WK Workiva Inc. Class A Common Stock

NYSE · Technology · SEC EDGAR'da Görüntüle ↗
$73,54
Fiyat · Ağu 19, 2026
Temel veriler itibarıyla Ağu 4, 2026

Workiva Inc. Class A Common Stock Hakkında Wikipedia'dan şirket genel bakışı

Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.

Devamını oku

Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.

History

Early history

2008 - 2014

In August 2008, Workiva Inc. was formed as WebFilings LLC in California by Jerry Behar and a team of five other entrepreneurs.

Martin Vanderploeg was a co-founder of EAI and served as CTO and Executive Vice President until they were acquired in 2000 by UGS Corp, and is now a division of Siemens, the German technology multinational.

The Workiva Platform is a cloud-based enterprise software-as-a-service platform that enables companies to collect, manage, report and analyse critical business data in real time. Wdesk also allows companies to manage and file financial and compliance documents to regulatory agencies.

Workiva integrates information from disparate content formats, including spreadsheets, presentation documents, emails and other unstructured data, into a single cloud-based report.

In July 2014, the company changed its name to Workiva LLC.

Recent history

2014 - 2019

The company went public in December 2014 and with an IPO on the New York Stock Exchange (NYSE: WK).

Deloitte's 2015 Technology Fast 500 survey of fastest growing technology companies in America Workiva ranked fiftieth among all software companies. In the DevOps Excellence Awards 2019, Workiva won Best Software-Defined Product.

In May 2019, Workiva opened offices in Frankfurt, Germany, and Paris, France. The company also has offices in Amsterdam and London, 12 U.S. cities, and two Canadian cities.

Workiva’s product Wdata allows users to connect large datasets of information to the Workiva platform. It was designed to improve the usefulness of Wdesk. Wdata connects data from enterprise resource planning, governance risk and compliance platforms, and other third-party, on-premise systems and cloud applications.

In September, Workiva updated the Wdata platform to include automatic updates, approval workflows, finance and accounting connectors, risk and control integration, and improved controlled access tools. The company also integrated its platforms with BlackLine, a producer of financial close software. The integration allows accountants to connect and transfer data between the two companies. Later in September, Workiva established a partnership with FloQast, a financial close management software company. The two offer a reporting and compliance solution for private companies, as well as for companies to use before and after they issue an initial public offering of stock.

2020 - 2025

In April 2020, Workiva launched W for ESEF. It is a solution to help European companies comply with the European Securities and Markets Authority (ESMA) requirements for European Single Electronic Format (ESEF) reporting. W for ESEF was made available in 23 European languages. Companies can use the solution to build reports, tag data, and compile the final ESEF submission package.

In November 2020, Workiva appointed COO Julie Iskow to the board. She was named one of the 50 most powerful women in tech in 2019.

In May, the company updated its cloud platform to help companies with Environmental, Social and Corporate Governance (ESG) reporting.

In July 2021, the company became the first SaaS company to enter the United Nations’ Global Compact CFO Taskforce. A few months later, in August 2021, Workiva made its first acquisition when it acquired OneCloud, which provides integration platform as a service software.

In December 2021, Workiva acquired AuditNet, a global audit content and services provider.

In February 2023, Workiva announced that President and Chief Operating Officer Julie Iskow would succeed Marty Vanderploeg as CEO, starting April 1.

In June 2024, Workiva acquired Sustain.Life, a carbon accounting software startup, to enhance its sustainability reporting capabilities.

In September 2025, the company launched an agentic AI platform, Workiva AI.

Applications

Workiva's first SaaS product was SEC reporting software designed to enable corporations to automate their SEC filings by using a proprietary system of document tags and linking. The platform also enabled companies to file electronically directly with the SEC, using the business mark-up language XBRL (Extensible Business Reporting Language), required by the SEC. A customer of Workiva's was the first company to file Inline XBRL with the SEC.

The company has since expanded to include other corporate financial and compliance reporting functions, including:

Sarbanes–Oxley reporting and Recovery and Resolution Plans (RRP) - WDesk integrates documentation required for financial statements, risk assessment and forecasts required by the Sarbanes–Oxley Act into a single view.

SEC and ESEF Filing - including EDGAR HTML conversion and XBRL mapping, creating and filing documentation for IPOs, S-1s, 10Ks, 10-Qs, 20-Fs for SEC, as well as the reports needed to meet Investor Relations, mutual fund and European Single Electronic Format reporting in line with the European Securities and Markets Authority ESMA.

CAFR and State and Local Reporting - used by municipal securities issuers or agents for preparing documentation for Continuing Disclosures to the Municipal Securities Rulemaking Board and documentation required of state and local education departments to meet mandated guidelines.

ESG, Sustainability and Corporate Social Responsibility (CSR) - WDesk supports most global reporting frameworks that track CSR including Global Responsibility Index, the Carbon Disclosure Project and the Dow Jones Sustainability Indices.

Internal Reporting - these tasks include compiling management reports, risk assessments, board reports, among others.

Workiva's reporting software was created for executives that want to integrate data from different systems, and desire software that updates automatically.

European companies use Wdesk to comply with European Securities and Markets Authority’s reporting mandates.

Global Legal Entity Identifier (GLEIF) deployed the Workiva platform to create their annual report which was then showcased by ESMA as a paragon for European Single Electronic Format (ESEF)-compliance reporting.

In September 2021, Workiva formed a partnership with Wilson Sonsini (WSGR), a premier legal firm, to automate the generation of the SEC Form S-1. The new application is known as the WS-1 and helps reduce the time needed to prepare IPO statements.

== References ==

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

Wikidata ↗

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

Fiyat
$73.53
Piyasa Değeri
P/E (TTM)
-183.5
EPS (TTM)
$-0.47
Gelir (TTM)
$885M
Temettü Verimi
ROE
72.7%
D/E Borç/Özsermaye
52 Haftlık Aralık
$43 – $97

WK 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 $885M
10-point trend, +395.2%
2016-12-31 2025-12-31
Hisse Başına Kâr $-0.47
7-point trend, +54.4%
2019-12-31 2025-12-31
Serbest Nakit Akışı $138M
10-point trend, +1224.7%
2016-12-31 2025-12-31
Marjlar -3.0%
8-point trend, +7.4%
2018-12-31 2025-12-31

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

Metrik
5 Yıllık trend
WK
Akran Ortalaması
P/E (TTM)
5-point trend, -4.1%
-183.5
77.0

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

Metrik
5 Yıllık trend
WK
Akran Ortalaması
Gross Margin (Brüt Kar Marjı)
5-point trend, +2.5%
78.5%
73.7%
Operating Margin (Faaliyet Kâr Marjı)
5-point trend, +27.5%
-4.8%
Net Profit Margin (Net Kâr Marjı)
5-point trend, +65.2%
-3.0%
3.2%
ROA
5-point trend, +63.8%
-1.8%
1.0%
ROE
5-point trend, +238.0%
72.7%
1.8%
ROIC
5-point trend, +2448.6%
911.5%

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik
5 Yıllık trend
WK
Akran Ortalaması
Current Ratio (Cari Oran)
5-point trend, +54.2%
1.6
1.4
Quick Ratio (Cari Oran)
5-point trend, +17.3%
0.7

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

Metrik
5 Yıllık trend
WK
Akran Ortalaması
Revenue YoY (Gelir Yıllık Bazda)
5-point trend, +99.5%
19.8%
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)
5-point trend, +99.5%
18.0%
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)
5-point trend, +99.5%
20.3%

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

Metrik
5 Yıllık trend
WK
Akran Ortalaması
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))
5-point trend, +36.5%
$-0.47

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

Metrik
5 Yıllık trend
WK
Akran Ortalaması

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

GÜÇLÜ AL 20 analist
  • Güçlü Al 11 55,0%
  • Al 8 40,0%
  • Tut 1 5,0%
  • Sat 0 0,0%
  • Güçlü Sat 0 0,0%

12 Aylık Fiyat Hedefi

10 analist · 2026-08-15
Medyan hedef $73.00 -0,7%
Ortalama hedef $77.20 +5,0%

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

Ort. Sürpriz
0.11%
Dönem EPS Gerçek EPS Tahmin Sürpriz
30 Haziran 2026 $0.77 $0.65 0.12%
31 Mart 2026 $0.77 $0.67 0.10%
31 Aralık 2025 $0.78 $0.71 0.07%
30 Eylül 2025 $0.55 $0.40 0.15%
30 Haziran 2025 $0.19 $0.06 0.13%
31 Mart 2025 $0.14 $0.07 0.07%

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
WK -183.5 19.8% -3.0% 72.7% 78.5%
MARA $3.41B -2.4 38.2% -144.6% -34.5%
NN
FRSH $3.47B 19.4 16.4% 21.9% 18.2% 85.0%
BRZE -17.7 24.4% -17.8% -21.5% 67.2%
AGYS $2.00B 51.9 15.8% 12.2% 12.4% 62.6%
CLSK
SOUN
INTA $1.93B -48.5 14.6% -7.1% -11.3% 75.8%
PLTR $425.03B 282.1 56.2% 36.3% 26.2% 82.4%

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

Gelir Tablosu 18
WK için Yıllık Gelir Tablosu verileri
Metrik Eğilim 2025202420232022202120202019201820172016
Revenue 10-point trend, +395.2% $885M $739M $630M $538M $443M $352M $298M $244M $208M $179M
Cost of Revenue 10-point trend, +268.9% $190M $172M $154M $130M $104M $90M $85M $66M $60M $52M
Gross Profit 10-point trend, +446.5% $694M $567M $476M $408M $339M $261M $213M $178M $148M $127M
R&D Expense 10-point trend, +274.0% $215M $193M $173M $152M $116M $95M $90M $82M $68M $57M
SG&A Expense 10-point trend, +245.2% $113M $103M $111M $100M $74M $60M $48M $56M $40M $33M
Operating Expenses 10-point trend, +331.8% $737M $643M $570M $497M $369M $299M $258M $228M $192M $171M
Operating Income 10-point trend, +2.6% $-42M $-77M $-95M $-89M $-29M $-38M $-45M $-50M $-44M $-44M
Interest Expense 8-point trend, +2760.7% · · $54M $6M $14M $14M $6M $2M $2M $2M
Interest Income 9-point trend, +5728.2% $34M $39M $26M $5M $1M $3M $5M $1M $586.0K ·
Other Non-op 10-point trend, -22600.0% $-1M $563.0K $-2M $926.0K $3M $-205.0K $-564.0K $513.0K $1M $6.0K
Pretax Income 10-point trend, +49.0% $-22M $-49M $-124M $-89M $-39M $-49M $-47M $-50M $-44M $-44M
Income Tax 10-point trend, +15541.7% $4M $6M $3M $2M $-1M $-291.0K $139.0K $247.0K $61.0K $24.0K
Net Income 10-point trend, +40.5% $-26M $-55M $-128M $-91M $-38M $-48M $-47M $-50M $-44M $-44M
EPS (Basic) 7-point trend, +54.4% $-0.47 $-0.99 $-2.36 $-1.72 $-0.74 $-1.00 $-1.03 · · ·
EPS (Diluted) 7-point trend, +54.4% $-0.47 $-0.99 $-2.36 $-1.72 $-0.74 $-1.00 $-1.03 · · ·
Shares (Basic) 7-point trend, +21.5% 56,272,517 55,355,381 54,099,757 52,954,079 51,126,510 48,448,166 46,302,656 · · ·
Shares (Diluted) 7-point trend, +21.5% 56,272,517 55,355,381 54,099,757 52,954,079 51,126,510 48,448,166 46,302,656 · · ·
EBITDA 10-point trend, +20.9% $-31M $-66M $-83M $-79M $-24M $-34M $-42M $-46M $-41M $-40M
Bilanço 24
WK için Yıllık Bilanço verileri
Metrik Eğilim 2025202420232022202120202019201820172016
Cash & Equivalents 10-point trend, +560.6% $339M $302M $256M $240M $300M $323M $382M $78M $60M $51M
Receivables 10-point trend, +649.9% $169M $148M $125M $106M $77M $69M $60M $65M $29M $23M
Prepaid Expense 10-point trend, +206.7% $29M $22M $24M $18M $15M $9M $7M $4M $6M $9M
Current Assets 10-point trend, +1085.6% $1.16B $1.05B $1.01B $600M $657M $633M $571M $177M $115M $98M
PP&E (Net) 3-point trend, -2.6% · · · · · · · $41M $40M $43M
PP&E (Gross) 3-point trend, +7.6% · · · · · · · $60M $56M $56M
Accum. Depreciation 3-point trend, +41.0% · · · · · · · $18M $16M $13M
Goodwill 6-point trend, +206164000.00 $206M $197M $112M $110M $35M $0 · · · ·
Intangibles 10-point trend, +2100.6% $22M $27M $23M $28M $10M $2M $2M $1M $1M $1M
Other Non-current Assets 10-point trend, +463.9% $8M $8M $5M $7M $5M $4M $3M $577.0K $861.0K $1M
Total Assets 10-point trend, +943.4% $1.49B $1.37B $1.22B $820M $787M $707M $639M $231M $158M $143M
Accounts Payable 10-point trend, +952.1% $9M $8M $5M $6M $4M $3M $7M $5M $3M $849.0K
Accrued Liabilities 10-point trend, +446.6% $113M $127M $98M $84M $84M $68M $50M $36M $20M $21M
Current Liabilities 10-point trend, +642.5% $742M $592M $484M $407M $646M $282M $232M $192M $129M $100M
Capital Leases 10-point trend, -47.0% $10M $9M $11M $12M $16M $17M $19M $17M $18M $20M
Other Non-current Liabilities 10-point trend, -97.8% $92.0K $227.0K $178.0K $2M $2M $2M $1M $7M $4M $4M
Total Liabilities 10-point trend, +924.8% $1.50B $1.41B $1.31B $814M $714M $643M $585M $241M $175M $146M
Long-term Debt 2-point trend, -100.0% · · · · · · · · $0 $73.0K
Total Debt 2-point trend, -100.0% · · · · · · · · $0 $73.0K
Paid-in Capital 10-point trend, +231.5% $721M $672M $563M $538M $526M $479M $420M $297M $248M $217M
Retained Earnings 10-point trend, -232.2% $-734M $-708M $-653M $-525M $-452M $-415M $-366M $-307M $-265M $-221M
AOCI 10-point trend, +2455.3% $7M $-6M $255.0K $-7M $-288.0K $230.0K $287.0K $98.0K $72.0K $291.0K
Stockholders' Equity 10-point trend, -74.0% $-5M $-42M $-89M $6M $73M $64M $54M $-10M $-17M $-3M
Liabilities + Equity 10-point trend, +943.4% $1.49B $1.37B $1.22B $820M $787M $707M $639M $231M $158M $143M
Nakit Akışı 15
WK için Yıllık Nakit Akışı verileri
Metrik Eğilim 2025202420232022202120202019201820172016
D&A 10-point trend, +187.7% $11M $11M $11M $10M $5M $4M $4M $4M $4M $4M
Stock-based Comp 10-point trend, +763.0% $123M $102M $99M $71M $49M $46M $36M $31M $19M $14M
Deferred Tax 10-point trend, -1034.4% $-363.0K $-642.0K $-48.0K $600.0K $-2M $-263.0K $-172.0K $-4.0K $0 $-32.0K
Amort. of Intangibles 7-point trend, +2300.0% $7M $7M $6M $5M $1M $400.0K $300.0K · · ·
Other Non-cash 10-point trend, +109.8% $33M $30M $89M $21M $36M $32M $39M $22M $27M $16M
Operating Cash Flow 10-point trend, +1450.9% $140M $88M $71M $11M $50M $33M $31M $6M $6M $-10M
CapEx 10-point trend, +9.2% $2M $1M $2M $3M $4M $2M $3M $1M $1M $2M
Investing Cash Flow 10-point trend, -1018.6% $-35M $-45M $-357M $-68M $-69M $-104M $-90M $-6M $-6M $4M
Stock Repurchased 3-point trend, +71628000.00 $72M $0 $0 · · · · · · ·
Net Stock Activity $-72M · · · · · · · · ·
Financing Cash Flow 10-point trend, -8273.6% $-75M $7M $301M $-2M $-3M $11M $363M $17M $10M $-895.0K
Net Change in Cash 10-point trend, +597.1% $37M $46M $17M $-60M $-22M $-59M $304M $17M $9M $-7M
Taxes Paid 10-point trend, +11589.4% $5M $6M $3M $1M $-41.0K $679.0K $371.0K $67.0K $42.0K $47.0K
Free Cash Flow 10-point trend, +1224.7% $138M $86M $69M $8M $46M $31M $27M $5M $4M $-12M
Levered FCF 8-point trend, +196.4% · · $14M $2M $33M $17M $21M $3M $2M $-14M
Kârlılık 8
WK için Yıllık Kârlılık verileri
Metrik Eğilim 2025202420232022202120202019201820172016
Gross Margin 8-point trend, +7.4% 78.5% 76.7% 75.5% 75.8% 76.6% 74.4% 71.5% 73.0% · ·
Operating Margin 8-point trend, +76.4% -4.8% -10.4% -15.0% -16.5% -6.6% -10.8% -15.3% -20.4% · ·
Net Margin 8-point trend, +85.6% -3.0% -7.4% -20.2% -16.9% -8.5% -13.8% -16.2% -20.5% · ·
Pretax Margin 8-point trend, +87.6% -2.5% -6.7% -19.7% -16.6% -8.8% -13.9% -16.1% -20.4% · ·
EBITDA Margin 8-point trend, +81.1% -3.6% -8.9% -13.2% -14.6% -5.4% -9.5% -14.0% -18.8% · ·
ROA 10-point trend, +94.0% -1.8% -4.2% -12.5% -11.3% -5.1% -7.2% -11.0% -25.8% -29.5% -30.6%
ROE 10-point trend, +118.7% 72.7% 119.0% 125.6% -36895.3% -52.7% -72.7% -71.1% 454.6% 442.9% -389.3%
ROIC 10-point trend, -36.2% 911.5% 204.4% 108.7% -1516.1% -38.8% -58.5% -70.2% 513.7% 262.0% 1428.6%
Likidite ve Solventlik 5
WK için Yıllık Likidite ve Solventlik verileri
Metrik Eğilim 2025202420232022202120202019201820172016
Current Ratio 10-point trend, +59.7% 1.6 1.8 2.1 1.5 1.0 2.2 2.5 0.9 0.9 1.0
Quick Ratio 10-point trend, -7.4% 0.7 0.8 0.8 0.9 0.6 1.4 1.9 0.7 0.7 0.7
Debt / Equity 2-point trend, +100.0% · · · · · · · · 0.0 -0.0
LT Debt / Equity 2-point trend, +100.0% · · · · · · · · 0.0 -0.0
Interest Coverage 8-point trend, +92.4% · · -1.8 -14.7 -2.1 -2.7 -7.2 -27.3 -24.0 -23.2
Verimlilik 2
WK için Yıllık Verimlilik verileri
Metrik Eğilim 2025202420232022202120202019201820172016
Asset Turnover 8-point trend, -50.8% 0.6 0.6 0.6 0.7 0.6 0.5 0.7 1.3 · ·
Receivables Turnover 8-point trend, +26.4% 5.6 5.4 5.4 5.9 6.1 5.4 4.8 4.4 · ·
Hisse Başına 3
WK için Yıllık Hisse Başına verileri
Metrik Eğilim 2025202420232022202120202019201820172016
Revenue / Share 5-point trend, +81.3% $15.72 $13.34 $11.65 $10.16 $8.67 · · · · ·
Cash Flow / Share 5-point trend, +155.3% $2.49 $1.58 $1.31 $0.21 $0.97 · · · · ·
EPS (TTM) 7-point trend, +54.4% $-0.47 $-0.99 $-2.36 $-1.72 $-0.74 $-1.00 $-1.03 · · ·
Büyüme Oranları 3
WK için Yıllık Büyüme Oranları verileri
Metrik Eğilim 2025202420232022202120202019201820172016
Revenue YoY 5-point trend, -24.3% 19.8% 17.2% 17.1% 21.3% 26.1% · · · · ·
Revenue CAGR 3Y 3-point trend, -15.9% 18.0% 18.6% 21.5% · · · · · · ·
Revenue CAGR 5Y 20.3% · · · · · · · · ·
Değerleme (TTM) 4
WK için Yıllık Değerleme (TTM) verileri
Metrik Eğilim 2025202420232022202120202019201820172016
Revenue TTM 10-point trend, +395.2% $885M $739M $630M $538M $443M $352M $298M $244M $208M $179M
Net Income TTM 10-point trend, +40.5% $-26M $-55M $-128M $-91M $-38M $-48M $-47M $-50M $-44M $-44M
P/E 7-point trend, -349.5% -183.5 -110.6 -43.0 -48.8 -176.3 -91.6 -40.8 · · ·
Earnings Yield 7-point trend, +78.0% -0.54% -0.90% -2.3% -2.1% -0.57% -1.1% -2.5% · · ·

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 $885M$739M$630M$538M$443M
Brüt Kâr Marjı % 78.5%76.7%75.5%75.8%76.6%
Faaliyet Kâr Marjı % -4.8%-10.4%-15.0%-16.5%-6.6%
Net Gelir $-26M$-55M$-128M$-91M$-38M
Seyreltilmiş Hisse Başı Kâr $-0.47$-0.99$-2.36$-1.72$-0.74
Bilanço
2025-12-312024-12-312023-12-312022-12-312021-12-31
Cari Oran 1.61.82.11.51.0
Cari Oran 0.70.80.80.90.6
Nakit Akışı
2025-12-312024-12-312023-12-312022-12-312021-12-31
Serbest Nakit Akışı $138M$86M$69M$8M$46M

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Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

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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) 334 dosya · $2.0B 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
71 (+27 önceki Ç'ye göre) 65 (-6 önceki Ç'ye göre) 106 (-12 önceki Ç'ye göre) 81 (-21 önceki Ç'ye göre) +6.0M

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
VANGUARD PORTFOLIO MANAGEMENT LLC $196.288.536 4.046.352 9,73% Hisse senetleri
Jericho Capital Asset Management L.P. $168.936.802 3.482.515 8,38% Hisse senetleri
EMINENCE CAPITAL, LP $150.260.981 2.519.889 7,45% Hisse senetleri
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $125.064.019 2.578.108 6,20% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $110.944.941 2.287.053 5,50% Hisse senetleri
STATE STREET CORP $71.578.736 1.475.546 3,55% Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $68.904.865 1.420.426 3,42% Hisse senetleri
FMR LLC $63.938.994 1.318.058 3,17% Hisse senetleri
EDMOND DE ROTHSCHILD HOLDING S.A. $61.519.994 1.268.192 3,05% Hisse senetleri
Squarepoint Ops LLC $60.511.374 1.247.400 3,00% Hisse senetleri
FIRST TRUST ADVISORS LP $54.645.302 1.126.475 2,71% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $53.393.491 1.100.395 2,65% Hisse senetleri
FULLER & THALER ASSET MANAGEMENT, INC. $45.768.471 943.485 2,27% Hisse senetleri
Topline Capital Management, LLC $42.257.110 871.101 2,09% Hisse senetleri
MAIRS & POWER INC $40.238.608 829.491 1,99% Hisse senetleri
Qube Research & Technologies Ltd $33.944.048 699.733 1,68% Hisse senetleri
GOLDMAN SACHS GROUP INC $28.361.129 584.645 1,41% Hisse senetleri
UBS Group AG $26.903.452 554.596 1,33% Hisse senetleri
Irenic Capital Management LP $26.778.005 552.010 1,33% Hisse senetleri
TimesSquare Capital Management, LLC $26.616.745 446.365 1,32% Hisse senetleri
BANK OF AMERICA CORP /DE/ $25.186.489 519.202 1,25% Hisse senetleri
Conestoga Capital Advisors, LLC $22.675.126 467.432 1,12% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $21.207.117 437.170 1,05% Hisse senetleri
RIVERBRIDGE PARTNERS LLC $21.164.128 436.284 1,05% Hisse senetleri
BlackRock, Inc. $19.097.950 393.691 0,95% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $18.133.814 373.816 0,90% Hisse senetleri
LOOMIS SAYLES & CO L P $17.822.380 367.396 0,88% Hisse senetleri
TWO SIGMA INVESTMENTS, LP $15.543.623 320.421 0,77% Hisse senetleri
MARSHALL WACE, LLP $13.553.645 279.399 0,67% Hisse senetleri
AXA Investment Managers S.A. $13.178.676 153.098 0,65% Hisse senetleri
Ranger Investment Management, L.P. $12.949.502 266.945 0,64% Hisse senetleri
Tetragon Partners GP Ltd $12.127.500 250.000 0,60% Hisse senetleri
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $10.055.153 207.280 0,50% Hisse senetleri
JANUS HENDERSON GROUP PLC $9.051.118 151.788 0,45% Hisse senetleri
Nuveen Asset Management, LLC $8.927.426 81.529 0,44% Hisse senetleri
Impax Asset Management Group plc $7.862.792 162.086 0,39% Hisse senetleri
Connor, Clark & Lunn Investment Management Ltd. $7.796.915 160.728 0,39% Hisse senetleri
XTX Topco Ltd $7.759.611 159.959 0,38% Hisse senetleri
Private Wealth Asset Management, LLC $7.664.580 158.000 0,38% Hisse senetleri
CITADEL ADVISORS LLC $7.423.873 153.038 0,37% Hisse senetleri
CADIAN CAPITAL MANAGEMENT, LP $6.995.142 144.200 0,35% Hisse senetleri
CIBC Private Wealth Group LLC $6.808.325 79.093 0,34% Hisse senetleri
ROYCE & ASSOCIATES LP $6.791.400 140.000 0,34% Hisse senetleri
CANADA PENSION PLAN INVESTMENT BOARD $6.408.171 132.100 0,32% Hisse senetleri
RENAISSANCE TECHNOLOGIES LLC $6.283.985 129.540 0,31% Hisse senetleri
BROWN CAPITAL MANAGEMENT LLC $6.233.389 128.497 0,31% Hisse senetleri
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $5.797.091 119.503 0,29% Hisse senetleri
JACOBS LEVY EQUITY MANAGEMENT, INC $5.790.008 119.357 0,29% Hisse senetleri
OP Asset Management Ltd $5.432.683 111.991 0,27% Hisse senetleri
Point72 Asset Management, L.P. $5.099.711 105.127 0,25% Hisse senetleri
Bank of New York Mellon Corp $5.063.037 104.371 0,25% Hisse senetleri
Swiss National Bank $4.919.933 101.421 0,24% Hisse senetleri
ALGERT GLOBAL LLC $4.906.786 101.150 0,24% Hisse senetleri
FIFTH THIRD BANCORP $4.836.993 99.711 0,24% Hisse senetleri
Assenagon Asset Management S.A. $4.660.550 96.074 0,23% Hisse senetleri
Praesidium Investment Management Company, LLC $4.619.025 95.218 0,23% Hisse senetleri
Madison Investment Advisors, LLC $4.575.677 41.787 0,23% Hisse senetleri
EFG Asset Management (North America) Corp. $4.480.281 52.063 0,22% Hisse senetleri
KING LUTHER CAPITAL MANAGEMENT CORP $4.448.270 91.698 0,22% Hisse senetleri
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $4.424.015 91.198 0,22% Hisse senetleri
Madison Asset Management, LLC $4.364.930 89.980 0,22% Hisse senetleri
Jefferies Financial Group Inc. $4.246.177 87.532 0,21% Hisse senetleri
LGT Fund Management Co Ltd. $4.162.158 85.800 0,21% Hisse senetleri
NICHOLAS COMPANY, INC. $4.065.575 83.809 0,20% Hisse senetleri
ALLIANCEBERNSTEIN L.P. $3.849.474 64.556 0,19% Hisse senetleri
Balyasny Asset Management L.P. $3.831.368 78.981 0,19% Hisse senetleri
BNP PARIBAS FINANCIAL MARKETS $3.732.505 76.943 0,19% Hisse senetleri
BARCLAYS PLC $3.680.454 75.870 0,18% Hisse senetleri
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3.671.181 61.566 0,18% Hisse senetleri
STATE OF WISCONSIN INVESTMENT BOARD $3.607.204 74.360 0,18% Hisse senetleri
DARK FOREST CAPITAL MANAGEMENT LP $3.417.093 70.441 0,17% Hisse senetleri
RHUMBLINE ADVISERS $3.243.658 66.866 0,16% Hisse senetleri
Engineers Gate Manager LP $3.211.459 66.202 0,16% Hisse senetleri
AMERIPRISE FINANCIAL INC $2.970.363 61.232 0,15% Hisse senetleri
Kopp Family Office, LLC $2.707.198 55.807 0,13% Hisse senetleri
VOLORIDGE INVESTMENT MANAGEMENT, LLC $2.657.523 54.783 0,13% Hisse senetleri
VICTORY CAPITAL MANAGEMENT INC $2.606.782 53.737 0,13% Hisse senetleri
Abacus Planning Group, Inc. $2.568.799 52.954 0,13% Hisse senetleri
Quantinno Capital Management LP $2.537.655 52.312 0,13% Hisse senetleri
Verition Fund Management LLC $2.507.967 51.700 0,12% Hisse senetleri
VANGUARD ASSET MANAGEMENT, Ltd $2.435.978 50.216 0,12% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $2.361.806 48.687 0,12% Hisse senetleri
Siren, L.L.C. $2.182.950 45.000 0,11% Hisse senetleri
Aequim Alternative Investments LP $2.173.976 44.815 0,11% Hisse senetleri
Holocene Advisors, LP $2.096.845 43.225 0,10% Hisse senetleri
Y-Intercept (Hong Kong) Ltd $2.047.073 42.199 0,10% Hisse senetleri
Tejara Capital Ltd $2.020.442 41.650 0,10% Hisse senetleri
MILLENNIUM MANAGEMENT LLC $1.995.022 41.126 0,10% Hisse senetleri
Graham Capital Management, L.P. $1.830.428 37.733 0,09% Hisse senetleri
Advantage Alpha Capital Partners LP $1.814.480 21.079 0,09% Hisse senetleri
WELLINGTON MANAGEMENT GROUP LLP $1.800.885 37.124 0,09% Hisse senetleri
IEQ CAPITAL, LLC $1.789.098 36.881 0,09% Hisse senetleri
Allianz Asset Management GmbH $1.748.053 29.315 0,09% Hisse senetleri
OneDigital Investment Advisors LLC $1.746.069 35.994 0,09% Hisse senetleri
Knights of Columbus Asset Advisors LLC $1.734.038 35.746 0,09% Hisse senetleri
HSBC HOLDINGS PLC $1.696.283 34.703 0,08% Hisse senetleri
PRUDENTIAL FINANCIAL INC $1.683.297 34.700 0,08% Hisse senetleri
Entropy Technologies, LP $1.673.789 34.504 0,08% Hisse senetleri
Alamar Capital Management, LLC $1.541.890 31.785 0,08% Hisse senetleri
LOS ANGELES CAPITAL MANAGEMENT LLC $1.511.426 31.157 0,07% Hisse senetleri

Şirket yöneticileri 17 içeriden öğrenenler · 6 yöneticiler · 8 yönetim kurulu üyeleri

İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
Matthew M Rizai Chairman & CEO 07 Eylül 2017 C 0 0 0 $0
Stuart J Miller Executive VP, Treasurer & CFO 06 Şubat 2017 F 168.717 0 0 $0
Jeff D Trom Executive VP & CTO 05 Kasım 2020 C 50.000 0 0 $0
Troy M. Calkins Executive VP, Secretary & GC 06 Şubat 2017 F 141.697 0 0 $0
Jill Klindt VP & CAO 01 Şubat 2017 A 0 0 $0
Michael S. Sellberg Executive VP & CPO 01 Şubat 2017 A 61.405 0 0 $0
Robert H Herz Yönetim kurulu üyesi 04 Haziran 2026 S 37.372 0 2 $-126.535
Astha Malik Yönetim kurulu üyesi 01 Haziran 2026 A 7.288 0 0 $0
Richard Scott Herren Yönetim kurulu üyesi 01 Haziran 2026 A 4.947 0 0 $0
Michael M Crow Yönetim kurulu üyesi 01 Haziran 2026 A 7.288 0 0 $0
Suku V. Radia Yönetim kurulu üyesi 01 Haziran 2026 A 15.643 0 0 $0
Mark S Peek Yönetim kurulu üyesi 01 Haziran 2026 A 6.070 0 0 $0
Martin J. Vanderploeg Yönetim kurulu üyesi 01 Haziran 2026 A 292.275 0 0 $0
David S Mulcahy 10 Aralık 2025 S 240.373 0 1 $-106.323
Eugene S Katz 13 Haziran 2017 A 131.136 0 0 $0
Joseph H. Howell 06 Şubat 2017 F 22.048 0 0 $0
Jerome M Behar 31 Ağustos 2016 S 4.257.925 0 0 $0

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

ETF sahipliği 51 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
CLOU · Global X Funds 1,88% 101.243 NS 31 Mayıs 2026 N-PORT
ABLS · Abacus FCF ETF Trust 1,08% 247 NS 30 Nisan 2026 N-PORT
JSML · Janus Detroit Street Trust 0,66% 38.899 NS 30 Nisan 2026 N-PORT
SKYU · ProShares Trust 0,65% 468 NS 31 Mayıs 2026 N-PORT
JSMD · Janus Detroit Street Trust 0,64% 118.072 NS 30 Nisan 2026 N-PORT
HAPS · Harbor ETF Trust 0,44% 12.997 NS 30 Nisan 2026 N-PORT
RCGE · EA Series Trust 0,42% 7.333 NS 30 Nisan 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0,30% 25.605 SH 08 Ağustos 2026 Günlük
IWO · iShares Trust 0,20% 472.125 SH 08 Ağustos 2026 Günlük
SMLF · iShares Trust 0,16% 111.840 SH 08 Ağustos 2026 Günlük
VTWG · VANGUARD SCOTTSDALE FUNDS 0,15% 55.809 SH 08 Ağustos 2026 Günlük
BKSE · BNY Mellon ETF Trust 0,12% 1.878 NS 30 Nisan 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,12% 13.546 NS 30 Nisan 2026 N-PORT
IGV · iShares Trust 0,11% 256.439 SH 08 Ağustos 2026 Günlük
ESML · iShares Trust 0,10% 48.796 SH 08 Ağustos 2026 Günlük
ISCG · iShares Trust 0,10% 16.552 SH 08 Ağustos 2026 Günlük
IWM · iShares Trust 0,10% 1.328.860 SH 08 Ağustos 2026 Günlük
FYC · First Trust Exchange-Traded AlphaDE… 0,10% 19.213 NS 30 Nisan 2026 N-PORT
RSSL · Global X Funds 0,08% 21.996 NS 30 Nisan 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,08% 299.517 SH 08 Ağustos 2026 Günlük
VBK · VANGUARD INDEX FUNDS 0,07% 666.280 SH 08 Ağustos 2026 Günlük
ITWO · ProShares Trust 0,06% 2.392 NS 31 Mayıs 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,06% 21.013 NS 30 Nisan 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,05% 251.280 NS 31 Mayıs 2026 N-PORT
ISCB · iShares Trust 0,05% 2.361 SH 08 Ağustos 2026 Günlük
FSCC · Federated Hermes ETF Trust 0,05% 2.819 NS 31 Mayıs 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0,05% 150.475 NS 30 Nisan 2026 N-PORT
VGT · VANGUARD WORLD FUND 0,04% 1.239.186 SH 08 Ağustos 2026 Günlük
GSSC · Goldman Sachs ETF Trust 0,04% 7.920 NS 31 Mayıs 2026 N-PORT
UWM · ProShares Trust 0,04% 1.870 NS 31 Mayıs 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,04% 16.100 SH 08 Ağustos 2026 Günlük
VXF · VANGUARD INDEX FUNDS 0,03% 603.069 SH 08 Ağustos 2026 Günlük
VB · VANGUARD INDEX FUNDS 0,03% 1.141.308 SH 08 Ağustos 2026 Günlük
WSML · iShares Trust 0,03% 3.008 SH 08 Ağustos 2026 Günlük
URTY · ProShares Trust 0,03% 1.892 NS 31 Mayıs 2026 N-PORT
TECB · iShares Trust 0,02% 1.628 SH 08 Ağustos 2026 Günlük
FAD · First Trust Exchange-Traded AlphaDE… 0,02% 1.791 NS 30 Nisan 2026 N-PORT
IGM · iShares Trust 0,01% 24.660 SH 08 Ağustos 2026 Günlük
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 1.963 NS 31 Mayıs 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,01% 542 SH 08 Ağustos 2026 Günlük
HDG · ProShares Trust 0,01% 47 NS 31 Mayıs 2026 N-PORT
NUSC · Nushares ETF Trust 0,01% 2.296 NS 30 Nisan 2026 N-PORT
TILT · FlexShares Trust 0,00% 1.694 NS 30 Nisan 2026 N-PORT
ITOT · iShares Trust 0,00% 68.046 SH 08 Ağustos 2026 Günlük
IWV · iShares Trust 0,00% 13.280 SH 08 Ağustos 2026 Günlük
AVUQ · AMERICAN CENTURY ETF TRUST 0,00% 197 NS 31 Mayıs 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 30.495 NS 31 Mayıs 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 1.592.068 SH 08 Ağustos 2026 Günlük
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 40.869 SH 08 Ağustos 2026 Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 4.271 SH 08 Ağustos 2026 Günlük