFOLIO MANAGEMENT LLC $427.252.596 2.376.398 6,02% Ações
STATE STREET CORP $309.999.132 1.724.229 4,37% Ações
TWO SIGMA INVESTMENTS, LP $288.679.454 1.605.648 4,07% Ações
WELLINGTON MANAGEMENT GROUP LLP $207.976.218 1.156.773 2,93% Ações
AMERICAN CENTURY COMPANIES INC $204.833.957 1.139.293 2,89% Ações
GEODE CAPITAL MANAGEMENT, LLC $199.665.208 1.106.688 2,81% Ações
SRS Investment Management, LLC $198.687.547 1.105.109 2,80% Ações
Qube Research & Technologies Ltd $188.601.508 1.049.010 2,66% Ações
WASATCH ADVISORS LP $186.983.919 818.382 2,63% Ações
DIMENSIONAL FUND ADVISORS LP $151.370.650 841.930 2,13% Ações
Balyasny Asset Management L.P. $135.429.155 753.263 1,91% Ações
NORGES BANK $127.791.855 710.784 1,80% Ações
FMR LLC $121.405.894 675.265 1,71% Ações
D. E. Shaw & Co., Inc. $114.573.874 637.265 1,61% Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $114.517.960 636.954 1,61% Ações
Capital World Investors $112.249.010 624.334 1,58% Ações
Giverny Capital Inc. $107.536.354 598.122 1,52% Ações
Stephens Investment Management Group LLC $103.590.683 576.176 1,46% Ações
MILLENNIUM MANAGEMENT LLC $100.793.510 560.618 1,42% Ações
Alyeska Investment Group, L.P. $96.463.088 536.532 1,36% Ações
TWO SIGMA ADVISERS, LP $95.780.872 508.499 1,35% Ações
Quantinno Capital Management LP $95.557.524 531.495 1,35% Ações
FULLER & THALER ASSET MANAGEMENT, INC. $88.939.007 494.683 1,25% Ações
RIVERBRIDGE PARTNERS LLC $77.128.747 428.994 1,09% Ações
JENNISON ASSOCIATES LLC $76.813.307 427.239 1,08% Ações
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $72.552.996 403.543 1,02% Ações
Hook Mill Capital Partners, LP $71.694.858 398.770 1,01% Ações
RENAISSANCE TECHNOLOGIES LLC $65.857.077 366.300 0,93% Ações
VANGUARD FIDUCIARY TRUST CO $63.405.640 352.665 0,89% Ações
VANGUARD GROUP INC $63.145.430 335.238 0,89% Ações
BANK OF MONTREAL /CAN/ $58.922.756 327.731 0,83% Ações
AMERIPRISE FINANCIAL INC $58.222.654 323.837 0,82% Ações
Freestone Grove Partners LP $52.567.719 292.384 0,74% Ações
Squarepoint Ops LLC $52.550.639 292.289 0,74% Ações
Point72 Asset Management, L.P. $52.244.996 290.589 0,74% Ações
Hood River Capital Management LLC $51.258.489 285.102 0,72% Ações
Amundi $49.857.745 277.311 0,70% Ações
MARSHALL WACE, LLP $49.524.954 275.460 0,70% Ações
BNP PARIBAS FINANCIAL MARKETS $48.091.128 267.485 0,68% Ações
GOLDMAN SACHS GROUP INC $42.630.442 237.112 0,60% Ações
Woodline Partners LP $42.491.389 236.339 0,60% Ações
JACOBS LEVY EQUITY MANAGEMENT, INC $40.681.802 226.274 0,57% Ações
CANADA PENSION PLAN INVESTMENT BOARD $39.212.199 218.100 0,55% Ações
Walleye Capital LLC $38.184.160 212.382 0,54% Ações
Interval Partners, LP $38.164.563 212.273 0,54% Ações
Pacifica Capital Investments, LLC $36.968.779 205.622 0,52% Ações
Trexquant Investment LP $35.087.816 195.160 0,49% Ações
CITADEL ADVISORS LLC $32.121.821 178.663 0,45% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $30.366.531 168.900 0,43% Opção de venda
Schonfeld Strategic Advisors LLC $29.140.002 162.078 0,41% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $26.950.521 149.900 0,38% Opção de compra
Gotham Asset Management, LLC $26.354.697 146.586 0,37% Ações
BARCLAYS PLC $25.638.593 142.603 0,36% Ações
RHUMBLINE ADVISERS $25.502.789 141.848 0,36% Ações
Varenne Capital Partners $25.305.158 140.847 0,36% Ações
COUNTRY TRUST BANK $24.622.960 136.954 0,35% Ações
CITADEL ADVISORS LLC $23.876.112 132.800 0,34% Opção de compra
Bridgewater Associates, LP $23.308.335 129.642 0,33% Ações
ING GROEP NV $22.905.246 127.400 0,32% Ações
PRUDENTIAL FINANCIAL INC $22.895.897 127.348 0,32% Ações
CAPITOLIS LIQUID GLOBAL MARKETS LLC $21.934.380 122.000 0,31% Ações
California Public Employees Retirement System $21.365.524 118.836 0,30% Ações
Verition Fund Management LLC $21.293.968 118.438 0,30% Ações
BOOTHBAY FUND MANAGEMENT, LLC $21.099.076 117.354 0,30% Ações
IEQ CAPITAL, LLC $20.813.023 115.763 0,29% Ações
Swiss National Bank $19.931.340 110.859 0,28% Ações
BANK OF AMERICA CORP /DE/ $19.665.790 109.382 0,28% Ações
TUDOR INVESTMENT CORP ET AL $19.616.707 109.109 0,28% Ações
Man Group plc $19.503.799 108.481 0,27% Ações
Susquehanna Portfolio Strategies, LLC $19.257.487 107.111 0,27% Ações
SEMPER AUGUSTUS INVESTMENTS GROUP LLC $18.996.072 105.657 0,27% Ações
BlackRock, Inc. $18.615.097 103.538 0,26% Ações
DISCOVERY CAPITAL MANAGEMENT, LLC / CT $18.464.433 102.700 0,26% Ações
Tabor Asset Management, LP $17.139.560 95.331 0,24% Ações
WOLVERINE TRADING, LLC $17.054.136 109.800 0,24% Opção de compra
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $16.522.701 91.900 0,23% Ações
FIRST TRUST ADVISORS LP $16.458.996 91.546 0,23% Ações
ALLIANCEBERNSTEIN L.P. $15.517.905 67.918 0,22% Ações
PANAGORA ASSET MANAGEMENT INC $15.512.641 86.282 0,22% Ações
ENVESTNET ASSET MANAGEMENT INC $15.080.067 83.878 0,21% Ações
Corient Private Wealth LP $14.971.617 83.273 0,21% Ações
Engineers Gate Manager LP $14.899.377 82.871 0,21% Ações
JANE STREET GROUP, LLC $14.814.696 82.400 0,21% Opção de venda
Beck Bode, LLC $14.717.136 81.857 0,21% Ações
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $14.578.395 63.806 0,21% Ações
Cubist Systematic Strategies, LLC $14.553.507 94.076 0,21% Ações
CWM, LLC $14.307.428 62.620 0,20% Ações
Driehaus Capital Management LLC $13.556.705 75.403 0,19% Ações
RAYMOND JAMES FINANCIAL INC $13.306.977 74.014 0,19% Ações
Cinctive Capital Management LP $13.235.421 73.616 0,19% Ações
Fund 1 Investments, LLC $13.056.530 72.621 0,18% Ações
MARSICO CAPITAL MANAGEMENT LLC $13.048.799 72.578 0,18% Ações
Nearwater Capital Markets, Ltd $11.686.350 65.000 0,16% Ações
Connor, Clark & Lunn Investment Management Ltd. $11.519.685 64.073 0,16% Ações
PICTON MAHONEY ASSET MANAGEMENT $11.267.982 62.673 0,16% Ações
CAPITAL FUND MANAGEMENT S.A. $11.157.228 62.057 0,16% Ações
VICTORY CAPITAL MANAGEMENT INC $10.729.148 59.676 0,15% Ações
COOKSON PEIRCE & CO INC $10.694.089 59.481 0,15% Ações
Retirement Systems of Alabama $10.282.190 57.190 0,14% Ações

Executivos da empresa 54 insiders · 21 diretores · 17 conselheiros

Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Winifred Park President and CEO 20 de Março de 2026 F 35.385 0 0 $0
Joel D Anderson President & CEO 10 de Junho de 2024 A 77.748 0 0 $0
Daniel Sullivan Chief Financial Officer 19 de Março de 2026 A 16.075 0 0 $0
Kristy Chipman CFO & Treasurer 20 de Março de 2025 A 26.205 0 0 $0
Kenneth R Bull COO 1 de Agosto de 2026 F 85.574 0 20 $-8.135.893
David A. Johnston Chief Operating Officer 4 de Junho de 2013 A 29.412 0 0 $0
Graham Poliner CSBIAO 1 de Agosto de 2026 F 15.534 0 0 $0
Amit Jhunjhunwala Chief Information Officer 1 de Agosto de 2026 F 20.261 0 0 $0
Maureen Marie Gellerman CHRO 1 de Agosto de 2026 F 10.581 0 1 $-94.863
Eric M Specter CAO 1 de Agosto de 2026 F 40.982 0 3 $-1.709.830
Rodney Lastinger Chief Retail Officer 22 de Junho de 2026 A 3.618 0 0 $0
Christos George Yatrakis Chief Legal Officer 15 de Junho de 2026 A 1.031 0 0 $0
Jacob Kimball Hawkins CMOO 20 de Março de 2026 F 4.546 0 0 $0
Michelle Lee Israel Chief Merchandising Officer 19 de Março de 2026 A 1.763 0 0 $0
George Hill Chief Retail Officer 23 de Janeiro de 2026 F 31.582 0 4 $-1.591.000
Ronald James Masciantonio EVP, General Counsel 16 de Setembro de 2025 A 10.016 0 1 $-119.763
Thomas Vellios Executive Chairman 5 de Maio de 2025 A 396.088 0 0 $0
Michael Romanko CMO 1 de Agosto de 2024 A 32.412 0 0 $0
Judith L. Werthauser Chief Experience Officer 30 de Janeiro de 2023 A 14.930 0 0 $0
David N. Makuen Executive Vice President 24 de Janeiro de 2020 M 15.148 0 0 $0
David Schlessinger Executive Chairman 24 de Novembro de 2014 S 555.810 0 0 $0
Robert Lynch Conselheiro 29 de Junho de 2026 P 1.506 1 0 $93.312
Zuhairah Scott Washington Conselheiro 16 de Junho de 2026 A 7.019 0 0 $0
Karen R Bowman Conselheiro 16 de Junho de 2026 A 4.157 0 0 $0
Michael F Devine III Conselheiro 16 de Junho de 2026 A 17.203 0 1 $-1.091.040
Ronald Sargent Conselheiro 16 de Junho de 2026 A 6.609 0 2 $-4.630.300
Thomas M Ryan Conselheiro 4 de Maio de 2026 A 119.030 0 0 $0
Kathleen S Barclay Conselheiro 2 de Fevereiro de 2026 A 9.326 0 1 $-400.466
Bernard Jin Kim Conselheiro 11 de Junho de 2024 A 3.681 0 0 $0
Catherine Elizabeth Buggeln Conselheiro 11 de Abril de 2023 S 7.141 0 0 $0
Daniel Kaufman Conselheiro 18 de Junho de 2019 A 6.113 0 0 $0
David M Mussafer Conselheiro 22 de Setembro de 2015 P 90.000 0 0 $0
Steven J Collins Conselheiro 1 de Abril de 2014 S 0 0 0 $0
Howard D Ross Conselheiro 4 de Fevereiro de 2013 S 272.768 0 0 $0
Dinesh S. Lathi 3 de Agosto de 2026 A 14.350 0 0 $0
Mimi Eckel Vaughn 3 de Agosto de 2026 A 5.934 0 0 $0
Richard L Markee 3 de Agosto de 2026 A 14.402 0 1 $-696.120
Advent Partners GPE VI-A 2010 Limited Partnership 1 de Abril de 2014 S 0 0 0 $0
Advent Partners GPE VI 2010 Limited Partnership 1 de Abril de 2014 S 0 0 0 $0
GPE VI GP (Delaware) Limited Partnership 1 de Abril de 2014 S 0 0 0 $0
GPE VI GP Limited Partnership 1 de Abril de 2014 S 0 0 0 $0
Advent Partners GPE VI 2009 Limited Partnership 1 de Abril de 2014 S 0 0 0 $0
Advent Partners GPE VI-A Limited Partnership 1 de Abril de 2014 S 0 0 0 $0
Advent Partners GPE VI 2008 Limited Partnership 1 de Abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-G LP 1 de Abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-B LP 1 de Abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-C LP 1 de Abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-D LP 1 de Abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-F LP 1 de Abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-E LP 1 de Abril de 2014 S 0 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Ativistas e proprietários de 5%+ 1 participação

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
Advent International Corporation, Advent International LLC, GPE VI GP Limited Partnership, GPE VI GP (Delaware) Limited Partnership, Advent Partners GPE VI 2008 Limited Partnership, Advent Partners GPE VI 2009 Limited Partnership, Advent Partners GPE VI 2010 Limited Partnership, Advent Partners GPE VI-A 2010 Limited Partnership, Advent Partners GPE VI-A Limited Partnership, Advent International GPE VI Limited Partnership, Advent International GPE VI-A Limited Partnership, Advent International GPE VI-B Limited Partnership, Advent International GPE VI-C Limited Partnership, Advent International GPE VI-D Limited Partnership, Advent International GPE VI-E Limited Partnership, Advent International GPE VI-F Limited Partnership, Advent International GPE VI-G Limited Partnership ×5 declarações 3 de Abril de 2014 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 127 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
FCUS · Tidal Trust II 3,06% 12.601 NS 31 de Maio de 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 1,74% 25.589 SH 8 de Agosto de 2026 Diário
XMMO · Invesco Exchange-Traded Fund Trust 1,47% 453.812 SH 8 de Agosto de 2026 Diário
GSC · Goldman Sachs ETF Trust 1,44% 15.996 NS 31 de Maio de 2026 N-PORT
PJFM · PGIM ETF Trust 1,36% 997 NS 29 de Maio de 2026 N-PORT
RETL · Direxion Shares ETF Trust 1,07% 1.425 NS 30 de Abril de 2026 N-PORT
FLCG · Federated Hermes ETF Trust 1,06% 26.527 NS 31 de Maio de 2026 N-PORT
FLCV · Federated Hermes ETF Trust 0,89% 3.755 NS 31 de Maio de 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0,88% 107.870 NS 31 de Maio de 2026 N-PORT
LSEQ · Harbor ETF Trust 0,81% 528 NS 30 de Abril de 2026 N-PORT
PAMC · Pacer Funds Trust 0,73% 1.964 NS 30 de Abril de 2026 N-PORT
OASC · Unified Series Trust 0,72% 2.678 NS 31 de Maio de 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,72% 855.570 NS 31 de Maio de 2026 N-PORT
MMSC · First Trust Exchange-Traded Fund VI… 0,71% 1.635 NS 31 de Maio de 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0,68% 15.005 NS 30 de Abril de 2026 N-PORT
IJK · iShares Trust 0,68% 323.164 SH 8 de Agosto de 2026 Diário
TMFX · RBB Fund, Inc. 0,62% 875 NS 31 de Maio de 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,61% 4.353 NS 31 de Maio de 2026 N-PORT
SMDX · Tidal Trust III 0,61% 3.244 NS 30 de Abril de 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,55% 7.344 NS 30 de Abril de 2026 N-PORT
FLCC · Federated Hermes ETF Trust 0,53% 2.846 NS 31 de Maio de 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,52% 54.561 SH 8 de Agosto de 2026 Diário
FDMO · FIDELITY COVINGTON TRUST 0,51% 18.052 NS 30 de Abril de 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,47% 8.519 SH 8 de Agosto de 2026 Diário
IEDI · iShares U.S. ETF Trust 0,45% 553 SH 8 de Agosto de 2026 Diário
AVMV · AMERICAN CENTURY ETF TRUST 0,43% 11.798 NS 31 de Maio de 2026 N-PORT
NUSC · Nushares ETF Trust 0,41% 22.649 NS 30 de Abril de 2026 N-PORT
XJH · iShares Trust 0,40% 7.473 SH 8 de Agosto de 2026 Diário
PTMC · Pacer Funds Trust 0,38% 6.333 NS 30 de Abril de 2026 N-PORT
ISCG · iShares Trust 0,38% 16.428 SH 8 de Agosto de 2026 Diário
FNX · First Trust Exchange-Traded AlphaDE… 0,35% 19.911 NS 30 de Abril de 2026 N-PORT
IJH · iShares Trust 0,35% 1.907.771 SH 8 de Agosto de 2026 Diário
BKMC · BNY Mellon ETF Trust 0,34% 8.958 NS 30 de Abril de 2026 N-PORT
FXD · First Trust Exchange-Traded AlphaDE… 0,27% 3.054 NS 30 de Abril de 2026 N-PORT
MVV · ProShares Trust 0,27% 1.906 NS 31 de Maio de 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,27% 732.688 SH 8 de Agosto de 2026 Diário
IVOO · VANGUARD ADMIRAL FUNDS 0,27% 89.368 SH 8 de Agosto de 2026 Diário
FNDA · SCHWAB STRATEGIC TRUST 0,27% 105.404 NS 31 de Maio de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,27% 26.886 NS 30 de Abril de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,26% 265.243 NS 31 de Maio de 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,26% 913 NS 30 de Abril de 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,25% 21.883 NS 30 de Abril de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,25% 13.771 SH 8 de Agosto de 2026 Diário
BFOR · ALPS ETF Trust 0,25% 2.340 NS 31 de Maio de 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,23% 149.308 NS 31 de Maio de 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,23% 21.441 NS 30 de Abril de 2026 N-PORT
FDIS · FIDELITY COVINGTON TRUST 0,23% 17.324 NS 30 de Abril de 2026 N-PORT
ESML · iShares Trust 0,21% 26.270 SH 8 de Agosto de 2026 Diário
FYEE · Fidelity Greenwood Street Trust 0,21% 1.474 NS 30 de Abril de 2026 N-PORT
IYC · iShares Trust 0,21% 10.824 SH 8 de Agosto de 2026 Diário