SMSI Smith Micro Software, Inc. - Common Stock

NASDAQ · Technology · 在 SEC EDGAR 上查看 ↗
$2.88
价格 · 八月 20, 2026
截至...的财报数据 八月 14, 2026

关于 Smith Micro Software, Inc. - Common Stock 公司概况(来自维基百科)

Smith Micro Software, Inc., founded in 1982 by William W. Smith, Jr., is a developer and marketer of both enterprise and consumer-level software and services. Headquartered in Pittsburgh, Pennsylvania, Smith Micro maintains multiple domestic and international offices. United States locations include Aliso Viejo, California, and Pittsburgh, Pennsylvania. International offices are located throughout Europe and Asia. Currently, the company focuses on digital lifestyle solutions and security technologies, and is integrated into the evolving wireless media industry, as indicated by partnerships with cellular service providers such as Verizon Wireless, AT&T, and Sprint Corporation, now owned by T-Mobile US after the Sprint & T-Mobile merger in April 2020.

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Smith Micro Software, Inc., founded in 1982 by William W. Smith, Jr., is a developer and marketer of both enterprise and consumer-level software and services. Headquartered in Pittsburgh, Pennsylvania, Smith Micro maintains multiple domestic and international offices. United States locations include Aliso Viejo, California, and Pittsburgh, Pennsylvania. International offices are located throughout Europe and Asia. Currently, the company focuses on digital lifestyle solutions and security technologies, and is integrated into the evolving wireless media industry, as indicated by partnerships with cellular service providers such as Verizon Wireless, AT&T, and Sprint Corporation, now owned by T-Mobile US after the Sprint & T-Mobile merger in April 2020.

Corporate history

Smith Micro's initial focus was on dial-up modem and fax software technology, distributing predominantly to OEM computer software/hardware manufacturers. Smith Micro established an IPO in 1995, and became publicly traded in the NASDAQ under the symbol SMSI. Initial stock values were approx. $12.75 per share.

As the company entered the 90's, dial-up internet was quickly being replaced by cable internet, DSL, and wireless broadband due to substantially higher speeds and increased reliability. This change led Smith Micro to venture into wireless and mobile network software. Network connection management became an expertise of the company and, Smith Micro quickly developed products of interest to large-scale mobile network operators such as AT&T, Bell Canada, Orange, Sprint, T-Mobile, Verizon, and Vodafone. While fax and modem-related products were still a part of their portfolio, the QuickLink Platform of wireless connection managers became a primary source of revenue in the early 2000s.

By 2005, Smith Micro acquired Allume Systems and their StuffIt data compression software. Soon after, Smith Micro acquired Israel-based image editing company, PhoTags. Smith Micro followed with two more acquisitions, (e frontier America and busineSMS.com Software.) By acquiring these smaller companies, Smith Micro rapidly expanded its consumer business presence, however the company retained focus on network and wireless-related products.

In early 2008, the company began to expand its portfolio with the addition of wireless access and mobile services. Smith Micro introduced multiple solutions for enhanced mobile communications, such as push-to-talk software, visual voicemail services, and video streaming. Smith Micro also expressed interest in WiMAX broadband, a newly developed cellular technology which was considered to be a 4G wireless protocol and the replacement of current 3G cellular systems.

In 2019, Smith Micro entered the retail technology space with its acquisition of ISM Connect, LLC’s Smart Retail product suite. Most recently, the company has continued to expand its family safety business through the acquisitions of Circle Media Labs’ operator business in February 2020, and the Family Safety Mobile Business of Avast Software s.r.o in April 2021.

Products

Family safety

SafePath

SafePath Home

SafePath IoT

SafePath Family

SafePath Drive

Communications

CommSuite VVM (Visual Voicemail)

CommSuite VTT (Voice to Text)

CommSuite Cloud

CommSuite Caller

Smart Retail

ViewSpot

ViewSpot Studio (Retail Display Management)

ViewSpot Dynamic Pricing Portal

ViewSpot Retail Analytics

Major acquisitions

== References ==

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

Wikidata ↗

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

价格
$2.88
市值
$15M
P/E (TTM)
-0.4
每股收益 (TTM)
$-1.46
营收 (TTM)
$17M
股息收益率
ROE
-143.7%
负债/权益
0.1
52周区间
$0 – $5

SMSI 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 $17M
10-point trend, -38.5%
2016-12-31 2025-12-31
EPS $-1.46
10-point trend, -14.1%
2016-12-31 2025-12-31
自由现金流 $-7M
8-point trend, -139.0%
2018-12-31 2025-12-31
利润率 -168.9%
8-point trend, -11.3%
2018-12-31 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
SMSI
同行中位数
P/E (TTM)
5-point trend, +99.4%
-0.4
132.0
P/S (TTM) (市销率 (TTM))
5-point trend, -97.8%
0.8
29.2
P/B (市净率)
5-point trend, -96.4%
0.8
0.5
EV / EBITDA (企业价值 / EBITDA)
-0.6
Price / FCF (股价/自由现金流)
5-point trend, +98.8%
-2.0

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
SMSI
同行中位数
Gross Margin (毛利率)
5-point trend, -5.4%
74.1%
74.4%
Operating Margin (营业利润率)
5-point trend, -215.5%
-167.1%
Net Profit Margin (净利润率)
5-point trend, -217.9%
-168.9%
-88.4%
ROA
5-point trend, -143.6%
-80.3%
-28.6%
ROE
5-point trend, -373.1%
-143.7%
-53.3%
ROIC
5-point trend, -381.5%
-149.2%

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
SMSI
同行中位数
Debt / Equity (负债/股东权益比率)
0.1
3.7
Current Ratio (流动比率)
5-point trend, -75.8%
0.7
3.9
Quick Ratio (速动比率)
5-point trend, -81.0%
0.5

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
SMSI
同行中位数
Revenue YoY (营收同比增长)
5-point trend, -70.3%
-15.5%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, -70.3%
-29.0%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, -70.3%
-19.5%

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
SMSI
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, -139.3%
$-1.46

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
SMSI
同行中位数

SMSI 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 8 位分析师
  • 强烈买入 2 25.0%
  • 买入 5 62.5%
  • 持有 1 12.5%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

2 位分析师 · 2026-08-18
中位数目标 $11.00 +282.2%
平均目标 $11.00 +282.2%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
-0.02%
期间 EPS Actual EPS 预期 惊喜
2026年3月31日 $-0.75 $-0.77 0.01%
2025年12月31日 $-1.00 $-0.97 -0.03%
2025年9月30日 $-1.25 $-1.20 -0.05%
2025年6月30日 $-1.35 $-1.29 -0.06%
2025年3月31日 $-0.16 $-0.20 0.04%

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
SMSI $14M -0.4 -15.5% -168.9% -143.7% 74.1%
CYN $19M -0.5 -40.5% -10717.7% -54.9%
MYSE
UPLD $42M -0.9 -21.1% -17.9% 85.7% 74.8%
PLTR $425.03B 282.1 56.2% 36.3% 26.2% 82.4%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 16
SMSI 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, -53.0% $17M $21M $41M $49M $58M $51M $43M $26M $23M $28M $40M $37M
Cost of Revenue 12-point trend, -51.6% $5M $6M $11M $14M $13M $5M $4M $4M $5M $8M $8M $9M
Gross Profit 12-point trend, -53.5% $13M $14M $30M $34M $46M $46M $39M $22M $18M $21M $31M $28M
R&D Expense 12-point trend, -24.5% $11M $14M $17M $29M $26M $18M $12M $9M $9M $16M $14M $14M
SG&A Expense 12-point trend, -24.3% $10M $11M $13M $16M $18M $13M $10M $9M $9M $10M $11M $13M
Operating Expenses 12-point trend, +6.3% $42M $64M $48M $65M $77M $43M $29M $23M $24M $37M $34M $39M
Operating Income 12-point trend, -147.1% $-29M $-49M $-18M $-31M $-31M $4M $10M $-1M $-6M $-16M $-3M $-12M
Other Non-op 12-point trend, -5366.7% $-164.0K $196.0K $-52.0K $-115.0K $76.0K $-3.0K $-14.0K $-26.0K $-8.0K $-22.0K $3.0K $-3.0K
Pretax Income 12-point trend, -150.2% $-29M $-49M $-24M $-29M $-31M $4M $11M $-3M $-7M $-16M $-3M $-12M
Income Tax 12-point trend, -255.1% $-76.0K $-13.0K $158.0K $226.0K $215.0K $160.0K $80.0K $13.0K $-546.0K $-229.0K $68.0K $49.0K
Net Income 12-point trend, -148.6% $-29M $-49M $-24M $-29M $-31M $4M $11M $-3M $-7M $-15M $-3M $-12M
EPS (Basic) 12-point trend, -25.9% $-1.46 $-3.94 $-3.01 $-0.53 $-0.61 $0.10 $0.31 $-0.14 $-0.49 $-1.28 $-0.23 $-1.16
EPS (Diluted) 12-point trend, -25.9% $-1.46 $-3.94 $-3.01 $-0.53 $-0.61 $0.10 $0.29 $-0.14 $-0.49 $-1.28 $-0.23 $-1.16
Shares (Basic) 12-point trend, +102.8% 20,605,000 12,367,000 8,115,000 55,422,000 51,232,000 40,808,000 34,513,000 22,322,000 13,489,000 11,951,000 11,486,000 10,162,000
Shares (Diluted) 12-point trend, +102.8% 20,605,000 12,367,000 8,115,000 55,422,000 51,232,000 42,764,000 36,991,000 22,322,000 13,489,000 11,951,000 11,486,000 10,162,000
EBITDA 10-point trend, -101.1% $-24M $-43M $-11M $-30M $-30M $4M $11M $-714.0K · · $-638.0K $-12M
资产负债表 28
SMSI 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -85.3% $1M $3M $7M $14M $16M $26M $28M $12M $2M $2M $9M $10M
Receivables 12-point trend, -77.9% $2M $6M $8M $11M $11M $12M $11M $7M $5M $5M $8M $8M
Inventory 3-point trend, -87.6% · · · · · · · · · $12.0K $39.0K $97.0K
Prepaid Expense 12-point trend, +59.2% $1M $1M $2M $2M $2M $1M $802.0K $795.0K $576.0K $726.0K $692.0K $765.0K
Current Assets 12-point trend, -80.2% $5M $10M $17M $27M $29M $39M $40M $20M $8M $8M $22M $23M
PP&E (Net) 12-point trend, -92.3% $331.0K $538.0K $883.0K $1M $3M $2M $2M $865.0K $1M $2M $2M $4M
PP&E (Gross) 11-point trend, -60.6% · $9M $9M $15M $15M $14M $13M $21M $21M $21M $23M $23M
Accum. Depreciation 12-point trend, -59.7% $7M $8M $8M $13M $12M $11M $11M $20M $20M $19M $20M $18M
Goodwill 10-point trend, -100.0% $0 $11M $35M $35M $35M $12M $8M $4M $4M $4M · ·
Intangibles 10-point trend, +2382.1% $18M $24M $30M $36M $43M $13M $5M $238.0K $487.0K $745.0K · ·
Other Non-current Assets 12-point trend, +133.6% $500.0K $496.0K $482.0K $490.0K $620.0K $694.0K $234.0K $140.0K $146.0K $149.0K $195.0K $214.0K
Total Assets 12-point trend, -8.8% $25M $48M $86M $104M $115M $73M $61M $25M $14M $14M $24M $27M
Accounts Payable 12-point trend, +27.4% $2M $2M $3M $3M $3M $2M $2M $1M $1M $2M $2M $2M
Accrued Liabilities 3-point trend, -39.1% · · · · · · · · · $4M $5M $6M
Short-term Debt 2-point trend, +1007000.00 $1M $0 · · · · · · · · · ·
Current Liabilities 12-point trend, -30.8% $6M $6M $8M $21M $9M $8M $6M $3M $5M $6M $7M $9M
Capital Leases 7-point trend, -92.8% $417.0K $1M $2M $3M $4M $5M $6M · · · · ·
Deferred Tax 7-point trend, -100.0% $0 $128.0K $168.0K $178.0K $117.0K $59.0K · · · $181.0K · ·
Other Non-current Liabilities 7-point trend, -98.2% · · · · · $66.0K $134.0K $534.0K $766.0K $2M $3M $4M
Long-term Debt 2-point trend, +46.2% · · · · · · · · $4M $3M · ·
Total Debt $1M · · · · · · · · · · ·
Common Stock 12-point trend, -88.9% $5.0K $18.0K $9.0K $56.0K $54.0K $41.0K $38.0K $28.0K $14.0K $12.0K $46.0K $45.0K
Paid-in Capital 3-point trend, +75.8% $403M $395M · · · · · · · $229M · ·
Retained Earnings 11-point trend, -70.3% · $-355M $-306M $-282M $-252M $-221M $-225M $-236M $-233M $-226M $-211M $-208M
AOCI 2-point trend, -8.5% $-385M $-355M · · · · · · · · · ·
Stockholders' Equity 12-point trend, +23.4% $18M $41M $75M $76M $101M $59M $49M $21M $5M $3M $14M $15M
Liabilities + Equity 12-point trend, -8.8% $25M $48M $86M $104M $115M $73M $61M $25M $14M $14M $24M $27M
Shares Outstanding 12-point trend, -88.5% 5,159,618 17,673,404 9,347,979 56,197,910 54,259,390 41,232,804 38,475,084 28,241,129 14,268,765 12,297,954 11,432,318 45,000,891
现金流 16
SMSI 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +86.2% $5M $6M $7M $8M $1M $700.0K $400.0K $500.0K $700.0K $1M $2M $3M
Stock-based Comp 7-point trend, -1.2% $4M $5M $5M $5M $5M · · · · · $2M $4M
Deferred Tax 12-point trend, -128000.00 $-128.0K $-40.0K $-10.0K $61.0K $58.0K $153.0K $97.0K $213.0K $-585.0K $-137.0K $0 $0
Amort. of Intangibles 10-point trend, +2450.0% $5M $6M $7M $6M $8M $3M $900.0K $200.0K $300.0K $200.0K · ·
Restructuring 6-point trend, -99.2% · · · · · $19.0K $194.0K $173.0K $-123.0K $303.0K · $2M
Other Non-cash 9-point trend, +977.2% $13M $24M $5M $4M $17M $3M $-1M $-847.0K · · $-2M ·
Operating Cash Flow 12-point trend, -5.0% $-7M $-14M $-7M $-19M $-13M $8M $10M $-3M $-7M $-12M $-55.0K $-7M
CapEx 12-point trend, -59.3% $88.0K $20.0K $4.0K $49.0K $830.0K $1M $2M $173.0K $77.0K $500.0K $124.0K $216.0K
Investing Cash Flow 9-point trend, +1657.1% $1M $178.0K $132.0K $115.0K $-58M $-15M $-5M $-173.0K $-77.0K · · ·
Debt Issued · · · · · · · · · $2M · ·
Stock Issued 4-point trend, -100.0% · · $0 $3M $60M · · · · · · $5M
Net Stock Activity 4-point trend, -100.0% · · $0 $3M $60M · · · · · · $5M
Financing Cash Flow 9-point trend, -37.4% $5M $10M $-60.0K $17M $61M $4M $11M $13M $7M · · ·
Net Change in Cash 12-point trend, +17.8% $-1M $-4M $-7M $-2M $-10M $-3M $16M $10M $-24.0K $-7M $-1M $-2M
Taxes Paid 7-point trend, -42.3% $60.0K $80.0K $187.0K $253.0K $84.0K $-173.0K $104.0K · · · · ·
Free Cash Flow 10-point trend, -3.1% $-7M $-14M $-7M $-19M $-14M $7M $8M $-3M · · $-179.0K $-7M
盈利能力 8
SMSI 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Gross Margin 10-point trend, -1.0% 74.1% 70.2% 74.2% 70.7% 78.3% 89.9% 90.9% 83.5% · · 79.4% 74.8%
Operating Margin 10-point trend, -426.3% -167.1% -240.3% -44.2% -63.7% -53.0% 6.9% 23.3% -4.6% · · -6.4% -31.8%
Net Margin 10-point trend, -429.3% -168.9% -236.9% -59.7% -60.4% -53.1% 8.1% 24.7% -10.4% · · -6.6% -31.9%
Pretax Margin 10-point trend, -433.0% -169.3% -237.0% -59.3% -59.9% -52.8% 8.4% 24.9% -10.4% · · -6.4% -31.8%
EBITDA Margin 10-point trend, -328.3% -136.0% -209.7% -26.1% -61.3% -50.9% 8.2% 24.2% -2.7% · · -1.6% -31.8%
ROA 10-point trend, -100.6% -80.3% -72.9% -25.8% -26.9% -33.0% 6.2% 24.8% -14.0% · · -10.0% -40.1%
ROE 10-point trend, -101.5% -143.7% -124.1% -32.0% -36.6% -30.4% 7.2% 22.9% -23.1% · · -18.0% -71.4%
ROIC 10-point trend, -88.5% -149.2% -121.2% -24.1% -40.8% -31.0% 5.8% 20.6% -5.9% · · -18.6% -79.1%
流动性与偿付能力 3
SMSI 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Current Ratio 10-point trend, -71.3% 0.7 1.8 2.2 1.3 3.1 4.7 7.0 5.9 · · 3.0 2.6
Quick Ratio 10-point trend, -74.0% 0.5 1.5 2.0 1.2 2.8 4.6 6.8 5.7 · · 2.4 2.1
Debt / Equity 0.1 · · · · · · · · · · ·
效率 3
SMSI 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, -62.1% 0.5 0.3 0.4 0.4 0.6 0.8 1.0 1.3 · · 1.5 1.3
Inventory Turnover 2-point trend, +69.8% · · · · · · · · · · 119.9 70.6
Receivables Turnover 10-point trend, -1.7% 4.6 3.0 4.4 4.6 5.1 4.4 4.8 4.3 · · 4.8 4.7
每股 5
SMSI 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +115.3% $0.71 $2.31 $1.01 $1.36 $1.85 $1.42 $1.27 $0.73 · · $0.31 $0.33
Revenue / Share 10-point trend, -7.4% $0.84 $1.66 $0.63 $0.88 $1.14 $1.20 $1.17 $1.18 · · $0.86 $0.91
Cash Flow / Share 10-point trend, -107.2% $-0.35 $-1.16 $-0.11 $-0.35 $-0.25 $0.19 $0.27 $-0.13 · · $-0.00 $-0.17
Cash / Share 10-point trend, -74.4% $0.06 $0.16 $0.10 $0.25 $0.30 $0.62 $0.73 $0.43 · · $0.19 $0.23
EPS (TTM) 12-point trend, -25.9% $-1.46 $-3.94 $-3.01 $-0.53 $-0.61 $0.10 $0.29 $-0.14 $-0.49 $-1.28 $-0.23 $-1.16
增长率 3
SMSI 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -211.9% -15.5% -49.7% -15.8% -17.0% 13.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -297.3% -29.0% -29.4% -7.3% · · · · · · · · ·
Revenue CAGR 5Y -19.5% · · · · · · · · · · ·
估值 (TTM) 14
SMSI 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, -53.0% $17M $21M $41M $49M $58M $51M $43M $26M $23M $28M $40M $37M
Net Income TTM 12-point trend, -148.6% $-29M $-49M $-24M $-29M $-31M $4M $11M $-3M $-7M $-15M $-3M $-12M
Market Cap 10-point trend, -99.0% $14M $23M $497M $944M $2.14B $1.79B $1.23B $407M · · $1.07B $1.40B
Enterprise Value $13M · · · · · · · · · · ·
P/E 12-point trend, +98.6% -0.4 -0.3 -2.2 -31.7 -64.5 433.6 109.8 -102.9 -46.4 -9.8 -101.6 -26.8
P/S 10-point trend, -97.9% 0.8 1.1 12.2 19.5 36.6 34.9 28.3 15.5 · · 27.0 37.8
P/B 10-point trend, -99.2% 0.8 0.6 6.6 12.4 21.2 30.4 25.2 19.8 · · 76.2 93.7
P / Tangible Book 5-point trend, -92.8% · 3.8 45.9 188.1 93.3 53.0 · · · · · ·
P / Cash Flow 10-point trend, +99.1% -1.9 -1.6 -71.2 -49.0 -165.3 225.6 122.7 -141.5 · · -19422.5 -203.9
P / FCF 10-point trend, +99.0% -1.9 -1.6 -71.2 -48.9 -155.4 270.8 147.1 -133.5 · · -5967.8 -197.7
EV / EBITDA -0.6 · · · · · · · · · · ·
EV / FCF -1.8 · · · · · · · · · · ·
EV / Revenue 0.8 · · · · · · · · · · ·
Earnings Yield 12-point trend, -7129.1% -270.4% -300.8% -45.3% -3.1% -1.6% 0.23% 0.91% -0.97% -2.2% -10.2% -0.98% -3.7%

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $17M$21M$41M$49M$58M
毛利率 % 74.1%70.2%74.2%70.7%78.3%
营业利润率 % -167.1%-240.3%-44.2%-63.7%-53.0%
净收入 $-29M$-49M$-24M$-29M$-31M
稀释后每股收益 (EPS) $-1.46$-3.94$-3.01$-0.53$-0.61
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
负债/股东权益比率 0.1
流动比率 0.71.82.21.33.1
速动比率 0.51.52.01.22.8
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $-7M$-14M$-7M$-19M$-14M

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机构持有人 (13F) 3 家申报者 · $55K 总计 · 截至 2025年12月31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 — Q1 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
5 (+4 与上一季度对比) 4 (-2 与上一季度对比) 4 (-4 与上一季度对比) 4 (-3 与上一季度对比) -20K

与Q4 2025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 GROUP INC $48027 88939 87.72% 股份
Lindbrook Capital, LLC $6711 9156 12.26% 股份
Iron Horse Wealth Management, LLC $11 13 0.02% 股份

公司内部人士 29 位内幕人士 · 14 位高管 · 12 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
SMITH WILLIAM W JR President & CEO 2022年6月17日 F 455339 0 0 $0
James M Kempton VP, CFO and Treasurer 2022年5月18日 F 112604 0 0 $0
Timothy C. Huffmyer Chief Financial Officer 2021年8月17日 F 324598 0 0 $0
Steven Yasbek Former VP & CFO 2017年6月30日 F 74585 0 0 $0
Andrew C Schmidt FORMER VP &CFO 2014年11月3日 S 233174 0 0 $0
Robert W Scheussler Sr. VP/COO/CFO 2004年12月16日 M 1000 0 0 $0
Rick Carpenter SVP - Engineering 2015年2月23日 A 595141 0 0 $0
Christopher G Lippincott FORMER SVP-Global Ops 2014年11月4日 S 250502 0 0 $0
Daniel Rawlings Chief Revenue Officer 2014年7月10日 S 92293 0 0 $0
Von Cameron EVP - Sales 2013年9月9日 D 404660 0 0 $0
Jonathan Kahn EVP - Productivity & Graphics 2010年12月10日 M 145036 0 0 $0
David P Sperling CTO 2010年12月7日 S 143105 0 0 $0
Robert Elliott Chief Marketing Officer 2010年11月8日 S 102403 0 0 $0
Mark Mcmillan EVP of Sales 2007年12月14日 S 22500 0 0 $0
Chetan Sharma 董事 2022年4月11日 A 18082 0 0 $0
Asha Keddy 董事 2022年4月11日 A 18082 0 0 $0
Andrew Arno 董事 2022年1月18日 A 262605 0 0 $0
Steven Lawrence Elfman 董事 2022年1月18日 A 138750 0 0 $0
Smauel Gulko 董事 2022年1月18日 A 144250 0 0 $0
Gregory J Szabo 董事 2022年1月18日 A 164000 0 0 $0
Thomas G Campbell 董事 2022年1月18日 A 62000 0 0 $0
James E Straight 董事 2011年8月11日 S 0 0 0 $0
Ted L Hoffman 董事 2011年7月11日 D 30832 0 0 $0
William Keiper 董事 2011年7月11日 D 41332 0 0 $0
The William W. Smith, Jr. Revocable Trust 10% 所有者 2010年6月4日 S 2133115 0 0 $0
The Rhonda L. Smith Living Trust, U/A/D 9/01/04 10% 所有者 2006年3月16日 S 2164115 0 0 $0
Rhonda L Smith 10% 所有者 2006年3月16日 S 2164115 0 0 $0
SMITH FAMILY TRUST U/A/D 12/5/95 10% 所有者 2004年12月15日 S 7397230 0 0 $0
William R Wyand 2007年8月8日 M 35250 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
SMITH WILLIAM W JR ×6 申报 2026年7月14日 56.50% 修订 被动投资 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 2 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
VXF · VANGUARD INDEX FUNDS 0.00% 40039 SH 2026年8月19日 每日
VTI · VANGUARD INDEX FUNDS 0.00% 91993 SH 2026年8月19日 每日