CHEF The Chefs' Warehouse, Inc. - Common Stock

NASDAQ · Retail · 在 SEC EDGAR 上查看 ↗
$106.73
价格 · 八月 19, 2026
截至...的财报数据 七月 29, 2026

CHEF 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$106.73
市值
$4.34B
P/E (TTM)
63.5
每股收益 (TTM)
$1.68
营收 (TTM)
$4.15B
股息收益率
ROE
12.4%
负债/权益
1.2
52周区间
$53 – $117

CHEF 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $4.15B
10-point trend, +247.9%
2016-12-30 2025-12-26
EPS $1.68
10-point trend, +1300.0%
2016-12-30 2025-12-26
自由现金流 $88M
10-point trend, +293.8%
2016-12-30 2025-12-26
利润率 1.7%
10-point trend, -4.2%
2016-12-30 2025-12-26

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标
5年趋势
CHEF
同行中位数
P/E (TTM)
5-point trend, +115.1%
63.5
32.5
P/S (TTM) (市销率 (TTM))
5-point trend, -11.9%
1.0
0.3
P/B (市净率)
5-point trend, +21.4%
7.2
3.0
EV / EBITDA (企业价值 / EBITDA)
5-point trend, -65.1%
25.0
Price / FCF (股价/自由现金流)
5-point trend, +240.0%
49.5

盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
CHEF
同行中位数
Gross Margin (毛利率)
5-point trend, +8.2%
24.2%
16.7%
Operating Margin (营业利润率)
5-point trend, +464.5%
3.5%
Net Profit Margin (净利润率)
5-point trend, +721.4%
1.7%
1.2%
ROA
5-point trend, +875.0%
3.7%
3.6%
ROE
5-point trend, +970.6%
12.4%
10.2%
ROIC
5-point trend, +614.3%
7.5%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
CHEF
同行中位数
Debt / Equity (负债/股东权益比率)
5-point trend, +8.6%
1.2
Current Ratio (流动比率)
5-point trend, -14.1%
2.0
1.3
Quick Ratio (速动比率)
5-point trend, -25.7%
1.1

成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
CHEF
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +137.7%
9.4%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +137.7%
16.7%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +137.7%
30.1%
EPS YoY
5-point trend, +1392.3%
27.3%
Net Income YoY (净利润同比增长)
5-point trend, +1569.9%
30.4%

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
CHEF
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +1392.3%
$1.68

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
CHEF
同行中位数

CHEF 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 15 位分析师
  • 强烈买入 5 33.3%
  • 买入 7 46.7%
  • 持有 3 20.0%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

9 位分析师 · 2026-08-14
中位数目标 $123.00 +15.2%
平均目标 $116.56 +9.2%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
0.09%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $0.78 $0.60 0.18%
2026年3月31日 $0.40 $0.26 0.14%
2025年12月31日 $0.68 $0.64 0.04%
2025年9月30日 $0.50 $0.43 0.07%
2025年6月30日 $0.52 $0.47 0.05%
2025年3月31日 $0.25 $0.20 0.05%

同行比较(GICS 子行业) 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
CHEF $2.58B 37.8 9.4% 1.7% 12.4% 24.2%
SYY $57.40B 20.1 3.2% 2.2% 95.1% 18.4%
USFD $16.84B 26.0 4.1% 1.7% 15.1% 17.4%
PFGC $17.24B 48.2 7.2% 0.53% 7.5% 11.9%
UNFI $1.64B -13.9 2.6% -0.37% -7.4% 13.3%
ANDE 32.6 -2.2% 0.87% 7.3% 6.5%
HFFG $114M -2.9 2.2% -3.2% -17.6% 16.9%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 15
CHEF 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +398.3% $4.15B $3.79B $3.43B $2.61B $1.75B $1.11B $1.59B $1.44B $1.30B $1.19B $1.05B $833M
Cost of Revenue 12-point trend, +401.2% $3.15B $2.88B $2.62B $1.99B $1.36B $863M $1.21B $1.10B $972M $892M $778M $628M
Gross Profit 12-point trend, +389.4% $1.00B $914M $814M $619M $390M $248M $387M $349M $329M $301M $269M $205M
SG&A Expense 8-point trend, +185.1% $850M $785M $705M $518M $379M $336M $330M $298M · · · ·
Operating Expenses 6-point trend, -100.0% · · · · · · $0 $0 $288M $254M $228M $172M
Operating Income 12-point trend, +339.6% $145M $128M $101M $86M $11M $-103M $51M $49M $41M $47M $40M $33M
Interest Expense 10-point trend, +456.8% · · $45M $44M $18M $21M $18M $21M $23M $42M $13M $8M
Pretax Income 12-point trend, +316.7% $104M $80M $55M $42M $-7M $-124M $32M $28M $18M $6M $28M $25M
Income Tax 12-point trend, +193.2% $31M $24M $21M $14M $-2M $-41M $8M $7M $4M $3M $12M $11M
Net Income 12-point trend, +409.0% $72M $55M $35M $28M $-5M $-83M $24M $20M $14M $3M $16M $14M
EPS (Basic) 12-point trend, +222.4% $1.87 $1.46 $0.92 $0.75 $-0.13 $-2.46 $0.82 $0.71 $0.55 $0.12 $0.63 $0.58
EPS (Diluted) 12-point trend, +194.7% $1.68 $1.32 $0.88 $0.73 $-0.13 $-2.46 $0.81 $0.70 $0.54 $0.12 $0.63 $0.57
Shares (Basic) 12-point trend, +57.2% 38,719,025 37,914,060 37,633,672 37,094,220 36,744,304 33,716,157 29,532,342 28,703,265 26,118,482 25,919,480 25,532,172 24,638,135
Shares (Diluted) 12-point trend, +85.2% 46,001,316 45,983,065 45,639,220 38,742,328 36,744,304 33,716,157 30,073,338 29,678,919 27,424,526 26,029,609 26,508,994 24,844,565
EBITDA 12-point trend, +502.1% $199M $169M $134M $110M $33M $-83M $64M $59M $50M $54M $45M $33M
资产负债表 29
CHEF 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +3535.3% $121M $115M $50M $159M $115M $193M $140M $42M $42M $33M $2M $3M
Receivables 12-point trend, +304.9% $392M $366M $334M $260M $173M $96M $175M $162M $142M $128M $124M $97M
Inventory 12-point trend, +410.7% $386M $316M $285M $246M $144M $83M $124M $113M $102M $87M $93M $76M
Prepaid Expense 12-point trend, +625.9% $71M $71M $63M $56M $38M $33M $14M $12M $11M $16M $9M $10M
Current Assets 12-point trend, +413.1% $970M $868M $731M $721M $470M $406M $453M $329M $297M $264M $229M $189M
PP&E (Net) 10-point trend, +389.8% · · $235M $186M $134M $115M $93M $85M $68M $62M $54M $48M
PP&E (Gross) 9-point trend, +361.6% · · · $305M $233M $195M $156M $137M $103M $90M $77M $66M
Accum. Depreciation 12-point trend, +889.4% $179M $148M $137M $119M $100M $80M $63M $52M $35M $28M $23M $18M
Goodwill 12-point trend, +362.0% $363M $356M $356M $287M $222M $215M $198M $184M $173M $164M $156M $79M
Intangibles 12-point trend, +172.0% $137M $160M $185M $156M $105M $112M $139M $130M $140M $131M $132M $50M
Other Non-current Assets 12-point trend, +120.1% $11M $7M $6M $3M $4M $4M $4M $4M $3M $6M $4M $5M
Total Assets 12-point trend, +439.1% $2.03B $1.86B $1.71B $1.51B $1.07B $974M $1.01B $732M $688M $634M $580M $376M
Accounts Payable 12-point trend, +538.6% $276M $267M $201M $163M $118M $58M $94M $88M $70M $66M $65M $43M
Accrued Liabilities 12-point trend, +301.9% $78M $69M $71M $54M $35M $28M $30M $25M $22M $18M $24M $20M
Current Liabilities 12-point trend, +514.4% $473M $425M $386M $284M $197M $118M $150M $126M $108M $107M $103M $77M
Capital Leases 7-point trend, +67.2% $202M $187M $184M $151M $127M $109M $121M · · · · ·
Deferred Tax 12-point trend, +178.0% $22M $16M $14M $6M $0 $0 $11M $10M $6M $7M $4M $8M
Other Non-current Liabilities 12-point trend, -29.9% $6M $4M $2M $13M $5M $4M $10M $10M $11M $8M $17M $8M
Total Liabilities 12-point trend, +520.6% $1.42B $1.32B $1.25B $1.11B $724M $630M $678M $424M $439M $440M $392M $229M
Long-term Debt 12-point trend, +353.2% $650M $672M $713M $675M $393M $396M $392M $278M $318M $333M $274M $144M
Total Debt 12-point trend, +421.5% $749M $707M $718M $666M $399M $404M $387M $278M $318M $333M $275M $144M
Common Stock 12-point trend, +62.8% $407.0K $402.0K $396.0K $386.0K $380.0K $373.0K $304.0K $300.0K $284.0K $263.0K $263.0K $250.0K
Paid-in Capital 12-point trend, +313.4% $405M $399M $356M $338M $314M $304M $212M $207M $167M $127M $125M $98M
Retained Earnings 12-point trend, +309.3% $202M $142M $100M $65M $38M $43M $125M $103M $83M $69M $65M $49M
Treasury Stock · · $0 · · · · · · · · ·
AOCI 12-point trend, -298.7% $-3M $-4M $-2M $-2M $-2M $-2M $-2M $-2M $-2M $-2M $-3M $-693.0K
Stockholders' Equity 12-point trend, +311.7% $604M $538M $455M $402M $350M $345M $336M $309M $249M $194M $188M $147M
Liabilities + Equity 12-point trend, +439.1% $2.03B $1.86B $1.71B $1.51B $1.07B $974M $1.01B $732M $688M $634M $580M $376M
Shares Outstanding 12-point trend, +62.5% 40,679,813 40,248,884 39,665,796 38,599,390 37,887,675 37,274,768 30,341,941 29,968,483 28,442,208 26,280,469 26,290,675 25,031,267
现金流 18
CHEF 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +1623.5% $54M $41M $33M $24M $22M $20M $13M $10M $9M $7M $6M $3M
Stock-based Comp 12-point trend, +1446.0% $21M $18M $20M $14M $11M $9M $4M $4M $3M $3M $4M $1M
Deferred Tax 12-point trend, +3676.3% $7M $1M $8M $10M $-2M $-18M $2M $3M $-703.0K $3M $-809.0K $173.0K
Amort. of Intangibles 12-point trend, +377.2% $24M $24M $23M $14M $13M $14M $13M $12M $12M $11M $9M $5M
Other Non-cash 11-point trend, -272.4% $-25M $38M $-34M $-52M $-47M $115M $1M $8M $6M $23M $14M ·
Operating Cash Flow 12-point trend, +1219.0% $129M $153M $62M $23M $-20M $43M $45M $45M $31M $39M $38M $10M
CapEx 12-point trend, +71.1% $41M $50M $57M $46M $39M $7M $16M $20M $12M $17M $22M $24M
Investing Cash Flow 12-point trend, -97.5% $-47M $-50M $-179M $-232M $-49M $-68M $-44M $-34M $-42M $-36M $-129M $-24M
Debt Issued 8-point trend, +0.00 · $0 $0 $588M $52M $0 $150M $0 $0 · · ·
Net Debt Issued 7-point trend, -108.7% $-13M $-23M $-29M $588M $52M $0 $150M · · · · ·
Stock Issued 6-point trend, -100.0% · · · $0 $0 $86M $0 $0 $34M · · ·
Stock Repurchased 4-point trend, +15004000.00 $15M $17M $0 $0 · · · · · · · ·
Net Stock Activity 6-point trend, -15004000.00 $-15M $-17M · $0 $0 $86M $0 · · · · ·
Financing Cash Flow 12-point trend, -2725.1% $-76M $-38M $9M $253M $-9M $78M $97M $-10M $19M $27M $91M $-3M
Net Change in Cash 12-point trend, +137.9% $6M $65M $-109M $44M $-78M $53M $98M $906.0K $9M $30M $-874.0K $-17M
Taxes Paid 12-point trend, +115.0% $23M $19M $19M $4M $-230.0K $308.0K $6M $5M $333.0K $6M $11M $11M
Free Cash Flow 12-point trend, +709.3% $88M $104M $4M $-23M $-59M $36M $29M $25M $19M $22M $16M $-14M
Levered FCF 10-point trend, -26.5% · · $-24M $-52M $-71M $22M $15M $10M $1M $118.1K $8M $-19M
盈利能力 8
CHEF 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, -1.7% 24.2% 24.1% 23.7% 23.7% 22.4% 22.3% 25.5% 25.4% 25.3% 25.2% 25.4% 24.6%
Operating Margin 12-point trend, -11.4% 3.5% 3.4% 2.9% 3.3% 0.62% -9.2% 3.2% 3.4% 3.2% 4.0% 3.8% 4.0%
Net Margin 12-point trend, +2.4% 1.7% 1.5% 1.0% 1.1% -0.28% -7.5% 1.5% 1.4% 1.1% 0.25% 1.5% 1.7%
Pretax Margin 12-point trend, -15.8% 2.5% 2.1% 1.6% 1.6% -0.39% -11.1% 2.0% 1.9% 1.4% 0.48% 2.6% 3.0%
EBITDA Margin 12-point trend, +21.3% 4.8% 4.5% 3.9% 4.2% 1.9% -7.5% 4.0% 4.1% 3.8% 4.5% 4.2% 4.0%
ROA 12-point trend, -4.4% 3.7% 3.1% 2.1% 2.1% -0.48% -8.3% 2.8% 2.9% 2.2% 0.50% 3.4% 3.9%
ROE 12-point trend, +22.1% 12.4% 10.9% 7.8% 7.1% -1.4% -22.9% 7.3% 6.7% 6.3% 1.6% 9.7% 10.2%
ROIC 12-point trend, +15.4% 7.5% 7.2% 5.4% 5.3% 1.1% -9.2% 5.2% 6.1% 5.7% 4.8% 5.1% 6.5%
流动性与偿付能力 5
CHEF 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -16.5% 2.0 2.0 1.9 2.5 2.4 3.4 3.0 2.6 2.7 2.5 2.3 2.5
Quick Ratio 12-point trend, -16.6% 1.1 1.1 1.0 1.5 1.5 2.5 2.1 1.6 1.7 1.5 1.2 1.3
Debt / Equity 12-point trend, +26.7% 1.2 1.3 1.6 1.7 1.1 1.2 1.2 0.9 1.3 1.7 1.5 1.0
LT Debt / Equity 12-point trend, +28.9% 1.2 1.3 1.5 1.6 1.1 1.2 1.1 0.9 1.3 1.6 1.4 0.9
Interest Coverage 10-point trend, -45.1% · · 2.2 2.0 0.6 -4.9 2.8 2.4 1.8 1.1 3.1 4.0
效率 3
CHEF 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -6.7% 2.1 2.1 2.1 2.0 1.7 1.1 1.8 2.0 2.0 2.0 2.2 2.3
Inventory Turnover 12-point trend, -0.3% 9.0 9.6 9.9 10.2 11.9 8.4 10.0 10.0 10.3 9.9 9.4 9.0
Receivables Turnover 12-point trend, +13.3% 10.9 10.8 11.6 12.1 13.0 8.2 9.5 9.5 9.6 9.5 9.6 9.7
每股 5
CHEF 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +153.3% $14.86 $13.36 $11.46 $10.40 $9.24 $9.24 $11.07 $10.30 $8.74 $7.37 $7.15 $5.86
Revenue / Share 12-point trend, +167.9% $90.20 $82.51 $75.24 $67.46 $47.51 $32.97 $52.93 $48.67 $47.46 $45.83 $39.95 $33.67
Cash Flow / Share 12-point trend, +612.4% $2.81 $3.33 $1.35 $0.60 $-0.54 $1.27 $1.50 $1.52 $1.15 $1.50 $1.42 $0.39
Cash / Share 12-point trend, +2136.1% $2.97 $2.85 $1.26 $4.11 $3.04 $5.19 $4.62 $1.42 $1.46 $1.25 $0.09 $0.13
EPS (TTM) 12-point trend, +194.7% $1.68 $1.32 $0.88 $0.73 $-0.13 $-2.46 $0.81 $0.70 $0.54 $0.12 $0.63 $0.57
增长率 7
CHEF 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -83.6% 9.4% 10.5% 31.4% 49.7% 57.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -63.5% 16.7% 29.5% 45.6% · · · · · · · · ·
Revenue CAGR 5Y 30.1% · · · · · · · · · · ·
EPS YoY 3-point trend, +32.7% 27.3% 50.0% 20.5% · · · · · · · · ·
EPS CAGR 3Y 32.0% · · · · · · · · · · ·
Net Income YoY 3-point trend, +23.4% 30.4% 60.4% 24.6% · · · · · · · · ·
Net Income CAGR 3Y 37.6% · · · · · · · · · · ·
估值 (TTM) 14
CHEF 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +398.3% $4.15B $3.79B $3.43B $2.61B $1.75B $1.11B $1.59B $1.44B $1.30B $1.19B $1.05B $833M
Net Income TTM 12-point trend, +409.0% $72M $55M $35M $28M $-5M $-83M $24M $20M $14M $3M $16M $14M
Market Cap 12-point trend, +368.7% $2.58B $1.96B $1.17B $1.28B $1.23B $890M $1.15B $939M $583M $415M $457M $551M
Enterprise Value 12-point trend, +364.4% $3.21B $2.55B $1.84B $1.79B $1.52B $1.10B $1.40B $1.17B $859M $715M $729M $692M
P/E 12-point trend, -2.2% 37.8 36.9 33.4 45.6 -250.5 -9.7 46.9 44.8 38.0 131.7 27.6 38.6
P/S 12-point trend, -5.9% 0.6 0.5 0.3 0.5 0.7 0.8 0.7 0.6 0.4 0.3 0.4 0.7
P/B 12-point trend, +13.8% 4.3 3.6 2.6 3.2 3.5 2.6 3.4 3.0 2.3 2.1 2.4 3.8
P / Tangible Book 4-point trend, -49.9% 24.8 93.5 · · 52.1 49.4 · · · · · ·
P / Cash Flow 12-point trend, -64.5% 20.0 12.8 18.9 55.5 -62.0 20.8 25.6 20.8 18.5 10.7 12.1 56.3
P / FCF 12-point trend, +176.9% 29.4 18.9 277.2 -56.6 -21.0 24.8 39.8 37.2 30.4 18.6 28.4 -38.3
EV / EBITDA 12-point trend, -22.9% 16.2 15.1 13.7 16.3 46.3 -13.3 21.8 19.9 17.3 13.2 16.2 21.0
EV / FCF 12-point trend, +176.2% 36.6 24.6 435.8 -78.9 -25.9 30.7 48.3 46.5 44.8 32.1 45.4 -48.0
EV / Revenue 12-point trend, -6.8% 0.8 0.7 0.5 0.7 0.9 1.0 0.9 0.8 0.7 0.6 0.7 0.8
Earnings Yield 12-point trend, +1.9% 2.6% 2.7% 3.0% 2.2% -0.40% -10.3% 2.1% 2.2% 2.6% 0.76% 3.6% 2.6%

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2025-12-262024-12-272023-12-292022-12-302021-12-24
收入 $4.15B$3.79B$3.43B$2.61B$1.75B
毛利率 % 24.2%24.1%23.7%23.7%22.4%
营业利润率 % 3.5%3.4%2.9%3.3%0.62%
净收入 $72M$55M$35M$28M$-5M
稀释后每股收益 (EPS) $1.68$1.32$0.88$0.73$-0.13
资产负债表
2025-12-262024-12-272023-12-292022-12-302021-12-24
负债/股东权益比率 1.21.31.61.71.1
流动比率 2.02.01.92.52.4
速动比率 1.11.11.01.51.5
现金流
2025-12-262024-12-272023-12-292022-12-302021-12-24
自由现金流 $88M$104M$4M$-23M$-59M

最新新闻 提及该公司的近期头条新闻

交易信号 近期买入/卖出信号,包含入场价和风险/回报比

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机构持有人 (13F) 307 家申报者 · $2.2B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
76 (+31 与上一季度对比) 29 (0 与上一季度对比) 90 (+3 与上一季度对比) 84 (+10 与上一季度对比) +1.3M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
VANGUARD CAPITAL MANAGEMENT LLC $155828168 1621521 7.15% 股份
WELLINGTON MANAGEMENT GROUP LLP $154144881 1604005 7.07% 股份
STATE STREET CORP $144845121 1507277 6.64% 股份
VICTORY CAPITAL MANAGEMENT INC $130129106 1354101 5.97% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $96188893 1000925 4.41% 股份
DIMENSIONAL FUND ADVISORS LP $89679847 933193 4.11% 股份
FMR LLC $87293780 908364 4.00% 股份
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $86358000 898627 3.96% 股份
GEODE CAPITAL MANAGEMENT, LLC $79629831 828432 3.65% 股份
Select Equity Group, L.P. $73558303 765435 3.37% 股份
ALLIANCEBERNSTEIN L.P. $63961066 1075880 2.93% 股份
KENNEDY CAPITAL MANAGEMENT LLC $62661236 652042 2.87% 股份
FEDERATED HERMES, INC. $48903752 508884 2.24% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $42600938 443298 1.95% 股份
JENNISON ASSOCIATES LLC $42568361 442959 1.95% 股份
Capital Research Global Investors $33356694 347104 1.53% 股份
Artisan Partners Limited Partnership $32167937 334734 1.48% 股份
Woodline Partners LP $29301755 304909 1.34% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $28009787 291465 1.28% 股份
VANGUARD FIDUCIARY TRUST CO $25069127 260865 1.15% 股份
TimesSquare Capital Management, LLC $25043788 421258 1.15% 股份
BNP PARIBAS FINANCIAL MARKETS $23515382 244697 1.08% 股份
WCM INVESTMENT MANAGEMENT, LLC $22478435 235895 1.03% 股份
NEW YORK STATE COMMON RETIREMENT FUND $21742913 226253 1.00% 股份
PRINCIPAL FINANCIAL GROUP INC $21392245 222604 0.98% 股份
AMERICAN CENTURY COMPANIES INC $20845724 216917 0.96% 股份
BARCLAYS PLC $19693390 204926 0.90% 股份
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $18704520 194636 0.86% 股份
Pictet Asset Management Holding SA $17956381 186851 0.82% 股份
SILVERCREST ASSET MANAGEMENT GROUP LLC $16683921 173610 0.77% 股份
WASATCH ADVISORS LP $16244475 273246 0.75% 股份
AMERIPRISE FINANCIAL INC $15825364 164676 0.73% 股份
PRUDENTIAL FINANCIAL INC $15000345 156091 0.69% 股份
JANE STREET GROUP, LLC $14886947 154911 0.68% 股份
MILLENNIUM MANAGEMENT LLC $14097582 146697 0.65% 股份
Penn Capital Management Company, LLC $13272713 137839 0.61% 股份
NEUBERGER BERMAN GROUP LLC $12627444 131399 0.58% 股份
Lighthouse Investment Partners, LLC $11986265 124727 0.55% 股份
Public Sector Pension Investment Board $11977520 124636 0.55% 股份
CITIGROUP INC $11729389 122054 0.54% 股份
BlackRock, Inc. $11659909 121331 0.53% 股份
STATE OF WISCONSIN INVESTMENT BOARD $10681996 111155 0.49% 股份
FIRST TRUST ADVISORS LP $10270207 106870 0.47% 股份
Nicholas Investment Partners, LP $10038318 104457 0.46% 股份
GOLDMAN SACHS GROUP INC $9617880 100082 0.44% 股份
Universal- Beteiligungs- und Servicegesellschaft mbH $9496314 98817 0.44% 股份
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $9268172 96443 0.43% 股份
Granahan Investment Management, LLC $8955271 93187 0.41% 股份
RHUMBLINE ADVISERS $8361454 87008 0.38% 股份
BANK OF AMERICA CORP /DE/ $7891540 82118 0.36% 股份
Summit Creek Advisors LLC $7781217 80970 0.36% 股份
Granite Investment Partners, LLC $7340983 76389 0.34% 股份
Swiss National Bank $7082570 73700 0.32% 股份
Informed Momentum Co LLC $6816565 70932 0.31% 股份
Welch & Forbes LLC $6271006 65255 0.29% 股份
RENAISSANCE TECHNOLOGIES LLC $6126279 63749 0.28% 股份
OBERWEIS ASSET MANAGEMENT INC/ $5529978 57544 0.25% 股份
Numerai GP LLC $5366897 55847 0.25% 股份
Legal & General Group Plc $5348061 55651 0.25% 股份
Aristotle Capital Boston, LLC $5313850 55295 0.24% 股份
LAZARD ASSET MANAGEMENT LLC $5006426 52096 0.23% 股份
CITADEL ADVISORS LLC $4337666 45137 0.20% 股份
VOYA INVESTMENT MANAGEMENT LLC $4303358 44780 0.20% 股份
B. Metzler seel. Sohn & Co. AG $4285772 44597 0.20% 股份
SCHRODER INVESTMENT MANAGEMENT GROUP $4277854 44893 0.20% 股份
Cubist Systematic Strategies, LLC $3737550 64077 0.17% 股份
Quantbot Technologies LP $3718590 38695 0.17% 股份
Holocene Advisors, LP $3658719 38072 0.17% 股份
ALGERT GLOBAL LLC $3630370 37777 0.17% 股份
Susquehanna Portfolio Strategies, LLC $3458639 35990 0.16% 股份
PDT Partners, LLC $3275280 34082 0.15% 股份
Odyssean, LLC $3148044 32758 0.14% 股份
Aquatic Capital Management LLC $2805832 29197 0.13% 股份
ExodusPoint Capital Management, LP $2693971 28033 0.12% 股份
Quantinno Capital Management LP $2680613 27894 0.12% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2639937 44406 0.12% 股份
NFJ INVESTMENT GROUP, LLC $2526661 26292 0.12% 股份
VANGUARD ASSET MANAGEMENT, Ltd $2523490 26259 0.12% 股份
TUDOR INVESTMENT CORP ET AL $2434886 25337 0.11% 股份
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO $2431911 44655 0.11% 股份
Dana Investment Advisors, Inc. $2410765 25086 0.11% 股份
TEACHER RETIREMENT SYSTEM OF TEXAS $2293811 23869 0.11% 股份
ZACKS INVESTMENT MANAGEMENT $2214659 23045 0.10% 股份
Oliver Luxxe Assets LLC $2158983 22466 0.10% 股份
UBS Group AG $2150718 22380 0.10% 股份
Vestmark Advisory Solutions, Inc. $2150622 22379 0.10% 股份
ENVESTNET ASSET MANAGEMENT INC $2119005 22050 0.10% 股份
MetLife Investment Management, LLC $2079604 21640 0.10% 股份
Expect Equity LLC $2022713 21048 0.09% 股份
BOOTHBAY FUND MANAGEMENT, LLC $1953617 20329 0.09% 股份
D. E. Shaw & Co., Inc. $1749020 18200 0.08% 买入期权
Ancora Advisors LLC $1721824 17917 0.08% 股份
GREAT LAKES ADVISORS, LLC $1706928 17762 0.08% 股份
AQR CAPITAL MANAGEMENT LLC $1670122 17379 0.08% 股份
INTECH INVESTMENT MANAGEMENT LLC $1657917 17252 0.08% 股份
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1648499 17154 0.08% 股份
Legato Capital Management LLC $1644367 17111 0.08% 股份
Illinois Municipal Retirement Fund $1643022 17097 0.08% 股份
KEYBANK NATIONAL ASSOCIATION/OH $1534237 15965 0.07% 股份
Louisiana State Employees Retirement System $1527990 15900 0.07% 股份

公司内部人士 29 位内幕人士 · 10 位高管 · 19 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Christopher Pappas President and CEO 2026年8月14日 S 2105480 0 4 $-26758127
James Leddy Chief Financial Officer 2026年3月4日 F 133235 0 1 $-1366420
John D Austin Chief Financial Officer 2017年7月1日 F 82909 0 0 $0
Kenneth Clark Chief Financial Officer 2012年5月29日 D 216629 0 0 $0
John Pappas Vice Chairman and COO 2026年3月4日 F 769575 0 0 $0
Christina Polychroni Chief Human Resources Officer 2026年8月14日 S 22014 0 4 $-1101749
Alexandros Aldous General Counsel 2026年8月14日 S 34442 0 8 $-5984889
Tim Mccauley Chief Accounting Officer 2026年3月4日 F 48943 0 1 $-525000
Patricia Lecouras Chief Human Resources Officer 2021年6月7日 S 122153 0 0 $0
Frank O'Dowd Chief Information Officer 2016年5月2日 S 111759 0 0 $0
Wendy M. Weinstein 董事 2026年5月8日 A 8240 0 0 $0
Debra Walton 董事 2026年5月8日 A 8092 0 0 $0
Lester Owens 董事 2026年5月8日 A 7890 0 0 $0
Richard N. Peretz 董事 2026年5月8日 A 7890 0 0 $0
Aylwin B Lewis 董事 2026年5月8日 A 19898 0 0 $0
Steven F Goldstone 董事 2026年5月8日 A 37015 0 0 $0
Ivy Brown 董事 2025年5月9日 A 18246 0 0 $0
Joseph M. Cugine 董事 2025年2月28日 S 27727 0 0 $0
Katherine Oliver 董事 2024年5月10日 A 40943 0 0 $0
Alan C. Guarino 董事 2023年8月18日 G 26465 0 0 $0
Dominick Cerbone 董事 2023年5月12日 A 38218 0 0 $0
Stephen P Hanson 董事 2023年5月12日 A 79485 0 0 $0
John A Couri 董事 2018年11月23日 S 16007 0 0 $0
Christina Carroll 董事 2018年5月18日 A 3204 0 0 $0
David E. Schreibman 董事 2018年5月18日 A 3204 0 0 $0
Kevin L Cox 董事 2012年5月17日 A 8215 0 0 $0
Dean Facatselis 董事 2011年8月2日 S 285439 0 0 $0
James Wagner 2012年8月2日 F 300889 0 0 $0
Kay Facatselis 2011年8月2日 S 285441 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

激进投资者及 5%+ 股东 1 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
Legion Partners, L.P. I, Legion Partners, L.P. II, Legion Partners, LLC, Legion Partners Asset Management, LLC, Legion Partners Holdings, LLC, Christopher S. Kiper, Raymond White ×5 申报 2020年4月29日 初始申报 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.

ETF持仓 由 66 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
PSCC · Invesco Exchange-Traded Fund Trus... 4.77% 18685 SH 2026年8月8日 每日
PSL · Invesco Exchange-Traded Fund Trust 2.70% 20753 SH 2026年8月8日 每日
ALIL · EA Series Trust 2.33% 7806 NS 2026年5月29日 N-PORT
RZG · Invesco Exchange-Traded Fund Trust 1.53% 19320 SH 2026年8月8日 每日
GSC · Goldman Sachs ETF Trust 0.82% 27114 NS 2026年5月31日 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.52% 12904 NS 2026年5月31日 N-PORT
DWAS · Invesco Exchange-Traded Fund Trus... 0.47% 19149 SH 2026年8月8日 每日
IJT · iShares Trust 0.44% 336548 SH 2026年8月8日 每日
FYC · First Trust Exchange-Traded Alpha... 0.43% 57817 NS 2026年4月30日 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0.38% 43198 SH 2026年8月8日 每日
VDC · VANGUARD WORLD FUND 0.35% 335512 SH 2026年8月8日 每日
JPSE · J.P. Morgan Exchange-Traded Fund ... 0.34% 25919 NS 2026年4月30日 N-PORT
RWJ · Invesco Exchange-Traded Fund Trus... 0.34% 64652 SH 2026年8月8日 每日
FSTA · FIDELITY COVINGTON TRUST 0.27% 49875 NS 2026年4月30日 N-PORT
IWO · iShares Trust 0.25% 338814 SH 2026年8月8日 每日
XJR · iShares Trust 0.25% 4289 SH 2026年8月8日 每日
AVSC · AMERICAN CENTURY ETF TRUST 0.24% 87040 NS 2026年5月31日 N-PORT
FYX · First Trust Exchange-Traded Alpha... 0.22% 35032 NS 2026年4月30日 N-PORT
QVMS · Invesco Exchange-Traded Fund Trus... 0.22% 5188 SH 2026年8月8日 每日
IJR · iShares Trust 0.22% 2213423 SH 2026年8月8日 每日
VTWG · VANGUARD SCOTTSDALE FUNDS 0.21% 39850 SH 2026年8月8日 每日
VIOO · VANGUARD ADMIRAL FUNDS 0.19% 126906 SH 2026年8月8日 每日
GSSC · Goldman Sachs ETF Trust 0.18% 22659 NS 2026年5月31日 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.15% 14098 NS 2026年4月30日 N-PORT
EBIT · Harbor ETF Trust 0.14% 201 NS 2026年4月30日 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.13% 34832 SH 2026年8月8日 每日
IWM · iShares Trust 0.13% 948216 SH 2026年8月8日 每日
SAA · ProShares Trust 0.12% 435 NS 2026年5月31日 N-PORT
BKSE · BNY Mellon ETF Trust 0.12% 1279 NS 2026年4月30日 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.11% 214343 SH 2026年8月8日 每日
FAD · First Trust Exchange-Traded Alpha... 0.09% 5392 NS 2026年4月30日 N-PORT
RSSL · Global X Funds 0.09% 15812 NS 2026年4月30日 N-PORT
DFAS · Dimensional ETF Trust 0.08% 140772 NS 2026年4月30日 N-PORT
ISCG · iShares Trust 0.07% 6607 SH 2026年8月8日 每日
ITWO · ProShares Trust 0.07% 1716 NS 2026年5月31日 N-PORT
ESML · iShares Trust 0.07% 17524 SH 2026年8月8日 每日
ISCB · iShares Trust 0.06% 1590 SH 2026年8月8日 每日
SCHA · SCHWAB STRATEGIC TRUST 0.06% 173584 NS 2026年5月31日 N-PORT
ISCF · iShares Trust 0.06% 28462 SH 2026年8月8日 每日
FNDA · SCHWAB STRATEGIC TRUST 0.06% 64528 NS 2026年5月31日 N-PORT
ISCV · iShares Trust 0.05% 3095 SH 2026年8月8日 每日
UWM · ProShares Trust 0.04% 1342 NS 2026年5月31日 N-PORT
VXF · VANGUARD INDEX FUNDS 0.04% 416377 SH 2026年8月8日 每日
WSML · iShares Trust 0.04% 2264 SH 2026年8月8日 每日
DXUV · Dimensional ETF Trust 0.04% 1845 NS 2026年4月30日 N-PORT
URTY · ProShares Trust 0.03% 1360 NS 2026年5月31日 N-PORT
DFUV · Dimensional ETF Trust 0.02% 33514 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.02% 1505 NS 2026年5月31日 N-PORT
EBI · RBB Fund Trust 0.01% 1267 NS 2026年5月31日 N-PORT
OMFS · Invesco Exchange-Traded Self-Inde... 0.01% 380 SH 2026年8月8日 每日