EVCM EverCommerce Inc. - Common Stock

NASDAQ · Technology · 在 SEC EDGAR 上查看 ↗
$10.09
价格 · 八月 19, 2026
截至...的财报数据 八月 5, 2026

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

价格
$10.09
市值
$1.79B
P/E (TTM)
100.4
每股收益 (TTM)
$0.10
营收 (TTM)
$589M
股息收益率
ROE
2.4%
负债/权益
0.7
52周区间
$8 – $14

EVCM 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 $589M
7-point trend, +143.2%
2019-12-31 2025-12-31
EPS $0.10
7-point trend, +100.7%
2019-12-31 2025-12-31
自由现金流 $109M
5-point trend, +217.7%
2021-12-31 2025-12-31
利润率 3.0%

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
EVCM
同行中位数
P/E (TTM)
5-point trend, +730.5%
100.4
132.0
P/S (TTM) (市销率 (TTM))
5-point trend, -41.7%
3.0
3.7
P/B (市净率)
5-point trend, -3.6%
2.5
6.7
EV / EBITDA (企业价值 / EBITDA)
5-point trend, -58.0%
17.1
Price / FCF (股价/自由现金流)
5-point trend, -77.9%
16.4

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
EVCM
同行中位数
Operating Margin (营业利润率)
5-point trend, +281.3%
10.1%
Net Profit Margin (净利润率)
5-point trend, +117.9%
3.0%
-1.1%
ROA
5-point trend, +123.0%
1.3%
-0.69%
ROE
5-point trend, +129.0%
2.4%
-4.6%
ROIC
5-point trend, +360.1%
4.1%

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
EVCM
同行中位数
Debt / Equity (负债/股东权益比率)
5-point trend, +31.8%
0.7
Current Ratio (流动比率)
5-point trend, +27.4%
2.1
2.1
Quick Ratio (速动比率)
5-point trend, +27.4%
1.7

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
EVCM
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +20.2%
4.8%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +20.2%
-1.7%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +20.2%
11.8%

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
EVCM
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +112.2%
$0.10

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
EVCM
同行中位数

EVCM 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 14 位分析师
  • 强烈买入 3 21.4%
  • 买入 5 35.7%
  • 持有 4 28.6%
  • 卖出 2 14.3%
  • 强烈卖出 0 0.0%

12个月价格目标

6 位分析师 · 2026-08-17
中位数目标 $11.00 +9.0%
平均目标 $11.00 +9.0%

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
0.05%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $0.20 $0.17 0.03%
2026年3月31日 $0.19 $0.15 0.04%
2025年12月31日 $0.19 $0.15 0.04%
2025年9月30日 $0.22 $0.15 0.07%
2025年6月30日 $0.20 $0.15 0.05%
2025年3月31日 $0.12 $0.14 -0.02%
2024年12月31日 $0.26 $0.14 0.12%

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
EVCM $2.16B 121.1 4.8% 3.0% 2.4%
KEEL 72.0% -124.1% -48.6% -8.2%
PRCH $1.13B -304.3 10.2% -0.70% 9.9% 70.5%
VERX 12.2% 0.96% 2.8% 64.3%
BL $3.31B 141.8 7.2% 3.5% 6.6% 75.2%
VIA $0 -9.9 28.6% -22.2% 53.6% 39.6%
CXM 70.9 7.6% 2.7% 4.0% 67.4%
AMPL -17.3 14.7% -25.8% -33.7% 74.0%
PLTR $425.03B 282.1 56.2% 36.3% 26.2% 82.4%

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
EVCM 的年度损益表数据
指标 趋势 2025202420232022202120202019
Revenue 7-point trend, +143.2% $589M $562M $535M $621M $490M $338M $242M
R&D Expense 7-point trend, +202.5% $79M $76M $72M $72M $50M $30M $26M
SG&A Expense 7-point trend, +34.5% $132M $129M $123M $132M $110M $87M $98M
Operating Expenses 7-point trend, +78.7% $530M $536M $538M $651M $517M $360M $296M
Operating Income 7-point trend, +209.2% $59M $26M $-3M $-31M $-27M $-22M $-54M
Interest Income 4-point trend, +1203.0% $3M $3M $1M $263.0K · · ·
Other Non-op 7-point trend, +4.8% $-38M $-36M $-46M $-34M $-36M $-42M $-40M
Pretax Income 7-point trend, +119.3% $21M $-9M $-49M $-64M $-92M $-64M $-110M
Income Tax 7-point trend, +118.4% $3M $6M $1M $-5M $-10M $-4M $-16M
Net Income 7-point trend, +118.8% $18M $-41M $-46M $-60M $-82M $-60M $-94M
EPS (Basic) 7-point trend, +100.7% $0.10 $-0.22 $-0.24 $-0.31 $-0.82 $-3.06 $-14.13
EPS (Diluted) 7-point trend, +100.7% $0.10 $-0.22 $-0.24 $-0.31 $-0.82 $-3.06 $-14.13
Shares (Basic) 7-point trend, +569.3% 181,392,891 184,897,709 188,938,892 194,624,968 117,795,280 41,696,800 27,102,531
Shares (Diluted) 7-point trend, +578.6% 183,906,513 184,897,709 188,938,892 194,624,968 117,795,280 41,696,800 27,102,531
EBITDA 5-point trend, +72.0% $128M $89M $107M $80M $74M · ·
资产负债表 27
EVCM 的年度资产负债表数据
指标 趋势 2025202420232022202120202019
Cash & Equivalents 6-point trend, +35.1% $130M $136M $93M $93M $94M $96M ·
Receivables 6-point trend, +48.4% $37M $31M $45M $48M $41M $25M ·
Prepaid Expense 6-point trend, +221.8% $34M $27M $22M $24M $23M $11M ·
Current Assets 6-point trend, +47.9% $213M $218M $180M $181M $172M $144M ·
PP&E (Net) 6-point trend, -60.9% $6M $6M $10M $12M $14M $15M ·
PP&E (Gross) 6-point trend, +18.1% $25M $23M $27M $25M $24M $21M ·
Accum. Depreciation 6-point trend, +200.7% $19M $17M $17M $13M $10M $6M ·
Goodwill 7-point trend, +109.5% $894M $863M $876M $914M $921M $668M $427M
Intangibles 6-point trend, -65.1% $164M $211M $316M $406M $509M $471M ·
Other Non-current Assets 6-point trend, +157.1% $36M $36M $43M $47M $24M $14M ·
Total Assets 6-point trend, +3.3% $1.37B $1.42B $1.52B $1.59B $1.66B $1.33B ·
Accounts Payable 6-point trend, -54.0% $5M $7M $9M $8M $10M $11M ·
Accrued Liabilities 6-point trend, +20.3% $56M $51M $66M $57M $49M $46M ·
Current Liabilities 6-point trend, +16.1% $101M $111M $117M $105M $103M $87M ·
Capital Leases 4-point trend, -55.7% $10M $13M $19M $22M · · ·
Deferred Tax 2-point trend, +65.9% · · · · $18M $11M ·
Other Non-current Liabilities 6-point trend, +106.4% $36M $36M $48M $49M $39M $18M ·
Total Liabilities 6-point trend, -19.0% $655M $670M $692M $685M $678M $808M ·
Long-term Debt 6-point trend, -25.1% $523M $528M $532M $536M $546M $698M ·
Total Debt 5-point trend, -4.2% $523M $528M $532M $536M $546M · ·
Common Stock 6-point trend, +2000.00 $2.0K $2.0K $2.0K $2.0K $2.0K $0 ·
Paid-in Capital 6-point trend, +3284.8% $1.37B $1.43B $1.45B $1.49B $1.50B $41M ·
Retained Earnings 6-point trend, -49.2% $-643M $-661M $-620M $-573M $-513M $-431M ·
AOCI 6-point trend, -920.6% $-13M $-14M $-8M $-10M $-2M $2M ·
Stockholders' Equity 7-point trend, +360.8% $717M $751M $826M $907M $986M $-389M $-275M
Liabilities + Equity 6-point trend, +3.3% $1.37B $1.42B $1.52B $1.59B $1.66B $1.33B ·
Shares Outstanding 7-point trend, +337.3% 178,111,971 183,725,000 186,934,000 191,447,000 195,384,000 43,074,000 40,731,000
现金流 17
EVCM 的年度现金流数据
指标 趋势 2025202420232022202120202019
D&A 7-point trend, +29.2% $68M $89M $104M $111M $101M $77M $53M
Stock-based Comp 7-point trend, -5.5% $28M $26M $26M $27M $22M $11M $30M
Deferred Tax 7-point trend, +96.7% $-529.0K $3M $-2M $-7M $-12M $-4M $-16M
Amort. of Intangibles 7-point trend, +8.0% $54M $68M $83M $101M $93M $71M $50M
Other Non-cash 5-point trend, -131.0% $-2M $36M $22M $-6M $8M · ·
Operating Cash Flow 7-point trend, +18282.1% $111M $113M $105M $65M $37M $58M $-613.0K
CapEx 7-point trend, -71.0% $2M $1M $3M $3M $3M $5M $8M
Investing Cash Flow 7-point trend, +90.6% $-31M $-12M $-38M $-18M $-380M $-418M $-324M
Debt Issued 5-point trend, -100.0% · · $0 $0 $851M $315M $688M
Net Debt Issued 5-point trend, +96.9% $-6M $-6M $-6M $-10M $-177M · ·
Stock Issued 5-point trend, +0.00 · · $0 $0 $416M $0 $0
Stock Repurchased 7-point trend, +262.2% $85M $58M $67M $43M $0 $0 $24M
Net Stock Activity 5-point trend, -120.5% $-85M $-58M $-67M $-43M $416M · ·
Financing Cash Flow 7-point trend, -128.3% $-88M $-60M $-67M $-47M $341M $402M $310M
Net Change in Cash 7-point trend, +59.7% $-6M $40M $355.0K $-2M $-779.0K $41M $-15M
Taxes Paid 7-point trend, +817.5% $3M $5M $3M $3M $1M $736.0K $337.0K
Free Cash Flow 5-point trend, +217.7% $109M $112M $102M $62M $34M · ·
盈利能力 7
EVCM 的年度盈利能力数据
指标 趋势 2025202420232022202120202019
Operating Margin 5-point trend, +281.3% 10.1% 0.04% 0.36% -4.9% -5.5% · ·
Net Margin 5-point trend, +117.9% 3.0% -5.9% -6.8% -9.6% -16.7% · ·
Pretax Margin 5-point trend, +119.1% 3.6% -5.1% -6.5% -10.4% -18.8% · ·
EBITDA Margin 5-point trend, +43.1% 21.7% 12.8% 15.8% 12.9% 15.2% · ·
ROA 5-point trend, +123.0% 1.3% -2.8% -2.9% -3.7% -5.5% · ·
ROE 5-point trend, +129.0% 2.4% -5.4% -5.4% -6.5% -8.3% · ·
ROIC 5-point trend, +360.1% 4.1% 0.02% 0.19% -2.0% -1.6% · ·
流动性与偿付能力 4
EVCM 的年度流动性与偿付能力数据
指标 趋势 2025202420232022202120202019
Current Ratio 5-point trend, +27.4% 2.1 2.0 1.5 1.7 1.7 · ·
Quick Ratio 5-point trend, +27.4% 1.7 1.6 1.2 1.3 1.3 · ·
Debt / Equity 5-point trend, +31.8% 0.7 0.7 0.6 0.6 0.6 · ·
LT Debt / Equity 5-point trend, +33.0% 0.7 0.7 0.6 0.6 0.5 · ·
效率 2
EVCM 的年度效率数据
指标 趋势 2025202420232022202120202019
Asset Turnover 5-point trend, +28.7% 0.4 0.5 0.4 0.4 0.3 · ·
Receivables Turnover 5-point trend, +15.5% 17.3 16.3 14.5 14.0 15.0 · ·
每股 5
EVCM 的年度每股数据
指标 趋势 2025202420232022202120202019
Book Value / Share 5-point trend, -20.2% $4.02 $4.09 $4.42 $4.74 $5.04 · ·
Revenue / Share 5-point trend, -23.0% $3.20 $3.78 $3.57 $3.19 $4.16 · ·
Cash Flow / Share 5-point trend, +90.4% $0.61 $0.61 $0.55 $0.33 $0.32 · ·
Cash / Share 5-point trend, +51.4% $0.73 $0.74 $0.50 $0.48 $0.48 · ·
EPS (TTM) 5-point trend, +112.2% $0.10 $-0.22 $-0.24 $-0.31 $-0.82 · ·
增长率 3
EVCM 的年度增长率数据
指标 趋势 2025202420232022202120202019
Revenue YoY 5-point trend, -89.5% 4.8% 5.1% -13.8% 26.7% 45.2% · ·
Revenue CAGR 3Y 3-point trend, -110.5% -1.7% 4.7% 16.6% · · · ·
Revenue CAGR 5Y 11.8% · · · · · ·
估值 (TTM) 13
EVCM 的年度估值 (TTM)数据
指标 趋势 2025202420232022202120202019
Revenue TTM 5-point trend, +20.2% $589M $562M $535M $621M $490M · ·
Net Income TTM 5-point trend, +121.5% $18M $-41M $-46M $-60M $-82M · ·
Market Cap 5-point trend, -29.9% $2.16B $2.02B $2.06B $1.42B $3.08B · ·
Enterprise Value 5-point trend, -27.7% $2.55B $2.41B $2.50B $1.87B $3.53B · ·
P/E 5-point trend, +730.5% 121.1 -50.0 -46.0 -24.0 -19.2 · ·
P/S 5-point trend, -41.7% 3.7 3.6 3.9 2.3 6.3 · ·
P/B 5-point trend, -3.6% 3.0 2.7 2.5 1.6 3.1 · ·
P / Cash Flow 5-point trend, -76.4% 19.4 17.9 19.7 22.0 82.1 · ·
P / FCF 5-point trend, -77.9% 19.7 18.1 20.3 22.9 89.5 · ·
EV / EBITDA 5-point trend, -58.0% 20.0 27.1 23.5 23.3 47.5 · ·
EV / FCF 5-point trend, -77.3% 23.4 21.6 24.6 30.0 102.7 · ·
EV / Revenue 5-point trend, -39.9% 4.3 4.3 4.7 3.0 7.2 · ·
Earnings Yield 5-point trend, +115.9% 0.83% -2.0% -2.2% -4.2% -5.2% · ·

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
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $589M$562M$535M$621M$490M
营业利润率 % 10.1%0.04%0.36%-4.9%-5.5%
净收入 $18M$-41M$-46M$-60M$-82M
稀释后每股收益 (EPS) $0.10$-0.22$-0.24$-0.31$-0.82
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
负债/股东权益比率 0.70.70.60.60.6
流动比率 2.12.01.51.71.7
速动比率 1.71.61.21.31.3
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $109M$112M$102M$62M$34M

最新新闻 提及该公司的近期头条新闻

我的指标 您的个人关注列表 — 来自完整基本面的选定行

📊

选择对您重要的指标 — 点击上方完整基本面中任意行的 ➕。

您的选择已保存,并会跟随您浏览所有股票。

机构持有人 (13F) 91 家申报者 · $1.6B 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
13 (-4 与上一季度对比) 15 (0 与上一季度对比) 18 (-2 与上一季度对比) 27 (+1 与上一季度对比) +647K

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
PSG Equity L.L.C. $859773031 85464516 52.88% 股份
Silver Lake Group, L.L.C. $674876468 67085136 41.51% 股份
Standard Investments LLC $61516900 6115000 3.78% 股份
GEODE CAPITAL MANAGEMENT, LLC $5106359 507457 0.31% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $4328838 430302 0.27% 股份
STATE STREET CORP $4166128 414128 0.26% 股份
CoreCap Advisors, LLC $2716190 269999 0.17% 股份
VANGUARD CAPITAL MANAGEMENT LLC $2024042 201197 0.12% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1443228 143462 0.09% 股份
VANGUARD GROUP INC $1268026 104709 0.08% 股份
VANGUARD FIDUCIARY TRUST CO $1092053 108554 0.07% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $1002258 99628 0.06% 股份
XTX Topco Ltd $837394 83240 0.05% 股份
Quantinno Capital Management LP $526581 52344 0.03% 股份
ALLIANCEBERNSTEIN L.P. $405765 35500 0.02% 股份
STATE OF WISCONSIN INVESTMENT BOARD $405086 40267 0.02% 股份
RAYMOND JAMES FINANCIAL INC $402400 40000 0.02% 股份
Nuveen Asset Management, LLC $397802 36131 0.02% 股份
ZACKS INVESTMENT MANAGEMENT $377954 37570 0.02% 股份
Cornerstone Investment Partners, LLC $230907 22953 0.01% 股份
GOLDMAN SACHS GROUP INC $212256 21099 0.01% 股份
Engineers Gate Manager LP $209459 20821 0.01% 股份
RHUMBLINE ADVISERS $199549 19837 0.01% 股份
ExodusPoint Capital Management, LP $181231 18015 0.01% 股份
MIRABELLA FINANCIAL SERVICES LLP $174863 17382 0.01% 股份
RIA Advisory Group LLC $171171 17015 0.01% 股份
Cubist Systematic Strategies, LLC $157556 14156 0.01% 股份
Quinn Opportunity Partners LLC $150900 15000 0.01% 股份
MILLENNIUM MANAGEMENT LLC $138416 13759 0.01% 股份
MERCER GLOBAL ADVISORS INC /ADV $135508 13470 0.01% 股份
BANK OF AMERICA CORP /DE/ $124603 12386 0.01% 股份
Edgestream Partners, L.P. $104654 10403 0.01% 股份
Investors Research Corp $100835 8822 0.01% 股份
Bank of New York Mellon Corp $83578 8308 0.01% 股份
Vanguard Global Advisers, LLC $75038 7459 0.00% 股份
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $66305 6591 0.00% 股份
NEW YORK STATE COMMON RETIREMENT FUND $62342 6197 0.00% 股份
CITIGROUP INC $59042 5869 0.00% 股份
BNP PARIBAS FINANCIAL MARKETS $51537 5123 0.00% 股份
BlackRock, Inc. $47855 4757 0.00% 股份
Police & Firemen's Retirement System of New Jersey $46206 4593 0.00% 股份
AlphaQuest LLC $42991 3550 0.00% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $42542 3722 0.00% 股份
MORGAN STANLEY $37876 3765 0.00% 股份
Tower Research Capital LLC (TRC) $25492 2534 0.00% 股份
FMR LLC $25432 2528 0.00% 股份
NORTHERN TRUST CORP $25331 2518 0.00% 股份
Point72 Asia (Singapore) Pte. Ltd. $24609 2211 0.00% 股份
BARCLAYS PLC $18591 1848 0.00% 股份
GROUP ONE TRADING LLC $17877 1777 0.00% 股份
GAMMA Investing LLC $16770 1667 0.00% 股份
Ameritas Investment Partners, Inc. $15090 1500 0.00% 股份
Legal & General Group Plc $13722 1364 0.00% 股份
CWM, LLC $12264 1073 0.00% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9087 795 0.00% 股份
UBS Group AG $8269 822 0.00% 股份
JPMORGAN CHASE & CO $7878 813 0.00% 股份
Versant Capital Management, Inc $4467 444 0.00% 股份
ROYAL BANK OF CANADA $4000 427 0.00% 股份
Russell Investments Group, Ltd. $3863 384 0.00% 股份
DEUTSCHE BANK AG\ $3843 382 0.00% 股份
Nuveen, LLC $3833 381 0.00% 股份
Lindbrook Capital, LLC $3457 343 0.00% 股份
Optiver Holding B.V. $3058 304 0.00% 股份
Arax Advisory Partners $3038 302 0.00% 股份
1620 INVESTMENT ADVISORS, INC. $1881 187 0.00% 股份
MassMutual Private Wealth & Trust, FSB $1408 140 0.00% 股份
Sterling Capital Management LLC $734 73 0.00% 股份
OSAIC HOLDINGS, INC. $522 52 0.00% 股份
Allworth Financial LP $403 40 0.00% 股份
ROTHSCHILD INVESTMENT LLC $382 38 0.00% 股份
NISA INVESTMENT ADVISORS, LLC $352 35 0.00% 股份
SBI Securities Co., Ltd. $332 33 0.00% 股份
Pinnacle Wealth Planning Services, Inc. $312 31 0.00% 股份
PNC Financial Services Group, Inc. $252 25 0.00% 股份
US BANCORP \DE\ $201 20 0.00% 股份
Integrated Wealth Concepts LLC $191 19 0.00% 股份
EverSource Wealth Advisors, LLC $171 17 0.00% 股份
Farther Finance Advisors, LLC $171 17 0.00% 股份
Caitong International Asset Management Co., Ltd $141 14 0.00% 股份
PRICE T ROWE ASSOCIATES INC /MD/ $106 10523 0.00% 股份
Transamerica Financial Advisors, LLC $90 9 0.00% 股份
State of Alaska, Department of Revenue $85 8523 0.00% 股份
AQR CAPITAL MANAGEMENT LLC $80 8 0.00% 股份
WELLS FARGO & COMPANY/MN $70 7 0.00% 股份
Sunbelt Securities, Inc. $69 6 0.00% 股份
HARBOR CAPITAL ADVISORS, INC. $60 5979 0.00% 股份
Clearstead Advisors, LLC $51 5 0.00% 股份
Essential Partners LLC $50 5 0.00% 股份
JFS WEALTH ADVISORS, LLC $46 4 0.00% 股份
Covestor Ltd $1 55 0.00% 股份

公司内部人士 18 位内幕人士 · 9 位高管 · 7 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
Ryan H Siurek Chief Financial Officer 2026年8月17日 S 347309 0 1 $-171651
Marc Christopher Thompson Chief Financial Officer 2024年9月3日 F 1173870 0 0 $0
Evan Berlin Chief Operating Officer 2024年12月31日 F 238376 0 0 $0
Stone Koffi De Souza Chief Operating Officer 2022年3月1日 A 74478 0 0 $0
Shane Driggers Chief Human Resources Officer 2024年3月5日 S 163478 0 0 $0
Sarah Michelle Jordan Chief Marketing Officer 2024年3月4日 S 161413 0 0 $0
Samuel Christopher Alaimo Chief Technology Officer 2023年10月3日 S 153038 0 0 $0
Lee Dabberdt Chief Accounting Officer 2023年4月3日 S 103427 0 0 $0
Lisa M. Sterling Chief Admin and HR Officer 2021年9月20日 A 5882 0 0 $0
Eric Richard Remer 董事 2026年8月18日 S 5482246 0 47 $-5728709
Penny Rose Baldwin-Leonard 董事 2026年6月18日 A 99811 0 0 $0
Amy Guggenheim Shenkan 董事 2026年6月18日 A 72245 0 0 $0
Richard A Simonson 董事 2026年6月18日 A 99811 0 0 $0
Alexi Wellman 董事 2024年9月23日 A 13865 0 0 $0
Debby Soo 董事 2024年6月20日 A 35935 0 0 $0
Kimberly N Ellison-Taylor 董事 2023年6月21日 A 36157 0 0 $0
Lisa E Storey 2026年8月14日 S 222586 0 1 $-170290
Matthew David Feierstein 2026年8月6日 S 1996679 0 15 $-1859223

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

ETF持仓 由 20 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
HAPS · Harbor ETF Trust 0.03% 4477 NS 2026年4月30日 N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS 0.01% 14118 SH 2026年8月8日 每日
IWO · iShares Trust 0.01% 116988 SH 2026年8月8日 每日
AVSC · AMERICAN CENTURY ETF TRUST 0.01% 20432 NS 2026年5月31日 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.01% 70170 NS 2026年5月31日 N-PORT
RSSL · Global X Funds 0.01% 6446 NS 2026年4月30日 N-PORT
IWM · iShares Trust 0.00% 365483 SH 2026年8月8日 每日
SCHA · SCHWAB STRATEGIC TRUST 0.00% 88203 NS 2026年5月31日 N-PORT
ITWO · ProShares Trust 0.00% 677 NS 2026年5月31日 N-PORT
UWM · ProShares Trust 0.00% 530 NS 2026年5月31日 N-PORT
URTY · ProShares Trust 0.00% 536 NS 2026年5月31日 N-PORT
IWN · iShares Trust 0.00% 21003 SH 2026年8月8日 每日
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 859 NS 2026年5月31日 N-PORT
HDG · ProShares Trust 0.00% 13 NS 2026年5月31日 N-PORT
IWV · iShares Trust 0.00% 11531 SH 2026年8月8日 每日
SCHB · SCHWAB STRATEGIC TRUST 0.00% 10445 NS 2026年5月31日 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 201197 SH 2026年8月8日 每日
VTWO · VANGUARD SCOTTSDALE FUNDS 0.00% 82946 SH 2026年8月8日 每日
VTWV · VANGUARD SCOTTSDALE FUNDS 0.00% 1514 SH 2026年8月8日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1050 SH 2026年8月8日 每日