FSLY Fastly, Inc. - Class A Common Stock
$22,95
Preço · Ago 20, 2026
Fundamentais a partir de Ago 5, 2026
Intervalo 52 Semanas
$7–$35
57% of range
Classificação do Analista
BUY
18 analysts
Preço-Alvo
$27
+18% upside
P/E (TTM)
-28.5
ROE
-13.0%
Margem de Lucro Líquido
-19.5%
Sobre Fastly, Inc. - Class A Common Stock Visão geral da empresa da Wikipedia
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
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Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
History
Founding and IPO (2011–2019)
Fastly was founded in 2011 by the Swedish-American entrepreneur Artur Bergman, previously chief technical officer at Wikia (now Fandom). In June 2013, Fastly raised $10 million in Series B funding. In April 2014, the company announced that it had acquired CDN Sumo, a CDN add-on for Heroku. In September 2014, Fastly raised a further $40 million in Series C funding, followed by a $75 million Series D round in August 2015.
In September 2015, Google partnered with Fastly and other content delivery network providers to offer services to its users. In April 2017, Fastly launched its edge cloud platform along with image optimization, load balancing, and a web application firewall.
Fastly raised $50 million in funding in April 2017, and another $40 million in July 2018. The company filed for an initial public offering (IPO) in April 2019 and debuted on the New York Stock Exchange on May 17, 2019.
Joshua Bixby as CEO (2020–2022)
In February 2020, Bergman stepped down as CEO and assumed the role of chief architect and executive chairperson; Joshua Bixby took over the CEO role.
In August 2020, Fastly announced it was acquiring cybersecurity company Signal Sciences for $775 million ($200 million in cash and $575 million in stock).
In June 2021, Ronald W. Kisling, previously employed by Alphabet as the CFO of the Fitbit division, was hired to serve as Fastly's CFO, succeeding Adriel Lares. He assumed the position in August 2021.
On 8 June 2021, Fastly reported problems with its CDN service which caused many major websites, such as Reddit, gov.uk, and Amazon, along with major news sources such as The New York Times, The Guardian, and the BBC, to become unavailable. The outage was resolved by Fastly after a few hours. Fastly reported that the cause of the outage was a software bug triggered by a specific user configuration.
In May 2022, Fastly announced it had acquired Glitch, a web coding platform with more than 1.8 million developers.
Todd Nightingale as CEO (2022-2025)
In August 2022, Todd Nightingale, previously an executive VP at Cisco, was hired to serve as Fastly's CEO, succeeding Joshua Bixby.
In August 2023, it was announced Fastly has acquired the domain status API provider, Domainr.
In August of 2024, Fastly laid off 11% of its work force. Later in December 2024, Fastly issued $150 million in convertible senior notes with a 7.75% yield as part of a major debt restructuring.
Kip Compton as CEO (2025–present)
In June 2025, Kip Compton was appointed CEO. Kip was formerly Chief Product Officer, and previously held leadership roles at Cisco and Comcast.
In November 2025, Fastly announced that it would transfer its stock exchange listing from the New York Stock Exchange to the Nasdaq Global Select Market. The company began trading on Nasdaq under the ticker symbol FSLY in December 2025.
In March 2026, Fastly appointed Joan Jenkins as chief marketing officer.
Operation
Fastly's CDN service follows the reverse proxy model, routing all website traffic through its own servers instead of providing a 'cdn.mydomain.com' address to store site-specific files. It then fetches content from the point of presence nearest to the location of the requesting user. Content is not directly uploaded to its servers, rather it is pulled periodically from the origin server and cached in order to reduce the time required for an end-user to access the content. Fastly offers semantic web caching as a feature.
Fastly supports the UDP-based HTTP/3 protocol, as well as DRM enabled content, encryption and secure tokens to restrict media access.
The Fastly platform uses a heavily modified version of Varnish for its caching infrastructure. Fastly's network map listed 578 Tbps of connected global capacity as of March 31, 2026.
In March 2023, Fastly made all of its network services and web application security products available to its partners. Previously, some of the company's partners had only been able to sell specific Fastly products, such as its web application firewall. Also in March 2023, Fastly announced an Oblivious HTTP relay service to enable clients, such as Google Chrome, to improve anonymity of end users while gathering data.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
FSLY Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$22.95
Capitalização de Mercado
$3.59B
P/E (TTM)
-28.5
EPS (TTM)
$-0.83
Receita (TTM)
$624M
Rendimento div.
—
ROE
-13.0%
Dívida/Capital
0.4
Intervalo 52 Semanas
$7 – $35
FSLY 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
$624M
2017-12-31
→
2025-12-31
EPS
$-0.83
2019-12-31
→
2025-12-31
Fluxo de caixa livre
$66M
2019-12-31
→
2025-12-31
Margens
-19.5%
2019-12-31
→
2025-12-31
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
FSLY
Mediana de Pares
P/E (TTM)
-28.5
52.1
P/S (TTM)
5.8
8.2
P/B
3.9
6.0
EV / EBITDA
-30.2
—
Price / FCF (Preço / FCF)
54.6
—
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
FSLY
Mediana de Pares
Gross Margin (Margem Bruta)
57.1%
61.6%
Operating Margin (Margem Operacional)
-19.1%
—
Net Profit Margin (Margem de Lucro Líquido)
-19.5%
5.0%
ROA
-8.2%
1.8%
ROE
-13.0%
2.4%
ROIC
-9.4%
—
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
FSLY
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
0.4
63.1
Current Ratio (Índice de liquidez corrente)
2.6
1.4
Quick Ratio (Índice de Liquidez Seca)
2.5
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
FSLY
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
14.8%
—
Revenue CAGR 3Y (CAGR Receita 3A)
13.0%
—
Revenue CAGR 5Y (CAGR Receita 5A)
16.5%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
FSLY
Mediana de Pares
FSLY Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
18 analistas
- Compra forte 3 16,7%
- Compra 7 38,9%
- Manter 7 38,9%
- Venda 1 5,6%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
10 analistas · 2026-08-20
Mediana
$27.50
Agora
$22.95
Mín
$20.00
Máx
$32.00
Alvo mediano
$27.50
+19,8%
Alvo médio
$27.00
+17,6%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
0.05%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $0.15 | $0.07 | 0.08% |
| 31 de Março de 2026 | $0.13 | $0.08 | 0.05% |
| 31 de Dezembro de 2025 | $0.12 | $0.06 | 0.06% |
| 30 de Setembro de 2025 | $0.07 | $0.00 | 0.07% |
| 30 de Junho de 2025 | $-0.03 | $-0.05 | 0.02% |
| 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 |
|---|---|---|---|---|---|---|
| FSLY | $1.54B | -12.3 | 14.8% | -19.5% | -13.0% | 57.1% |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | — |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | — |
| SHAZ | — | — | 257.4% | -2529.2% | -401.0% | 6.4% |
| SHAZ | — | — | 257.4% | -2529.2% | -401.0% | 6.4% |
| WYFI | $606M | -20.3 | 66.2% | -31.2% | -6.2% | 60.2% |
| BLZE | — | -10.1 | 14.3% | -17.6% | -31.4% | 60.9% |
| RXT | $238M | -1.0 | -1.9% | -8.4% | 19.3% | 18.9% |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
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 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $624M | $544M | $506M | $433M | $354M | $291M | $200M | $145M | |
| Cost of Revenue | $268M | $248M | $240M | $223M | $167M | $120M | $88M | $65M | |
| Gross Profit | $356M | $296M | $266M | $210M | $187M | $171M | $112M | $79M | |
| R&D Expense | $163M | $138M | $152M | $155M | $127M | $75M | $46M | $35M | |
| SG&A Expense | $111M | $113M | $116M | $121M | $127M | $102M | $41M | $23M | |
| Operating Expenses | $475M | $464M | $464M | $456M | $406M | $278M | $159M | $108M | |
| Operating Income | $-119M | $-168M | $-198M | $-246M | $-219M | $-107M | $-47M | $-29M | |
| Interest Expense | · | · | $4M | $6M | $5M | $2M | $5M | $2M | |
| Interest Income | $12M | $15M | $18M | $7M | $1M | $2M | $3M | $939.0K | |
| Other Non-op | $-721.0K | $-1M | $-2M | $-29.0K | $356.0K | $-279.0K | $-3M | $-741.0K | |
| Pretax Income | $-119M | $-155M | $-133M | $-191M | $-223M | $-107M | $-51M | $-31M | |
| Income Tax | $2M | $3M | $-221.0K | $94.0K | $69.0K | $-11M | $492.0K | $185.0K | |
| Net Income | $-122M | $-158M | $-133M | $-191M | $-223M | $-96M | $-52M | $-31M | |
| EPS (Basic) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | · | |
| EPS (Diluted) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | · | |
| Shares (Basic) | 146,902,000 | 138,099,000 | 128,770,000 | 121,723,000 | 116,053,000 | 103,552,000 | 68,350,000 | · | |
| Shares (Diluted) | 146,902,000 | 138,099,000 | 128,770,000 | 121,723,000 | 116,053,000 | 103,552,000 | 68,350,000 | · | |
| EBITDA | $-119M | $-168M | $-198M | $-246M | $-190M | $-87M | $-30M | · |
Balanço Patrimonial 29
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $181M | $286M | $108M | $143M | $166M | $63M | $16M | $37M | |
| Short-term Investments | $181M | $10M | $215M | $375M | · | $131M | $115M | $47M | |
| Receivables | $118M | $116M | $120M | $90M | $65M | $50M | $37M | $25M | |
| Prepaid Expense | $27M | $28M | $20M | $29M | $32M | $17M | $11M | $9M | |
| Other Current Assets | $10M | $6M | · | · | · | · | · | · | |
| Current Assets | $507M | $440M | $464M | $636M | $625M | $261M | $249M | $117M | |
| PP&E (Net) | · | · | · | $180M | $167M | $96M | $60M | $42M | |
| PP&E (Gross) | · | · | · | $303M | $255M | $158M | $108M | $78M | |
| Accum. Depreciation | · | · | · | $122M | $88M | $62M | $48M | $36M | |
| Goodwill | $670M | $670M | $670M | $670M | $637M | $636M | $372.0K | $360.0K | |
| Intangibles | $26M | $43M | $62M | $83M | $103M | $122M | $1M | $610.0K | |
| Other Non-current Assets | $58M | $68M | $91M | $93M | $29M | $25M | $10M | $2M | |
| Total Assets | $1.50B | $1.45B | $1.53B | $1.90B | $2.16B | $1.22B | $321M | $163M | |
| Accounts Payable | $18M | $6M | $6M | $5M | $9M | $9M | $5M | $2M | |
| Accrued Liabilities | $71M | $42M | $62M | $61M | $36M | $34M | $20M | $16M | |
| Current Liabilities | $194M | $104M | $148M | $152M | $132M | $94M | $37M | $32M | |
| Capital Leases | $44M | $40M | $48M | $61M | $55M | $45M | $0 | $2M | |
| Other Non-current Liabilities | $9M | $4M | $4M | $7M | $3M | $4M | $1M | $647.0K | |
| Total Liabilities | $570M | $486M | $546M | $941M | $1.15B | $158M | $63M | $75M | |
| Long-term Debt | $362M | $338M | · | · | $933M | · | $25M | $51M | |
| Total Debt | $362M | $338M | $344M | $705M | $933M | $0 | · | · | |
| Common Stock | · | $3.0K | $3.0K | $2.0K | $2.0K | $2.0K | $2.0K | $1.0K | |
| Paid-in Capital | $2.04B | $1.96B | $1.82B | $1.67B | $1.53B | $1.35B | $449M | $16M | |
| Retained Earnings | $-1.11B | $-993M | $-835M | $-702M | $-511M | $-288M | $-192M | $-146M | |
| Treasury Stock | · | · | · | · | · | · | $0 | $2M | |
| AOCI | $-41.0K | $-100.0K | $-1M | $-9M | $-3M | $6.0K | $196.0K | $-36.0K | |
| Stockholders' Equity | $930M | $965M | $979M | $955M | $1.01B | $1.06B | $258M | $-132M | |
| Liabilities + Equity | $1.50B | $1.45B | $1.53B | $1.90B | $2.16B | $1.22B | $321M | $163M | |
| Shares Outstanding | 151,500,000 | 142,086,000 | 132,992,000 | 124,336,000 | 118,811,000 | 113,623,196 | 94,817,715 | 25,025,836 |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | $29M | $20M | $17M | $13M | |
| Stock-based Comp | $117M | $108M | $136M | $146M | $140M | $64M | $12M | $4M | |
| Deferred Tax | $1M | $2M | $-900.0K | $0 | $0 | · | · | · | |
| Amort. of Intangibles | $17M | $20M | $20M | $22M | $21M | $5M | $100.0K | $100.0K | |
| Restructuring | $0 | $10M | $0 | $0 | · | · | · | · | |
| Other Non-cash | · | · | · | · | $15M | $-8M | $-8M | · | |
| Operating Cash Flow | $94M | $16M | $362.0K | $-70M | $-38M | $-20M | $-31M | $-17M | |
| CapEx | $29M | $10M | $11M | $20M | $35M | $30M | $15M | $17M | |
| Investing Cash Flow | $-213M | $179M | $295M | $236M | $-795M | $-275M | $-88M | $-47M | |
| Stock Issued | · | · | · | $0 | $0 | $275M | $0 | $0 | |
| Net Stock Activity | · | · | · | $0 | $0 | $275M | · | · | |
| Financing Cash Flow | $13M | $-17M | $-331M | $-189M | $937M | $273M | $168M | $70M | |
| Net Change in Cash | $-106M | $178M | $-35M | $-23M | $103M | $-22M | $49M | $6M | |
| Taxes Paid | $1M | $809.0K | $331.0K | $250.0K | $267.0K | $1M | $361.0K | $55.0K | |
| Free Cash Flow | $66M | $6M | $-11M | $-90M | $-73M | $-49M | $-46M | · | |
| Levered FCF | · | · | $-15M | $-95M | $-79M | $-51M | $-51M | · |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% | 58.7% | 55.9% | · | |
| Operating Margin | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% | -36.9% | -23.2% | · | |
| Net Margin | -19.5% | -29.1% | -26.3% | -44.1% | -62.8% | -33.0% | -25.7% | · | |
| Pretax Margin | -19.1% | -28.6% | -26.4% | -44.1% | -62.8% | -36.9% | -25.5% | · | |
| EBITDA Margin | -19.1% | -30.9% | -39.1% | -56.9% | -53.7% | -30.0% | -15.0% | · | |
| ROA | -8.2% | -10.6% | -7.8% | -9.4% | -13.2% | -12.4% | -21.3% | · | |
| ROE | -13.0% | -16.3% | -13.7% | -19.9% | -21.9% | -12.0% | -19.9% | · | |
| ROIC | -9.4% | -13.1% | -14.9% | -14.8% | -11.2% | -9.0% | -18.2% | · |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 | 2.8 | 6.7 | · | |
| Quick Ratio | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 | 1.2 | 1.4 | · | |
| Debt / Equity | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 | 0.0 | · | · | |
| LT Debt / Equity | 0.3 | 0.3 | 0.4 | 0.7 | 0.9 | 0.0 | · | · | |
| Interest Coverage | · | · | -48.9 | -41.8 | -41.8 | -69.2 | -8.9 | · |
Eficiência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | 0.4 | 0.8 | · | |
| Receivables Turnover | 5.3 | 4.6 | 4.8 | 5.6 | 6.2 | 6.7 | 6.5 | · |
Taxas de Crescimento 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.8% | 7.4% | 16.9% | 22.1% | 21.8% | · | · | · | |
| Revenue CAGR 3Y | 13.0% | 15.3% | 20.3% | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.5% | · | · | · | · | · | · | · |
Avaliação (TTM) 14
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $624M | $544M | $506M | $433M | $354M | $291M | $200M | · | |
| Net Income TTM | $-122M | $-158M | $-133M | $-191M | $-223M | $-96M | $-52M | · | |
| Market Cap | $1.54B | $1.34B | $2.37B | $1.02B | $4.21B | $9.93B | $1.90B | · | |
| Enterprise Value | $1.54B | $1.38B | $2.39B | $1.58B | $4.98B | $9.86B | · | · | |
| P/E | -12.3 | -8.3 | -17.3 | -5.2 | -18.5 | -93.9 | -26.8 | · | |
| P/S | 2.5 | 2.5 | 4.7 | 2.4 | 11.9 | 34.1 | 9.5 | · | |
| P/B | 1.7 | 1.4 | 2.4 | 1.1 | 4.2 | 9.3 | 7.4 | · | |
| P / Tangible Book | 6.6 | 5.3 | 9.6 | 5.0 | 15.3 | 32.6 | · | · | |
| P / Cash Flow | 16.3 | 81.8 | 6539.4 | -14.6 | -109.4 | -498.5 | -60.8 | · | |
| P / FCF | 23.5 | 220.8 | -223.0 | -11.4 | -57.5 | -200.6 | -41.4 | · | |
| EV / EBITDA | -13.0 | -8.2 | -12.1 | -6.4 | -26.2 | -113.1 | · | · | |
| EV / FCF | 23.5 | 227.6 | -225.0 | -17.6 | -67.9 | -199.3 | · | · | |
| EV / Revenue | 2.5 | 2.5 | 4.7 | 3.7 | 14.1 | 33.9 | · | · | |
| Earnings Yield | -8.2% | -12.1% | -5.8% | -19.2% | -5.4% | -1.1% | -3.7% | · |
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 | $183M | $173M | $173M | $158M | $149M | $144M | $141M | $137M | $132M | $134M | $138M | $128M | $123M | $118M | $119M | $109M | |
| Cost of Revenue | $67M | $65M | $67M | $66M | $68M | $68M | $66M | $62M | $59M | $60M | $62M | $62M | $59M | $57M | $57M | $56M | |
| Gross Profit | $116M | $108M | $106M | $92M | $81M | $77M | $75M | $75M | $73M | $73M | $76M | $66M | $64M | $60M | $63M | $53M | |
| R&D Expense | $42M | $42M | $42M | $41M | $42M | $37M | $33M | $32M | $35M | $38M | $38M | $39M | $37M | $37M | $37M | $39M | |
| SG&A Expense | $32M | $35M | $28M | $30M | $24M | $28M | $26M | $27M | $28M | $32M | $31M | $30M | $29M | $26M | $29M | $32M | |
| Operating Expenses | $130M | $132M | $121M | $121M | $118M | $115M | $109M | $115M | $120M | $119M | $118M | $124M | $114M | $108M | $111M | $118M | |
| Operating Income | $-14M | $-24M | $-15M | $-29M | $-37M | $-38M | $-34M | $-41M | $-47M | $-46M | $-43M | $-58M | $-50M | $-47M | $-48M | $-66M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $579.0K | · | $862.0K | $1M | $1M | · | $1M | |
| Interest Income | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $5M | $5M | $5M | $4M | $3M | $2M | |
| Other Non-op | $-400.0K | $-380.0K | $-625.0K | $-55.0K | $39.0K | $-80.0K | $-815.0K | $-317.0K | $193.0K | $-89.0K | $-763.0K | $-16.0K | $-803.0K | $-250.0K | $46.0K | $2M | |
| Pretax Income | $-15M | $-25M | $-15M | $-29M | $-37M | $-38M | $-32M | $-38M | $-43M | $-43M | $-24M | $-54M | $-11M | $-45M | $-47M | $-63M | |
| Income Tax | $252.0K | $-4M | $681.0K | $559.0K | $557.0K | $691.0K | $1M | $455.0K | $661.0K | $347.0K | $-465.0K | $-1.0K | $110.0K | $135.0K | $-223.0K | $118.0K | |
| Net Income | $-16M | $-21M | $-16M | $-29M | $-38M | $-39M | $-33M | $-38M | $-44M | $-43M | $-23M | $-54M | $-11M | $-45M | $-47M | $-63M | |
| EPS (Basic) | $-0.10 | $-0.13 | $-0.10 | $-0.20 | $-0.26 | $-0.27 | $-0.23 | $-0.27 | $-0.32 | $-0.32 | $-0.17 | $-0.42 | $-0.08 | $-0.36 | $-0.37 | $-0.52 | |
| EPS (Diluted) | $-0.10 | $-0.13 | $-0.10 | $-0.20 | $-0.26 | $-0.27 | $-0.23 | $-0.27 | $-0.32 | $-0.32 | $-0.17 | $-0.42 | $-0.08 | $-0.36 | $-0.37 | $-0.52 | |
| Shares (Basic) | 157,596,000 | 153,579,000 | -290,291,000 | 148,129,000 | 145,780,000 | 143,284,000 | -273,169,000 | 139,237,000 | 137,444,000 | 134,587,000 | -254,384,000 | 129,873,000 | 127,863,000 | 125,418,000 | -241,531,000 | 122,339,000 | |
| Shares (Diluted) | 157,596,000 | 153,579,000 | -290,291,000 | 148,129,000 | 145,780,000 | 143,284,000 | -273,169,000 | 139,237,000 | 137,444,000 | 134,587,000 | -254,384,000 | 129,873,000 | 127,863,000 | 125,418,000 | -241,531,000 | 122,339,000 | |
| EBITDA | $-14M | $-24M | · | $-29M | $-37M | $-38M | · | $-41M | $-47M | $-46M | · | $-58M | $-50M | $-47M | · | $-66M |
Balanço Patrimonial 28
| 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 | $90M | $147M | $181M | $113M | $82M | $125M | $286M | $218M | $147M | $151M | $108M | $270M | $274M | $348M | $143M | $88M | |
| Short-term Investments | $248M | $184M | $181M | $230M | $239M | $182M | $10M | $91M | $165M | $179M | · | · | · | · | · | · | |
| Receivables | $114M | $130M | $118M | $109M | $117M | $119M | $116M | $117M | $114M | $108M | · | $99M | $78M | $85M | · | $73M | |
| Prepaid Expense | $27M | $30M | $27M | $28M | $26M | $26M | $28M | $28M | $25M | $23M | · | $24M | $30M | $30M | · | $31M | |
| Other Current Assets | · | $12M | $10M | · | · | · | $6M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $479M | $490M | $507M | $480M | $465M | $453M | $440M | $453M | $451M | $460M | · | $551M | $505M | $662M | · | $637M | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | $179M | $180M | · | $179M | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | · | · | · | · | $320M | $311M | · | $286M | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | · | · | · | · | $141M | $131M | · | $107M | |
| Goodwill | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | · | $670M | $670M | $670M | $670M | $670M | |
| Intangibles | $21M | $23M | $26M | $28M | $33M | $38M | $43M | $48M | $53M | $58M | · | $67M | $73M | $78M | · | $88M | |
| Other Non-current Assets | $54M | $56M | $58M | $56M | $60M | $62M | $68M | $73M | $79M | $84M | · | $94M | $96M | $95M | · | $73M | |
| Total Assets | $1.50B | $1.51B | $1.50B | $1.47B | $1.46B | $1.45B | $1.45B | $1.47B | $1.48B | $1.51B | · | $1.64B | $1.66B | $1.86B | · | $1.91B | |
| Accounts Payable | $20M | $39M | $18M | $11M | $13M | $10M | $6M | $11M | $6M | $5M | · | $6M | $6M | $5M | · | $8M | |
| Accrued Liabilities | $53M | $46M | $71M | $60M | $45M | $37M | $42M | $41M | $34M | $36M | · | $57M | $47M | $42M | · | $54M | |
| Current Liabilities | $143M | $163M | $194M | $329M | $313M | $301M | $104M | $114M | $109M | $120M | · | $143M | $132M | $125M | · | $145M | |
| Capital Leases | $44M | $46M | $44M | $47M | $49M | $37M | $40M | $41M | $45M | $47M | · | $48M | $51M | $56M | · | $63M | |
| Other Non-current Liabilities | $2M | $3M | $9M | $8M | $9M | $5M | $4M | $3M | $3M | $3M | · | $4M | $7M | $6M | · | $7M | |
| Total Liabilities | $513M | $536M | $570M | $534M | $521M | $492M | $486M | $502M | $501M | $514M | · | $672M | $670M | $904M | · | $940M | |
| Long-term Debt | $324M | $324M | $362M | $338M | $338M | $338M | $338M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $324M | $324M | · | $338M | $338M | $338M | · | $344M | $344M | $344M | · | $473M | $472M | $705M | · | $704M | |
| Common Stock | · | · | · | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | $3.0K | · | $2.0K | $2.0K | $2.0K | · | $2.0K | |
| Paid-in Capital | $2.14B | $2.11B | $2.04B | $2.04B | $2.01B | $1.99B | $1.96B | $1.93B | $1.90B | $1.87B | · | $1.78B | $1.75B | $1.71B | · | $1.63B | |
| Retained Earnings | $-1.15B | $-1.14B | $-1.11B | $-1.10B | $-1.07B | $-1.03B | $-993M | $-960M | $-922M | $-878M | · | $-811M | $-757M | $-746M | · | $-655M | |
| AOCI | $-493.0K | $-423.0K | $-41.0K | $-12.0K | $-169.0K | $-130.0K | $-100.0K | $-22.0K | $-282.0K | $-521.0K | · | $-2M | $-3M | $-6M | · | $-13M | |
| Stockholders' Equity | $991M | $977M | $930M | $937M | $943M | $957M | $965M | $969M | $981M | $992M | $979M | $969M | $988M | $959M | $955M | $967M | |
| Liabilities + Equity | $1.50B | $1.51B | $1.50B | $1.47B | $1.46B | $1.45B | $1.45B | $1.47B | $1.48B | $1.51B | · | $1.64B | $1.66B | $1.86B | · | $1.91B | |
| Shares Outstanding | 159,100,000 | 156,400,000 | 151,537,000 | 149,211,000 | 147,172,000 | 144,700,000 | 142,086,000 | 140,100,000 | 138,400,000 | 136,500,000 | 132,992,000 | 130,700,000 | 129,000,000 | 126,800,000 | 124,336,000 | · |
Fluxo de Caixa 12
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $35M | $35M | $32M | $33M | $26M | $26M | $25M | $25M | $26M | $32M | $35M | $36M | $37M | $28M | $31M | $39M | |
| Deferred Tax | $-23.0K | $-4M | $395.0K | $289.0K | $327.0K | $422.0K | $893.0K | $339.0K | $333.0K | $228.0K | $-900.0K | $0 | $0 | $0 | · | · | |
| Amort. of Intangibles | $2M | $2M | $2M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | |
| Restructuring | · | · | $0 | $0 | · | · | $0 | $10M | · | · | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $39M | $29M | $22M | $29M | $26M | $17M | $5M | $5M | $-5M | $11M | $-7M | $-8M | $25M | $-9M | $-12M | $-28M | |
| CapEx | $32M | $21M | $10M | $6M | $10M | $3M | $5M | $2M | $2M | $2M | $3M | $325.0K | $4M | $3M | $9M | $3M | |
| Investing Cash Flow | $-99M | $-27M | $36M | $-344.0K | $-70M | $-179M | $71M | $66M | $8M | $34M | $-37M | $8M | $105M | $220M | $73M | $62M | |
| Financing Cash Flow | $2M | $-36M | $9M | $2M | $982.0K | $828.0K | $-7M | $-1M | $-7M | $-2M | $-118M | $-3M | $-205M | $-6M | $-5M | $-8M | |
| Net Change in Cash | $-57M | $-34M | $67M | $31M | $-43M | $-161M | $69M | $70M | $-4M | $43M | $-162M | $-3M | $-75M | $205M | $55M | $25M | |
| Taxes Paid | $233.0K | $364.0K | $234.0K | $358.0K | $296.0K | $449.0K | $70.0K | $213.0K | $234.0K | $292.0K | $-38.0K | $-82.0K | $269.0K | $182.0K | $25.0K | $45.0K | |
| Free Cash Flow | · | $8M | · | · | · | $15M | · | · | · | $10M | · | · | · | $-12M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $9M | · | · | · | $-14M | · | · |
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 | 63.2% | 62.5% | · | 58.4% | 54.5% | 53.2% | · | 54.5% | 55.1% | 54.9% | · | 51.7% | 52.3% | 51.2% | · | 48.5% | |
| Operating Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| Net Margin | -8.5% | -11.9% | · | -18.6% | -25.2% | -27.1% | · | -27.7% | -33.0% | -32.5% | · | -42.5% | -8.7% | -38.0% | · | -58.5% | |
| Pretax Margin | -8.4% | -14.2% | · | -18.3% | -24.9% | -26.6% | · | -27.4% | -32.5% | -32.3% | · | -42.5% | -8.6% | -37.9% | · | -58.3% | |
| EBITDA Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| ROA | -1.1% | -1.4% | · | -2.0% | -2.5% | -2.6% | · | -2.4% | -2.8% | -2.6% | · | -3.1% | -0.60% | -2.2% | · | -3.1% | |
| ROE | -1.6% | -2.1% | · | -3.1% | -3.9% | -4.0% | · | -3.9% | -4.4% | -4.5% | · | -5.6% | -1.1% | -4.6% | · | -6.4% | |
| ROIC | -1.1% | -1.5% | · | -2.3% | -2.9% | -3.0% | · | -3.1% | -3.6% | -3.5% | · | -4.0% | -3.5% | -2.9% | · | -3.9% |
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 | 3.4 | 3.0 | · | 1.5 | 1.5 | 1.5 | · | 4.0 | 4.1 | 3.8 | · | 3.8 | 3.8 | 5.3 | · | 4.4 | |
| Quick Ratio | 3.2 | 2.8 | · | 1.4 | 1.4 | 1.4 | · | 3.7 | 3.9 | 3.6 | · | 2.6 | 2.7 | 3.5 | · | 1.1 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.7 | · | 0.7 | |
| LT Debt / Equity | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.7 | · | 0.7 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -79.9 | · | -67.7 | -40.4 | -39.0 | · | -47.6 |
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 | 1.6 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.4 | · | 1.5 | 1.7 | 1.5 | · | 1.7 |
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 | $663M | $624M | · | $589M | $563M | $548M | · | $531M | $517M | $502M | · | $477M | $451M | $431M | · | $400M | |
| Net Income TTM | $-103M | $-127M | · | $-144M | $-158M | $-164M | · | $-179M | $-152M | $-153M | · | $-173M | $-135M | $-189M | · | $-200M | |
| Market Cap | $2.92B | $4.54B | · | $1.28B | $1.04B | $916M | · | $1.06B | $1.02B | $1.77B | · | $2.51B | $2.03B | $2.25B | · | · | |
| Enterprise Value | $2.91B | $4.54B | · | $1.27B | $1.06B | $946M | · | $1.10B | $1.05B | $1.78B | · | $2.71B | $2.23B | $2.61B | · | · | |
| P/E | -26.6 | -33.8 | · | -8.6 | -6.3 | -5.4 | · | -5.7 | -6.5 | -11.0 | · | -13.9 | -14.3 | -11.4 | · | -5.5 | |
| P/S | 4.4 | 7.3 | · | 2.2 | 1.8 | 1.7 | · | 2.0 | 2.0 | 3.5 | · | 5.3 | 4.5 | 5.2 | · | · | |
| P/B | 2.9 | 4.7 | · | 1.4 | 1.1 | 1.0 | · | 1.1 | 1.0 | 1.8 | · | 2.6 | 2.1 | 2.3 | · | · | |
| P / Tangible Book | 9.8 | 16.0 | · | 5.3 | 4.3 | 3.7 | · | 4.2 | 4.0 | 6.7 | · | 10.9 | 8.3 | 10.7 | · | · | |
| P / Cash Flow | · | 157.5 | · | · | · | 53.0 | · | · | · | 159.0 | · | · | · | -254.1 | · | · | |
| P / FCF | · | 579.3 | · | · | · | 62.4 | · | · | · | 185.8 | · | · | · | -182.3 | · | · | |
| EV / EBITDA | -201.5 | -189.9 | · | -44.1 | -28.6 | -24.8 | · | -27.0 | -22.5 | -38.6 | · | -46.4 | -44.8 | -55.2 | · | · | |
| EV / FCF | · | 578.5 | · | · | · | 64.5 | · | · | · | 187.3 | · | · | · | -211.2 | · | · | |
| EV / Revenue | 4.4 | 7.3 | · | 2.2 | 1.9 | 1.7 | · | 2.1 | 2.0 | 3.6 | · | 5.7 | 4.9 | 6.1 | · | · | |
| Earnings Yield | -3.8% | -3.0% | · | -11.7% | -15.9% | -18.6% | · | -17.6% | -15.5% | -9.1% | · | -7.2% | -7.0% | -8.8% | · | -18.3% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $624M | $544M | $506M | $433M | $354M |
| Margem Bruta % | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% |
| Margem Operacional % | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% |
| Lucro líquido | $-122M | $-158M | $-133M | $-191M | $-223M |
| EPS Diluído | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 |
| Índice de liquidez corrente | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 |
| Índice de Liquidez Seca | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $66M | $6M | $-11M | $-90M | $-73M |
Últimas notícias Notícias recentes mencionando esta empresa
- Lucros Enviados Rapidamente Ação de Fastly Caiu Mal, mas Não Perca a Imagem Maior com Ações FSLY em Alta 85% YTD
- Fastly (FSLY), LALIGA Parceira em Projeto de Anti-Pirataria Impulsionado por IA em Tempo Real
- O CEO da Fastly Vendeu Ações. Eis o Que Realmente Move as Ações
- Aqui estão as principais chamadas de pesquisa de analistas de Wall Street para terça-feira: Biogen, Birkenstock, Fastly, Ford, Lennox International, Netskope, SanDisk, Tesla e muito mais
- 2 Ações de IA que Wall Street Recomenda Vender Antes que Caiam 55%
- As Ações de Inteligência Artificial (IA) que Estou Observando Mais de Perto em Março
- Fastly (FSLY) Atinge Máxima de 4 Anos em Novo Acordo com Empresa Sediada em Dublin
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Investidores institucionais (13F) 331 declarantes · $1.9B 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 |
|---|---|---|---|---|
| 56 (-89 vs trimestre anterior) | 104 (+72 vs trimestre anterior) | 108 (+9 vs trimestre anterior) | 94 (+9 vs trimestre anterior) | +2.8M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $180.197.965 | 9.814.704 | 9,46% | Ações |
| FMR LLC | $163.681.860 | 8.915.134 | 8,59% | Ações |
| Capital World Investors | $151.068.577 | 8.228.136 | 7,93% | Ações |
| FIRST TRUST ADVISORS LP | $141.023.251 | 7.681.005 | 7,40% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $115.936.350 | 6.314.616 | 6,08% | Ações |
| TWO SIGMA INVESTMENTS, LP | $111.307.702 | 6.062.511 | 5,84% | Ações |
| STATE STREET CORP | $64.939.999 | 3.537.037 | 3,41% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $61.700.839 | 3.359.928 | 3,24% | Ações |
| Alyeska Investment Group, L.P. | $58.115.385 | 3.165.326 | 3,05% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $52.402.084 | 2.854.144 | 2,75% | Ações |
| Driehaus Capital Management LLC | $46.715.294 | 2.544.406 | 2,45% | Ações |
| UBS Group AG | $43.714.793 | 2.380.980 | 2,29% | Opção de compra |
| FULLER & THALER ASSET MANAGEMENT, INC. | $40.209.880 | 2.190.081 | 2,11% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $31.164.393 | 1.697.407 | 1,64% | Ações |
| Divisadero Street Capital Management, LP | $31.106.650 | 1.694.262 | 1,63% | Ações |
| MILLENNIUM MANAGEMENT LLC | $27.818.723 | 1.515.181 | 1,46% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.960.649 | 1.250.580 | 1,20% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.312.288 | 1.160.800 | 1,12% | Opção de compra |
| MILLENNIUM MANAGEMENT LLC | $21.156.228 | 1.152.300 | 1,11% | Opção de venda |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.060.136 | 1.092.600 | 1,05% | Opção de venda |
| VANGUARD FIDUCIARY TRUST CO | $19.296.727 | 1.051.020 | 1,01% | Ações |
| TWO SIGMA ADVISERS, LP | $17.840.450 | 1.752.500 | 0,94% | Ações |
| Trexquant Investment LP | $16.452.984 | 896.132 | 0,86% | Ações |
| JANE STREET GROUP, LLC | $16.369.207 | 891.569 | 0,86% | Ações |
| D. E. Shaw & Co., Inc. | $16.305.902 | 888.121 | 0,86% | Ações |
| GOLDMAN SACHS GROUP INC | $16.167.412 | 880.578 | 0,85% | Ações |
| OBERWEIS ASSET MANAGEMENT INC/ | $15.648.632 | 852.322 | 0,82% | Ações |
| WOLVERINE ASSET MANAGEMENT LLC | $15.582.132 | 848.700 | 0,82% | Opção de venda |
| BANK OF AMERICA CORP /DE/ | $15.142.189 | 824.738 | 0,79% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $14.694.353 | 800.346 | 0,77% | Ações |
| JANE STREET GROUP, LLC | $14.019.696 | 763.600 | 0,74% | Opção de venda |
| PEAK6 LLC | $13.806.720 | 752.000 | 0,72% | Opção de compra |
| JANE STREET GROUP, LLC | $11.922.984 | 649.400 | 0,63% | Opção de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.793.050 | 642.323 | 0,62% | Ações |
| GMT Capital Corp | $10.993.968 | 598.800 | 0,58% | Ações |
| ALGERT GLOBAL LLC | $10.852.761 | 591.109 | 0,57% | Ações |
| MORGAN STANLEY | $8.780.895 | 478.262 | 0,46% | Ações |
| Squarepoint Ops LLC | $8.432.436 | 459.283 | 0,44% | Ações |
| Counterpoint Mutual Funds LLC | $8.039.734 | 437.894 | 0,42% | Ações |
| Bank of New York Mellon Corp | $7.583.084 | 413.022 | 0,40% | Ações |
| Pier Capital, LLC | $7.245.847 | 394.654 | 0,38% | Ações |
| Walleye Trading LLC | $6.506.784 | 354.400 | 0,34% | Opção de compra |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $6.501.753 | 354.126 | 0,34% | Ações |
| BARCLAYS PLC | $6.422.475 | 349.808 | 0,34% | Ações |
| IMC-Chicago, LLC | $6.264.616 | 341.210 | 0,33% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $5.952.312 | 324.200 | 0,31% | Ações |
| Walleye Trading LLC | $5.888.052 | 320.700 | 0,31% | Opção de venda |
| ALLIANCEBERNSTEIN L.P. | $5.761.087 | 198.248 | 0,30% | Ações |
| Swiss National Bank | $5.034.312 | 274.200 | 0,26% | Ações |
| RAYMOND JAMES FINANCIAL INC | $5.023.241 | 273.597 | 0,26% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.778.801 | 164.446 | 0,25% | Ações |
| Relyea Zuckerberg Hanson LLC | $4.724.726 | 257.338 | 0,25% | Ações |
| BlackRock, Inc. | $4.715.546 | 256.838 | 0,25% | Ações |
| DEUTSCHE BANK AG\ | $4.031.177 | 219.563 | 0,21% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $3.875.025 | 211.058 | 0,20% | Ações |
| Y-Intercept (Hong Kong) Ltd | $3.600.947 | 196.130 | 0,19% | Ações |
| RHUMBLINE ADVISERS | $3.584.755 | 195.249 | 0,19% | Ações |
| WOLVERINE ASSET MANAGEMENT LLC | $3.584.423 | 195.230 | 0,19% | Ações |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.536.595 | 192.625 | 0,19% | Ações |
| Cubist Systematic Strategies, LLC | $3.520.896 | 411.801 | 0,18% | Ações |
| Russell Investments Group, Ltd. | $3.517.078 | 191.562 | 0,18% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $3.040.618 | 165.611 | 0,16% | Ações |
| CITIGROUP INC | $3.024.535 | 164.735 | 0,16% | Ações |
| TUDOR INVESTMENT CORP ET AL | $3.017.172 | 164.334 | 0,16% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $2.759.508 | 150.300 | 0,14% | Opção de compra |
| BARCLAYS PLC | $2.754.000 | 150.000 | 0,14% | Opção de venda |
| HUSSMAN STRATEGIC ADVISORS, INC. | $2.698.920 | 147.000 | 0,14% | Ações |
| JUPITER ASSET MANAGEMENT LTD | $2.472.706 | 134.679 | 0,13% | Ações |
| Point72 Asset Management, L.P. | $2.451.060 | 133.500 | 0,13% | Opção de compra |
| Pictet Asset Management Holding SA | $2.433.636 | 132.551 | 0,13% | Ações |
| Sunbelt Securities, Inc. | $2.265.053 | 77.944 | 0,12% | Ações |
| Caption Management, LLC | $2.247.264 | 122.400 | 0,12% | Opção de compra |
| TUDOR INVESTMENT CORP ET AL | $2.245.428 | 122.300 | 0,12% | Opção de compra |
| GROUP ONE TRADING LLC | $2.090.598 | 113.867 | 0,11% | Ações |
| TUDOR INVESTMENT CORP ET AL | $2.012.256 | 109.600 | 0,11% | Opção de venda |
| CITADEL ADVISORS LLC | $1.997.201 | 108.780 | 0,10% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $1.971.864 | 107.400 | 0,10% | Opção de venda |
| Knights of Columbus Asset Advisors LLC | $1.967.715 | 107.174 | 0,10% | Ações |
| JANUS HENDERSON GROUP PLC | $1.948.138 | 67.050 | 0,10% | Ações |
| G2 Investment Partners Management LLC | $1.927.800 | 105.000 | 0,10% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.846.484 | 100.571 | 0,10% | Ações |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.716.990 | 93.518 | 0,09% | Ações |
| WESBANCO BANK INC | $1.652.400 | 90.000 | 0,09% | Ações |
| MetLife Investment Management, LLC | $1.639.677 | 89.307 | 0,09% | Ações |
| Nuveen, LLC | $1.631.965 | 88.887 | 0,09% | Ações |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.581.915 | 86.161 | 0,08% | Ações |
| 180 WEALTH ADVISORS, LLC | $1.555.422 | 84.718 | 0,08% | Ações |
| MATAURO, LLC | $1.494.302 | 81.389 | 0,08% | Ações |
| CITIGROUP INC | $1.457.784 | 79.400 | 0,08% | Opção de compra |
| Range Financial Group LLC | $1.412.490 | 76.933 | 0,07% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.408.726 | 76.728 | 0,07% | Ações |
| FirstWave Capital Management LLC | $1.344.448 | 73.227 | 0,07% | Ações |
| LPL Financial LLC | $1.272.954 | 69.333 | 0,07% | Ações |
| Vanguard Global Advisers, LLC | $1.245.744 | 67.851 | 0,07% | Ações |
| Entropy Technologies, LP | $1.242.146 | 67.655 | 0,07% | Ações |
| Schonfeld Strategic Advisors LLC | $1.229.110 | 66.945 | 0,06% | Ações |
| State of New Jersey Common Pension Fund D | $1.200.615 | 65.393 | 0,06% | Ações |
| Invesco Ltd. | $1.119.703 | 60.986 | 0,06% | Ações |
| Vontobel Holding Ltd. | $1.111.716 | 60.551 | 0,06% | Ações |
| WOLVERINE TRADING, LLC | $1.092.420 | 126.000 | 0,06% | Opção de compra |
Executivos da empresa 19 insiders · 7 diretores · 9 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Joshua Bixby | CEO | 12 de Julho de 2021 J | 473.598 | 0 | 0 | $0 |
| Adriel G Lares | Chief Financial Officer | 14 de Fevereiro de 2021 A | 193.254 | 0 | 0 | $0 |
| Scott R. Lovett | President, Go to Market | 17 de Junho de 2026 S | 1.392.778 | 0 | 3 | $-1.707.862 |
| Artur Bergman | Chief Technology Officer | 3 de Junho de 2026 S | 2.038.638 | 0 | 3 | $-142.310 |
| Brett Shirk | EVP, Chief Revenue Officer | 17 de Dezembro de 2021 S | 152.696 | 0 | 0 | $0 |
| Paul Luongo | General Counsel | 12 de Julho de 2021 J | 541.391 | 0 | 0 | $0 |
| Wolfgang Maasberg | EVP of Sales | 8 de Maio de 2020 C | 210.040 | 0 | 0 | $0 |
| Vanessa C. Smith | Conselheiro | 3 de Junho de 2026 A | 98.267 | 0 | 0 | $0 |
| David Hornik | Conselheiro | 3 de Junho de 2026 A | 269.431 | 0 | 0 | $0 |
| Charles J Meyers | Conselheiro | 3 de Junho de 2026 A | 97.775 | 0 | 0 | $0 |
| Aida Alvarez | Conselheiro | 3 de Junho de 2026 A | 105.667 | 0 | 0 | $0 |
| Christopher B Paisley | Conselheiro | 3 de Junho de 2026 A | 14.828 | 0 | 1 | $-16.960 |
| Kelly Wright | Conselheiro | 12 de Julho de 2021 C | 192.812 | 0 | 0 | $0 |
| Sunil Dhaliwal | Conselheiro | 4 de Setembro de 2020 S | 316.572 | 0 | 0 | $0 |
| Eric W Carlborg | Detentor de 10% | 4 de Março de 2020 S | 115.245 | 0 | 0 | $0 |
| Paula Loop | — | 12 de Agosto de 2026 S | 90.443 | 0 | 1 | $-219.960 |
| Richard Devon Daniels | — | 7 de Agosto de 2026 S | 51.197 | 0 | 1 | $-253.732 |
| Charles Lacey Compton III | — | 4 de Agosto de 2026 S | 1.030.592 | 0 | 7 | $-1.080.227 |
| Ronald W Kisling | — | 25 de Novembro de 2024 S | 539.542 | 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 |
|---|---|---|---|---|---|
| Abdiel Qualified Master Fund, LP, Abdiel Capital, LP, Abdiel Capital Management, LLC, Abdiel Capital Advisors, LP, Colin T. Moran ×4 declarações | 23 de Agosto de 2019 | — | 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 56 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 |
|---|---|---|---|---|
| IDGT · iShares Trust | 6,54% | 1.302.980 SH | 19 de Agosto de 2026 | Diário |
| PSWD · DBX ETF Trust | 2,01% | 10.051 NS | 29 de Maio de 2026 | N-PORT |
| CLOU · Global X Funds | 1,98% | 299.853 NS | 31 de Maio de 2026 | N-PORT |
| SKYU · ProShares Trust | 0,74% | 1.506 NS | 31 de Maio de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,51% | 24.128 NS | 31 de Maio de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,48% | 200.602 NS | 30 de Abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,25% | 1.396.839 SH | 19 de Agosto de 2026 | Diário |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,25% | 119.452 NS | 30 de Abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,18% | 198.270 SH | 19 de Agosto de 2026 | Diário |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 51.442 NS | 30 de Abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,17% | 164.271 SH | 19 de Agosto de 2026 | Diário |
| VFMO · VANGUARD WELLINGTON FUND | 0,15% | 168.563 SH | 19 de Agosto de 2026 | Diário |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,14% | 7.610 NS | 31 de Maio de 2026 | N-PORT |
| ITAN · EA Series Trust | 0,13% | 6.378 NS | 29 de Maio de 2026 | N-PORT |
| IWM · iShares Trust | 0,13% | 3.940.184 SH | 19 de Agosto de 2026 | Diário |
| ISCG · iShares Trust | 0,12% | 45.524 SH | 19 de Agosto de 2026 | Diário |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,12% | 23.322 SH | 19 de Agosto de 2026 | Diário |
| RSSL · Global X Funds | 0,11% | 61.235 NS | 30 de Abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,10% | 18.735 NS | 30 de Abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,09% | 881.975 SH | 19 de Agosto de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,09% | 482.158 NS | 30 de Abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,08% | 82.382 SH | 19 de Agosto de 2026 | Diário |
| VBK · VANGUARD INDEX FUNDS | 0,07% | 1.866.335 SH | 19 de Agosto de 2026 | Diário |
| ITWO · ProShares Trust | 0,06% | 6.659 NS | 31 de Maio de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 427.148 NS | 30 de Abril de 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,06% | 147.160 NS | 30 de Abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,06% | 6.392 SH | 19 de Agosto de 2026 | Diário |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 671.697 NS | 31 de Maio de 2026 | N-PORT |
| NFRA · FlexShares Trust | 0,05% | 63.104 NS | 30 de Abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,04% | 6.660 NS | 30 de Abril de 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,04% | 3.452.940 SH | 19 de Agosto de 2026 | Diário |
| UWM · ProShares Trust | 0,04% | 5.208 NS | 31 de Maio de 2026 | N-PORT |
| WSML · iShares Trust | 0,04% | 9.085 SH | 19 de Agosto de 2026 | Diário |
| TILT · FlexShares Trust | 0,04% | 28.644 NS | 30 de Abril de 2026 | N-PORT |
| TECB · iShares Trust | 0,03% | 5.545 SH | 19 de Agosto de 2026 | Diário |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1.687.108 SH | 19 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3.231.972 SH | 19 de Agosto de 2026 | Diário |
| URTY · ProShares Trust | 0,03% | 5.267 NS | 31 de Maio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 355.748 NS | 30 de Abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 9.882 NS | 31 de Maio de 2026 | N-PORT |
| IGM · iShares Trust | 0,02% | 68.257 SH | 19 de Agosto de 2026 | Diário |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 5.270 NS | 31 de Maio de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 132 NS | 31 de Maio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 11.640 NS | 30 de Abril de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 873 SH | 19 de Agosto de 2026 | Diário |
| DFAU · Dimensional ETF Trust | 0,01% | 34.258 NS | 30 de Abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 41.245 NS | 31 de Maio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 46.967 NS | 30 de Abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,01% | 40.169 SH | 19 de Agosto de 2026 | Diário |
| ITOT · iShares Trust | 0,01% | 188.753 SH | 19 de Agosto de 2026 | Diário |