EXFY Expensify, Inc. - Class A Common Stock

NASDAQ · Technology · SEC EDGAR'da Görüntüle ↗
$2,40
Fiyat · Ağu 19, 2026
Temel veriler itibarıyla Ağu 6, 2026

Expensify, Inc. - Class A Common Stock Hakkında Wikipedia'dan şirket genel bakışı

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.

Devamını oku

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.

Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗

Wikidata ↗

EXFY Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

Fiyat
$2.40
Piyasa Değeri
$231M
P/E (TTM)
-10.8
EPS (TTM)
$-0.23
Gelir (TTM)
$142M
Temettü Verimi
ROE
-16.2%
D/E Borç/Özsermaye
52 Haftlık Aralık
$1 – $3

EXFY Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Gelir ve Net Gelir $142M
7-point trend, +76.6%
2019-12-31 2025-12-31
Hisse Başına Kâr $-0.23
7-point trend, -0.23
2019-12-31 2025-12-31
Serbest Nakit Akışı $20M
5-point trend, +622.0%
2021-12-31 2025-12-31
Marjlar -15.0%
5-point trend, -19.3%
2021-12-31 2025-12-31

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik
5 Yıllık trend
EXFY
Akran Ortalaması
P/E (TTM)
5-point trend, +94.6%
-10.8
68.5
P/S (TTM) (F/S (TTM))
4-point trend, -77.0%
1.6
1.8
P/B (F/D)
4-point trend, -85.9%
1.7
9.9
Price / FCF (Fiyat / Serbest Nakit Akışı)
4-point trend, -68.9%
11.5

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik
5 Yıllık trend
EXFY
Akran Ortalaması
Gross Margin (Brüt Kar Marjı)
5-point trend, -19.3%
50.3%
71.8%
Operating Margin (Faaliyet Kâr Marjı)
5-point trend, -76.6%
-12.7%
Net Profit Margin (Net Kâr Marjı)
5-point trend, -58.6%
-15.0%
-16.6%
ROA
5-point trend, -18.8%
-11.9%
-12.9%
ROE
5-point trend, +64.5%
-16.2%
-28.0%
ROIC
5-point trend, -127.6%
-17.8%

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik
5 Yıllık trend
EXFY
Akran Ortalaması
Current Ratio (Cari Oran)
5-point trend, +12.1%
3.3
2.2
Quick Ratio (Cari Oran)
5-point trend, -23.4%
1.6

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik
5 Yıllık trend
EXFY
Akran Ortalaması
Revenue YoY (Gelir Yıllık Bazda)
5-point trend, -0.5%
2.1%
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)
5-point trend, -0.5%
-5.7%
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)
5-point trend, -0.5%
10.0%

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik
5 Yıllık trend
EXFY
Akran Ortalaması
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))
5-point trend, +36.1%
$-0.23

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik
5 Yıllık trend
EXFY
Akran Ortalaması

EXFY Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

SAT 8 analist
  • Güçlü Al 0 0,0%
  • Al 0 0,0%
  • Tut 5 62,5%
  • Sat 1 12,5%
  • Güçlü Sat 2 25,0%

12 Aylık Fiyat Hedefi

3 analist · 2026-08-13
Medyan hedef $3.00 +25,3%
Ortalama hedef $2.83 +18,3%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Ort. Sürpriz
-0.02%
Dönem EPS Gerçek EPS Tahmin Sürpriz
30 Haziran 2026 $0.03 $0.02 0.01%
31 Mart 2026 $0.04 $0.02 0.02%
31 Aralık 2025 $-0.02 $0.05 -0.07%
30 Eylül 2025 $0.04 $0.06 -0.02%
30 Haziran 2025 $-0.02 $0.03 -0.05%
31 Mart 2025 $0.05 $0.07 -0.02%

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
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%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Gelir Tablosu 18
EXFY için Yıllık Gelir Tablosu verileri
Metrik Eğilim 2025202420232022202120202019
Revenue 7-point trend, +76.6% $142M $139M $151M $169M $143M $88M $80M
Cost of Revenue 7-point trend, +70574000.00 $71M $64M $10M $6M $3M $1M $0
Gross Profit 7-point trend, +47.6% $72M $75M $84M $107M $89M $56M $48M
R&D Expense 7-point trend, +403.2% $21M $25M $23M $14M $11M $7M $4M
SG&A Expense 7-point trend, +164.4% $42M $38M $49M $58M $61M $33M $16M
Operating Expenses 7-point trend, +89.6% $90M $76M $117M $122M $99M $50M $47M
Operating Income 7-point trend, -1545.0% $-18M $-820.0K $-33M $-15M $-10M $6M $1M
Interest Expense 4-point trend, +79.3% · · $5M $4M $3M $3M ·
Interest Income 2-point trend, +72.7% $2M $1M · · · · ·
Other Non-op 2-point trend, +209.8% $2M $-2M · · · · ·
Pretax Income 7-point trend, -979.0% $-16M $-2M $-38M $-21M $-14M $3M $-2M
Income Tax 7-point trend, +285.2% $5M $8M $3M $6M $-174.0K $5M $-3M
Net Income 7-point trend, -1823.5% $-21M $-10M $-41M $-27M $-14M $-2M $1M
EPS (Basic) 7-point trend, -0.23 $-0.23 $-0.12 $-0.50 $-0.33 $-0.36 $-0.06 $0.00
EPS (Diluted) 7-point trend, -0.23 $-0.23 $-0.12 $-0.50 $-0.33 $-0.36 $-0.06 $0.00
Shares (Basic) 7-point trend, +256.0% 92,283,974 87,380,708 82,493,226 80,786,725 38,039,222 27,424,480 25,921,890
Shares (Diluted) 7-point trend, +256.0% 92,283,974 87,380,708 82,493,226 80,786,725 38,039,222 27,424,480 25,921,890
EBITDA 5-point trend, -89.1% $-10M $6M $-28M $-10M $-5M · ·
Bilanço 26
EXFY için Yıllık Bilanço verileri
Metrik Eğilim 2025202420232022202120202019
Cash & Equivalents 7-point trend, +531.4% $63M $49M $48M $104M $98M $34M $10M
Receivables 6-point trend, +25.9% $13M $13M $14M $16M $16M $10M ·
Prepaid Expense 6-point trend, +502.8% $6M $12M $6M $9M $7M $927.0K ·
Other Current Assets 6-point trend, +673.9% $26M $21M $31M $22M $14M $3M ·
Current Assets 6-point trend, +140.3% $153M $137M $137M $187M $158M $64M ·
PP&E (Net) 6-point trend, -15.3% $13M $14M $14M $14M $16M $15M ·
PP&E (Gross) 6-point trend, +15.9% $23M $23M $23M $22M $22M $20M ·
Accum. Depreciation 6-point trend, +118.6% $10M $10M $9M $8M $6M $5M ·
Intangibles $14M · · · · · ·
Other Non-current Assets 6-point trend, +37.6% $1M $1M $6M $664.0K $710.0K $833.0K ·
Total Assets 6-point trend, +112.0% $186M $174M $177M $210M $183M $88M ·
Accounts Payable 6-point trend, -87.6% $289.0K $196.0K $1M $1M $4M $2M ·
Accrued Liabilities 5-point trend, +115.1% · $157.0K $159.0K $291.0K $246.0K $73.0K ·
Current Liabilities 6-point trend, +18.4% $46M $38M $68M $60M $54M $39M ·
Capital Leases 6-point trend, +366.9% $5M $6M $6M $0 $329.0K $1M ·
Deferred Tax 2-point trend, -100.0% · · · · $0 $916.0K ·
Other Non-current Liabilities 6-point trend, +102.7% $2M $2M $2M $1M $153.0K $877.0K ·
Total Liabilities 6-point trend, -27.7% $53M $45M $76M $113M $107M $74M ·
Long-term Debt 4-point trend, -76.6% · · $8M $52M $68M $33M ·
Total Debt 4-point trend, -100.0% · $0 $8M $52M $53M · ·
Common Stock 6-point trend, +9000.00 $9.0K $9.0K $8.0K $7.0K $6.0K $0 ·
Paid-in Capital 6-point trend, +1330.9% $305M $279M $242M $195M $143M $21M ·
Retained Earnings 6-point trend, -229.0% $-172M $-151M $-141M $-98M $-66M $-52M ·
Stockholders' Equity 7-point trend, +373.9% $133M $128M $101M $97M $77M $-31M $-48M
Liabilities + Equity 6-point trend, +112.0% $186M $174M $177M $210M $183M $88M ·
Shares Outstanding 7-point trend, +250.0% 93,060,902 91,376,765 85,225,328 82,429,367 81,400,860 29,366,940 26,589,930
Nakit Akışı 16
EXFY için Yıllık Nakit Akışı verileri
Metrik Eğilim 2025202420232022202120202019
D&A 7-point trend, +197.4% $8M $7M $5M $5M $5M $3M $3M
Stock-based Comp 7-point trend, +1457.9% $27M $34M $41M $52M $15M $18M $2M
Deferred Tax 7-point trend, +100.2% $5.0K $-42.0K $-112.0K $29.0K $-868.0K $3M $-3M
Other Non-cash 5-point trend, +4463.8% $6M $-6M $-3M $2M $141.0K · ·
Operating Cash Flow 7-point trend, +61.6% $20M $24M $2M $33M $5M $8M $12M
CapEx 7-point trend, -99.5% $17.0K $0 $1M $585.0K $3M $2M $3M
Investing Cash Flow 7-point trend, +27.5% $-4M $-8M $-7M $-2M $-8M $-4M $-5M
Debt Issued 5-point trend, +0.00 · · $0 $0 $45M $0 $0
Net Debt Issued 5-point trend, -100.0% $0 $-23M $-45M $-595.0K $20M · ·
Stock Repurchased 7-point trend, +64864.3% $9M $2M $3M $6M $0 $0 $14.0K
Net Stock Activity 5-point trend, -9095000.00 $-9M $-2M $-3M $-6M $0 · ·
Financing Cash Flow 7-point trend, -153.4% $-3M $-22M $-45M $-8M $81M $9M $5M
Net Change in Cash 7-point trend, +8.9% $14M $-6M $-51M $22M $78M $12M $13M
Taxes Paid 7-point trend, +2534.7% $6M $5M $4M $975.0K $7M $150.0K $216.0K
Free Cash Flow 5-point trend, +622.0% $20M $24M $175.0K $32M $3M · ·
Levered FCF 2-point trend, -120.6% · · $-5M $26M · · ·
Kârlılık 8
EXFY için Yıllık Kârlılık verileri
Metrik Eğilim 2025202420232022202120202019
Gross Margin 5-point trend, -19.3% 50.3% 53.9% 55.6% 63.0% 62.4% · ·
Operating Margin 5-point trend, -76.6% -12.7% -0.59% -22.0% -9.0% -7.2% · ·
Net Margin 5-point trend, -58.6% -15.0% -7.2% -27.5% -15.9% -9.5% · ·
Pretax Margin 5-point trend, -19.4% -11.5% -1.7% -25.5% -12.2% -9.6% · ·
EBITDA Margin 5-point trend, -90.1% -6.7% 4.3% -18.6% -5.8% -3.5% · ·
ROA 5-point trend, -18.8% -11.9% -5.7% -21.4% -13.7% -10.0% · ·
ROE 5-point trend, +64.5% -16.2% -8.1% -42.4% -28.0% -45.6% · ·
ROIC 5-point trend, -127.6% -17.8% -2.7% -33.0% -13.4% -7.8% · ·
Likidite ve Solventlik 5
EXFY için Yıllık Likidite ve Solventlik verileri
Metrik Eğilim 2025202420232022202120202019
Current Ratio 5-point trend, +12.1% 3.3 3.6 2.0 3.1 2.9 · ·
Quick Ratio 5-point trend, -23.4% 1.6 1.6 0.9 2.0 2.1 · ·
Debt / Equity 4-point trend, -100.0% · 0.0 0.1 0.5 0.7 · ·
LT Debt / Equity 3-point trend, -100.0% · · 0.0 0.5 0.7 · ·
Interest Coverage 2-point trend, -88.3% · · -6.4 -3.4 · · ·
Verimlilik 2
EXFY için Yıllık Verimlilik verileri
Metrik Eğilim 2025202420232022202120202019
Asset Turnover 5-point trend, -25.0% 0.8 0.8 0.8 0.9 1.1 · ·
Receivables Turnover 5-point trend, +1.1% 11.2 10.5 10.0 10.5 11.1 · ·
Hisse Başına 5
EXFY için Yıllık Hisse Başına verileri
Metrik Eğilim 2025202420232022202120202019
Book Value / Share 4-point trend, +20.9% $1.43 $1.40 $1.18 $1.18 · · ·
Revenue / Share 5-point trend, -59.0% $1.54 $1.59 $1.83 $2.10 $3.75 · ·
Cash Flow / Share 5-point trend, +51.0% $0.22 $0.27 $0.02 $0.41 $0.14 · ·
Cash / Share 4-point trend, -46.2% $0.68 $0.53 $0.56 $1.26 · · ·
EPS (TTM) 5-point trend, +36.1% $-0.23 $-0.12 $-0.50 $-0.33 $-0.36 · ·
Büyüme Oranları 3
EXFY için Yıllık Büyüme Oranları verileri
Metrik Eğilim 2025202420232022202120202019
Revenue YoY 5-point trend, -96.7% 2.1% -7.6% -11.1% 18.7% 62.2% · ·
Revenue CAGR 3Y 3-point trend, -129.1% -5.7% -0.85% 19.6% · · · ·
Revenue CAGR 5Y 10.0% · · · · · ·
Değerleme (TTM) 14
EXFY için Yıllık Değerleme (TTM) verileri
Metrik Eğilim 2025202420232022202120202019
Revenue TTM 5-point trend, -0.5% $142M $139M $151M $169M $143M · ·
Net Income TTM 5-point trend, -57.8% $-21M $-10M $-41M $-27M $-14M · ·
Market Cap 4-point trend, -80.7% $141M $306M $211M $728M · · ·
Enterprise Value 3-point trend, -61.9% · $257M $171M $676M · · ·
P/E 5-point trend, +94.6% -6.6 -27.9 -4.9 -26.8 -122.2 · ·
P/S 4-point trend, -77.0% 1.0 2.2 1.4 4.3 · · ·
P/B 4-point trend, -85.9% 1.1 2.4 2.1 7.5 · · ·
P / Tangible Book 4-point trend, -85.9% 1.1 2.4 2.1 7.5 · · ·
P / Cash Flow 4-point trend, -68.4% 7.0 12.8 135.0 22.1 · · ·
P / FCF 4-point trend, -68.9% 7.0 12.8 1202.9 22.5 · · ·
EV / EBITDA 3-point trend, +162.5% · 42.9 -6.1 -68.7 · · ·
EV / FCF 3-point trend, -48.5% · 10.8 975.2 20.9 · · ·
EV / Revenue 3-point trend, -53.7% · 1.8 1.1 4.0 · · ·
Earnings Yield 5-point trend, -1757.3% -15.2% -3.6% -20.2% -3.7% -0.82% · ·

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Gelir Tablosu
2025-12-312024-12-312023-12-312022-12-312021-12-31
Gelir $142M$139M$151M$169M$143M
Brüt Kâr Marjı % 50.3%53.9%55.6%63.0%62.4%
Faaliyet Kâr Marjı % -12.7%-0.59%-22.0%-9.0%-7.2%
Net Gelir $-21M$-10M$-41M$-27M$-14M
Seyreltilmiş Hisse Başı Kâr $-0.23$-0.12$-0.50$-0.33$-0.36
Bilanço
2025-12-312024-12-312023-12-312022-12-312021-12-31
Borç / Öz Sermaye 0.00.10.50.7
Cari Oran 3.33.62.03.12.9
Cari Oran 1.61.60.92.02.1
Nakit Akışı
2025-12-312024-12-312023-12-312022-12-312021-12-31
Serbest Nakit Akışı $20M$24M$175.0K$32M$3M

Son Haberler Bu şirketten bahseden son manşetler

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

📊

Sizin için önemli olan metrikleri seçin — yukarıdaki Tam Temeller'deki herhangi bir satırın yanındaki ➕ düğmesine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kurumsal Sahipler (13F) 105 dosya · $31.5M toplam · Tarih itibarıyla 30 Haziran 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
31 (+13 önceki Ç'ye göre) 26 (0 önceki Ç'ye göre) 34 (+1 önceki Ç'ye göre) 25 (-4 önceki Ç'ye göre) +1.7M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
Parallel Advisors, LLC $4.768.626 2.664.037 15,12% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $4.222.918 2.359.172 13,39% Hisse senetleri
Palogic Value Management, L.P. $3.165.536 1.768.456 10,03% Hisse senetleri
CastleKnight Management LP $3.096.811 1.730.062 9,82% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $2.095.088 1.170.440 6,64% Hisse senetleri
FORMULA GROWTH LTD $1.566.250 875.000 4,96% Hisse senetleri
RENAISSANCE TECHNOLOGIES LLC $1.336.593 746.700 4,24% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $975.689 544.823 3,09% Hisse senetleri
MILLENNIUM MANAGEMENT LLC $909.304 507.991 2,88% Hisse senetleri
TWO SIGMA INVESTMENTS, LP $907.492 506.979 2,88% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $703.101 392.794 2,23% Hisse senetleri
JANE STREET GROUP, LLC $467.951 261.425 1,48% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $466.821 260.794 1,48% Hisse senetleri
IEQ CAPITAL, LLC $455.054 254.220 1,44% Hisse senetleri
STATE STREET CORP $436.189 243.681 1,38% Hisse senetleri
Wealthspire Advisors, LLC $426.969 238.530 1,35% Hisse senetleri
TWO SIGMA ADVISERS, LP $399.244 264.400 1,27% Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $365.720 204.313 1,16% Hisse senetleri
BlackRock, Inc. $337.766 188.696 1,07% Hisse senetleri
CITADEL ADVISORS LLC $310.669 173.558 0,98% Hisse senetleri
NORTHERN TRUST CORP $266.194 148.712 0,84% Hisse senetleri
Pale Fire Capital SE $240.592 134.409 0,76% Hisse senetleri
RBF Capital, LLC $214.800 120.000 0,68% Hisse senetleri
Aster Capital Management (DIFC) Ltd $211.202 117.990 0,67% Hisse senetleri
Bank of New York Mellon Corp $190.361 106.347 0,60% Hisse senetleri
Mariner, LLC $182.368 101.888 0,58% Hisse senetleri
BRIDGEWAY CAPITAL MANAGEMENT, LLC $168.797 94.300 0,54% Hisse senetleri
Creative Planning $154.903 86.538 0,49% Hisse senetleri
BARCLAYS PLC $150.263 83.946 0,48% Hisse senetleri
HSBC HOLDINGS PLC $146.924 82.774 0,47% Hisse senetleri
MARSHALL WACE, LLP $139.123 77.722 0,44% Hisse senetleri
XTX Topco Ltd $115.928 64.764 0,37% Hisse senetleri
BANK OF AMERICA CORP /DE/ $107.214 59.896 0,34% Hisse senetleri
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $104.621 55.355 0,33% Hisse senetleri
FRANKLIN RESOURCES INC $99.549 55.614 0,32% Hisse senetleri
Williams & Novak, LLC $95.998 53.630 0,30% Hisse senetleri
MERCER GLOBAL ADVISORS INC /ADV $94.231 52.643 0,30% Hisse senetleri
Connor, Clark & Lunn Investment Management Ltd. $94.100 52.570 0,30% Hisse senetleri
GOLDMAN SACHS GROUP INC $89.375 49.930 0,28% Hisse senetleri
FMR LLC $81.896 45.752 0,26% Hisse senetleri
PRENTISS SMITH & CO INC $76.048 42.485 0,24% Hisse senetleri
Vanguard Personalized Indexing Management, LLC $70.573 39.426 0,22% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $69.294 38.712 0,22% Hisse senetleri
Balyasny Asset Management L.P. $66.923 37.387 0,21% Hisse senetleri
Arax Advisory Partners $65.360 36.514 0,21% Hisse senetleri
CAPTRUST FINANCIAL ADVISORS $60.017 33.529 0,19% Hisse senetleri
Russell Investments Group, Ltd. $51.122 28.560 0,16% Hisse senetleri
Point72 Asset Management, L.P. $47.748 26.675 0,15% Hisse senetleri
GROUP ONE TRADING LLC $38.408 21.457 0,12% Hisse senetleri
Susquehanna Portfolio Strategies, LLC $38.306 21.400 0,12% Hisse senetleri
Merit Financial Group, LLC $38.018 21.239 0,12% Hisse senetleri
Focus Partners Wealth $36.446 20.361 0,12% Hisse senetleri
Sand Hill Global Advisors, LLC $36.362 20.314 0,12% Hisse senetleri
BRIGHTON JONES LLC $35.915 20.064 0,11% Hisse senetleri
LAVELLE CAPITAL LP $35.800 20.000 0,11% Hisse senetleri
CWM, LLC $35.750 41.096 0,11% Hisse senetleri
Pallas Capital Advisors LLC $35.583 19.879 0,11% Hisse senetleri
R Squared Ltd $35.061 19.587 0,11% Hisse senetleri
Vanguard Global Advisers, LLC $30.505 17.042 0,10% Hisse senetleri
StoneX Group Inc. $27.976 25.542 0,09% Hisse senetleri
Cerity Partners LLC $25.764 14.393 0,08% Hisse senetleri
VANGUARD GROUP INC $25.733 17.042 0,08% Hisse senetleri
TWO SIGMA SECURITIES, LLC $25.133 14.041 0,08% Hisse senetleri
Schonfeld Strategic Advisors LLC $24.447 13.658 0,08% Hisse senetleri
BNP PARIBAS FINANCIAL MARKETS $19.457 10.870 0,06% Hisse senetleri
Mutual Advisors, LLC $17.900 10.000 0,06% Hisse senetleri
OSAIC HOLDINGS, INC. $13.941 7.790 0,04% Hisse senetleri
Transamerica Financial Advisors, LLC $13.747 7.680 0,04% Hisse senetleri
UBS Group AG $12.714 7.103 0,04% Hisse senetleri
Integrated Wealth Concepts LLC $11.683 6.525 0,04% Hisse senetleri
MORGAN STANLEY $9.412 5.258 0,03% Hisse senetleri
SIMPLEX TRADING, LLC $8.633 4.823 0,03% Hisse senetleri
Tower Research Capital LLC (TRC) $7.081 3.956 0,02% Hisse senetleri
Allworth Financial LP $6.736 3.763 0,02% Hisse senetleri
DIMENSIONAL FUND ADVISORS LP $6.720 3.754 0,02% Hisse senetleri
Essential Partners LLC $4.874 2.723 0,02% Hisse senetleri
ACADIAN ASSET MANAGEMENT LLC $4.392 2.456.422 0,01% Hisse senetleri
PNC Financial Services Group, Inc. $2.563 1.432 0,01% Hisse senetleri
ROTHSCHILD INVESTMENT LLC $2.447 1.367 0,01% Hisse senetleri
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1.671 1.921 0,01% Hisse senetleri
SBI Securities Co., Ltd. $1.602 895 0,01% Hisse senetleri
True Wealth Design, LLC $1.347 752 0,00% Hisse senetleri
Farther Finance Advisors, LLC $1.247 701 0,00% Hisse senetleri
Purpose Unlimited Inc. $1.177 650 0,00% Hisse senetleri
IFP Advisors, Inc $870 486 0,00% Hisse senetleri
JPMORGAN CHASE & CO $662 376 0,00% Hisse senetleri
EverSource Wealth Advisors, LLC $431 241 0,00% Hisse senetleri
WELLS FARGO & COMPANY/MN $362 202 0,00% Hisse senetleri
GSA CAPITAL PARTNERS LLP $330 184.143 0,00% Hisse senetleri
Fortitude Family Office, LLC $320 179 0,00% Hisse senetleri
HRT FINANCIAL LP $305 170.666 0,00% Hisse senetleri
Caitong International Asset Management Co., Ltd $224 125 0,00% Hisse senetleri
RHUMBLINE ADVISERS $179 100 0,00% Hisse senetleri
SJS Investment Consulting Inc. $174 97 0,00% Hisse senetleri
AQR CAPITAL MANAGEMENT LLC $152 85 0,00% Hisse senetleri
Sunbelt Securities, Inc. $95 109 0,00% Hisse senetleri
CITIGROUP INC $59 33 0,00% Hisse senetleri
Smartleaf Asset Management LLC $44 25 0,00% Hisse senetleri
BFSG, LLC $29 16 0,00% Hisse senetleri
State of Alaska, Department of Revenue $15 8.632 0,00% Hisse senetleri

Şirket yöneticileri 9 içeriden öğrenenler · 2 yöneticiler · 8 yönetim kurulu üyeleri

İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
David Michael Barrett Chief Executive Officer 23 Haziran 2026 A 1.198.480 0 3 $-62.046
Ryan Schaffer Chief Financial Officer 23 Haziran 2026 A 238.671 0 1 $-2.533
Ying Liu Yönetim kurulu üyesi 05 Temmuz 2026 A 183.200 0 0 $0
Daniel Vidal Yönetim kurulu üyesi 23 Haziran 2026 A 454.545 0 1 $-4.680
Jason Fahr Mills Yönetim kurulu üyesi 23 Haziran 2026 A 549.634 0 1 $-5.145
Divo Carlos Eduardo Alvarez Yönetim kurulu üyesi 15 Haziran 2026 S 234.080 0 3 $-29.731
Ellen Pao Yönetim kurulu üyesi 22 Mayıs 2026 A 292.770 0 0 $0
Timothy L Christen Yönetim kurulu üyesi 22 Mayıs 2026 A 413.516 0 0 $0
David Martirano 03 Haziran 2022 J 429.544 0 0 $0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 10 ETF'ler tarafından tutuluyor

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon Ağırlık Birimler Tarih itibarıyla Kaynak
IWC · iShares Trust 0,03% 243.034 SH 08 Ağustos 2026 Günlük
RSSL · Global X Funds 0,00% 27.033 NS 30 Nisan 2026 N-PORT
ITWO · ProShares Trust 0,00% 2.815 NS 31 Mayıs 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,00% 260.717 NS 31 Mayıs 2026 N-PORT
UWM · ProShares Trust 0,00% 2.201 NS 31 Mayıs 2026 N-PORT
URTY · ProShares Trust 0,00% 2.227 NS 31 Mayıs 2026 N-PORT
HDG · ProShares Trust 0,00% 56 NS 31 Mayıs 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 636.119 SH 08 Ağustos 2026 Günlük
VTI · VANGUARD INDEX FUNDS 0,00% 1.664.862 SH 08 Ağustos 2026 Günlük
VGT · VANGUARD WORLD FUND 0,00% 1.170.440 SH 08 Ağustos 2026 Günlük