FSLY Fastly, Inc. - Class A Common Stock
$24.91
价格 · 八月 19, 2026
截至...的财报数据 八月 5, 2026
52周区间
$7–$35
64% of range
分析师评级
BUY
18 analysts
目标价
$27
+8% upside
P/E (TTM)
-31.0
ROE
-13.0%
净利润率
-19.5%
关于 Fastly, Inc. - Class A Common Stock 公司概况（来自维基百科）
Fastly，美國雲端運算服務商，其邊緣運算平台 提供內容傳遞網路、網絡安全服務、負載均衡及影片串流等服務。Fastly公司現於美國加州三藩市設總部，並於丹佛、紐約、波特蘭及日本東京設有分公司辦事處。
阅读更多
Fastly，美國雲端運算服務商，其邊緣運算平台（Edge Cloud Platform）提供內容傳遞網路、網絡安全服務、負載均衡及影片串流等服務。Fastly公司現於美國加州三藩市設總部，並於丹佛、紐約、波特蘭及日本東京設有分公司辦事處。
歷史
Fastly於2011年由Artur Bergman先生創立，他在創辦公司前為Wikia的首席技術官。2015年9月，Google與Fastly及其他CDN服務商合作，為Google的用戶提供CDN服務。2014年4月，Fastly併購了德克薩斯州奧斯汀的CDN Sumo公司。該公司以德州為服務核心，提供平台即服務系統的在線內容傳遞服務。
2017年4月，Fastly啟用了自家的邊緣運算平台，當時配有改善圖片質素、負載均衡及網絡應用程式防火牆（WAF）功能。Fastly希望透過以雲端為基礎的邊緣平台，將客戶內容儲存在快速固態硬碟，運用邊緣計算技術，加快資料的處理與傳送速度。
2019年5月，Fastly在紐約證券交易所以每股16美元為招股價掛牌上市。2020年2月，時任行政總裁兼創辦人Artur Bergman宣布他將會卸任Fastly行政總裁一職，而原有的最高行政主管Joshua Bixby則升任行政總裁，接替Artur Bergman。
2021年6月8日，Fastly經歷了一次重大中斷事故，導致了全世界許多使用其服務的網頁無法訪問，股价也受到短暫衝擊。
服務
Fastly形容其邊緣運算平台為協助程式開發者將他們的核心雲端建設推展至邊緣網絡，更加接近用家。Fastly的邊緣運算平台包含內容傳遞網路、網絡安全服務、負載均衡及影片串流等服務。
而Fastly的雲端保安服務則包括保護系統受阻斷服務攻擊（DDoS）、緩解Bot攻擊及網絡應用程式防火牆功能。當中，網絡應用程式防火牆使用OWASP的ModSecurity規則集（Core rule set，CRS），及自家的規則集。
技術
Fastly是以開源Web加速器Varnish cache為技術基礎。另外，Fastly亦支援開源及非牟利的網絡科技項目，為它們提供包括免費的內容傳遞服務，包括Drupal、Tor项目、Hackage、HashiCorp、Python、Ruby及DonorsChoose等程式語言及計劃。
公司客戶
Fastly的客戶主要為中小型企業，當中以公司規模為10至50人，營業額為100至1000萬美元的公司佔最多數。而Fastly客戶首十位所屬的產業，分別為電腦程式、汽車產業、醫療衛生、非營利組織、房地產、零售、教育管理、餐飲業、資訊科技服務及建築。
參考資料
外部連結
Fastly的官方網站（页面存档备份，存于互联网档案馆）（英文）
来源：维基百科, CC BY-SA 4.0 · 在维基百科上查看 ↗
FSLY 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$24.91
市值
$3.90B
P/E (TTM)
-31.0
每股收益 (TTM)
$-0.83
营收 (TTM)
$624M
股息收益率
—
ROE
-13.0%
负债/权益
0.4
52周区间
$7 – $35
FSLY 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
Configure
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
$624M
2017-12-31
→
2025-12-31
EPS
$-0.83
2019-12-31
→
2025-12-31
自由现金流
$66M
2019-12-31
→
2025-12-31
利润率
-19.5%
2019-12-31
→
2025-12-31
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
FSLY
同行中位数
P/E (TTM)
-31.0
52.1
P/S (TTM) (市销率 (TTM))
6.2
8.2
P/B (市净率)
4.2
6.0
EV / EBITDA (企业价值 / EBITDA)
-32.7
—
Price / FCF (股价/自由现金流)
59.2
—
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
FSLY
同行中位数
Gross Margin (毛利率)
57.1%
61.6%
Operating Margin (营业利润率)
-19.1%
—
Net Profit Margin (净利润率)
-19.5%
5.0%
ROA
-8.2%
1.8%
ROE
-13.0%
2.4%
ROIC
-9.4%
—
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
FSLY
同行中位数
Debt / Equity (负债/股东权益比率)
0.4
63.1
Current Ratio (流动比率)
2.6
1.4
Quick Ratio (速动比率)
2.5
—
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
FSLY
同行中位数
Revenue YoY (营收同比增长)
14.8%
—
Revenue CAGR 3Y (营收3年复合年增长率)
13.0%
—
Revenue CAGR 5Y (营收5年复合年增长率)
16.5%
—
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
FSLY
同行中位数
FSLY 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
18 位分析师
- 强烈买入 3 16.7%
- 买入 7 38.9%
- 持有 7 38.9%
- 卖出 1 5.6%
- 强烈卖出 0 0.0%
12个月价格目标
10 位分析师 · 2026-08-13
中位数
$27.50
现在
$24.91
最低
$20.00
最高
$32.00
中位数目标
$27.50
+10.4%
平均目标
$27.00
+8.4%
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 | $0.15 | $0.07 | 0.08% |
| 2026年3月31日 | $0.13 | $0.08 | 0.05% |
| 2025年12月31日 | $0.12 | $0.06 | 0.06% |
| 2025年9月30日 | $0.07 | $0.00 | 0.07% |
| 2025年6月30日 | $-0.03 | $-0.05 | 0.02% |
| 2025年3月31日 | $-0.05 | $-0.07 | 0.02% |
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 |
|---|---|---|---|---|---|---|
| FSLY | $1.54B | -12.3 | 14.8% | -19.5% | -13.0% | 57.1% |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | — |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | — |
| SHAZ | — | — | 257.4% | -2529.2% | -401.0% | 6.4% |
| SHAZ | — | — | 257.4% | -2529.2% | -401.0% | 6.4% |
| BLZE | — | -10.1 | 14.3% | -17.6% | -31.4% | 60.9% |
| WYFI | $606M | -20.3 | 66.2% | -31.2% | -6.2% | 60.2% |
| RXT | $238M | -1.0 | -1.9% | -8.4% | 19.3% | 18.9% |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
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 18
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $624M | $544M | $506M | $433M | $354M | $291M | $200M | $145M | |
| Cost of Revenue | $268M | $248M | $240M | $223M | $167M | $120M | $88M | $65M | |
| Gross Profit | $356M | $296M | $266M | $210M | $187M | $171M | $112M | $79M | |
| R&D Expense | $163M | $138M | $152M | $155M | $127M | $75M | $46M | $35M | |
| SG&A Expense | $111M | $113M | $116M | $121M | $127M | $102M | $41M | $23M | |
| Operating Expenses | $475M | $464M | $464M | $456M | $406M | $278M | $159M | $108M | |
| Operating Income | $-119M | $-168M | $-198M | $-246M | $-219M | $-107M | $-47M | $-29M | |
| Interest Expense | · | · | $4M | $6M | $5M | $2M | $5M | $2M | |
| Interest Income | $12M | $15M | $18M | $7M | $1M | $2M | $3M | $939.0K | |
| Other Non-op | $-721.0K | $-1M | $-2M | $-29.0K | $356.0K | $-279.0K | $-3M | $-741.0K | |
| Pretax Income | $-119M | $-155M | $-133M | $-191M | $-223M | $-107M | $-51M | $-31M | |
| Income Tax | $2M | $3M | $-221.0K | $94.0K | $69.0K | $-11M | $492.0K | $185.0K | |
| Net Income | $-122M | $-158M | $-133M | $-191M | $-223M | $-96M | $-52M | $-31M | |
| EPS (Basic) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | · | |
| EPS (Diluted) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | · | |
| Shares (Basic) | 146,902,000 | 138,099,000 | 128,770,000 | 121,723,000 | 116,053,000 | 103,552,000 | 68,350,000 | · | |
| Shares (Diluted) | 146,902,000 | 138,099,000 | 128,770,000 | 121,723,000 | 116,053,000 | 103,552,000 | 68,350,000 | · | |
| EBITDA | $-119M | $-168M | $-198M | $-246M | $-190M | $-87M | $-30M | · |
资产负债表 29
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $181M | $286M | $108M | $143M | $166M | $63M | $16M | $37M | |
| Short-term Investments | $181M | $10M | $215M | $375M | · | $131M | $115M | $47M | |
| Receivables | $118M | $116M | $120M | $90M | $65M | $50M | $37M | $25M | |
| Prepaid Expense | $27M | $28M | $20M | $29M | $32M | $17M | $11M | $9M | |
| Other Current Assets | $10M | $6M | · | · | · | · | · | · | |
| Current Assets | $507M | $440M | $464M | $636M | $625M | $261M | $249M | $117M | |
| PP&E (Net) | · | · | · | $180M | $167M | $96M | $60M | $42M | |
| PP&E (Gross) | · | · | · | $303M | $255M | $158M | $108M | $78M | |
| Accum. Depreciation | · | · | · | $122M | $88M | $62M | $48M | $36M | |
| Goodwill | $670M | $670M | $670M | $670M | $637M | $636M | $372.0K | $360.0K | |
| Intangibles | $26M | $43M | $62M | $83M | $103M | $122M | $1M | $610.0K | |
| Other Non-current Assets | $58M | $68M | $91M | $93M | $29M | $25M | $10M | $2M | |
| Total Assets | $1.50B | $1.45B | $1.53B | $1.90B | $2.16B | $1.22B | $321M | $163M | |
| Accounts Payable | $18M | $6M | $6M | $5M | $9M | $9M | $5M | $2M | |
| Accrued Liabilities | $71M | $42M | $62M | $61M | $36M | $34M | $20M | $16M | |
| Current Liabilities | $194M | $104M | $148M | $152M | $132M | $94M | $37M | $32M | |
| Capital Leases | $44M | $40M | $48M | $61M | $55M | $45M | $0 | $2M | |
| Other Non-current Liabilities | $9M | $4M | $4M | $7M | $3M | $4M | $1M | $647.0K | |
| Total Liabilities | $570M | $486M | $546M | $941M | $1.15B | $158M | $63M | $75M | |
| Long-term Debt | $362M | $338M | · | · | $933M | · | $25M | $51M | |
| Total Debt | $362M | $338M | $344M | $705M | $933M | $0 | · | · | |
| Common Stock | · | $3.0K | $3.0K | $2.0K | $2.0K | $2.0K | $2.0K | $1.0K | |
| Paid-in Capital | $2.04B | $1.96B | $1.82B | $1.67B | $1.53B | $1.35B | $449M | $16M | |
| Retained Earnings | $-1.11B | $-993M | $-835M | $-702M | $-511M | $-288M | $-192M | $-146M | |
| Treasury Stock | · | · | · | · | · | · | $0 | $2M | |
| AOCI | $-41.0K | $-100.0K | $-1M | $-9M | $-3M | $6.0K | $196.0K | $-36.0K | |
| Stockholders' Equity | $930M | $965M | $979M | $955M | $1.01B | $1.06B | $258M | $-132M | |
| Liabilities + Equity | $1.50B | $1.45B | $1.53B | $1.90B | $2.16B | $1.22B | $321M | $163M | |
| Shares Outstanding | 151,500,000 | 142,086,000 | 132,992,000 | 124,336,000 | 118,811,000 | 113,623,196 | 94,817,715 | 25,025,836 |
现金流 16
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | $29M | $20M | $17M | $13M | |
| Stock-based Comp | $117M | $108M | $136M | $146M | $140M | $64M | $12M | $4M | |
| Deferred Tax | $1M | $2M | $-900.0K | $0 | $0 | · | · | · | |
| Amort. of Intangibles | $17M | $20M | $20M | $22M | $21M | $5M | $100.0K | $100.0K | |
| Restructuring | $0 | $10M | $0 | $0 | · | · | · | · | |
| Other Non-cash | · | · | · | · | $15M | $-8M | $-8M | · | |
| Operating Cash Flow | $94M | $16M | $362.0K | $-70M | $-38M | $-20M | $-31M | $-17M | |
| CapEx | $29M | $10M | $11M | $20M | $35M | $30M | $15M | $17M | |
| Investing Cash Flow | $-213M | $179M | $295M | $236M | $-795M | $-275M | $-88M | $-47M | |
| Stock Issued | · | · | · | $0 | $0 | $275M | $0 | $0 | |
| Net Stock Activity | · | · | · | $0 | $0 | $275M | · | · | |
| Financing Cash Flow | $13M | $-17M | $-331M | $-189M | $937M | $273M | $168M | $70M | |
| Net Change in Cash | $-106M | $178M | $-35M | $-23M | $103M | $-22M | $49M | $6M | |
| Taxes Paid | $1M | $809.0K | $331.0K | $250.0K | $267.0K | $1M | $361.0K | $55.0K | |
| Free Cash Flow | $66M | $6M | $-11M | $-90M | $-73M | $-49M | $-46M | · | |
| Levered FCF | · | · | $-15M | $-95M | $-79M | $-51M | $-51M | · |
盈利能力 8
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% | 58.7% | 55.9% | · | |
| Operating Margin | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% | -36.9% | -23.2% | · | |
| Net Margin | -19.5% | -29.1% | -26.3% | -44.1% | -62.8% | -33.0% | -25.7% | · | |
| Pretax Margin | -19.1% | -28.6% | -26.4% | -44.1% | -62.8% | -36.9% | -25.5% | · | |
| EBITDA Margin | -19.1% | -30.9% | -39.1% | -56.9% | -53.7% | -30.0% | -15.0% | · | |
| ROA | -8.2% | -10.6% | -7.8% | -9.4% | -13.2% | -12.4% | -21.3% | · | |
| ROE | -13.0% | -16.3% | -13.7% | -19.9% | -21.9% | -12.0% | -19.9% | · | |
| ROIC | -9.4% | -13.1% | -14.9% | -14.8% | -11.2% | -9.0% | -18.2% | · |
流动性与偿付能力 5
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 | 2.8 | 6.7 | · | |
| Quick Ratio | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 | 1.2 | 1.4 | · | |
| Debt / Equity | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 | 0.0 | · | · | |
| LT Debt / Equity | 0.3 | 0.3 | 0.4 | 0.7 | 0.9 | 0.0 | · | · | |
| Interest Coverage | · | · | -48.9 | -41.8 | -41.8 | -69.2 | -8.9 | · |
效率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | 0.4 | 0.8 | · | |
| Receivables Turnover | 5.3 | 4.6 | 4.8 | 5.6 | 6.2 | 6.7 | 6.5 | · |
增长率 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.8% | 7.4% | 16.9% | 22.1% | 21.8% | · | · | · | |
| Revenue CAGR 3Y | 13.0% | 15.3% | 20.3% | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.5% | · | · | · | · | · | · | · |
估值 (TTM) 14
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $624M | $544M | $506M | $433M | $354M | $291M | $200M | · | |
| Net Income TTM | $-122M | $-158M | $-133M | $-191M | $-223M | $-96M | $-52M | · | |
| Market Cap | $1.54B | $1.34B | $2.37B | $1.02B | $4.21B | $9.93B | $1.90B | · | |
| Enterprise Value | $1.54B | $1.38B | $2.39B | $1.58B | $4.98B | $9.86B | · | · | |
| P/E | -12.3 | -8.3 | -17.3 | -5.2 | -18.5 | -93.9 | -26.8 | · | |
| P/S | 2.5 | 2.5 | 4.7 | 2.4 | 11.9 | 34.1 | 9.5 | · | |
| P/B | 1.7 | 1.4 | 2.4 | 1.1 | 4.2 | 9.3 | 7.4 | · | |
| P / Tangible Book | 6.6 | 5.3 | 9.6 | 5.0 | 15.3 | 32.6 | · | · | |
| P / Cash Flow | 16.3 | 81.8 | 6539.4 | -14.6 | -109.4 | -498.5 | -60.8 | · | |
| P / FCF | 23.5 | 220.8 | -223.0 | -11.4 | -57.5 | -200.6 | -41.4 | · | |
| EV / EBITDA | -13.0 | -8.2 | -12.1 | -6.4 | -26.2 | -113.1 | · | · | |
| EV / FCF | 23.5 | 227.6 | -225.0 | -17.6 | -67.9 | -199.3 | · | · | |
| EV / Revenue | 2.5 | 2.5 | 4.7 | 3.7 | 14.1 | 33.9 | · | · | |
| Earnings Yield | -8.2% | -12.1% | -5.8% | -19.2% | -5.4% | -1.1% | -3.7% | · |
损益表 18
| 指标 | 趋势 | 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 | $183M | $173M | $173M | $158M | $149M | $144M | $141M | $137M | $132M | $134M | $138M | $128M | $123M | $118M | $119M | $109M | |
| Cost of Revenue | $67M | $65M | $67M | $66M | $68M | $68M | $66M | $62M | $59M | $60M | $62M | $62M | $59M | $57M | $57M | $56M | |
| Gross Profit | $116M | $108M | $106M | $92M | $81M | $77M | $75M | $75M | $73M | $73M | $76M | $66M | $64M | $60M | $63M | $53M | |
| R&D Expense | $42M | $42M | $42M | $41M | $42M | $37M | $33M | $32M | $35M | $38M | $38M | $39M | $37M | $37M | $37M | $39M | |
| SG&A Expense | $32M | $35M | $28M | $30M | $24M | $28M | $26M | $27M | $28M | $32M | $31M | $30M | $29M | $26M | $29M | $32M | |
| Operating Expenses | $130M | $132M | $121M | $121M | $118M | $115M | $109M | $115M | $120M | $119M | $118M | $124M | $114M | $108M | $111M | $118M | |
| Operating Income | $-14M | $-24M | $-15M | $-29M | $-37M | $-38M | $-34M | $-41M | $-47M | $-46M | $-43M | $-58M | $-50M | $-47M | $-48M | $-66M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $579.0K | · | $862.0K | $1M | $1M | · | $1M | |
| Interest Income | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $5M | $5M | $5M | $4M | $3M | $2M | |
| Other Non-op | $-400.0K | $-380.0K | $-625.0K | $-55.0K | $39.0K | $-80.0K | $-815.0K | $-317.0K | $193.0K | $-89.0K | $-763.0K | $-16.0K | $-803.0K | $-250.0K | $46.0K | $2M | |
| Pretax Income | $-15M | $-25M | $-15M | $-29M | $-37M | $-38M | $-32M | $-38M | $-43M | $-43M | $-24M | $-54M | $-11M | $-45M | $-47M | $-63M | |
| Income Tax | $252.0K | $-4M | $681.0K | $559.0K | $557.0K | $691.0K | $1M | $455.0K | $661.0K | $347.0K | $-465.0K | $-1.0K | $110.0K | $135.0K | $-223.0K | $118.0K | |
| Net Income | $-16M | $-21M | $-16M | $-29M | $-38M | $-39M | $-33M | $-38M | $-44M | $-43M | $-23M | $-54M | $-11M | $-45M | $-47M | $-63M | |
| EPS (Basic) | $-0.10 | $-0.13 | $-0.10 | $-0.20 | $-0.26 | $-0.27 | $-0.23 | $-0.27 | $-0.32 | $-0.32 | $-0.17 | $-0.42 | $-0.08 | $-0.36 | $-0.37 | $-0.52 | |
| EPS (Diluted) | $-0.10 | $-0.13 | $-0.10 | $-0.20 | $-0.26 | $-0.27 | $-0.23 | $-0.27 | $-0.32 | $-0.32 | $-0.17 | $-0.42 | $-0.08 | $-0.36 | $-0.37 | $-0.52 | |
| Shares (Basic) | 157,596,000 | 153,579,000 | -290,291,000 | 148,129,000 | 145,780,000 | 143,284,000 | -273,169,000 | 139,237,000 | 137,444,000 | 134,587,000 | -254,384,000 | 129,873,000 | 127,863,000 | 125,418,000 | -241,531,000 | 122,339,000 | |
| Shares (Diluted) | 157,596,000 | 153,579,000 | -290,291,000 | 148,129,000 | 145,780,000 | 143,284,000 | -273,169,000 | 139,237,000 | 137,444,000 | 134,587,000 | -254,384,000 | 129,873,000 | 127,863,000 | 125,418,000 | -241,531,000 | 122,339,000 | |
| EBITDA | $-14M | $-24M | · | $-29M | $-37M | $-38M | · | $-41M | $-47M | $-46M | · | $-58M | $-50M | $-47M | · | $-66M |
资产负债表 28
| 指标 | 趋势 | 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 | $90M | $147M | $181M | $113M | $82M | $125M | $286M | $218M | $147M | $151M | $108M | $270M | $274M | $348M | $143M | $88M | |
| Short-term Investments | $248M | $184M | $181M | $230M | $239M | $182M | $10M | $91M | $165M | $179M | · | · | · | · | · | · | |
| Receivables | $114M | $130M | $118M | $109M | $117M | $119M | $116M | $117M | $114M | $108M | · | $99M | $78M | $85M | · | $73M | |
| Prepaid Expense | $27M | $30M | $27M | $28M | $26M | $26M | $28M | $28M | $25M | $23M | · | $24M | $30M | $30M | · | $31M | |
| Other Current Assets | · | $12M | $10M | · | · | · | $6M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $479M | $490M | $507M | $480M | $465M | $453M | $440M | $453M | $451M | $460M | · | $551M | $505M | $662M | · | $637M | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | $179M | $180M | · | $179M | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | · | · | · | · | $320M | $311M | · | $286M | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | · | · | · | · | $141M | $131M | · | $107M | |
| Goodwill | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | · | $670M | $670M | $670M | $670M | $670M | |
| Intangibles | $21M | $23M | $26M | $28M | $33M | $38M | $43M | $48M | $53M | $58M | · | $67M | $73M | $78M | · | $88M | |
| Other Non-current Assets | $54M | $56M | $58M | $56M | $60M | $62M | $68M | $73M | $79M | $84M | · | $94M | $96M | $95M | · | $73M | |
| Total Assets | $1.50B | $1.51B | $1.50B | $1.47B | $1.46B | $1.45B | $1.45B | $1.47B | $1.48B | $1.51B | · | $1.64B | $1.66B | $1.86B | · | $1.91B | |
| Accounts Payable | $20M | $39M | $18M | $11M | $13M | $10M | $6M | $11M | $6M | $5M | · | $6M | $6M | $5M | · | $8M | |
| Accrued Liabilities | $53M | $46M | $71M | $60M | $45M | $37M | $42M | $41M | $34M | $36M | · | $57M | $47M | $42M | · | $54M | |
| Current Liabilities | $143M | $163M | $194M | $329M | $313M | $301M | $104M | $114M | $109M | $120M | · | $143M | $132M | $125M | · | $145M | |
| Capital Leases | $44M | $46M | $44M | $47M | $49M | $37M | $40M | $41M | $45M | $47M | · | $48M | $51M | $56M | · | $63M | |
| Other Non-current Liabilities | $2M | $3M | $9M | $8M | $9M | $5M | $4M | $3M | $3M | $3M | · | $4M | $7M | $6M | · | $7M | |
| Total Liabilities | $513M | $536M | $570M | $534M | $521M | $492M | $486M | $502M | $501M | $514M | · | $672M | $670M | $904M | · | $940M | |
| Long-term Debt | $324M | $324M | $362M | $338M | $338M | $338M | $338M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $324M | $324M | · | $338M | $338M | $338M | · | $344M | $344M | $344M | · | $473M | $472M | $705M | · | $704M | |
| Common Stock | · | · | · | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | $3.0K | · | $2.0K | $2.0K | $2.0K | · | $2.0K | |
| Paid-in Capital | $2.14B | $2.11B | $2.04B | $2.04B | $2.01B | $1.99B | $1.96B | $1.93B | $1.90B | $1.87B | · | $1.78B | $1.75B | $1.71B | · | $1.63B | |
| Retained Earnings | $-1.15B | $-1.14B | $-1.11B | $-1.10B | $-1.07B | $-1.03B | $-993M | $-960M | $-922M | $-878M | · | $-811M | $-757M | $-746M | · | $-655M | |
| AOCI | $-493.0K | $-423.0K | $-41.0K | $-12.0K | $-169.0K | $-130.0K | $-100.0K | $-22.0K | $-282.0K | $-521.0K | · | $-2M | $-3M | $-6M | · | $-13M | |
| Stockholders' Equity | $991M | $977M | $930M | $937M | $943M | $957M | $965M | $969M | $981M | $992M | $979M | $969M | $988M | $959M | $955M | $967M | |
| Liabilities + Equity | $1.50B | $1.51B | $1.50B | $1.47B | $1.46B | $1.45B | $1.45B | $1.47B | $1.48B | $1.51B | · | $1.64B | $1.66B | $1.86B | · | $1.91B | |
| Shares Outstanding | 159,100,000 | 156,400,000 | 151,537,000 | 149,211,000 | 147,172,000 | 144,700,000 | 142,086,000 | 140,100,000 | 138,400,000 | 136,500,000 | 132,992,000 | 130,700,000 | 129,000,000 | 126,800,000 | 124,336,000 | · |
现金流 12
| 指标 | 趋势 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $35M | $35M | $32M | $33M | $26M | $26M | $25M | $25M | $26M | $32M | $35M | $36M | $37M | $28M | $31M | $39M | |
| Deferred Tax | $-23.0K | $-4M | $395.0K | $289.0K | $327.0K | $422.0K | $893.0K | $339.0K | $333.0K | $228.0K | $-900.0K | $0 | $0 | $0 | · | · | |
| Amort. of Intangibles | $2M | $2M | $2M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | |
| Restructuring | · | · | $0 | $0 | · | · | $0 | $10M | · | · | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $39M | $29M | $22M | $29M | $26M | $17M | $5M | $5M | $-5M | $11M | $-7M | $-8M | $25M | $-9M | $-12M | $-28M | |
| CapEx | $32M | $21M | $10M | $6M | $10M | $3M | $5M | $2M | $2M | $2M | $3M | $325.0K | $4M | $3M | $9M | $3M | |
| Investing Cash Flow | $-99M | $-27M | $36M | $-344.0K | $-70M | $-179M | $71M | $66M | $8M | $34M | $-37M | $8M | $105M | $220M | $73M | $62M | |
| Financing Cash Flow | $2M | $-36M | $9M | $2M | $982.0K | $828.0K | $-7M | $-1M | $-7M | $-2M | $-118M | $-3M | $-205M | $-6M | $-5M | $-8M | |
| Net Change in Cash | $-57M | $-34M | $67M | $31M | $-43M | $-161M | $69M | $70M | $-4M | $43M | $-162M | $-3M | $-75M | $205M | $55M | $25M | |
| Taxes Paid | $233.0K | $364.0K | $234.0K | $358.0K | $296.0K | $449.0K | $70.0K | $213.0K | $234.0K | $292.0K | $-38.0K | $-82.0K | $269.0K | $182.0K | $25.0K | $45.0K | |
| Free Cash Flow | · | $8M | · | · | · | $15M | · | · | · | $10M | · | · | · | $-12M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $9M | · | · | · | $-14M | · | · |
盈利能力 8
| 指标 | 趋势 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 63.2% | 62.5% | · | 58.4% | 54.5% | 53.2% | · | 54.5% | 55.1% | 54.9% | · | 51.7% | 52.3% | 51.2% | · | 48.5% | |
| Operating Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| Net Margin | -8.5% | -11.9% | · | -18.6% | -25.2% | -27.1% | · | -27.7% | -33.0% | -32.5% | · | -42.5% | -8.7% | -38.0% | · | -58.5% | |
| Pretax Margin | -8.4% | -14.2% | · | -18.3% | -24.9% | -26.6% | · | -27.4% | -32.5% | -32.3% | · | -42.5% | -8.6% | -37.9% | · | -58.3% | |
| EBITDA Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| ROA | -1.1% | -1.4% | · | -2.0% | -2.5% | -2.6% | · | -2.4% | -2.8% | -2.6% | · | -3.1% | -0.60% | -2.2% | · | -3.1% | |
| ROE | -1.6% | -2.1% | · | -3.1% | -3.9% | -4.0% | · | -3.9% | -4.4% | -4.5% | · | -5.6% | -1.1% | -4.6% | · | -6.4% | |
| ROIC | -1.1% | -1.5% | · | -2.3% | -2.9% | -3.0% | · | -3.1% | -3.6% | -3.5% | · | -4.0% | -3.5% | -2.9% | · | -3.9% |
流动性与偿付能力 5
| 指标 | 趋势 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.4 | 3.0 | · | 1.5 | 1.5 | 1.5 | · | 4.0 | 4.1 | 3.8 | · | 3.8 | 3.8 | 5.3 | · | 4.4 | |
| Quick Ratio | 3.2 | 2.8 | · | 1.4 | 1.4 | 1.4 | · | 3.7 | 3.9 | 3.6 | · | 2.6 | 2.7 | 3.5 | · | 1.1 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.7 | · | 0.7 | |
| LT Debt / Equity | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.7 | · | 0.7 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -79.9 | · | -67.7 | -40.4 | -39.0 | · | -47.6 |
效率 2
| 指标 | 趋势 | 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 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.6 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.4 | · | 1.5 | 1.7 | 1.5 | · | 1.7 |
估值 (TTM) 14
| 指标 | 趋势 | 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 | $663M | $624M | · | $589M | $563M | $548M | · | $531M | $517M | $502M | · | $477M | $451M | $431M | · | $400M | |
| Net Income TTM | $-103M | $-127M | · | $-144M | $-158M | $-164M | · | $-179M | $-152M | $-153M | · | $-173M | $-135M | $-189M | · | $-200M | |
| Market Cap | $2.92B | $4.54B | · | $1.28B | $1.04B | $916M | · | $1.06B | $1.02B | $1.77B | · | $2.51B | $2.03B | $2.25B | · | · | |
| Enterprise Value | $2.91B | $4.54B | · | $1.27B | $1.06B | $946M | · | $1.10B | $1.05B | $1.78B | · | $2.71B | $2.23B | $2.61B | · | · | |
| P/E | -26.6 | -33.8 | · | -8.6 | -6.3 | -5.4 | · | -5.7 | -6.5 | -11.0 | · | -13.9 | -14.3 | -11.4 | · | -5.5 | |
| P/S | 4.4 | 7.3 | · | 2.2 | 1.8 | 1.7 | · | 2.0 | 2.0 | 3.5 | · | 5.3 | 4.5 | 5.2 | · | · | |
| P/B | 2.9 | 4.7 | · | 1.4 | 1.1 | 1.0 | · | 1.1 | 1.0 | 1.8 | · | 2.6 | 2.1 | 2.3 | · | · | |
| P / Tangible Book | 9.8 | 16.0 | · | 5.3 | 4.3 | 3.7 | · | 4.2 | 4.0 | 6.7 | · | 10.9 | 8.3 | 10.7 | · | · | |
| P / Cash Flow | · | 157.5 | · | · | · | 53.0 | · | · | · | 159.0 | · | · | · | -254.1 | · | · | |
| P / FCF | · | 579.3 | · | · | · | 62.4 | · | · | · | 185.8 | · | · | · | -182.3 | · | · | |
| EV / EBITDA | -201.5 | -189.9 | · | -44.1 | -28.6 | -24.8 | · | -27.0 | -22.5 | -38.6 | · | -46.4 | -44.8 | -55.2 | · | · | |
| EV / FCF | · | 578.5 | · | · | · | 64.5 | · | · | · | 187.3 | · | · | · | -211.2 | · | · | |
| EV / Revenue | 4.4 | 7.3 | · | 2.2 | 1.9 | 1.7 | · | 2.1 | 2.0 | 3.6 | · | 5.7 | 4.9 | 6.1 | · | · | |
| Earnings Yield | -3.8% | -3.0% | · | -11.7% | -15.9% | -18.6% | · | -17.6% | -15.5% | -9.1% | · | -7.2% | -7.0% | -8.8% | · | -18.3% |
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
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 收入 | $624M | $544M | $506M | $433M | $354M |
| 毛利率 % | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% |
| 营业利润率 % | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% |
| 净收入 | $-122M | $-158M | $-133M | $-191M | $-223M |
| 稀释后每股收益 (EPS) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 |
| 流动比率 | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 |
| 速动比率 | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $66M | $6M | $-11M | $-90M | $-73M |
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) 331 家申报者 · $1.9B 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 |
|---|---|---|---|---|
| 62 (-77 与上一季度对比) | 104 (+72 与上一季度对比) | 103 (+4 与上一季度对比) | 93 (+8 与上一季度对比) | +20.9M |
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 PORTFOLIO MANAGEMENT LLC | $180197965 | 9814704 | 9.46% | 股份 |
| FMR LLC | $163681860 | 8915134 | 8.59% | 股份 |
| Capital World Investors | $151068577 | 8228136 | 7.93% | 股份 |
| FIRST TRUST ADVISORS LP | $141023251 | 7681005 | 7.40% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $115936350 | 6314616 | 6.08% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $111307702 | 6062511 | 5.84% | 股份 |
| STATE STREET CORP | $64939999 | 3537037 | 3.41% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $61700839 | 3359928 | 3.24% | 股份 |
| Alyeska Investment Group, L.P. | $58115385 | 3165326 | 3.05% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $52402084 | 2854144 | 2.75% | 股份 |
| Driehaus Capital Management LLC | $46715294 | 2544406 | 2.45% | 股份 |
| UBS Group AG | $43714793 | 2380980 | 2.29% | 买入期权 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $40209880 | 2190081 | 2.11% | 股份 |
| Connor, Clark & Lunn Investment Management Ltd. | $31164393 | 1697407 | 1.64% | 股份 |
| Divisadero Street Capital Management, LP | $31106650 | 1694262 | 1.63% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $27818723 | 1515181 | 1.46% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22960649 | 1250580 | 1.20% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21312288 | 1160800 | 1.12% | 买入期权 |
| MILLENNIUM MANAGEMENT LLC | $21156228 | 1152300 | 1.11% | 卖出期权 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20060136 | 1092600 | 1.05% | 卖出期权 |
| VANGUARD FIDUCIARY TRUST CO | $19296727 | 1051020 | 1.01% | 股份 |
| TWO SIGMA ADVISERS, LP | $17840450 | 1752500 | 0.94% | 股份 |
| Trexquant Investment LP | $16452984 | 896132 | 0.86% | 股份 |
| JANE STREET GROUP, LLC | $16369207 | 891569 | 0.86% | 股份 |
| D. E. Shaw & Co., Inc. | $16305902 | 888121 | 0.86% | 股份 |
| GOLDMAN SACHS GROUP INC | $16167412 | 880578 | 0.85% | 股份 |
| OBERWEIS ASSET MANAGEMENT INC/ | $15648632 | 852322 | 0.82% | 股份 |
| WOLVERINE ASSET MANAGEMENT LLC | $15582132 | 848700 | 0.82% | 卖出期权 |
| BANK OF AMERICA CORP /DE/ | $15142189 | 824738 | 0.79% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $14694353 | 800346 | 0.77% | 股份 |
| JANE STREET GROUP, LLC | $14019696 | 763600 | 0.74% | 卖出期权 |
| PEAK6 LLC | $13806720 | 752000 | 0.72% | 买入期权 |
| JANE STREET GROUP, LLC | $11922984 | 649400 | 0.63% | 买入期权 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11793050 | 642323 | 0.62% | 股份 |
| GMT Capital Corp | $10993968 | 598800 | 0.58% | 股份 |
| ALGERT GLOBAL LLC | $10852761 | 591109 | 0.57% | 股份 |
| MORGAN STANLEY | $8780895 | 478262 | 0.46% | 股份 |
| Squarepoint Ops LLC | $8432436 | 459283 | 0.44% | 股份 |
| Counterpoint Mutual Funds LLC | $8039734 | 437894 | 0.42% | 股份 |
| Bank of New York Mellon Corp | $7583084 | 413022 | 0.40% | 股份 |
| Pier Capital, LLC | $7245847 | 394654 | 0.38% | 股份 |
| Walleye Trading LLC | $6506784 | 354400 | 0.34% | 买入期权 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $6501753 | 354126 | 0.34% | 股份 |
| BARCLAYS PLC | $6422475 | 349808 | 0.34% | 股份 |
| IMC-Chicago, LLC | $6264616 | 341210 | 0.33% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $5952312 | 324200 | 0.31% | 股份 |
| Walleye Trading LLC | $5888052 | 320700 | 0.31% | 卖出期权 |
| ALLIANCEBERNSTEIN L.P. | $5761087 | 198248 | 0.30% | 股份 |
| Swiss National Bank | $5034312 | 274200 | 0.26% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $5023241 | 273597 | 0.26% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4778801 | 164446 | 0.25% | 股份 |
| Relyea Zuckerberg Hanson LLC | $4724726 | 257338 | 0.25% | 股份 |
| BlackRock, Inc. | $4715546 | 256838 | 0.25% | 股份 |
| DEUTSCHE BANK AG\ | $4031177 | 219563 | 0.21% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $3875025 | 211058 | 0.20% | 股份 |
| Y-Intercept (Hong Kong) Ltd | $3600947 | 196130 | 0.19% | 股份 |
| RHUMBLINE ADVISERS | $3584755 | 195249 | 0.19% | 股份 |
| WOLVERINE ASSET MANAGEMENT LLC | $3584423 | 195230 | 0.19% | 股份 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3536595 | 192625 | 0.19% | 股份 |
| Cubist Systematic Strategies, LLC | $3520896 | 411801 | 0.18% | 股份 |
| Russell Investments Group, Ltd. | $3517078 | 191562 | 0.18% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $3040618 | 165611 | 0.16% | 股份 |
| CITIGROUP INC | $3024535 | 164735 | 0.16% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $3017172 | 164334 | 0.16% | 股份 |
| CAPITAL FUND MANAGEMENT S.A. | $2759508 | 150300 | 0.14% | 买入期权 |
| BARCLAYS PLC | $2754000 | 150000 | 0.14% | 卖出期权 |
| HUSSMAN STRATEGIC ADVISORS, INC. | $2698920 | 147000 | 0.14% | 股份 |
| JUPITER ASSET MANAGEMENT LTD | $2472706 | 134679 | 0.13% | 股份 |
| Point72 Asset Management, L.P. | $2451060 | 133500 | 0.13% | 买入期权 |
| Pictet Asset Management Holding SA | $2433636 | 132551 | 0.13% | 股份 |
| Sunbelt Securities, Inc. | $2265053 | 77944 | 0.12% | 股份 |
| Caption Management, LLC | $2247264 | 122400 | 0.12% | 买入期权 |
| TUDOR INVESTMENT CORP ET AL | $2245428 | 122300 | 0.12% | 买入期权 |
| GROUP ONE TRADING LLC | $2090598 | 113867 | 0.11% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $2012256 | 109600 | 0.11% | 卖出期权 |
| CITADEL ADVISORS LLC | $1997201 | 108780 | 0.10% | 股份 |
| CAPITAL FUND MANAGEMENT S.A. | $1971864 | 107400 | 0.10% | 卖出期权 |
| Knights of Columbus Asset Advisors LLC | $1967715 | 107174 | 0.10% | 股份 |
| JANUS HENDERSON GROUP PLC | $1948138 | 67050 | 0.10% | 股份 |
| G2 Investment Partners Management LLC | $1927800 | 105000 | 0.10% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $1846484 | 100571 | 0.10% | 股份 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1716990 | 93518 | 0.09% | 股份 |
| WESBANCO BANK INC | $1652400 | 90000 | 0.09% | 股份 |
| MetLife Investment Management, LLC | $1639677 | 89307 | 0.09% | 股份 |
| Nuveen, LLC | $1631965 | 88887 | 0.09% | 股份 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1581915 | 86161 | 0.08% | 股份 |
| 180 WEALTH ADVISORS, LLC | $1555422 | 84718 | 0.08% | 股份 |
| MATAURO, LLC | $1494302 | 81389 | 0.08% | 股份 |
| CITIGROUP INC | $1457784 | 79400 | 0.08% | 买入期权 |
| Range Financial Group LLC | $1412490 | 76933 | 0.07% | 股份 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1408726 | 76728 | 0.07% | 股份 |
| FirstWave Capital Management LLC | $1344448 | 73227 | 0.07% | 股份 |
| LPL Financial LLC | $1272954 | 69333 | 0.07% | 股份 |
| Vanguard Global Advisers, LLC | $1245744 | 67851 | 0.07% | 股份 |
| Entropy Technologies, LP | $1242146 | 67655 | 0.07% | 股份 |
| Schonfeld Strategic Advisors LLC | $1229110 | 66945 | 0.06% | 股份 |
| State of New Jersey Common Pension Fund D | $1200615 | 65393 | 0.06% | 股份 |
| Invesco Ltd. | $1119703 | 60986 | 0.06% | 股份 |
| Vontobel Holding Ltd. | $1111716 | 60551 | 0.06% | 股份 |
| WOLVERINE TRADING, LLC | $1092420 | 126000 | 0.06% | 买入期权 |
公司内部人士 19 位内幕人士 · 7 位高管 · 9 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 |
|---|---|---|---|---|---|---|
| Joshua Bixby | CEO | 2021年7月12日 J | 473598 | 0 | 0 | $0 |
| Adriel G Lares | Chief Financial Officer | 2021年2月14日 A | 193254 | 0 | 0 | $0 |
| Scott R. Lovett | President, Go to Market | 2026年6月17日 S | 1392778 | 0 | 3 | $-1707862 |
| Artur Bergman | Chief Technology Officer | 2026年6月3日 S | 2038638 | 0 | 3 | $-142310 |
| Brett Shirk | EVP, Chief Revenue Officer | 2021年12月17日 S | 152696 | 0 | 0 | $0 |
| Paul Luongo | General Counsel | 2021年7月12日 J | 541391 | 0 | 0 | $0 |
| Wolfgang Maasberg | EVP of Sales | 2020年5月8日 C | 210040 | 0 | 0 | $0 |
| Vanessa C. Smith | 董事 | 2026年6月3日 A | 98267 | 0 | 0 | $0 |
| David Hornik | 董事 | 2026年6月3日 A | 269431 | 0 | 0 | $0 |
| Charles J Meyers | 董事 | 2026年6月3日 A | 97775 | 0 | 0 | $0 |
| Aida Alvarez | 董事 | 2026年6月3日 A | 105667 | 0 | 0 | $0 |
| Christopher B Paisley | 董事 | 2026年6月3日 A | 14828 | 0 | 1 | $-16960 |
| Kelly Wright | 董事 | 2021年7月12日 C | 192812 | 0 | 0 | $0 |
| Sunil Dhaliwal | 董事 | 2020年9月4日 S | 316572 | 0 | 0 | $0 |
| Eric W Carlborg | 10% 所有者 | 2020年3月4日 S | 115245 | 0 | 0 | $0 |
| Paula Loop | — | 2026年8月12日 S | 90443 | 0 | 1 | $-219960 |
| Richard Devon Daniels | — | 2026年8月7日 S | 51197 | 0 | 1 | $-253732 |
| Charles Lacey Compton III | — | 2026年8月4日 S | 1030592 | 0 | 7 | $-1080227 |
| Ronald W Kisling | — | 2024年11月25日 S | 539542 | 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 |
|---|---|---|---|---|---|
| Abdiel Qualified Master Fund, LP, Abdiel Capital, LP, Abdiel Capital Management, LLC, Abdiel Capital Advisors, LP, Colin T. Moran ×4 申报 | 2019年8月23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 56 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 |
|---|---|---|---|---|
| IDGT · iShares Trust | 5.78% | 1302980 SH | 2026年8月8日 | 每日 |
| PSWD · DBX ETF Trust | 2.01% | 10051 NS | 2026年5月29日 | N-PORT |
| CLOU · Global X Funds | 1.98% | 299853 NS | 2026年5月31日 | N-PORT |
| SKYU · ProShares Trust | 0.74% | 1506 NS | 2026年5月31日 | N-PORT |
| OASC · Unified Series Trust | 0.51% | 24128 NS | 2026年5月31日 | N-PORT |
| FYC · First Trust Exchange-Traded Alpha... | 0.48% | 200602 NS | 2026年4月30日 | N-PORT |
| FYX · First Trust Exchange-Traded Alpha... | 0.25% | 119452 NS | 2026年4月30日 | N-PORT |
| IWO · iShares Trust | 0.21% | 1391376 SH | 2026年8月8日 | 每日 |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.18% | 51442 NS | 2026年4月30日 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.17% | 164271 SH | 2026年8月8日 | 每日 |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.16% | 198621 SH | 2026年8月8日 | 每日 |
| VFMO · VANGUARD WELLINGTON FUND | 0.15% | 168563 SH | 2026年8月8日 | 每日 |
| AFSM · First Trust Exchange-Traded Fund ... | 0.14% | 7610 NS | 2026年5月31日 | N-PORT |
| ITAN · EA Series Trust | 0.13% | 6378 NS | 2026年5月29日 | N-PORT |
| IWM · iShares Trust | 0.11% | 3904855 SH | 2026年8月8日 | 每日 |
| RSSL · Global X Funds | 0.11% | 61235 NS | 2026年4月30日 | N-PORT |
| ISCG · iShares Trust | 0.10% | 45524 SH | 2026年8月8日 | 每日 |
| PNQI · Invesco Exchange-Traded Fund Trust | 0.10% | 23432 SH | 2026年8月8日 | 每日 |
| FAD · First Trust Exchange-Traded Alpha... | 0.10% | 18735 NS | 2026年4月30日 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.09% | 881975 SH | 2026年8月8日 | 每日 |
| SMLF · iShares Trust | 0.09% | 167071 SH | 2026年8月8日 | 每日 |
| SMMV · iShares Trust | 0.09% | 11373 SH | 2026年8月8日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.09% | 482158 NS | 2026年4月30日 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.07% | 1866335 SH | 2026年8月8日 | 每日 |
| ESML · iShares Trust | 0.06% | 82777 SH | 2026年8月8日 | 每日 |
| ITWO · ProShares Trust | 0.06% | 6659 NS | 2026年5月31日 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.06% | 427148 NS | 2026年4月30日 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0.06% | 147160 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.05% | 671697 NS | 2026年5月31日 | N-PORT |
| NFRA · FlexShares Trust | 0.05% | 63104 NS | 2026年4月30日 | N-PORT |
| ISCB · iShares Trust | 0.05% | 6392 SH | 2026年8月8日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.04% | 6660 NS | 2026年4月30日 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.04% | 3452940 SH | 2026年8月8日 | 每日 |
| UWM · ProShares Trust | 0.04% | 5208 NS | 2026年5月31日 | N-PORT |
| TILT · FlexShares Trust | 0.04% | 28644 NS | 2026年4月30日 | N-PORT |
| WSML · iShares Trust | 0.03% | 9085 SH | 2026年8月8日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 1687108 SH | 2026年8月8日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.03% | 3231972 SH | 2026年8月8日 | 每日 |
| URTY · ProShares Trust | 0.03% | 5267 NS | 2026年5月31日 | N-PORT |
| TECB · iShares Trust | 0.03% | 5545 SH | 2026年8月8日 | 每日 |
| DFAC · Dimensional ETF Trust | 0.02% | 355748 NS | 2026年4月30日 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.02% | 9882 NS | 2026年5月31日 | N-PORT |
| IGM · iShares Trust | 0.01% | 67997 SH | 2026年8月8日 | 每日 |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 5270 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.01% | 132 NS | 2026年5月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 11640 NS | 2026年4月30日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 34258 NS | 2026年4月30日 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Inde... | 0.01% | 873 SH | 2026年8月8日 | 每日 |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 41245 NS | 2026年5月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 46967 NS | 2026年4月30日 | N-PORT |