S SentinelOne, Inc. Class A Common Stock
$21.53
价格 · 八月 19, 2026
截至...的财报数据 五月 28, 2026
关于 SentinelOne, Inc. Class A Common Stock 公司概况（来自维基百科）
SentinelOne, Inc. is an American cybersecurity company listed on NYSE based in Mountain View, California. The company was founded in 2013 by Tomer Weingarten, Almog Cohen and Ehud ("Udi") Shamir. Weingarten acts as the company's CEO. The company has approximately 2,800 employees and offices in Mountain View, Boston, Prague, Tokyo, and Tel Aviv. The company uses machine learning for monitoring personal computers, IoT devices, and cloud workloads. The company's platform utilizes a heuristic model, specifically its patented behavioral AI. The company is AV-TEST certified.
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SentinelOne, Inc. is an American cybersecurity company listed on NYSE based in Mountain View, California. The company was founded in 2013 by Tomer Weingarten, Almog Cohen and Ehud ("Udi") Shamir. Weingarten acts as the company's CEO. The company has approximately 2,800 employees and offices in Mountain View, Boston, Prague, Tokyo, and Tel Aviv. The company uses machine learning for monitoring personal computers, IoT devices, and cloud workloads. The company's platform utilizes a heuristic model, specifically its patented behavioral AI. The company is AV-TEST certified.
Funding
In June 2019, SentinelOne received $120 million in a Series D funding round led by Insight Partners. The company received an additional $200 million in Series E funding in February 2020. The Series E round placed SentinelOne at a valuation of about $1.1 billion. In 2020, SentinelOne closed a round for $267 million in funding, bringing its total valuation to $3.1 billion.
On June 30, 2021, SentinelOne completed an initial public offering on the NYSE, raising $1.2 billion. It trades under the symbol S, which was formerly used by telecommunications company Sprint prior to its 2020 merger with T-Mobile US.
Acquisitions
In February 2021, SentinelOne announced the acquisition of cloud-scale data analytics platform Scalyr for $155 million in cash and equity.
In March 2022, SentinelOne announced the acquisition of the identity detection and response technology company, Attivo Networks, for $616.5 million in cash and equity.
In early November 2023, SentinelOne acquired the boutique consultancy Krebs Stamos Group, founded by former CISA Director Chris Krebs and former Facebook Chief Security Officer Alex Stamos, which was rebranded and relaunched as PinnacleOne Strategic Advisory Group. In April 2025, Chris Krebs resigned from the company after being targeted by the Trump Administration in an executive order.
In January 2024, SentinelOne agreed to acquire PingSafe, valuing the company at over $100 million.
In August 2025, SentinelOne announced a definitive agreement to acquire Prompt Security, an Israeli startup focused on securing AI in runtime and preventing data leakage from generative AI tools, for an estimated $250 million in cash and stock. The acquisition extends SentinelOne's Singularity Platform to secure the rapidly growing use of generative and agentic AI in the workplace, providing real-time visibility into AI tool usage, automated enforcement to prevent prompt injection and sensitive data leakage, and protection against AI-specific threats. The deal closed in SentinelOne's third fiscal quarter of 2025.
In September 2025, SentinelOne announced its intention to acquire Observo AI, an AI-native real-time data pipeline platform that specializes in streaming data for telemetry pipeline management. The transaction is expected to close in SentinelOne's third fiscal quarter of 2025 through a combination of cash and stock, subject to regulatory approvals and customary closing conditions. Observo AI's platform ingests, enriches, summarizes, and routes data across enterprises before it reaches a SIEM or data lake, with the capability to reduce data volume by up to 80% while maintaining access to complete logs when needed. The acquisition aims to accelerate SentinelOne's AI SIEM strategy and advance their vision of autonomous security operations centers (SOCs).
Sponsorships
Since 2021, SentinelOne has been the official cybersecurity sponsor of the Aston Martin Cognizant F1 Team.
来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
S 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$21.52
市值
—
P/E (TTM)
-10.2
每股收益 (TTM)
$-1.37
营收 (TTM)
$1.00B
股息收益率
—
ROE
-30.6%
负债/权益
—
52周区间
$12 – $24
S 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
$1.00B
2020-01-31
→
2026-01-31
EPS
$-1.37
2020-01-31
→
2026-01-31
自由现金流
$76M
2022-01-31
→
2026-01-31
利润率
-45.0%
2022-01-31
→
2026-01-31
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
S
同行中位数
P/E (TTM)
-10.2
30.1
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
S
同行中位数
Gross Margin (毛利率)
74.1%
79.3%
Operating Margin (营业利润率)
-32.1%
—
Net Profit Margin (净利润率)
-45.0%
12.7%
ROA
-18.6%
4.9%
ROE
-30.6%
15.3%
ROIC
-36.0%
—
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
S
同行中位数
Current Ratio (流动比率)
1.4
1.9
Quick Ratio (速动比率)
1.2
—
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
S
同行中位数
Revenue YoY (营收同比增长)
21.9%
—
Revenue CAGR 3Y (营收3年复合年增长率)
33.4%
—
Revenue CAGR 5Y (营收5年复合年增长率)
60.8%
—
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
S
同行中位数
S 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
44 位分析师
- 强烈买入 12 27.3%
- 买入 16 36.4%
- 持有 16 36.4%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
31 位分析师 · 2026-08-13
中位数
$20.00
现在
$21.52
最低
$15.00
最高
$26.00
中位数目标
$20.00
-7.1%
平均目标
$19.68
-8.6%
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
0.01%
下次报告
八月 27, 2026
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2027年3月31日 | $0.04 | $0.02 | — |
| 2026年6月30日 | $0.04 | $0.02 | 0.02% |
| 2026年3月31日 | $0.07 | $0.06 | 0.01% |
| 2025年12月31日 | $0.07 | $0.05 | 0.02% |
| 2025年9月30日 | $0.04 | $0.03 | 0.01% |
| 2025年6月30日 | $0.02 | $0.02 | 0.00% |
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 |
|---|---|---|---|---|---|---|
| S | — | -10.2 | 21.9% | -45.0% | -30.6% | 74.1% |
| ZS | $45.20B | -1057.6 | 23.3% | -1.6% | -2.4% | 76.9% |
| RBRK | $11.32B | -31.4 | 48.5% | -26.5% | 64.4% | 80.1% |
| GEN | $11.30B | 12.0 | 27.1% | 19.5% | 38.4% | 78.5% |
| FROG | $7.47B | -100.7 | 24.1% | -13.5% | -8.4% | 76.8% |
| PATH | — | 24.2 | 12.7% | 17.5% | 15.1% | 83.2% |
| GTLB | — | -103.1 | 25.8% | -5.9% | -6.3% | 87.4% |
| QLYS | $4.75B | 24.4 | 10.1% | 29.6% | 37.1% | 82.8% |
| NTSK | $0 | -4.7 | 31.7% | -95.8% | 325.4% | 68.1% |
| DLB | — | 27.6 | 5.9% | 18.9% | 10.0% | 88.1% |
| CVLT | $3.21B | 49.3 | 18.9% | 6.0% | 64.8% | 81.2% |
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 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.00B | $821M | $621M | $422M | $205M | $93M | $46M | |
| Cost of Revenue | $259M | $211M | $179M | $144M | $82M | $39M | $18M | |
| Gross Profit | $742M | $610M | $442M | $278M | $123M | $54M | $28M | |
| R&D Expense | $324M | $267M | $218M | $207M | $136M | $62M | $37M | |
| SG&A Expense | $202M | $185M | $198M | $163M | $94M | $29M | $15M | |
| Operating Expenses | $1.06B | $940M | $820M | $681M | $390M | $169M | $103M | |
| Operating Income | $-321M | $-329M | $-378M | $-403M | $-267M | $-116M | $-75M | |
| Interest Expense | · | · | $1M | $2M | $787.0K | $1M | $2M | |
| Interest Income | $43M | $50M | $45M | $21M | $202.0K | $231.0K | $886.0K | |
| Other Non-op | $-1M | $-2M | $918.0K | $-1M | $-2M | $-424.0K | $-217.0K | |
| Pretax Income | $-280M | $-282M | $-333M | $-384M | $-270M | $-117M | $-76M | |
| Income Tax | $171M | $7M | $6M | $-6M | $1M | $460.0K | $237.0K | |
| Net Income | $-451M | $-288M | $-339M | $-379M | $-271M | $-118M | $-77M | |
| EPS (Basic) | $-1.37 | $-0.92 | $-1.15 | $-1.36 | $-1.56 | $-3.31 | $-2.34 | |
| EPS (Diluted) | $-1.37 | $-0.92 | $-1.15 | $-1.36 | $-1.56 | $-3.31 | $-2.34 | |
| Shares (Basic) | 330,111,148 | 314,811,783 | 294,923,536 | 277,802,861 | 174,051,203 | 35,482,444 | 32,712,350 | |
| Shares (Diluted) | 330,111,148 | 314,811,783 | 294,923,536 | 277,802,861 | 174,051,203 | 35,482,444 | 32,712,350 | |
| EBITDA | $-321M | $-329M | $-378M | $-403M | $-259M | · | · |
资产负债表 24
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $170M | $187M | $257M | $138M | $1.67B | $395M | · | |
| Short-term Investments | $459M | $535M | $669M | $486M | $374.0K | $364.0K | · | |
| Receivables | $289M | $236M | $214M | $151M | $101M | $39M | · | |
| Prepaid Expense | $62M | $47M | $103M | $102M | $19M | $14M | · | |
| Current Assets | $1.05B | $1.07B | $1.30B | $915M | $1.82B | $464M | · | |
| PP&E (Net) | $84M | $72M | $49M | $39M | $25M | $13M | · | |
| PP&E (Gross) | $142M | $109M | $74M | $55M | $35M | $19M | · | |
| Accum. Depreciation | $58M | $37M | $25M | $16M | $10M | $5M | · | |
| Goodwill | $913M | $630M | $549M | $540M | $108M | $0 | · | |
| Intangibles | $130M | $107M | $123M | $145M | $16M | $470.0K | · | |
| Other Non-current Assets | $31M | $24M | $27M | $6M | $5M | $3M | · | |
| Total Assets | $2.44B | $2.41B | $2.32B | $2.26B | $2.04B | $521M | · | |
| Accounts Payable | $10M | $8M | $7M | $11M | $10M | $12M | · | |
| Accrued Liabilities | $30M | $19M | $105M | $100M | $23M | $4M | · | |
| Current Liabilities | $756M | $614M | $590M | $473M | $281M | $129M | · | |
| Capital Leases | $9M | $14M | $18M | $23M | $24M | $19M | · | |
| Other Non-current Liabilities | $161M | $22M | $22M | $3M | $7M | $401.0K | · | |
| Total Liabilities | $1.00B | $737M | $727M | $602M | $391M | $220M | · | |
| Total Debt | · | · | · | · | $0 | · | · | |
| Paid-in Capital | $3.51B | $3.29B | $2.93B | $2.66B | $2.27B | $30M | · | |
| Retained Earnings | $-2.08B | $-1.63B | $-1.34B | $-1.00B | $-622M | $-351M | · | |
| AOCI | $2M | $2M | $-2M | $-6M | $454.0K | $165.0K | · | |
| Stockholders' Equity | $1.44B | $1.67B | $1.59B | $1.66B | $1.65B | $-321M | $-224M | |
| Liabilities + Equity | $2.44B | $2.41B | $2.32B | $2.26B | $2.04B | $521M | · |
现金流 18
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $55M | $43M | $39M | $30M | $8M | $3M | $2M | |
| Stock-based Comp | $298M | $268M | $217M | $164M | $88M | $16M | $4M | |
| Deferred Tax | $-21M | $3M | $541.0K | $-9M | $-89.0K | $0 | $0 | |
| Amort. of Intangibles | $33M | $28M | $29M | $23M | $3M | $0 | $0 | |
| Restructuring | $12M | $0 | $7M | $0 | $0 | · | · | |
| Other Non-cash | · | · | · | · | $80M | · | · | |
| Operating Cash Flow | $77M | $34M | $-68M | $-193M | $-96M | $-67M | $-44M | |
| CapEx | $713.0K | $2M | $1M | $5M | $4M | $3M | $953.0K | |
| Investing Cash Flow | $87M | $-218M | $141M | $-1.31B | $-20M | $-6M | $-3M | |
| Net Debt Issued | · | · | $0 | $0 | $-20M | · | · | |
| Stock Issued | $21M | $22M | $19M | $19M | $11M | $0 | $0 | |
| Stock Repurchased | $200M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-179M | $22M | $19M | $19M | $11M | · | · | |
| Financing Cash Flow | $-161M | $56M | $47M | $36M | $1.39B | $424M | $53M | |
| Net Change in Cash | $3M | $-129M | $120M | $-1.47B | $1.27B | $351M | $5M | |
| Taxes Paid | $6M | $7M | $5M | $500.0K | $583.0K | $298.0K | $363.0K | |
| Free Cash Flow | $76M | $32M | $-70M | $-198M | $-99M | · | · | |
| Levered FCF | · | · | $-71M | $-200M | $-100M | · | · |
盈利能力 8
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 74.1% | 74.3% | 71.1% | 65.8% | 60.1% | · | · | |
| Operating Margin | -32.1% | -40.1% | -60.9% | -95.4% | -130.5% | · | · | |
| Net Margin | -45.0% | -35.1% | -54.5% | -89.7% | -132.4% | · | · | |
| Pretax Margin | -27.9% | -34.3% | -53.6% | -91.0% | -131.9% | · | · | |
| EBITDA Margin | -32.1% | -40.1% | -60.9% | -95.4% | -126.6% | · | · | |
| ROA | -18.6% | -12.2% | -14.8% | -17.6% | -21.2% | · | · | |
| ROE | -30.6% | -17.4% | -21.3% | -22.7% | -16.3% | · | · | |
| ROIC | -36.0% | -20.2% | -24.2% | -23.9% | -16.2% | · | · |
流动性与偿付能力 5
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.7 | 2.2 | 1.9 | 6.5 | · | · | |
| Quick Ratio | 1.2 | 1.6 | 1.9 | 1.6 | 6.3 | · | · | |
| Debt / Equity | · | · | · | · | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | · | 0.0 | · | · | |
| Interest Coverage | · | · | -311.2 | -220.0 | -339.6 | · | · |
效率 2
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | 0.3 | 0.2 | 0.2 | · | · | |
| Receivables Turnover | 3.8 | 3.6 | 3.4 | 3.3 | 2.9 | · | · |
增长率 3
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 21.9% | 32.2% | 47.1% | 106.1% | 120.1% | · | · | |
| Revenue CAGR 3Y | 33.4% | 58.9% | 88.3% | · | · | · | · | |
| Revenue CAGR 5Y | 60.8% | · | · | · | · | · | · |
估值 (TTM) 4
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.00B | $821M | $621M | $422M | $205M | · | · | |
| Net Income TTM | $-451M | $-288M | $-339M | $-379M | $-271M | · | · | |
| P/E | -10.2 | -26.0 | -23.3 | -11.1 | -28.7 | · | · | |
| Earnings Yield | -9.8% | -3.8% | -4.3% | -9.0% | -3.5% | · | · |
损益表 18
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $277M | $271M | $259M | $242M | $229M | $226M | $211M | $199M | $186M | $174M | $164M | $149M | $133M | $126M | $115M | $103M | |
| Cost of Revenue | $78M | $74M | $68M | $60M | $57M | $57M | $53M | $51M | $50M | $48M | $44M | $45M | $43M | $40M | $41M | $36M | |
| Gross Profit | $199M | $197M | $191M | $182M | $172M | $169M | $157M | $148M | $136M | $126M | $120M | $105M | $91M | $86M | $74M | $66M | |
| R&D Expense | $96M | $89M | $83M | $79M | $72M | $75M | $70M | $64M | $58M | $56M | $52M | $54M | $55M | $54M | $52M | $55M | |
| SG&A Expense | $50M | $50M | $51M | $51M | $49M | $46M | $52M | $44M | $43M | $47M | $51M | $48M | $52M | $45M | $42M | $40M | |
| Operating Expenses | $278M | $277M | $264M | $262M | $260M | $249M | $247M | $228M | $217M | $207M | $202M | $205M | $206M | $186M | $178M | $174M | |
| Operating Income | $-80M | $-80M | $-73M | $-81M | $-87M | $-80M | $-89M | $-79M | $-81M | $-81M | $-81M | $-100M | $-115M | $-100M | $-104M | $-108M | |
| Interest Expense | · | · | · | · | · | · | · | · | $36.0K | · | $1.0K | $605.0K | $607.0K | · | $613.0K | $607.0K | |
| Interest Income | · | · | · | · | · | $12M | $13M | $13M | $12M | $11M | $12M | $11M | $11M | $10M | $7M | $3M | |
| Other Non-op | $2M | $-745.0K | $-520.0K | $-327.0K | $492.0K | $-1M | $-378.0K | $-421.0K | $-39.0K | $-737.0K | $605.0K | $1M | $-359.0K | $-648.0K | $-781.0K | $427.0K | |
| Pretax Income | $-70M | $-73M | $-63M | $-69M | $-75M | $-69M | $-77M | $-67M | $-69M | $-70M | $-69M | $-88M | $-106M | $-91M | $-98M | $-105M | |
| Income Tax | $6M | $37M | $-3M | $3M | $133M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | $599.0K | $-9M | |
| Net Income | $-76M | $-110M | $-60M | $-72M | $-208M | $-71M | $-78M | $-69M | $-70M | $-72M | $-70M | $-90M | $-107M | $-94M | $-99M | $-96M | |
| EPS (Basic) | $-0.23 | $-0.34 | $-0.18 | $-0.22 | $-0.63 | $-0.22 | $-0.25 | $-0.22 | $-0.23 | $-0.23 | $-0.24 | $-0.31 | $-0.37 | $-0.33 | $-0.35 | $-0.35 | |
| EPS (Diluted) | $-0.23 | $-0.34 | $-0.18 | $-0.22 | $-0.63 | $-0.22 | $-0.25 | $-0.22 | $-0.23 | $-0.23 | $-0.24 | $-0.31 | $-0.37 | $-0.33 | $-0.35 | $-0.35 | |
| Shares (Basic) | 337,000,297 | -661,536,453 | 332,732,831 | 330,938,421 | 327,976,349 | -624,338,744 | 316,987,303 | 312,615,531 | 309,547,693 | -583,198,418 | 296,650,848 | 293,170,401 | 288,300,705 | -549,843,953 | 280,635,022 | 277,417,227 | |
| Shares (Diluted) | 337,000,297 | -661,536,453 | 332,732,831 | 330,938,421 | 327,976,349 | -624,338,744 | 316,987,303 | 312,615,531 | 309,547,693 | -583,198,418 | 296,650,848 | 293,170,401 | 288,300,705 | -549,843,953 | 280,635,022 | 277,417,227 | |
| EBITDA | $-80M | · | $-73M | $-81M | $-87M | · | $-89M | $-79M | $-81M | · | $-81M | $-100M | $-115M | · | $-104M | $-108M |
资产负债表 23
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $153M | $170M | $150M | $278M | $189M | $187M | $236M | $206M | $199M | · | $127M | $133M | $150M | · | $210M | $269M | |
| Short-term Investments | $504M | $459M | $500M | $533M | $578M | $535M | $425M | $502M | $574M | · | $671M | $599M | $568M | · | $491M | $950M | |
| Receivables | $181M | $289M | $199M | $179M | $155M | $236M | $165M | $155M | $134M | · | $134M | $125M | $128M | · | $119M | $106M | |
| Prepaid Expense | $58M | $62M | $41M | $37M | $44M | $47M | $106M | $101M | $104M | · | $92M | $96M | $100M | · | $98M | $33M | |
| Current Assets | $966M | $1.05B | $957M | $1.09B | $1.03B | $1.07B | $991M | $1.02B | $1.07B | · | $1.07B | $995M | $986M | · | $953M | $1.39B | |
| PP&E (Net) | $88M | $84M | $80M | $79M | $76M | $72M | $68M | $64M | $57M | · | $46M | $44M | $41M | · | $36M | $33M | |
| PP&E (Gross) | · | $142M | · | · | · | $109M | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | $58M | · | · | · | $37M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $913M | $913M | $912M | $630M | $630M | $630M | $630M | $630M | $630M | · | $540M | $540M | $540M | · | $540M | $540M | |
| Intangibles | $119M | $130M | $140M | $94M | $101M | $107M | $114M | $120M | $127M | · | $127M | $131M | $138M | · | $152M | $160M | |
| Other Non-current Assets | $30M | $31M | $33M | $24M | $25M | $24M | $7M | $6M | $6M | · | $7M | $6M | $5M | · | $5M | $8M | |
| Total Assets | $2.36B | $2.44B | $2.43B | $2.35B | $2.38B | $2.41B | $2.37B | $2.35B | $2.31B | · | $2.20B | $2.21B | $2.21B | · | $2.21B | $2.27B | |
| Accounts Payable | $8M | $10M | $10M | $10M | $22M | $8M | $10M | $7M | $9M | · | $14M | $14M | $13M | · | $7M | $14M | |
| Accrued Liabilities | · | $30M | · | · | · | $19M | $123M | $113M | $105M | · | $100M | $104M | $101M | · | $95M | $32M | |
| Current Liabilities | $672M | $756M | $628M | $597M | $589M | $614M | $607M | $588M | $566M | · | $499M | $498M | $473M | · | $405M | $333M | |
| Capital Leases | · | $9M | $10M | $12M | $13M | $14M | $15M | $15M | $17M | · | $18M | $21M | $22M | · | $24M | $25M | |
| Other Non-current Liabilities | · | $161M | $12M | $4M | $3M | $22M | $8M | $7M | $9M | · | $3M | $3M | $2M | · | $5M | $66M | |
| Total Liabilities | $918M | $1.00B | $882M | $843M | $837M | $737M | $727M | $713M | $694M | · | $615M | $618M | $596M | · | $532M | $525M | |
| Paid-in Capital | $3.59B | $3.51B | $3.52B | $3.41B | $3.38B | $3.29B | $3.19B | $3.11B | $3.03B | · | $2.86B | $2.80B | $2.73B | · | $2.60B | $2.55B | |
| Retained Earnings | $-2.15B | $-2.08B | $-1.97B | $-1.91B | $-1.84B | $-1.63B | $-1.56B | $-1.48B | $-1.41B | · | $-1.27B | $-1.20B | $-1.11B | · | $-907M | $-808M | |
| AOCI | $1M | $2M | $3M | $1M | $4M | $2M | $3M | $1M | $-3M | · | $-7M | $-9M | $-6M | · | $-10M | $-2M | |
| Stockholders' Equity | $1.44B | $1.44B | $1.55B | $1.51B | $1.55B | $1.67B | $1.64B | $1.63B | $1.62B | $1.59B | $1.58B | $1.59B | $1.62B | $1.66B | $1.68B | $1.74B | |
| Liabilities + Equity | $2.36B | $2.44B | $2.43B | $2.35B | $2.38B | $2.41B | $2.37B | $2.35B | $2.31B | · | $2.20B | $2.21B | $2.21B | · | $2.21B | $2.27B |
现金流 13
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $17M | $15M | $12M | $11M | $11M | $11M | $10M | $11M | $10M | $10M | $10M | $9M | $10M | $9M | $9M | |
| Stock-based Comp | $75M | $80M | $75M | $74M | $69M | $74M | $70M | $65M | $59M | $54M | $55M | $53M | $56M | $46M | $46M | $41M | |
| Amort. of Intangibles | $10M | $11M | $9M | $6M | $6M | $7M | $6M | $7M | $8M | $8M | $7M | $7M | $7M | $8M | $7M | $7M | |
| Restructuring | $32.0K | $44.0K | $3M | $4M | $5M | $0 | $0 | $0 | $0 | $2M | $74.0K | $4M | · | $0 | $0 | $0 | |
| Operating Cash Flow | $38M | $4M | $21M | $-1M | $52M | $-3M | $-7M | $2M | $42M | $-6M | $-22M | $-12M | $-28M | $-22M | $-60M | $-62M | |
| CapEx | $424.0K | $194.0K | $109.0K | $264.0K | $146.0K | $194.0K | $227.0K | $553.0K | $886.0K | $187.0K | $623.0K | $32.0K | $462.0K | $126.0K | $726.0K | $1M | |
| Investing Cash Flow | $-64M | $112M | $-90M | $131M | $-66M | $-132M | $30M | $-9M | $-106M | $113M | $13M | $-16M | $31M | $-67M | $-3M | $-385M | |
| Stock Repurchased | · | $98M | $49M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $882.0K | $-84M | $-48M | $-41M | $12M | $24M | $10M | $15M | $7M | $24M | $4M | $10M | $10M | $17M | $3M | $12M | |
| Net Change in Cash | $-25M | $32M | $-117M | $90M | $-1M | $-112M | $33M | $8M | $-58M | $131M | $-6M | $-18M | $13M | $-72M | $-60M | $-435M | |
| Taxes Paid | $8M | $2M | $2M | $2M | $286.0K | $2M | $3M | $976.0K | $1M | $2M | $2M | $829.0K | $148.0K | $285.0K | $284.0K | $115.0K | |
| Free Cash Flow | $38M | · | · | · | $52M | · | · | · | $41M | · | · | · | $-29M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | $41M | · | · | · | $-29M | · | · | · |
盈利能力 8
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 71.8% | · | 73.8% | 75.0% | 75.3% | · | 74.7% | 74.5% | 73.1% | · | 73.3% | 70.1% | 68.1% | · | 64.4% | 64.6% | |
| Operating Margin | -28.8% | · | -28.3% | -33.3% | -38.2% | · | -42.3% | -39.9% | -43.2% | · | -49.6% | -67.2% | -86.5% | · | -90.2% | -105.6% | |
| Net Margin | -27.5% | · | -23.3% | -29.7% | -90.9% | · | -37.2% | -34.8% | -37.6% | · | -42.8% | -59.9% | -80.1% | · | -85.7% | -94.0% | |
| Pretax Margin | -25.4% | · | -24.5% | -28.4% | -32.6% | · | -36.5% | -33.7% | -36.8% | · | -42.0% | -58.9% | -79.3% | · | -85.2% | -102.6% | |
| EBITDA Margin | -28.8% | · | -28.3% | -33.3% | -38.2% | · | -42.3% | -39.9% | -43.2% | · | -49.6% | -67.2% | -86.5% | · | -90.2% | -105.6% | |
| ROA | -3.2% | · | -2.5% | -3.1% | -8.9% | · | -3.4% | -3.0% | -3.1% | · | -3.2% | -4.0% | -5.1% | · | -4.7% | -4.5% | |
| ROE | -5.1% | · | -3.8% | -4.6% | -13.2% | · | -4.9% | -4.3% | -4.3% | · | -4.3% | -5.4% | -6.7% | · | -5.9% | -5.6% | |
| ROIC | -6.0% | · | -4.5% | -5.6% | -15.8% | · | -5.5% | -5.0% | -5.1% | · | -5.2% | -6.4% | -7.2% | · | -6.2% | -5.7% |
流动性与偿付能力 3
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | · | 1.5 | 1.8 | 1.8 | · | 1.6 | 1.7 | 1.9 | · | 2.1 | 2.0 | 2.1 | · | 2.4 | 4.2 | |
| Quick Ratio | 1.2 | · | 1.4 | 1.7 | 1.6 | · | 1.4 | 1.5 | 1.6 | · | 1.9 | 1.7 | 1.8 | · | 2.0 | 4.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | -2238.9 | · | -81468.0 | -165.9 | -190.1 | · | -169.8 | -178.2 |
效率 2
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.0 | |
| Receivables Turnover | 1.6 | · | 1.4 | 1.4 | 1.6 | · | 1.4 | 1.4 | 1.4 | · | 1.3 | 1.3 | 1.2 | · | 1.2 | 1.3 |
估值 (TTM) 4
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.01B | · | $941M | $881M | $825M | · | $760M | $699M | $633M | · | $562M | $501M | $429M | · | $352M | $283M | |
| Net Income TTM | $-417M | · | $-419M | $-428M | $-426M | · | $-288M | $-299M | $-337M | · | $-366M | $-392M | $-392M | · | $-354M | $-323M | |
| P/E | -11.2 | · | -13.9 | -13.9 | -13.9 | · | -27.4 | -22.9 | -18.4 | · | -12.3 | -12.1 | -11.5 | · | -17.7 | -16.5 | |
| Earnings Yield | -8.9% | · | -7.2% | -7.2% | -7.2% | · | -3.6% | -4.4% | -5.4% | · | -8.1% | -8.3% | -8.7% | · | -5.7% | -6.1% |
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
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 收入 | $1.00B | $821M | $621M | $422M | $205M |
| 毛利率 % | 74.1% | 74.3% | 71.1% | 65.8% | 60.1% |
| 营业利润率 % | -32.1% | -40.1% | -60.9% | -95.4% | -130.5% |
| 净收入 | $-451M | $-288M | $-339M | $-379M | $-271M |
| 稀释后每股收益 (EPS) | $-1.37 | $-0.92 | $-1.15 | $-1.36 | $-1.56 |
资产负债表
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | — | — | — | — | 0.0 |
| 流动比率 | 1.4 | 1.7 | 2.2 | 1.9 | 6.5 |
| 速动比率 | 1.2 | 1.6 | 1.9 | 1.6 | 6.3 |
现金流
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $76M | $32M | $-70M | $-198M | $-99M |
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机构持有人 (13F) 556 家申报者 · $3.4B 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 |
|---|---|---|---|---|
| 108 (+12 与上一季度对比) | 58 (-6 与上一季度对比) | 181 (-1 与上一季度对比) | 137 (+7 与上一季度对比) | +23.3M |
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 PORTFOLIO MANAGEMENT LLC | $331010626 | 19505635 | 9.86% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $247677812 | 14595039 | 7.38% | 股份 |
| FIRST TRUST ADVISORS LP | $185905664 | 10954964 | 5.54% | 股份 |
| REDPOINT MANAGEMENT, LLC | $148217049 | 8734063 | 4.41% | 股份 |
| Caprock Group, LLC | $131255517 | 7734562 | 3.91% | 股份 |
| STATE STREET CORP | $108990452 | 6423871 | 3.25% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $86715105 | 5108305 | 2.58% | 股份 |
| Anchorage Capital Group, L.L.C. | $83781789 | 4937053 | 2.50% | 股份 |
| Swedbank AB | $82505102 | 4861821 | 2.46% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $79434534 | 4680880 | 2.37% | 股份 |
| NORGES BANK | $71679362 | 4223887 | 2.13% | 股份 |
| Point72 Asset Management, L.P. | $65424322 | 3855293 | 1.95% | 股份 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $59607040 | 3512495 | 1.78% | 股份 |
| D. E. Shaw & Co., Inc. | $59456024 | 3503596 | 1.77% | 股份 |
| J. Goldman & Co LP | $56756216 | 3344503 | 1.69% | 股份 |
| CITADEL ADVISORS LLC | $53139586 | 3131384 | 1.58% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $53108379 | 3129545 | 1.58% | 股份 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $48400307 | 2852110 | 1.44% | 股份 |
| SEGALL BRYANT & HAMILL, LLC | $45817015 | 2699883 | 1.36% | 股份 |
| Stephens Investment Management Group LLC | $41441317 | 2442034 | 1.23% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $41165741 | 2425795 | 1.23% | 股份 |
| Alyeska Investment Group, L.P. | $40450286 | 2383635 | 1.20% | 股份 |
| Balyasny Asset Management L.P. | $36245510 | 2135858 | 1.08% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $36174677 | 2131684 | 1.08% | 股份 |
| BAMCO INC /NY/ | $32414329 | 1910096 | 0.97% | 股份 |
| Alta Park Capital, LP | $30367442 | 1789478 | 0.90% | 股份 |
| Freestone Grove Partners LP | $27772932 | 1636590 | 0.83% | 股份 |
| ARMISTICE CAPITAL, LLC | $27152000 | 1600000 | 0.81% | 买入期权 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $26010360 | 1532726 | 0.77% | 股份 |
| GOLDMAN SACHS GROUP INC | $25715710 | 1515363 | 0.77% | 股份 |
| Champlain Investment Partners, LLC | $24122702 | 1421491 | 0.72% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23627416 | 1392305 | 0.70% | 股份 |
| ALGERT GLOBAL LLC | $22588445 | 1331081 | 0.67% | 股份 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $21497426 | 1266790 | 0.64% | 股份 |
| JANE STREET GROUP, LLC | $20957950 | 1235000 | 0.62% | 买入期权 |
| ARMISTICE CAPITAL, LLC | $20460067 | 1205661 | 0.61% | 股份 |
| Thematics Asset Management | $20405588 | 1158750 | 0.61% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $19722856 | 1162219 | 0.59% | 股份 |
| IEQ CAPITAL, LLC | $19139708 | 1127856 | 0.57% | 股份 |
| BANK OF NOVA SCOTIA | $18654034 | 1099236 | 0.56% | 股份 |
| MARSHALL WACE, LLP | $18618059 | 1097116 | 0.55% | 股份 |
| BANK OF AMERICA CORP /DE/ | $18434749 | 1086314 | 0.55% | 股份 |
| Generali Powszechne Towarzystwo Emerytalne | $18042894 | 1063223 | 0.54% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $17609769 | 1037700 | 0.52% | 买入期权 |
| Assenagon Asset Management S.A. | $17238431 | 1015818 | 0.51% | 股份 |
| Clearbridge Investments, LLC | $17106659 | 1008053 | 0.51% | 股份 |
| Cinctive Capital Management LP | $16990347 | 1001199 | 0.51% | 股份 |
| UBS Group AG | $16152945 | 951853 | 0.48% | 买入期权 |
| Vontobel Holding Ltd. | $15913991 | 937772 | 0.47% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $15873110 | 935363 | 0.47% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15663310 | 923000 | 0.47% | 卖出期权 |
| Squarepoint Ops LLC | $14535280 | 856528 | 0.43% | 股份 |
| CITADEL ADVISORS LLC | $13124598 | 773400 | 0.39% | 买入期权 |
| Connor, Clark & Lunn Investment Management Ltd. | $12053367 | 710275 | 0.36% | 股份 |
| Swiss National Bank | $10804799 | 636700 | 0.32% | 股份 |
| PEAK6 LLC | $10051331 | 592300 | 0.30% | 买入期权 |
| Vident Advisory, LLC | $10029711 | 591026 | 0.30% | 股份 |
| JANE STREET GROUP, LLC | $9634887 | 567760 | 0.29% | 股份 |
| Erste Asset Management GmbH | $9238641 | 552220 | 0.28% | 股份 |
| BlackRock, Inc. | $8901563 | 524547 | 0.27% | 股份 |
| CITADEL ADVISORS LLC | $8646215 | 509500 | 0.26% | 卖出期权 |
| Verition Fund Management LLC | $8315300 | 490000 | 0.25% | 买入期权 |
| CANADA PENSION PLAN INVESTMENT BOARD | $8082811 | 476300 | 0.24% | 股份 |
| California Public Employees Retirement System | $7614863 | 448725 | 0.23% | 股份 |
| Meritas Wealth Management, LLC | $7568620 | 446000 | 0.23% | 股份 |
| Walleye Capital LLC | $7212725 | 425028 | 0.21% | 股份 |
| Quantinno Capital Management LP | $6813308 | 401491 | 0.20% | 股份 |
| NewEdge Wealth, LLC | $6575875 | 387500 | 0.20% | 股份 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $6541935 | 385500 | 0.19% | 股份 |
| PEAK6 LLC | $6504601 | 383300 | 0.19% | 卖出期权 |
| Walleye Trading LLC | $6431426 | 378988 | 0.19% | 股份 |
| CAPITAL FUND MANAGEMENT S.A. | $6401576 | 377229 | 0.19% | 股份 |
| Public Sector Pension Investment Board | $6307749 | 371700 | 0.19% | 股份 |
| Walleye Trading LLC | $6285688 | 370400 | 0.19% | 卖出期权 |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6176808 | 363984 | 0.18% | 股份 |
| Walleye Trading LLC | $6102412 | 359600 | 0.18% | 买入期权 |
| AMERIPRISE FINANCIAL INC | $6092705 | 359028 | 0.18% | 股份 |
| WOLVERINE TRADING, LLC | $5967891 | 329900 | 0.18% | 买入期权 |
| ExodusPoint Capital Management, LP | $5915793 | 348603 | 0.18% | 股份 |
| STATE OF WISCONSIN INVESTMENT BOARD | $5873079 | 346086 | 0.17% | 股份 |
| JANE STREET GROUP, LLC | $5854650 | 345000 | 0.17% | 卖出期权 |
| Jain Global LLC | $5849271 | 344683 | 0.17% | 股份 |
| CWM, LLC | $5771232 | 448077 | 0.17% | 股份 |
| Engineers Gate Manager LP | $5618462 | 331082 | 0.17% | 股份 |
| MERCER GLOBAL ADVISORS INC /ADV | $5607737 | 330450 | 0.17% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $5575578 | 328555 | 0.17% | 股份 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $5551803 | 327154 | 0.17% | 股份 |
| HSBC HOLDINGS PLC | $5319401 | 318527 | 0.16% | 股份 |
| Kodai Capital Management LP | $5213624 | 286778 | 0.16% | 股份 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5063884 | 319777 | 0.15% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $5020235 | 295830 | 0.15% | 股份 |
| Rathbones Group PLC | $4893672 | 288372 | 0.15% | 股份 |
| Gotham Asset Management, LLC | $4878875 | 287500 | 0.15% | 股份 |
| RHUMBLINE ADVISERS | $4823085 | 284215 | 0.14% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4613268 | 358173 | 0.14% | 股份 |
| OSAIC HOLDINGS, INC. | $4239124 | 249805 | 0.13% | 股份 |
| PineBridge Investments, L.P. | $4229605 | 240182 | 0.13% | 股份 |
| Baker Avenue Asset Management, LP | $4190080 | 246911 | 0.12% | 股份 |
| LPL Financial LLC | $4099630 | 241581 | 0.12% | 股份 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4007347 | 236143 | 0.12% | 股份 |
公司内部人士 16 位内幕人士 · 4 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 |
|---|---|---|---|---|---|---|
| Sonalee Elizabeth Parekh | Chief Financial Officer | 2026年7月27日 S | 964281 | 0 | 2 | $-842106 |
| David J. Bernhardt | Chief Financial Officer | 2022年1月12日 C | 401 | 0 | 0 | $0 |
| Nicholas Warner | President, Security | 2022年8月18日 C | 228573 | 0 | 0 | $0 |
| Efraim Harari | Chief of Staff | 2021年10月1日 C | 0 | 0 | 0 | $0 |
| Teddie Benjamin Wardi | 董事 | 2026年6月25日 A | 17876 | 0 | 0 | $0 |
| Aaron Hughes | 董事 | 2026年6月25日 A | 81504 | 0 | 0 | $0 |
| Daniel Scheinman | 董事 | 2026年6月25日 A | 76267 | 0 | 0 | $0 |
| Mark J Barrenechea | 董事 | 2026年6月25日 A | 44380 | 0 | 0 | $0 |
| Charlene T Begley | 董事 | 2026年6月25日 A | 93483 | 0 | 0 | $0 |
| Mark S Peek | 董事 | 2026年6月25日 A | 62485 | 1 | 0 | $595600 |
| Jeffery W Yabuki | 董事 | 2021年12月10日 A | 10992 | 0 | 0 | $0 |
| Tomer Weingarten | — | 2026年8月6日 S | 1840586 | 0 | 6 | $-5526017 |
| Ana G. Pinczuk | — | 2026年8月6日 S | 737716 | 0 | 2 | $-412152 |
| Robin Tomasello | — | 2026年8月6日 S | 439863 | 0 | 2 | $-296691 |
| Barry L. Padgett | — | 2026年8月6日 S | 977430 | 0 | 2 | $-473019 |
| Keenan Michael Conder | — | 2026年8月6日 S | 956358 | 0 | 9 | $-1360317 |
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 2 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 |
|---|---|---|---|---|---|
| Insight Venture Partners X, L.P., Insight Venture Partners (Cayman) X, L.P., Insight Venture Partners (Delaware) X, L.P., Insight Venture Partners X (Co-Investors), L.P., Insight Partners XI, L.P., Insight Partners (Cayman) XI, L.P., Insight Partners (Delaware) XI, L.P., Insight Partners XI (Co-Investors), L.P., Insight Partners XI (Co-Investors) (B), L.P., Insight Partners (EU) XI, S.C.Sp., Insight Partners Fund X Follow-On Fund, L.P., Insight Partners Fund X (Cayman) Follow-On Fund, L.P., Insight Partners Fund X (Delaware) Follow-On Fund, L.P., Insight Partners Fund X (Co-Investors) Follow-On Fund, L.P., Insight Venture Associates X, L.P., Insight Venture Associates X, Ltd., Insight Associates XI, L.P., Insight Associates XI, Ltd., Insight Associates (EU) XI, S.a.r.l., Insight Associates Fund X Follow-On, L.P., Insight Associates Fund X Follow-On, Ltd., Insight Holdings Group, LLC ×7 申报 | 2024年12月12日 | — | 初始申报 | — | SEC |
| Third Point LLC, Daniel S. Loeb ×10 申报 | 2023年1月30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 80 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 |
|---|---|---|---|---|
| IHAK · iShares Trust | 4.64% | 2421778 SH | 2026年8月8日 | 每日 |
| PSWD · DBX ETF Trust | 4.33% | 23194 NS | 2026年5月29日 | N-PORT |
| EDV · VANGUARD WORLD FUND | 4.04% | 597645000 PA | 2026年8月8日 | 每日 |
| BUG · Global X Funds | 3.91% | 2771886 NS | 2026年5月31日 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Inde... | 0.61% | 20529000 | 2026年8月8日 | 每日 |
| AGIQ · Tidal Trust I | 0.51% | 3479 NS | 2026年5月31日 | N-PORT |
| FXL · First Trust Exchange-Traded Alpha... | 0.30% | 313510 NS | 2026年4月30日 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund ... | 0.28% | 8745 NS | 2026年5月31日 | N-PORT |
| IGV · iShares Trust | 0.24% | 1629828 SH | 2026年8月8日 | 每日 |
| ISCG · iShares Trust | 0.21% | 102158 SH | 2026年8月8日 | 每日 |
| BKSE · BNY Mellon ETF Trust | 0.20% | 11563 NS | 2026年4月30日 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.16% | 216740 SH | 2026年8月8日 | 每日 |
| VBK · VANGUARD INDEX FUNDS | 0.15% | 4223551 SH | 2026年8月8日 | 每日 |
| FNY · First Trust Exchange-Traded Alpha... | 0.15% | 53235 NS | 2026年4月30日 | N-PORT |
| IWP · iShares Trust | 0.13% | 1268291 SH | 2026年8月8日 | 每日 |
| VCSH · VANGUARD SCOTTSDALE FUNDS | 0.13% | 62656000 PA | 2026年8月8日 | 每日 |
| SCHA · SCHWAB STRATEGIC TRUST | 0.12% | 1599003 NS | 2026年5月31日 | N-PORT |
| SMMV · iShares Trust | 0.11% | 15716 SH | 2026年8月8日 | 每日 |
| VCEB · VANGUARD WORLD FUND | 0.11% | 1200000 PA | 2026年8月8日 | 每日 |
| TECB · iShares Trust | 0.11% | 25205 SH | 2026年8月8日 | 每日 |
| JQUA · J.P. Morgan Exchange-Traded Fund ... | 0.11% | 559853 NS | 2026年4月30日 | N-PORT |
| ISCB · iShares Trust | 0.11% | 14620 SH | 2026年8月8日 | 每日 |
| GINN · Goldman Sachs ETF Trust | 0.10% | 13381 NS | 2026年5月31日 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.10% | 901408 NS | 2026年5月31日 | N-PORT |
| TRFK · Pacer Funds Trust | 0.10% | 44209 NS | 2026年4月30日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.09% | 133986 NS | 2026年4月30日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.09% | 894754 NS | 2026年4月30日 | N-PORT |
| VCIT · VANGUARD SCOTTSDALE FUNDS | 0.09% | 51000000 PA | 2026年8月8日 | 每日 |
| SMMD · iShares Trust | 0.09% | 159742 SH | 2026年8月8日 | 每日 |
| EQAL · Invesco Exchange-Traded Fund Trus... | 0.09% | 33573 SH | 2026年8月8日 | 每日 |
| VTC · VANGUARD SCOTTSDALE FUNDS | 0.08% | 1214000 PA | 2026年8月8日 | 每日 |
| FTEC · FIDELITY COVINGTON TRUST | 0.07% | 934967 NS | 2026年4月30日 | N-PORT |
| XT · iShares Trust | 0.07% | 124638 SH | 2026年8月8日 | 每日 |
| WSML · iShares Trust | 0.06% | 19959 SH | 2026年8月8日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.06% | 3830009 SH | 2026年8月8日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.06% | 7328306 SH | 2026年8月8日 | 每日 |
| VGT · VANGUARD WORLD FUND | 0.06% | 6462524 SH | 2026年8月8日 | 每日 |
| ESML · iShares Trust | 0.05% | 75539 SH | 2026年8月8日 | 每日 |
| BSV · VANGUARD BOND INDEX FUNDS | 0.05% | 30886000 PA | 2026年8月8日 | 每日 |
| VGMS · VANGUARD MALVERN FUNDS | 0.05% | 100000 PA | 2026年8月8日 | 每日 |
| XAIX · DBX ETF Trust | 0.05% | 4564 NS | 2026年5月31日 | N-PORT |
| IWR · iShares Trust | 0.05% | 1307775 SH | 2026年8月8日 | 每日 |
| FAD · First Trust Exchange-Traded Alpha... | 0.04% | 14652 NS | 2026年4月30日 | N-PORT |
| SMLF · iShares Trust | 0.04% | 85441 SH | 2026年8月8日 | 每日 |
| BIV · VANGUARD BOND INDEX FUNDS | 0.04% | 18685000 PA | 2026年8月8日 | 每日 |
| IYW · iShares Trust | 0.03% | 398681 SH | 2026年8月8日 | 每日 |
| IGM · iShares Trust | 0.03% | 156734 SH | 2026年8月8日 | 每日 |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.03% | 11608 NS | 2026年5月31日 | N-PORT |
| BND · VANGUARD BOND INDEX FUNDS | 0.02% | 63793000 PA | 2026年8月8日 | 每日 |
| IWS · iShares Trust | 0.02% | 151202 SH | 2026年8月8日 | 每日 |