FINW FinWise Bancorp - Common Stock
$13,82
Fiyat · Ağu 18, 2026
Temel veriler itibarıyla Ağu 12, 2026
52 Haftlık Aralık
$13–$22
10% of range
Analist Derecelendirmesi
BUY
9 analysts
Fiyat Hedefi
$17
+23% upside
P/E (TTM)
12.2
ROE
8.6%
Net Kâr Marjı
12.3%
FINW Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık
Fiyat
$13.82
Piyasa Değeri
$189M
P/E (TTM)
12.2
EPS (TTM)
$1.13
Gelir (TTM)
—
Temettü Verimi
—
ROE
8.6%
D/E Borç/Özsermaye
—
52 Haftlık Aralık
$13 – $22
FINW Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin
Configure
10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri
Gelir ve Net Gelir
—
Hisse Başına Kâr
$1.13
2021-12-31
→
2025-12-31
Serbest Nakit Akışı
$-29M
2022-12-31
→
2025-12-31
Marjlar
12.3%
Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?
Metrik
5 Yıllık trend
FINW
Akran Ortalaması
P/E (TTM)
12.2
15.2
P/S (TTM) (F/S (TTM))
1.4
1.8
P/B (F/D)
1.0
1.0
Price / FCF (Fiyat / Serbest Nakit Akışı)
-6.6
—
Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC
Metrik
5 Yıllık trend
FINW
Akran Ortalaması
Net Profit Margin (Net Kâr Marjı)
12.3%
23.8%
ROA
1.9%
0.74%
ROE
8.6%
5.9%
Finansal Sağlık Borç, likidite, solventlik — bilanço gücü
Metrik
5 Yıllık trend
FINW
Akran Ortalaması
Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR
Metrik
5 Yıllık trend
FINW
Akran Ortalaması
Revenue YoY (Gelir Yıllık Bazda)
60.5%
—
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)
14.0%
—
EPS YoY (EPS YB)
21.5%
—
Net Income YoY (Net Gelir Yıllık Bazda)
26.3%
—
Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı
Metrik
5 Yıllık trend
FINW
Akran Ortalaması
FINW Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel
AL
9 analist
- Güçlü Al 3 33,3%
- Al 5 55,6%
- Tut 1 11,1%
- Sat 0 0,0%
- Güçlü Sat 0 0,0%
12 Aylık Fiyat Hedefi
3 analist · 2026-08-14
Medyan
$16.00
Ortalama
$17.00
← Tüm hedeflerin altında
$13.82
Düşük
$16.00
Yüksek
$19.00
Medyan hedef
$16.00
+15,8%
Ortalama hedef
$17.00
+23,0%
Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi
Ort. Sürpriz
-0.04%
| Dönem | EPS Gerçek | EPS Tahmin | Sürpriz |
|---|---|---|---|
| 30 Haziran 2026 | $0.15 | $0.24 | -0.09% |
| 31 Mart 2026 | $0.20 | $0.33 | -0.13% |
| 31 Aralık 2025 | $0.27 | $0.35 | -0.08% |
| 30 Eylül 2025 | $0.34 | $0.30 | 0.04% |
| 30 Haziran 2025 | $0.29 | $0.23 | 0.06% |
| 31 Mart 2025 | $0.23 | $0.26 | -0.03% |
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 |
|---|---|---|---|---|---|---|
| FINW | $245M | 15.9 | 60.5% | 12.3% | 8.6% | — |
| LARK | — | 8.5 | 16.8% | 26.6% | 12.2% | — |
| FNWD | $152M | 18.7 | -7.1% | 12.2% | 4.9% | — |
| USCB | — | 13.8 | 9.1% | 28.9% | 11.6% | — |
| HNVR | $165M | 23.1 | 7.1% | 10.2% | 3.8% | — |
| CBFV | $176M | 37.9 | — | 11.3% | 3.2% | — |
| EBMT | $158M | 10.5 | 12.8% | 16.2% | 8.0% | — |
Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı
Gelir Tablosu 10
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Interest Expense | · | · | $10M | $1M | $1M | |
| Interest Income | $92M | $74M | $65M | $52M | $49M | |
| Pretax Income | $22M | $17M | $24M | $36M | $42M | |
| Income Tax | $6M | $4M | $6M | $11M | $11M | |
| Net Income | $16M | $13M | $17M | $25M | $32M | |
| EPS (Basic) | $1.20 | $0.98 | $1.38 | $1.96 | $3.44 | |
| EPS (Diluted) | $1.13 | $0.93 | $1.33 | $1.87 | $3.27 | |
| Shares (Basic) | 12,828,016 | 12,612,455 | 12,488,564 | 12,729,898 | 8,669,724 | |
| Shares (Diluted) | 13,565,336 | 13,228,869 | 12,909,648 | 13,357,022 | 9,108,163 | |
| EBITDA | $900.0K | $3M | · | · | · |
Bilanço 13
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $163M | $109M | $117M | $101M | $86M | |
| PP&E (Net) | $3M | $4M | $15M | $9M | $3M | |
| PP&E (Gross) | $7M | $7M | $18M | $12M | $5M | |
| Accum. Depreciation | $4M | $4M | $4M | $2M | $1M | |
| Total Assets | $977M | $746M | $586M | $401M | $380M | |
| Deferred Tax | $0 | $899.0K | $748.0K | $0 | · | |
| Total Liabilities | $784M | $572M | $431M | $260M | $265M | |
| Common Stock | $14.0K | $13.0K | $12.0K | $13.0K | $13.0K | |
| Retained Earnings | $132M | $117M | $104M | $86M | $61M | |
| AOCI | $26.0K | $187.0K | $0 | · | · | |
| Stockholders' Equity | $193M | $174M | $155M | $140M | $115M | |
| Liabilities + Equity | $977M | $746M | $586M | $401M | $380M | |
| Shares Outstanding | 13,655,961 | 13,211,640 | 12,493,565 | 12,831,345 | 12,772,010 |
Nakit Akışı 14
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $900.0K | $1M | $2M | $2M | $1M | |
| Stock-based Comp | $4M | $2M | $2M | $778.0K | $2M | |
| Deferred Tax | $-3M | $90.0K | · | · | · | |
| Other Non-cash | $-46M | $-33M | · | · | · | |
| Operating Cash Flow | $-28M | $-15M | $12M | $61M | $-9M | |
| CapEx | $219.0K | $1M | $7M | $7M | $2M | |
| Investing Cash Flow | $-127M | $-132M | $-153M | $-36M | $24M | |
| Stock Repurchased | $0 | $461.0K | $5M | $1M | $0 | |
| Net Stock Activity | $0 | $-461.0K | $-5M | $-1M | · | |
| Financing Cash Flow | $210M | $140M | $157M | $-11M | $23M | |
| Net Change in Cash | $54M | $-8M | $16M | · | · | |
| Taxes Paid | $7M | $8M | · | · | · | |
| Free Cash Flow | $-29M | $-20M | $5M | $54M | · | |
| Levered FCF | · | · | $-3M | $53M | · |
Kârlılık 5
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Margin | 12.3% | 15.7% | 23.1% | 28.4% | · | |
| Pretax Margin | 16.7% | 20.9% | 31.5% | 40.8% | · | |
| EBITDA Margin | 0.69% | 3.9% | · | · | · | |
| ROA | 1.9% | 1.9% | 3.5% | 6.4% | · | |
| ROE | 8.6% | 7.4% | 11.4% | 18.3% | · |
Verimlilik 1
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | 0.2 | 0.2 | · |
Büyüme Oranları 6
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 60.5% | 7.1% | -13.9% | 10.6% | · | |
| Revenue CAGR 3Y | 14.0% | 0.65% | · | · | · | |
| EPS YoY | 21.5% | -30.1% | -28.9% | -42.8% | · | |
| EPS CAGR 3Y | -15.5% | -34.2% | · | · | · | |
| Net Income YoY | 26.3% | -27.0% | -30.5% | -20.5% | · | |
| Net Income CAGR 3Y | -13.8% | -26.1% | · | · | · |
Değerleme (TTM) 10
| Metrik | Eğilim | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $131M | $81M | $76M | $88M | $80M | |
| Net Income TTM | $16M | $13M | $17M | $25M | $32M | |
| Market Cap | $245M | $211M | $179M | $119M | · | |
| P/E | 15.9 | 17.2 | 10.8 | 5.0 | 4.2 | |
| P/S | 1.9 | 2.6 | 2.4 | 1.3 | · | |
| P/B | 1.3 | 1.2 | 1.2 | 0.8 | · | |
| P / Tangible Book | 1.3 | 1.2 | 1.2 | 0.8 | · | |
| P / Cash Flow | -8.6 | -14.1 | 14.6 | 1.9 | · | |
| P / FCF | -8.6 | -10.6 | 37.2 | 2.2 | · | |
| Earnings Yield | 6.3% | 5.8% | 9.3% | 20.2% | 23.7% |
Gelir Tablosu 9
| Metrik | Eğilim | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | · | $4M | · | $3M | $2M | $1M | $624.0K | $304.0K | |
| Interest Income | $34M | $34M | $30M | $24M | $20M | $19M | $19M | $19M | $18M | $18M | $18M | $17M | $16M | $13M | $13M | $13M | |
| Pretax Income | $3M | $4M | $5M | $6M | $5M | $4M | $4M | $5M | $4M | $5M | $6M | $6M | $6M | $5M | $9M | $7M | |
| Income Tax | $672.0K | $1M | $2M | $2M | $1M | $1M | $898.0K | $1M | $998.0K | $1M | $2M | $2M | $2M | $1M | $2M | $3M | |
| Net Income | $2M | $3M | $4M | $5M | $4M | $3M | $3M | $3M | $3M | $3M | $4M | $5M | $5M | $4M | $7M | $4M | |
| EPS (Basic) | $0.16 | $0.21 | $0.29 | $0.36 | $0.31 | $0.24 | $0.21 | $0.26 | $0.25 | $0.26 | $0.34 | $0.38 | $0.36 | $0.30 | $0.51 | $0.28 | |
| EPS (Diluted) | $0.15 | $0.20 | $0.27 | $0.34 | $0.29 | $0.23 | $0.19 | $0.25 | $0.24 | $0.25 | $0.32 | $0.37 | $0.35 | $0.29 | $0.49 | $0.27 | |
| Shares (Basic) | 13,112,580 | 13,019,369 | -25,528,911 | 12,859,264 | 12,781,508 | 12,716,155 | -25,176,350 | 12,658,557 | 12,627,800 | 12,502,448 | -25,210,617 | 12,387,392 | 12,603,463 | 12,708,326 | -25,547,647 | 12,784,298 | |
| Shares (Diluted) | 13,673,167 | 13,642,166 | -27,006,059 | 13,615,354 | 13,472,394 | 13,483,647 | -26,180,279 | 13,257,835 | 13,109,708 | 13,041,605 | -26,120,377 | 12,868,207 | 12,989,530 | 13,172,288 | -26,951,738 | 13,324,059 |
Bilanço 13
| Metrik | Eğilim | 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 | $94M | $97M | $163M | $106M | $90M | $120M | $109M | $86M | $89M | $116M | $117M | $127M | $119M | $106M | $101M | $92M | |
| PP&E (Net) | · | · | $3M | · | · | · | $4M | $17M | $16M | $15M | $15M | $14M | $13M | $9M | $9M | $7M | |
| PP&E (Gross) | · | · | $7M | · | · | · | $7M | · | · | · | $18M | · | · | · | $12M | $9M | |
| Accum. Depreciation | · | · | $4M | · | · | · | $4M | · | · | · | $4M | · | · | · | $2M | $2M | |
| Total Assets | $925M | $899M | $977M | $900M | $842M | $804M | $746M | $683M | $618M | $611M | $586M | $555M | $496M | $442M | $401M | $386M | |
| Deferred Tax | · | · | $0 | $0 | $0 | $0 | $899.0K | $1M | $1M | $508.0K | $748.0K | $234.0K | $140.0K | · | $0 | · | |
| Total Liabilities | $726M | $703M | $784M | $712M | $661M | $627M | $572M | $513M | $452M | $448M | $431M | $405M | $348M | $298M | $260M | $251M | |
| Common Stock | $14.0K | $14.0K | $14.0K | $14.0K | $13.0K | $13.0K | $13.0K | $13.0K | $13.0K | $13.0K | $12.0K | $12.0K | $13.0K | $13.0K | $13.0K | $13.0K | |
| Retained Earnings | $137M | $135M | $132M | $128M | $124M | $120M | $117M | $114M | $110M | $107M | $104M | $100M | $95M | $90M | $86M | $79M | |
| AOCI | $14.0K | $44.0K | $26.0K | $52.0K | $2.0K | $19.0K | $187.0K | $342.0K | · | · | $0 | · | · | · | · | · | |
| Stockholders' Equity | $199M | $197M | $193M | $188M | $182M | $177M | $174M | $170M | $166M | $162M | $155M | $150M | $147M | $144M | $140M | $134M | |
| Liabilities + Equity | $925M | $899M | $977M | $900M | $842M | $804M | $746M | $683M | $618M | $611M | $586M | $555M | $496M | $442M | $401M | $386M | |
| Shares Outstanding | 13,687,680 | 13,706,693 | 13,655,961 | 13,571,090 | 13,469,725 | 13,216,903 | 13,211,640 | 13,211,160 | 13,143,560 | 12,793,555 | 12,493,565 | 12,493,565 | 12,723,703 | 12,824,572 | 12,831,345 | 12,864,821 |
Nakit Akışı 12
| Metrik | Eğilim | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $1M | $967.0K | $1M | $1M | $636.0K | $762.0K | $591.0K | |
| Stock-based Comp | $1M | $659.0K | $1M | $1M | $761.0K | $600.0K | $711.0K | $765.0K | $420.0K | $150.0K | $497.0K | $499.0K | $629.0K | $421.0K | $331.0K | $308.0K | |
| Operating Cash Flow | $-26M | $20M | $8M | $3M | $-18M | $-22M | $657.0K | $-10M | $-7M | $2M | $10M | $9M | $-9M | $3M | $24M | $-740.0K | |
| CapEx | $0 | $21.0K | $6.0K | $21.0K | $-1M | $117.0K | $-4M | $2M | $64.0K | $1M | $1M | $2M | $4M | $178.0K | $442.0K | $4M | |
| Investing Cash Flow | $4M | $-6M | $-23M | $-35M | $-41M | $-28M | $-34M | $-53M | $-24M | $-22M | $-38M | $-53M | $-25M | $-38M | $-26M | $-17M | |
| Stock Repurchased | · | · | $0 | $0 | $0 | $0 | $0 | $-5.0K | $286.0K | $180.0K | $0 | $2M | $2M | $216.0K | $922.0K | $214.0K | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-180.0K | · | · | · | $-216.0K | · | · | |
| Financing Cash Flow | $18M | $-80M | $73M | $47M | $29M | $61M | $56M | $59M | $5M | $19M | $18M | $52M | $47M | $40M | $9M | $13M | |
| Net Change in Cash | $-3M | $-66M | $58M | $16M | $-30M | $11M | $23M | $-3M | $-27M | $-1M | $-10M | $8M | · | · | · | · | |
| Taxes Paid | $4M | $67.0K | $3M | $613.0K | $3M | $412.0K | $4M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | · | · | · | · | $-23M | · | · | · | $358.0K | · | · | · | $3M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-2M | · | · | · | $2M | · | · |
Kârlılık 4
| Metrik | Eğilim | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 3.9% | · | · | 13.3% | 16.4% | 14.4% | · | 16.6% | 16.4% | 17.0% | · | 24.5% | 24.5% | 23.2% | · | 18.2% | |
| Pretax Margin | 5.2% | · | · | 17.5% | 21.6% | 20.1% | · | 22.1% | 21.5% | 23.2% | · | 33.1% | 33.1% | 31.4% | · | 35.5% | |
| ROA | 0.24% | · | · | 0.62% | 0.56% | 0.45% | · | 0.56% | 0.57% | 0.63% | · | 1.0% | 1.1% | 0.89% | · | 1.9% | |
| ROE | 1.1% | · | · | 2.7% | 2.4% | 1.9% | · | 2.1% | 2.0% | 2.2% | · | 3.4% | 3.3% | 2.9% | · | 5.4% |
Verimlilik 1
| Metrik | Eğilim | 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 | · | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.1 |
Değerleme (TTM) 10
| Metrik | Eğilim | 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 | $159M | $127M | · | $105M | $88M | $82M | · | $80M | $78M | $75M | · | $75M | $77M | $83M | · | $88M | |
| Net Income TTM | $14M | $15M | · | $16M | $14M | $13M | · | $15M | $16M | $17M | · | $17M | $18M | $22M | · | $27M | |
| Market Cap | $198M | · | · | $263M | $202M | $231M | · | $206M | $134M | $129M | · | $108M | $114M | $113M | · | $116M | |
| P/E | 14.8 | 15.0 | · | 17.5 | 14.9 | 18.1 | · | 14.1 | 8.4 | 8.0 | · | 6.8 | 6.8 | 5.3 | · | 3.9 | |
| P/S | 1.2 | · | · | 2.5 | 2.3 | 2.8 | · | 2.6 | 1.7 | 1.7 | · | 1.4 | 1.5 | 1.4 | · | 1.3 | |
| P/B | 1.0 | · | · | 1.4 | 1.1 | 1.3 | · | 1.2 | 0.8 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.9 | |
| P / Tangible Book | 1.0 | 1.1 | · | 1.4 | 1.1 | 1.3 | · | 1.2 | 0.8 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.9 | |
| P / Cash Flow | · | · | · | · | · | -10.7 | · | · | · | 83.1 | · | · | · | 34.1 | · | · | |
| P / FCF | · | · | · | · | · | -10.0 | · | · | · | 359.1 | · | · | · | 36.0 | · | · | |
| Earnings Yield | 6.8% | 6.7% | · | 5.7% | 6.7% | 5.5% | · | 7.1% | 11.8% | 12.5% | · | 14.8% | 14.8% | 19.0% | · | 25.4% |
Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl
Gelir Tablosu
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Net Gelir | $16M | $13M | $17M | $25M | $32M |
| Seyreltilmiş Hisse Başı Kâr | $1.13 | $0.93 | $1.33 | $1.87 | $3.27 |
Nakit Akışı
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Serbest Nakit Akışı | $-29M | $-20M | $5M | $54M | — |
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) 74 dosya · $53.5M 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 |
|---|---|---|---|---|
| 19 (+14 önceki Ç'ye göre) | 0 (-7 önceki Ç'ye göre) | 20 (+3 önceki Ç'ye göre) | 16 (+1 önceki Ç'ye göre) | +122K |
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $12.918.081 | 814.507 | 24,15% | Hisse senetleri |
| WASATCH ADVISORS LP | $9.549.560 | 602.116 | 17,85% | Hisse senetleri |
| US BANCORP \DE\ | $6.801.196 | 469.048 | 12,72% | Hisse senetleri |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.677.852 | 391.576 | 10,61% | Hisse senetleri |
| GEODE CAPITAL MANAGEMENT, LLC | $2.814.183 | 194.026 | 5,26% | Hisse senetleri |
| DIMENSIONAL FUND ADVISORS LP | $1.377.732 | 95.016 | 2,58% | Hisse senetleri |
| STATE STREET CORP | $1.259.528 | 86.864 | 2,35% | Hisse senetleri |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.098.187 | 75.737 | 2,05% | Hisse senetleri |
| VANGUARD GROUP INC | $1.062.389 | 59.219 | 1,99% | Hisse senetleri |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $946.256 | 65.259 | 1,77% | Hisse senetleri |
| VANGUARD FIDUCIARY TRUST CO | $927.159 | 63.942 | 1,73% | Hisse senetleri |
| Militia Capital Partners, LP | $897.000 | 50.000 | 1,68% | Hisse senetleri |
| EMERALD MUTUAL FUND ADVISERS TRUST | $788.278 | 54.364 | 1,47% | Hisse senetleri |
| PMC FIG Opportunities LLC | $725.000 | 50.000 | 1,36% | Hisse senetleri |
| SMITH, MOORE & CO. | $551.000 | 38.000 | 1,03% | Hisse senetleri |
| Militia Capital Management LLC | $515.852 | 35.576 | 0,96% | Hisse senetleri |
| Tempus Wealth Planning, LLC | $406.319 | 28.022 | 0,76% | Hisse senetleri |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $405.188 | 27.944 | 0,76% | Hisse senetleri |
| RENAISSANCE TECHNOLOGIES LLC | $374.100 | 25.800 | 0,70% | Hisse senetleri |
| GOLDMAN SACHS GROUP INC | $371.171 | 25.598 | 0,69% | Hisse senetleri |
| Arcus Capital Partners, LLC | $364.530 | 25.140 | 0,68% | Hisse senetleri |
| SCOGGIN MANAGEMENT LP | $362.500 | 25.000 | 0,68% | Hisse senetleri |
| EP Wealth Advisors, LLC | $345.187 | 23.806 | 0,65% | Hisse senetleri |
| Empowered Funds, LLC | $341.287 | 23.537 | 0,64% | Hisse senetleri |
| NORDEN GROUP LLC | $245.355 | 16.921 | 0,46% | Hisse senetleri |
| STEPHENS INC /AR/ | $233.871 | 16.129 | 0,44% | Hisse senetleri |
| STRS OHIO | $214.600 | 14.800 | 0,40% | Hisse senetleri |
| Nuveen, LLC | $206.060 | 14.211 | 0,39% | Hisse senetleri |
| Global Retirement Partners, LLC | $178.321 | 12.298 | 0,33% | Hisse senetleri |
| Squarepoint Ops LLC | $174.145 | 12.010 | 0,33% | Hisse senetleri |
| IFP Advisors, Inc | $174.000 | 12.000 | 0,33% | Hisse senetleri |
| AQR CAPITAL MANAGEMENT LLC | $163.154 | 11.252 | 0,31% | Hisse senetleri |
| LPL Financial LLC | $153.193 | 10.565 | 0,29% | Hisse senetleri |
| RHUMBLINE ADVISERS | $94.625 | 6.526 | 0,18% | Hisse senetleri |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $89.741 | 6.189 | 0,17% | Hisse senetleri |
| Bank of New York Mellon Corp | $87.798 | 6.055 | 0,16% | Hisse senetleri |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $64.395 | 4.441 | 0,12% | Hisse senetleri |
| NEW YORK STATE COMMON RETIREMENT FUND | $63.800 | 4.400 | 0,12% | Hisse senetleri |
| Vanguard Global Advisers, LLC | $60.204 | 4.152 | 0,11% | Hisse senetleri |
| BARCLAYS PLC | $57.841 | 3.989 | 0,11% | Hisse senetleri |
| CITIGROUP INC | $57.319 | 3.953 | 0,11% | Hisse senetleri |
| GLOBEFLEX CAPITAL L P | $47.850 | 3.300 | 0,09% | Hisse senetleri |
| BlackRock, Inc. | $39.049 | 2.693 | 0,07% | Hisse senetleri |
| Police & Firemen's Retirement System of New Jersey | $29.754 | 2.052 | 0,06% | Hisse senetleri |
| BNP PARIBAS FINANCIAL MARKETS | $22.939 | 1.582 | 0,04% | Hisse senetleri |
| Tower Research Capital LLC (TRC) | $22.649 | 1.562 | 0,04% | Hisse senetleri |
| NORTHERN TRUST CORP | $20.228 | 1.395 | 0,04% | Hisse senetleri |
| UBS Group AG | $18.575 | 1.281 | 0,03% | Hisse senetleri |
| FMR LLC | $14.297 | 986 | 0,03% | Hisse senetleri |
| Ameritas Investment Partners, Inc. | $13.413 | 925 | 0,03% | Hisse senetleri |
| Legal & General Group Plc | $11.890 | 820 | 0,02% | Hisse senetleri |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.993 | 504 | 0,01% | Hisse senetleri |
| MERCER GLOBAL ADVISORS INC /ADV | $7.207 | 497 | 0,01% | Hisse senetleri |
| Russell Investments Group, Ltd. | $6.540 | 451 | 0,01% | Hisse senetleri |
| WELLS FARGO & COMPANY/MN | $5.713 | 394 | 0,01% | Hisse senetleri |
| ROYAL BANK OF CANADA | $5.000 | 311 | 0,01% | Hisse senetleri |
| JONES FINANCIAL COMPANIES LLLP | $4.302 | 279 | 0,01% | Hisse senetleri |
| Arax Advisory Partners | $2.610 | 180 | 0,00% | Hisse senetleri |
| DEUTSCHE BANK AG\ | $2.451 | 169 | 0,00% | Hisse senetleri |
| JPMORGAN CHASE & CO | $2.274 | 155 | 0,00% | Hisse senetleri |
| MORGAN STANLEY | $1.711 | 118 | 0,00% | Hisse senetleri |
| Sterling Capital Management LLC | $1.334 | 92 | 0,00% | Hisse senetleri |
| GAMMA Investing LLC | $1.059 | 73 | 0,00% | Hisse senetleri |
| CWM, LLC | $587 | 37 | 0,00% | Hisse senetleri |
| Allworth Financial LP | $566 | 39 | 0,00% | Hisse senetleri |
| Essential Partners LLC | $537 | 37 | 0,00% | Hisse senetleri |
| Integrated Wealth Concepts LLC | $280 | 19 | 0,00% | Hisse senetleri |
| GSA CAPITAL PARTNERS LLP | $198 | 13.652 | 0,00% | Hisse senetleri |
| True Wealth Design, LLC | $145 | 10 | 0,00% | Hisse senetleri |
| ROTHSCHILD INVESTMENT LLC | $102 | 7 | 0,00% | Hisse senetleri |
| Farther Finance Advisors, LLC | $29 | 2 | 0,00% | Hisse senetleri |
| EverSource Wealth Advisors, LLC | $15 | 1 | 0,00% | Hisse senetleri |
| Wealth Enhancement Trust Services, Inc. | $15 | 1 | 0,00% | Hisse senetleri |
| Covestor Ltd | $1 | 50 | 0,00% | Hisse senetleri |
Şirket yöneticileri 20 içeriden öğrenenler · 11 yöneticiler · 9 yönetim kurulu üyeleri
| İçeriden Öğrenen | Rol | Son işlem | Sahip olunan hisse senetleri | Alımlar 12ay | Satışlar 12ay | Net 12ay |
|---|---|---|---|---|---|---|
| James Noone | CHIEF EXECUTIVE OFFICER | 28 Temmuz 2026 A | 466.365 | 0 | 0 | $0 |
| Robert E. Wahlman | EVP, Chief Financial Officer | 28 Temmuz 2026 A | 80.278 | 0 | 0 | $0 |
| Javvis O Jacobson | CFO AND EXECUTIVE VP | 01 Mart 2023 M | 37.244 | 0 | 0 | $0 |
| Natasha Laurette Clayton | Relationship of Reporting Person(s) to Issuer: EVP, Chief Operating Officer of FinWise Bank, a wholly owned subsidiary of FinWis | 28 Temmuz 2026 A | 60.928 | 0 | 0 | $0 |
| Dawn M Cannon | COO AND EXECUTIVE VP | 28 Ekim 2022 P | 17.483 | 0 | 0 | $0 |
| Juan Carlos Arias | Relationship of Reporting Person(s) to Issuer: EVP, Chief Strategy Officer of FinWise Bank, a wholly owned subsidiary of FinWise | 28 Temmuz 2026 A | 23.392 | 0 | 0 | $0 |
| Sarah Elizabeth Grotta | Relationship of Reporting Person(s) to Issuer: EVP, Chief Fintech Officer of FinWise Bank, a wholly owned subsidiary of FinWise | 28 Temmuz 2026 A | 28.764 | 0 | 0 | $0 |
| Timothy Stephen Brosnan | Relationship of Reporting Person(s) to Issuer: EVP, Chief Credit Officer of FinWise Bank, a wholly owned subsidiary of FinWise B | 28 Temmuz 2026 A | 33.037 | 0 | 0 | $0 |
| Michael Christopher Obrien | Relationship of Reporting Person(s) to Issuer: EVP, Corporate Counsel and Corporate Secretary | 28 Temmuz 2026 A | 103.549 | 0 | 0 | $0 |
| Kent Landvatter | EXECUTIVE CHAIRMAN | 28 Temmuz 2026 A | 986.333 | 0 | 0 | $0 |
| David Tilis | CSO AND SENIOR VP | 02 Mayıs 2022 P | 317.778 | 0 | 0 | $0 |
| Gerald Edwin Cunningham | Yönetim kurulu üyesi | 14 Aralık 2022 A | 62.469 | 0 | 0 | $0 |
| Howard I Reynolds | Yönetim kurulu üyesi | 14 Aralık 2022 A | 24.327 | 0 | 0 | $0 |
| James N Giordano | Yönetim kurulu üyesi | 14 Aralık 2022 A | 381.947 | 0 | 0 | $0 |
| Jeana Hutchings | Yönetim kurulu üyesi | 14 Aralık 2022 A | 14.527 | 0 | 0 | $0 |
| Thomas Elmer Gibson Jr | Yönetim kurulu üyesi | 14 Aralık 2022 A | 18.827 | 0 | 0 | $0 |
| Lisa Ann Nievaard | Yönetim kurulu üyesi | 14 Aralık 2022 A | 4.327 | 0 | 0 | $0 |
| Alan Weichselbaum | Yönetim kurulu üyesi | 14 Aralık 2022 A | 44.582 | 0 | 0 | $0 |
| Russell Fred Healey Jr | Yönetim kurulu üyesi | 19 Kasım 2021 P | 88.000 | 0 | 0 | $0 |
| Richard Thiessens | — | 28 Temmuz 2026 A | 68.174 | 0 | 0 | $0 |
SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış
ETF sahipliği 24 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% | 32.740 SH | 08 Ağustos 2026 | Günlük |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 11.146 NS | 31 Mayıs 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 6.811 SH | 08 Ağustos 2026 | Günlük |
| IWO · iShares Trust | 0,01% | 61.218 SH | 08 Ağustos 2026 | Günlük |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 1.150 SH | 08 Ağustos 2026 | Günlük |
| RSSL · Global X Funds | 0,00% | 4.123 NS | 30 Nisan 2026 | N-PORT |
| IWM · iShares Trust | 0,00% | 216.027 SH | 08 Ağustos 2026 | Günlük |
| ITWO · ProShares Trust | 0,00% | 438 NS | 31 Mayıs 2026 | N-PORT |
| IWN · iShares Trust | 0,00% | 32.947 SH | 08 Ağustos 2026 | Günlük |
| UWM · ProShares Trust | 0,00% | 343 NS | 31 Mayıs 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 345 NS | 31 Mayıs 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1.164 NS | 30 Nisan 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 5.934 NS | 30 Nisan 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 9 NS | 31 Mayıs 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 17.276 NS | 30 Nisan 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 777 NS | 30 Nisan 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 2.393 NS | 30 Nisan 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1.421 NS | 30 Nisan 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 97.324 SH | 08 Ağustos 2026 | Günlük |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 282.482 SH | 08 Ağustos 2026 | Günlük |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 55.171 SH | 08 Ağustos 2026 | Günlük |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2.580 SH | 08 Ağustos 2026 | Günlük |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 697 SH | 08 Ağustos 2026 | Günlük |
| DXUV · Dimensional ETF Trust | 0,00% | 8 NS | 30 Nisan 2026 | N-PORT |