PHR Phreesia, Inc. Common Stock

NYSE · Health Care · 在 SEC EDGAR 上查看 ↗
$11.73
价格 · 八月 19, 2026
截至...的财报数据 五月 28, 2026

关于 Phreesia, Inc. Common Stock 公司概况(来自维基百科)

Phreesia, Inc. is a software as a service company that offers healthcare organizations a set of applications to automate and manage patient intake.

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Phreesia, Inc. is a software as a service company that offers healthcare organizations a set of applications to automate and manage patient intake.

## Information

Headquartered in Wilmington, Delaware, Phreesia employs approximately 1400 people across the United States and Canada. Phreesia was founded in January 2005 by CEO Chaim Indig and COO Evan Roberts. Michael Weintraub has remained chairman of the company's board since its founding. Phreesia develops patient intake and "digital engagement" solutions.

On July 18, 2019, Phreesia (PHR) completed its initial public offering and is listed on the New York Stock Exchange (NYSE).

In 2021, Phreesia acquired schedule-management solution QueueDr, now offered to Phreesia clients as Appointment Accelerator. In December 2021, it also announced the acquisition of Insignia Health, licensor of the Patient Activation Measure. In August 2023, it was announced that Phreesia had acquired the Sulphur Springs-headquartered electronic forms management and automation provider Access eForms for an undisclosed amount.

== References ==

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

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

价格
$11.73
市值
P/E (TTM)
335.8
每股收益 (TTM)
$0.04
营收 (TTM)
$481M
股息收益率
ROE
0.73%
负债/权益
52周区间
$8 – $33

PHR 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 $481M
9-point trend, +502.0%
2018-01-31 2026-01-31
EPS $0.04
7-point trend, +100.9%
2020-01-31 2026-01-31
自由现金流 $68M
7-point trend, +1194.1%
2020-01-31 2026-01-31
利润率 0.48%

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
PHR
同行中位数
P/E (TTM)
5-point trend, +2651.2%
335.8
39.8

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
PHR
同行中位数
Operating Margin (营业利润率)
5-point trend, +97.5%
-1.4%
Net Profit Margin (净利润率)
5-point trend, +100.9%
0.48%
1.5%
ROA
5-point trend, +101.5%
0.44%
0.92%
ROE
5-point trend, +102.7%
0.73%
3.3%
ROIC
5-point trend, +101.8%
0.51%

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
PHR
同行中位数
Current Ratio (流动比率)
5-point trend, -72.9%
1.5
2.2
Quick Ratio (速动比率)
5-point trend, -81.9%
0.9

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
PHR
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +125.4%
14.5%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +125.4%
19.6%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +125.4%
26.5%

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
PHR
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +101.7%
$0.04

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
PHR
同行中位数

PHR 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 23 位分析师
  • 强烈买入 3 13.0%
  • 买入 11 47.8%
  • 持有 9 39.1%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

17 位分析师 · 2026-08-15
中位数目标 $14.00 +19.4%
平均目标 $13.94 +18.9%

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
0.04%
下次报告
九月 02, 2026
期间 EPS Actual EPS 预期 惊喜
2027年3月31日 $0.05 $0.01
2026年6月30日 $0.05 $0.01 0.04%
2026年3月31日 $0.03 $0.07 -0.04%
2025年12月31日 $0.10 $0.00 0.10%
2025年9月30日 $0.01 $-0.06 0.07%
2025年6月30日 $-0.07 $-0.12 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
PHR 335.8 14.5% 0.48% 0.73%
SDGR -12.7 23.3% -40.4% -29.2% 55.7%
GDRX 30.1 0.57% 3.8% 4.8%
CERT $1.40B -881.0 8.8% -0.38% -0.15%
TDOC $1.25B -6.1 -1.5% -7.9% -14.3%
HSTM $682M 37.8 4.3% 6.0% 5.2%
CTEV $708M -2.5 3.7% -29.4% 265.9%
EVH -0.8 -26.6% -28.5% -81.5%
SLP $285M -4.4 13.1% -81.7% -41.2% 58.4%
VEEV $33.40B 37.5 16.3% 28.4% 13.1% 75.5%

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 16
PHR 的年度损益表数据
指标 趋势 20262025202420232022202120202019
Revenue 8-point trend, +381.1% $481M $420M $356M $281M $213M $149M $125M $100M
R&D Expense 8-point trend, +746.6% $121M $117M $112M $91M $52M $23M $19M $14M
SG&A Expense 8-point trend, +298.0% $80M $77M $80M $80M $69M $40M $30M $20M
Operating Expenses 8-point trend, +345.4% $487M $478M $493M $457M $330M $174M $140M $109M
Operating Income 8-point trend, +30.4% $-7M $-58M $-136M $-177M $-117M $-26M $-15M $-9M
Interest Expense 6-point trend, -47.2% · · $2M $1M $1M $2M $3M $4M
Interest Income 8-point trend, +36116.7% $2M $3M $4M $2M $79.0K $122.0K $598.0K $6.0K
Other Non-op 8-point trend, +42285.7% $3M $2M $44.0K $-175.0K $-78.0K $1.0K $-1M $-7.0K
Pretax Income 8-point trend, +40.6% $-9M $-56M $-135M $-176M $-118M $-27M $-22M $-15M
Income Tax 8-point trend, -11246000.00 $-11M $3M $2M $483.0K $182.0K $49.0K $-2M $0
Net Income 8-point trend, +115.3% $2M $-59M $-137M $-176M $-118M $-27M $-20M $-15M
EPS (Basic) 7-point trend, +100.9% $0.04 $-1.02 $-2.51 $-3.36 $-2.37 $-0.69 $-4.50 ·
EPS (Diluted) 7-point trend, +100.9% $0.04 $-1.02 $-2.51 $-3.36 $-2.37 $-0.69 $-4.50 ·
Shares (Basic) 7-point trend, +194.3% 59,737,915 57,589,687 54,561,449 52,440,067 49,888,436 39,519,640 20,301,189 ·
Shares (Diluted) 7-point trend, +202.9% 61,494,878 57,589,687 54,561,449 52,440,067 49,888,436 39,519,640 20,301,189 ·
EBITDA 7-point trend, +1907.9% $25M $-30M $-107M $-151M $-96M $-10M $-1M ·
资产负债表 28
PHR 的年度资产负债表数据
指标 趋势 20262025202420232022202120202019
Cash & Equivalents 8-point trend, +4684.8% $74M $84M $88M $177M $314M $219M $90M $2M
Receivables 8-point trend, +506.3% $97M $74M $65M $51M $40M $29M $22M $16M
Prepaid Expense 8-point trend, +371.7% $18M $16M $14M $11M $11M $7M $5M $4M
Other Current Assets 3-point trend, +324.1% · · · · · $2M $891.0K $564.0K
Current Assets 8-point trend, +739.9% $280M $203M $196M $262M $386M $272M $132M $33M
PP&E (Net) 3-point trend, +87.6% · · · · · $27M $14M $14M
PP&E (Gross) 3-point trend, +58.8% · · · · · $67M $50M $42M
Accum. Depreciation 3-point trend, +44.1% · · · · · $40M $36M $28M
Goodwill 8-point trend, +67925.6% $170M $76M $76M $34M $34M $8M $250.0K $250.0K
Intangibles 8-point trend, +5450.5% $80M $28M $32M $11M $13M $3M $1M $1M
Other Non-current Assets 8-point trend, +243.9% $2M $3M $3M $3M $4M $2M $180.0K $710.0K
Total Assets 8-point trend, +1020.1% $664M $388M $370M $370M $494M $327M $159M $59M
Accounts Payable 8-point trend, +206.1% $11M $6M $8M $11M $5M $4M $6M $4M
Accrued Liabilities 8-point trend, +649.2% $41M $37M $37M $22M $20M $18M $9M $6M
Current Liabilities 8-point trend, +556.1% $183M $114M $110M $79M $68M $55M $35M $28M
Capital Leases 8-point trend, -53.9% $1M $646.0K $134.0K $349.0K $1M $2M $0 $2M
Other Non-current Liabilities 4-point trend, +47000.00 $47.0K $185.0K $3M $0 · · · ·
Total Liabilities 8-point trend, +412.3% $327M $124M $119M $82M $77M $63M $57M $64M
Long-term Debt 8-point trend, -90.5% $3M $2M $3M $246.0K $360.0K $2M $20M $28M
Total Debt · · · · · · $19M ·
Common Stock 8-point trend, +3000.0% $620.0K $601.0K $577.0K $542.0K $521.0K $449.0K $366.0K $20.0K
Paid-in Capital 8-point trend, +1181679000.00 $1.18B $1.11B $1.04B $927M $861M $580M $386M $0
Retained Earnings 8-point trend, -278.8% $-799M $-801M $-743M $-606M $-430M $-312M $-284M $-211M
Treasury Stock 8-point trend, +45520000.00 $46M $46M $46M $34M $14M $5M $399.0K $0
AOCI 3-point trend, -382000.00 $-382.0K $-51.0K $0 · · · · ·
Stockholders' Equity 8-point trend, +259.8% $337M $265M $251M $288M $417M $263M $102M $-211M
Liabilities + Equity 8-point trend, +1020.1% $664M $388M $370M $370M $494M $327M $159M $59M
Shares Outstanding 5-point trend, +2616.5% · · · 54,187,172 52,095,964 44,880,883 36,610,763 1,994,721
现金流 14
PHR 的年度现金流数据
指标 趋势 20262025202420232022202120202019
D&A 8-point trend, +171.3% $31M $28M $29M $25M $21M $16M $14M $12M
Stock-based Comp 8-point trend, +4561.5% $67M $67M $72M $59M $36M $13M $6M $1M
Amort. of Intangibles 8-point trend, +15300.0% $5M $3M $2M $1M $653.0K $254.0K $238.0K $33.0K
Other Non-cash 7-point trend, -2300.1% $-22M $-4M $3M $2M $-14M $785.0K $1M ·
Operating Cash Flow 8-point trend, +3800.2% $79M $32M $-32M $-90M $-75M $3M $826.0K $-2M
CapEx 8-point trend, +135.0% $11M $9M $6M $5M $18M $11M $7M $5M
Investing Cash Flow 8-point trend, -1368.6% $-162M $-24M $-40M $-26M $-65M $-25M $-12M $-11M
Stock Issued 6-point trend, +0.00 · · $0 $0 $246M $175M $131M $0
Net Stock Activity 4-point trend, -100.0% · · $0 $0 $246M $175M · ·
Financing Cash Flow 8-point trend, +1637.4% $73M $-11M $-17M $-21M $235M $151M $100M $4M
Net Change in Cash 8-point trend, -16.0% $-10M $-3M $-89M $-137M $95M $128M $89M $-9M
Taxes Paid $2M · · · · · · ·
Free Cash Flow 7-point trend, +1194.1% $68M $24M $-38M $-95M $-93M $-8M $-6M ·
Levered FCF 4-point trend, -298.6% · · $-40M $-96M $-94M $-10M · ·
盈利能力 7
PHR 的年度盈利能力数据
指标 趋势 20262025202420232022202120202019
Operating Margin 7-point trend, +88.7% -1.4% -13.8% -38.3% -62.8% -54.8% -17.3% -12.3% ·
Net Margin 7-point trend, +103.0% 0.48% -13.9% -38.4% -62.7% -55.4% -18.4% -16.3% ·
Pretax Margin 7-point trend, +89.5% -1.9% -13.3% -38.0% -62.5% -55.3% -18.3% -17.7% ·
EBITDA Margin 7-point trend, +570.0% 5.2% -7.2% -30.0% -53.8% -44.8% -6.6% -1.1% ·
ROA 7-point trend, +102.4% 0.44% -15.4% -37.0% -40.8% -28.8% -11.2% -18.6% ·
ROE 7-point trend, +103.7% 0.73% -22.5% -53.0% -57.9% -27.0% -10.2% -19.9% ·
ROIC 7-point trend, +104.4% 0.51% -23.0% -54.9% -61.5% -28.0% -9.8% -11.6% ·
流动性与偿付能力 5
PHR 的年度流动性与偿付能力数据
指标 趋势 20262025202420232022202120202019
Current Ratio 7-point trend, -59.0% 1.5 1.8 1.8 3.3 5.6 5.0 3.7 ·
Quick Ratio 7-point trend, -70.6% 0.9 1.4 1.4 2.9 5.2 4.5 3.2 ·
Debt / Equity · · · · · · 0.2 ·
LT Debt / Equity · · · · · · 0.2 ·
Interest Coverage 4-point trend, -386.1% · · -73.6 -125.1 -100.4 -15.1 · ·
效率 2
PHR 的年度效率数据
指标 趋势 20262025202420232022202120202019
Asset Turnover 7-point trend, -20.2% 0.9 1.1 1.0 0.6 0.5 0.6 1.1 ·
Receivables Turnover 7-point trend, -14.3% 5.6 6.1 6.1 6.1 6.2 5.8 6.6 ·
每股 5
PHR 的年度每股数据
指标 趋势 20262025202420232022202120202019
Book Value / Share 2-point trend, +110.9% · · · · · $5.87 $2.78 ·
Revenue / Share 5-point trend, +82.8% $7.82 $7.29 $6.53 $5.36 $4.27 · · ·
Cash Flow / Share 5-point trend, +185.6% $1.28 $0.56 $-0.59 $-1.72 $-1.50 · · ·
Cash / Share 2-point trend, +97.6% · · · · · $4.87 $2.47 ·
EPS (TTM) 7-point trend, +100.9% $0.04 $-1.02 $-2.51 $-3.36 $-2.37 $-0.69 $-4.50 ·
增长率 3
PHR 的年度增长率数据
指标 趋势 20262025202420232022202120202019
Revenue YoY 5-point trend, -66.7% 14.5% 17.8% 26.8% 31.7% 43.4% · · ·
Revenue CAGR 3Y 3-point trend, -42.0% 19.6% 25.3% 33.8% · · · · ·
Revenue CAGR 5Y 26.5% · · · · · · ·
估值 (TTM) 14
PHR 的年度估值 (TTM)数据
指标 趋势 20262025202420232022202120202019
Revenue TTM 7-point trend, +285.1% $481M $420M $356M $281M $213M $149M $125M ·
Net Income TTM 7-point trend, +111.4% $2M $-59M $-137M $-176M $-118M $-27M $-20M ·
Market Cap 2-point trend, +158.2% · · · · · $2.93B $1.13B ·
Enterprise Value · · · · · · $1.06B ·
P/E 7-point trend, +4973.8% 335.8 -27.9 -10.2 -11.2 -13.2 -94.6 -6.9 ·
P/S 2-point trend, +116.7% · · · · · 19.7 9.1 ·
P/B 2-point trend, -0.1% · · · · · 11.1 11.1 ·
P / Tangible Book · · · · · 11.6 · ·
P / Cash Flow 2-point trend, -26.2% · · · · · 1013.9 1374.0 ·
P / FCF 2-point trend, -91.3% · · · · · -350.9 -183.4 ·
EV / EBITDA · · · · · · -774.4 ·
EV / FCF · · · · · · -171.9 ·
EV / Revenue · · · · · · 8.5 ·
Earnings Yield 7-point trend, +102.1% 0.30% -3.6% -9.8% -9.0% -7.6% -1.1% -14.5% ·

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
2026-01-312025-01-312024-01-312023-01-312022-01-31
收入 $481M$420M$356M$281M$213M
营业利润率 % -1.4%-13.8%-38.3%-62.8%-54.8%
净收入 $2M$-59M$-137M$-176M$-118M
稀释后每股收益 (EPS) $0.04$-1.02$-2.51$-3.36$-2.37
资产负债表
2026-01-312025-01-312024-01-312023-01-312022-01-31
流动比率 1.51.81.83.35.6
速动比率 0.91.41.42.95.2
现金流
2026-01-312025-01-312024-01-312023-01-312022-01-31
自由现金流 $68M$24M$-38M$-95M$-93M

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机构持有人 (13F) 250 家申报者 · $422.8M 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
48 (-23 与上一季度对比) 50 (0 与上一季度对比) 89 (+7 与上一季度对比) 54 (-6 与上一季度对比) +9.0M

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
Pale Fire Capital SE $91831345 8924329 21.72% 股份
AQR CAPITAL MANAGEMENT LLC $31618546 3072745 7.48% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $30745563 2987907 7.27% 股份
VANGUARD CAPITAL MANAGEMENT LLC $26228850 2548965 6.20% 股份
STATE STREET CORP $16232094 1577463 3.84% 股份
ALGERT GLOBAL LLC $12404399 1205481 2.93% 股份
JACOBS LEVY EQUITY MANAGEMENT, INC $11460817 1113782 2.71% 股份
GEODE CAPITAL MANAGEMENT, LLC $11454180 1112832 2.71% 股份
OP Asset Management Ltd $7263443 705874 1.72% 股份
BNP PARIBAS FINANCIAL MARKETS $7184200 698173 1.70% 股份
Rock Springs Capital Management LP $7171101 696900 1.70% 股份
Whetstone Capital Advisors, LLC $6480148 629752 1.53% 股份
GOLDMAN SACHS GROUP INC $6048400 587794 1.43% 股份
Connor, Clark & Lunn Investment Management Ltd. $5586359 542892 1.32% 股份
BlackRock, Inc. $5398124 524599 1.28% 股份
Qube Research & Technologies Ltd $5327822 517767 1.26% 股份
Point72 Asset Management, L.P. $4981543 484115 1.18% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $4871924 473462 1.15% 股份
FMR LLC $4758219 462412 1.13% 股份
BANK OF AMERICA CORP /DE/ $4507658 438062 1.07% 股份
PANAGORA ASSET MANAGEMENT INC $4372489 424926 1.03% 股份
D. E. Shaw & Co., Inc. $4360964 423806 1.03% 股份
VANGUARD FIDUCIARY TRUST CO $4155791 403867 0.98% 股份
CITADEL ADVISORS LLC $4100658 398509 0.97% 股份
IEQ CAPITAL, LLC $3689345 358537 0.87% 股份
TUDOR INVESTMENT CORP ET AL $3497530 339896 0.83% 股份
CAMBIAR INVESTORS LLC $3495482 339697 0.83% 股份
TOCQUEVILLE ASSET MANAGEMENT L.P. $3344250 325000 0.79% 股份
DIMENSIONAL FUND ADVISORS LP $2934008 285132 0.69% 股份
VICTORY CAPITAL MANAGEMENT INC $2812720 273345 0.67% 股份
MOORE CAPITAL MANAGEMENT, LP $2744096 266676 0.65% 股份
MILLENNIUM MANAGEMENT LLC $2635382 256111 0.62% 股份
Quantinno Capital Management LP $2306617 224161 0.55% 股份
FRANKLIN RESOURCES INC $2302223 223734 0.54% 股份
NORDEA INVESTMENT MANAGEMENT AB $1938143 190950 0.46% 股份
Numerai GP LLC $1934983 188045 0.46% 股份
PRINCIPAL FINANCIAL GROUP INC $1801079 175032 0.43% 股份
STATE OF WISCONSIN INVESTMENT BOARD $1800400 174966 0.43% 股份
Polymer Capital Management (US) LLC $1686428 163890 0.40% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1672218 162509 0.40% 股份
FLPUTNAM INVESTMENT MANAGEMENT CO $1655692 160903 0.39% 股份
Mariner, LLC $1623618 157786 0.38% 股份
Susquehanna Portfolio Strategies, LLC $1622424 157670 0.38% 股份
PEAK6 LLC $1601124 155600 0.38% 买入期权
Balyasny Asset Management L.P. $1479095 143741 0.35% 股份
Bellevue Group AG $1445694 140495 0.34% 股份
Allianz Asset Management GmbH $1410396 168305 0.33% 股份
MACKENZIE FINANCIAL CORP $1397752 135836 0.33% 股份
ARCADIA INVESTMENT MANAGEMENT CORP/MI $1395187 166490 0.33% 股份
Man Group plc $1395159 135584 0.33% 股份
OCCUDO QUANTITATIVE STRATEGIES LP $1342526 130469 0.32% 股份
Vanguard Global Advisers, LLC $1334284 129668 0.32% 股份
Corient Private Wealth LP $1238710 120380 0.29% 股份
Palogic Value Management, L.P. $1236621 120177 0.29% 股份
Walleye Capital LLC $1224788 119027 0.29% 股份
MORGAN STANLEY $1131921 110002 0.27% 股份
J. Goldman & Co LP $1029000 100000 0.24% 买入期权
BOOTHBAY FUND MANAGEMENT, LLC $1005611 97727 0.24% 股份
MERCER GLOBAL ADVISORS INC /ADV $997008 96891 0.24% 股份
VIRGINIA RETIREMENT SYSTEMS ET Al $981868 58030 0.23% 股份
LPL Financial LLC $958832 93181 0.23% 股份
Swiss National Bank $941535 91500 0.22% 股份
HSBC HOLDINGS PLC $909796 87903 0.22% 股份
TWO SIGMA INVESTMENTS, LP $901857 87644 0.21% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $894155 99426 0.21% 股份
CITADEL ADVISORS LLC $864360 84000 0.20% 买入期权
Bank of New York Mellon Corp $844521 82072 0.20% 股份
VANGUARD GROUP INC $839604 49622 0.20% 股份
SCHWARTZ INVESTMENT COUNSEL INC $809823 78700 0.19% 股份
KING LUTHER CAPITAL MANAGEMENT CORP $792330 77000 0.19% 股份
AMERIPRISE FINANCIAL INC $771308 74957 0.18% 股份
Schonfeld Strategic Advisors LLC $750498 72935 0.18% 股份
CWM, LLC $742175 88565 0.18% 股份
Y-Intercept (Hong Kong) Ltd $717192 69698 0.17% 股份
RHUMBLINE ADVISERS $707054 68714 0.17% 股份
AXQ CAPITAL, LP $689430 67000 0.16% 股份
ALLSTATE CORP $670723 65182 0.16% 股份
XTX Topco Ltd $664034 64532 0.16% 股份
ALLIANCEBERNSTEIN L.P. $657830 78500 0.16% 股份
VOYA INVESTMENT MANAGEMENT LLC $630304 61254 0.15% 股份
Arax Advisory Partners $628915 61119 0.15% 股份
Jefferies Financial Group Inc. $612255 59500 0.14% 卖出期权
Jefferies Financial Group Inc. $586530 57000 0.14% 股份
NATIXIS $565950 55000 0.13% 股份
Campbell & CO Investment Adviser LLC $544135 52880 0.13% 股份
CITADEL ADVISORS LLC $493920 48000 0.12% 卖出期权
Brevan Howard Capital Management LP $477271 46382 0.11% 股份
BARCLAYS PLC $471231 45795 0.11% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $461897 55119 0.11% 股份
Freestone Grove Partners LP $447502 43489 0.11% 股份
PRELUDE CAPITAL MANAGEMENT, LLC $437150 42483 0.10% 股份
ExodusPoint Capital Management, LP $422003 41011 0.10% 股份
CAPTRUST FINANCIAL ADVISORS $408297 39679 0.10% 股份
FIRST TRUST ADVISORS LP $391164 38014 0.09% 股份
FOX RUN MANAGEMENT, L.L.C. $389085 37812 0.09% 股份
VANGUARD ASSET MANAGEMENT, Ltd $378538 36787 0.09% 股份
Jain Global LLC $372128 36164 0.09% 股份
TWO SIGMA ADVISERS, LP $333324 19700 0.08% 股份
Focus Partners Wealth $329702 32041 0.08% 股份
MetLife Investment Management, LLC $319000 31001 0.08% 股份

公司内部人士 22 位内幕人士 · 11 位高管 · 11 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
Chaim Indig Chief Executive Officer 2025年8月28日 M 1253236 0 2 $-3205262
Balaji Gandhi Chief Financial Officer 2025年8月25日 S 97078 0 1 $-287586
Thomas Altier Chief Financial Officer 2021年2月19日 S 80879 0 0 $0
Evan Roberts President, Provider Solutions 2025年8月28日 S 724368 0 2 $-1555971
Yvonne Hui Principal Accounting Officer 2026年7月16日 S 21724 0 2 $-28479
Allison C Hoffman General Counsel & Secretary 2026年6月30日 A 158574 0 0 $0
Amy Beth Vanduyn SVP, Human Resources 2025年8月25日 S 110607 0 1 $-564062
Janet Gunzburg Principal Accounting Officer 2024年6月21日 S 34820 0 0 $0
Charles Kallenbach General Counsel & Secretary 2020年8月17日 M 39150 0 0 $0
Daniel Nathan Chief Technology Officer 2020年7月31日 M 56392 0 0 $0
Michael J. Davidoff SVP, Marketing and Business Development. 2020年6月11日 M 124087 0 0 $0
Gillian Munson 董事 2026年7月31日 A 66789 0 0 $0
Lainie Goldstein 董事 2026年7月31日 A 70862 0 0 $0
Lisa Egbuonu-Davis 董事 2026年7月14日 S 37780 0 2 $-29998
Ramin Sayar 董事 2026年6月24日 A 52725 0 0 $0
Mark Douglas Smith 董事 2026年6月24日 A 56643 0 0 $0
Jon Kessler 董事 2026年6月24日 A 43884 0 0 $0
Michael Weintraub 董事 2025年8月25日 M 165116 0 1 $-300000
Edward L Cahill 董事 2025年7月31日 A 63343 0 0 $0
Cheryl Pegus 董事 2020年12月16日 M 16775 0 0 $0
Scott Perricelli 董事 2020年6月11日 J 21543 0 0 $0
David Linetsky 2026年8月14日 F 11883 0 2 $-520914

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
Pale Fire Capital SICAV a.s., Pale Fire Capital investicni spolecnost a.s., Pale Fire Capital SE, Senkypl Dusan, Barta Jan ×3 申报 2026年4月2日 14.70% 修订 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 31 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
AFSM · First Trust Exchange-Traded Fund ... 0.34% 33964 NS 2026年5月31日 N-PORT
IHF · iShares Trust 0.10% 106542 SH 2026年8月8日 每日
VFVA · VANGUARD WELLINGTON FUND 0.09% 74746 SH 2026年8月8日 每日
GSSC · Goldman Sachs ETF Trust 0.08% 83940 NS 2026年5月31日 N-PORT
ESSC · Strategy Shares 0.07% 1869 NS 2026年4月30日 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.04% 86825 SH 2026年8月8日 每日
IWO · iShares Trust 0.03% 375952 SH 2026年8月8日 每日
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.03% 20690 NS 2026年4月30日 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.02% 286065 SH 2026年8月8日 每日
VTWG · VANGUARD SCOTTSDALE FUNDS 0.02% 43775 SH 2026年8月8日 每日
IWM · iShares Trust 0.02% 1294821 SH 2026年8月8日 每日
RSSL · Global X Funds 0.02% 25461 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.01% 2729 NS 2026年5月31日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.01% 281827 NS 2026年5月31日 N-PORT
DFAS · Dimensional ETF Trust 0.01% 163754 NS 2026年4月30日 N-PORT
VXF · VANGUARD INDEX FUNDS 0.01% 651080 SH 2026年8月8日 每日
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 7607 SH 2026年8月8日 每日
VHT · VANGUARD WORLD FUND 0.01% 138209 SH 2026年8月8日 每日
FHLC · FIDELITY COVINGTON TRUST 0.01% 27318 NS 2026年4月30日 N-PORT
UWM · ProShares Trust 0.01% 2135 NS 2026年5月31日 N-PORT
IWN · iShares Trust 0.01% 91151 SH 2026年8月8日 每日
URTY · ProShares Trust 0.01% 2157 NS 2026年5月31日 N-PORT
WSML · iShares Trust 0.01% 3287 SH 2026年8月8日 每日
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 2224 NS 2026年5月31日 N-PORT
HDG · ProShares Trust 0.00% 54 NS 2026年5月31日 N-PORT
ITOT · iShares Trust 0.00% 82922 SH 2026年8月8日 每日
TILT · FlexShares Trust 0.00% 2310 NS 2026年4月30日 N-PORT
IWV · iShares Trust 0.00% 13002 SH 2026年8月8日 每日
SCHB · SCHWAB STRATEGIC TRUST 0.00% 21203 NS 2026年5月31日 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 1836842 SH 2026年8月8日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 4522 SH 2026年8月8日 每日