TTAN ServiceTitan, Inc. - Class A Common Stock
关于 ServiceTitan, Inc. - Class A Common Stock 公司概况(来自维基百科)
ServiceTitan, Inc. is an American cloud-based software company headquartered in Glendale, California. It provides customer relationship management (CRM) software for tradespersons, with applications focused on sales, customer service, marketing automation, e-commerce and analytics.
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ServiceTitan, Inc. is an American cloud-based software company headquartered in Glendale, California. It provides customer relationship management (CRM) software for tradespersons, with applications focused on sales, customer service, marketing automation, e-commerce and analytics.
History
ServiceTitan was founded by Ara Mahdessian and Vahe Kuzoyan in 2007; their cloud-based platform launched in 2012.
In 2019, the company expanded outside the United States, opening an office in Yerevan, Armenia.
ServiceTitan was planning an initial public offering for 2022 before the market for them soured, but continued to work with investment banks Goldman Sachs and Morgan Stanley to prepare for a stock market listing in 2024. Following the 2024 United States presidential election, ServiceTitan filed for an initial public offering with the Securities and Exchange Commission. On December 12, 2024, ServiceTitan began trading on the Nasdaq under the ticker symbol TTAN, raising approximately $625 million in its initial public offering at $71 per share; shares surged 42% on the first day, opening and closing at $101 and valuing the company at approximately $8.9 billion. Prior to the IPO, the company raised $1.4 billion in eight rounds of funding from investors, including Iconiq Capital, Bessemer Venture Partners, TPG Inc., Index Ventures, and Mucker Capital.
Acquisitions and partnerships
In 2021, the company acquired Aspire Software, a company specializing in software for landscapers, and ServicePro, a company specializing in software for pest control and lawn care contractors.
In January 2022, the company acquired FieldRoutes, a mobile-software-as-a-service provider in the lawn care and pest control industry.
In April 2024, the company acquired Convex, a San-Francisco-based sales and marketing platform.
In June 2025, ServiceTitan partnered with ABC Supply Co. Inc. to provide roofing contractors. In September 2025, ServiceTitan acquired Conduit Tech, an HVAC sales and design platform. In the same month, ServiceTitan partnered with Ford Pro to integrate vehicle data and fleet management tools. In October 2025, ServiceTitan partnered with Home Depot's Path to Pro program.
Products and services
In 2025, ServiceTitan announced a new AI-powered tool, Atlas, to assist contractors with operations.
来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
TTAN 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
TTAN 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
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?
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)
财务健康 债务、流动性、偿付能力 — 资产负债表强度
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)
资本效率 资产周转率、库存周转率、应收账款周转率
TTAN 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
- 强烈买入 6 26.1%
- 买入 14 60.9%
- 持有 3 13.0%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
15 位分析师 · 2026-08-18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
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2027年3月31日 | $0.37 | $0.28 | — |
| 2026年6月30日 | $0.37 | $0.28 | 0.09% |
| 2026年3月31日 | $0.27 | $0.18 | 0.09% |
| 2025年12月31日 | $0.24 | $0.16 | 0.08% |
| 2025年9月30日 | $0.33 | $0.18 | 0.15% |
| 2025年6月30日 | $0.18 | $0.13 | 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 |
|---|---|---|---|---|---|---|
| TTAN | — | -46.1 | 24.5% | -16.6% | -10.6% | 70.1% |
| SAIL | $9.16B | -30.1 | 24.3% | -25.2% | -4.0% | 64.5% |
| BSY | $11.54B | 44.9 | 11.0% | 18.5% | 24.9% | 81.5% |
| HUT | $5.06B | -21.5 | 44.8% | -96.2% | -18.9% | — |
| PCOR | $11.04B | -108.6 | 14.8% | -7.6% | -8.1% | 79.5% |
| WULF | $4.83B | -6.9 | 20.3% | -392.6% | -420.2% | 39.2% |
| IDCC | $8.18B | 27.0 | -4.0% | 48.8% | 37.2% | — |
| YOU | — | — | 16.9% | 12.1% | 58.1% | — |
| DBX | $6.75B | 14.9 | -1.1% | 20.2% | -32.8% | 80.1% |
| 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 17
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue | $961M | $772M | $614M | $468M | |
| Cost of Revenue | $287M | $271M | $238M | $202M | |
| Gross Profit | $674M | $501M | $377M | $266M | |
| R&D Expense | $303M | $263M | $204M | $159M | |
| SG&A Expense | $249M | $214M | $136M | $132M | |
| Operating Expenses | $843M | $731M | $559M | $488M | |
| Operating Income | $-169M | $-230M | $-183M | $-222M | |
| Interest Income | $19M | $9M | $7M | $2M | |
| Other Non-op | $2M | $-72.0K | $1M | $2M | |
| Pretax Income | $-157M | $-237M | $-191M | $-283M | |
| Income Tax | $3M | $2M | $4M | $-13M | |
| Net Income | $-160M | $-239M | $-195M | $-270M | |
| EPS (Basic) | $-1.73 | $-8.53 | $-7.24 | $-9.31 | |
| EPS (Diluted) | $-1.73 | $-8.53 | $-7.24 | $-9.31 | |
| Shares (Basic) | 92,378,699 | 42,148,552 | 33,267,131 | 30,410,373 | |
| Shares (Diluted) | 92,378,699 | 42,148,552 | 33,267,131 | 30,410,373 | |
| EBITDA | $-86M | $-150M | · | · |
资产负债表 25
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Cash & Equivalents | $429M | $442M | $147M | $202M | |
| Receivables | $56M | $44M | $28M | · | |
| Prepaid Expense | $26M | $25M | $23M | · | |
| Other Current Assets | $7M | $4M | $2M | · | |
| Current Assets | $591M | $573M | $249M | · | |
| PP&E (Net) | $39M | $57M | $97M | · | |
| PP&E (Gross) | $91M | $99M | $123M | · | |
| Accum. Depreciation | $52M | $43M | $26M | · | |
| Goodwill | $860M | $846M | $831M | $831M | |
| Intangibles | $177M | $215M | $251M | · | |
| Other Non-current Assets | $5M | $8M | $7M | · | |
| Total Assets | $1.75B | $1.77B | $1.52B | · | |
| Accounts Payable | $52M | $40M | $45M | · | |
| Short-term Debt | $0 | $1M | $2M | · | |
| Current Liabilities | $169M | $153M | $125M | · | |
| Capital Leases | $37M | $47M | $59M | · | |
| Other Non-current Liabilities | $13M | $10M | $8M | · | |
| Total Liabilities | $220M | $314M | $366M | · | |
| Long-term Debt | $0 | $104M | $175M | · | |
| Total Debt | $0 | $106M | · | · | |
| Common Stock | · | · | $34.0K | · | |
| Retained Earnings | $-1.27B | $-1.11B | $-867M | · | |
| Stockholders' Equity | $1.53B | $1.45B | $-478M | $-335M | |
| Liabilities + Equity | $1.75B | $1.77B | $1.52B | · | |
| Shares Outstanding | · | · | 34,185,388 | · |
现金流 12
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| D&A | $83M | $80M | $81M | $58M | |
| Stock-based Comp | $197M | $164M | $102M | $64M | |
| Deferred Tax | $2M | $1M | $2M | $-15M | |
| Amort. of Intangibles | $45M | $46M | $49M | $45M | |
| Other Non-cash | $-12M | $31M | · | · | |
| Operating Cash Flow | $110M | $37M | $-40M | $-121M | |
| CapEx | $5M | $4M | $28M | $74M | |
| Investing Cash Flow | $-45M | $-23M | $-40M | $-681M | |
| Financing Cash Flow | $-79M | $280M | $24M | $889M | |
| Net Change in Cash | $-13M | $294M | $-56M | $87M | |
| Taxes Paid | $825.0K | · | · | · | |
| Free Cash Flow | $105M | $33M | · | · |
盈利能力 8
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Gross Margin | 70.1% | 64.9% | · | · | |
| Operating Margin | -17.6% | -29.8% | · | · | |
| Net Margin | -16.6% | -31.0% | · | · | |
| Pretax Margin | -16.4% | -30.7% | · | · | |
| EBITDA Margin | -8.9% | -19.4% | · | · | |
| ROA | -9.1% | -14.5% | · | · | |
| ROE | -10.6% | -54.5% | · | · | |
| ROIC | -11.3% | -14.9% | · | · |
流动性与偿付能力 4
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Current Ratio | 3.5 | 3.7 | · | · | |
| Quick Ratio | 2.9 | 3.2 | · | · | |
| Debt / Equity | 0.0 | 0.1 | · | · | |
| LT Debt / Equity | · | 0.1 | · | · |
效率 2
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | · | · | |
| Receivables Turnover | 19.1 | 21.3 | · | · |
增长率 2
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue YoY | 24.5% | 25.6% | 31.3% | · | |
| Revenue CAGR 3Y | 27.1% | · | · | · |
估值 (TTM) 4
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue TTM | $961M | $772M | · | · | |
| Net Income TTM | $-160M | $-239M | · | · | |
| P/E | -46.1 | -12.0 | · | · | |
| Earnings Yield | -2.2% | -8.3% | · | · |
损益表 17
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $269M | $254M | $249M | $242M | $216M | $209M | $199M | $193M | $170M | $162M | |
| Cost of Revenue | $75M | $76M | $73M | $71M | $67M | $71M | $69M | $66M | $64M | $62M | |
| Gross Profit | $194M | $178M | $176M | $171M | $148M | $138M | $130M | $127M | $106M | $100M | |
| R&D Expense | $88M | $82M | $79M | $73M | $69M | $76M | $66M | $62M | $59M | $54M | |
| SG&A Expense | $58M | $65M | $62M | $64M | $60M | $92M | $40M | $39M | $43M | $37M | |
| Operating Expenses | $220M | $220M | $219M | $206M | $198M | $238M | $174M | $159M | $159M | $148M | |
| Operating Income | $-26M | $-43M | $-42M | $-35M | $-50M | $-100M | $-44M | $-33M | $-53M | $-48M | |
| Interest Income | $4M | $4M | $5M | $5M | $5M | $4M | $2M | $2M | $2M | $2M | |
| Other Non-op | $351.0K | $625.0K | $217.0K | $185.0K | $501.0K | $-467.0K | $185.0K | $-17.0K | $227.0K | $133.0K | |
| Pretax Income | $-22M | $-40M | $-39M | $-32M | $-46M | $-100M | $-46M | $-35M | $-56M | $-50M | |
| Income Tax | $951.0K | $2M | $601.0K | $364.0K | $234.0K | $1M | $401.0K | $457.0K | $406.0K | $1M | |
| Net Income | $-23M | $-42M | $-40M | $-32M | $-46M | $-101M | $-46M | $-36M | $-56M | $-51M | |
| EPS (Basic) | $-0.24 | $-0.45 | $-0.42 | $-0.35 | $-0.51 | $-3.34 | $-1.74 | $-1.43 | $-2.02 | $-1.88 | |
| EPS (Diluted) | $-0.24 | $-0.45 | $-0.42 | $-0.35 | $-0.51 | $-3.34 | $-1.74 | $-1.43 | $-2.02 | $-1.88 | |
| Shares (Basic) | 95,003,992 | -182,917,632 | 93,273,982 | 91,687,907 | 90,334,442 | -61,910,487 | 35,094,547 | 34,789,424 | 34,175,068 | 224,060 | |
| Shares (Diluted) | 95,003,992 | -182,917,632 | 93,273,982 | 91,687,907 | 90,334,442 | -61,910,487 | 35,094,547 | 34,789,424 | 34,175,068 | 224,060 | |
| EBITDA | $-6M | · | $-42M | $-35M | $-30M | · | $-44M | · | · | · |
资产负债表 25
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $422M | $429M | $493M | $471M | $420M | $442M | $134M | · | · | $147M | |
| Receivables | $63M | $56M | $52M | $52M | $46M | $44M | $41M | · | · | · | |
| Prepaid Expense | $29M | $26M | $25M | $32M | $24M | $25M | $19M | · | · | · | |
| Other Current Assets | $8M | $7M | $5M | $5M | $3M | $4M | $3M | · | · | · | |
| Current Assets | $601M | $591M | $644M | $623M | $553M | $573M | $253M | · | · | · | |
| PP&E (Net) | $37M | $39M | $44M | $46M | $48M | $57M | $60M | · | · | · | |
| PP&E (Gross) | $92M | $91M | $92M | $95M | $94M | $99M | $99M | · | · | · | |
| Accum. Depreciation | $55M | $52M | $49M | $50M | $46M | $43M | $39M | · | · | · | |
| Goodwill | $860M | $860M | $860M | $846M | $846M | $846M | $846M | · | · | $831M | |
| Intangibles | $167M | $177M | $188M | $192M | $204M | $215M | $226M | · | · | · | |
| Other Non-current Assets | $7M | $5M | $7M | $8M | $7M | $8M | $12M | · | · | · | |
| Total Assets | $1.75B | $1.75B | $1.82B | $1.78B | $1.73B | $1.77B | $1.47B | · | · | · | |
| Accounts Payable | $56M | $52M | $47M | $43M | $44M | $40M | $45M | · | · | · | |
| Short-term Debt | · | $0 | $1M | $1M | $1M | $1M | $1M | · | · | · | |
| Current Liabilities | $135M | $169M | $156M | $139M | $115M | $153M | $140M | · | · | · | |
| Capital Leases | $37M | $37M | $40M | $41M | $44M | $47M | $50M | · | · | · | |
| Other Non-current Liabilities | $14M | $13M | $12M | $11M | $10M | $10M | $10M | · | · | · | |
| Total Liabilities | $187M | $220M | $312M | $294M | $273M | $314M | $374M | · | · | · | |
| Long-term Debt | · | $0 | $104M | $104M | $104M | $104M | $174M | · | · | · | |
| Total Debt | · | · | $2M | $2M | $2M | · | $106M | · | · | · | |
| Common Stock | · | · | · | · | · | · | $35.0K | · | · | · | |
| Retained Earnings | $-1.29B | $-1.27B | $-1.22B | $-1.18B | $-1.15B | $-1.11B | $-1.00B | · | · | · | |
| Stockholders' Equity | $1.56B | $1.53B | $1.50B | $1.49B | $1.45B | $1.45B | $-577M | · | · | $-478M | |
| Liabilities + Equity | $1.75B | $1.75B | $1.82B | $1.78B | $1.73B | $1.77B | $1.47B | · | · | · | |
| Shares Outstanding | · | · | · | · | · | · | 35,397,085 | · | · | · |
现金流 11
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $20M | $23M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $23M | |
| Stock-based Comp | $55M | $54M | $50M | $49M | $44M | $95M | $25M | $24M | $20M | $30M | |
| Deferred Tax | $814.0K | $764.0K | $-398.0K | $679.0K | $646.0K | $-72.0K | $133.0K | $383.0K | $738.0K | $179.0K | |
| Amort. of Intangibles | $10M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $12M | $14M | |
| Other Non-cash | $-54M | · | · | · | $-33M | · | · | · | · | · | |
| Operating Cash Flow | $-2M | $41M | $44M | $40M | $-15M | $15M | $16M | $25M | $-19M | $6M | |
| CapEx | $596.0K | $700.0K | $2M | $1M | $1M | $997.0K | $1M | $1M | $628.0K | $5M | |
| Investing Cash Flow | $-8M | $-5M | $-26M | $-6M | $-8M | $-5M | $-5M | $-7M | $-7M | $-5M | |
| Financing Cash Flow | $2M | $-100M | $4M | $17M | $380.0K | $297M | $-5M | $-7M | $-5M | $-4M | |
| Net Change in Cash | $-7M | $-65M | $22M | $51M | $-22M | $308M | $6M | $11M | $-31M | $-3M | |
| Free Cash Flow | $-2M | · | · | · | $-16M | · | · | · | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 72.1% | · | 70.8% | 70.8% | 68.8% | · | 65.2% | · | · | · | |
| Operating Margin | -9.6% | · | -17.0% | -14.4% | -23.0% | · | -22.1% | · | · | · | |
| Net Margin | -8.5% | · | -15.9% | -13.3% | -21.5% | · | -23.3% | · | · | · | |
| Pretax Margin | -8.1% | · | -15.6% | -13.2% | -21.4% | · | -23.1% | · | · | · | |
| EBITDA Margin | -2.3% | · | -17.0% | -14.4% | -13.7% | · | -22.1% | · | · | · | |
| ROA | -1.3% | · | -2.4% | -3.6% | -5.4% | · | -6.3% | · | · | · | |
| ROE | -1.5% | · | -8.5% | -4.3% | -6.4% | · | 16.1% | · | · | · | |
| ROIC | -1.7% | · | -2.9% | -2.4% | -3.4% | · | 9.4% | · | · | · |
流动性与偿付能力 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.4 | · | 4.1 | 4.5 | 4.8 | · | 1.8 | · | · | · | |
| Quick Ratio | 3.6 | · | 3.5 | 3.8 | 4.1 | · | 1.3 | · | · | · | |
| Debt / Equity | · | · | 0.0 | 0.0 | 0.0 | · | -0.2 | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | -0.2 | · | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | 0.2 | 0.3 | 0.2 | · | 0.3 | · | · | · | |
| Receivables Turnover | 4.9 | · | 5.3 | 9.3 | 9.4 | · | 9.7 | · | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $976M | · | $906M | $850M | $778M | · | $723M | · | · | · | |
| Net Income TTM | $-141M | · | $-165M | $-161M | $-185M | · | $-178M | · | · | · | |
| P/E | -39.1 | · | -31.2 | -29.0 | -20.3 | · | · | · | · | · | |
| Earnings Yield | -2.6% | · | -3.2% | -3.5% | -4.9% | · | · | · | · | · |
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 | |
|---|---|---|---|---|
| 收入 | $961M | $772M | $614M | $468M |
| 毛利率 % | 70.1% | 64.9% | — | — |
| 营业利润率 % | -17.6% | -29.8% | — | — |
| 净收入 | $-160M | $-239M | $-195M | $-270M |
| 稀释后每股收益 (EPS) | $-1.73 | $-8.53 | $-7.24 | $-9.31 |
资产负债表
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | |
|---|---|---|---|---|
| 负债/股东权益比率 | 0.0 | 0.1 | — | — |
| 流动比率 | 3.5 | 3.7 | — | — |
| 速动比率 | 2.9 | 3.2 | — | — |
现金流
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | |
|---|---|---|---|---|
| 自由现金流 | $105M | $33M | — | — |
最新新闻 提及该公司的近期头条新闻
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机构持有人 (13F) 394 家申报者 · $4.4B 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。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 95 (-1 与上一季度对比) | 57 (-27 与上一季度对比) | 114 (-30 与上一季度对比) | 114 (+43 与上一季度对比) | +11.3M |
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 |
|---|---|---|---|---|
| ICONIQ Capital, LLC | $602034627 | 8514137 | 13.80% | 股份 |
| FMR LLC | $271756278 | 3843251 | 6.23% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $222285370 | 3143620 | 5.09% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $195303141 | 2762030 | 4.48% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $190199152 | 2689848 | 4.36% | 股份 |
| BATTERY MANAGEMENT CORP. | $182933417 | 2587094 | 4.19% | 股份 |
| CITADEL ADVISORS LLC | $138789376 | 1962797 | 3.18% | 股份 |
| Jericho Capital Asset Management L.P. | $137177400 | 1940000 | 3.14% | 股份 |
| Index Venture Growth Associates IV Ltd | $121045762 | 1711862 | 2.77% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $96294757 | 1361531 | 2.21% | 股份 |
| STATE STREET CORP | $93457902 | 1321707 | 2.14% | 股份 |
| GREENOAKS LLC | $91923000 | 1300000 | 2.11% | 股份 |
| SCGE MANAGEMENT, L.P. | $86922742 | 1229285 | 1.99% | 股份 |
| GENERATION INVESTMENT MANAGEMENT LLP | $83492954 | 1180780 | 1.91% | 股份 |
| THOMA BRAVO, L.P. | $73474690 | 1039099 | 1.68% | 股份 |
| Dragoneer Investment Group, LLC | $70772578 | 1000885 | 1.62% | 股份 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $63614581 | 899655 | 1.46% | 股份 |
| FIRST TRUST ADVISORS LP | $59106913 | 835906 | 1.35% | 股份 |
| Madison Asset Management, LLC | $56117994 | 793636 | 1.29% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $56095975 | 883958 | 1.29% | 股份 |
| Liontrust Investment Partners LLP | $55466409 | 784421 | 1.27% | 股份 |
| TimesSquare Capital Management, LLC | $53410411 | 841639 | 1.22% | 股份 |
| GOLDMAN SACHS GROUP INC | $52535550 | 742972 | 1.20% | 股份 |
| BAMCO INC /NY/ | $49862076 | 705163 | 1.14% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49686291 | 702677 | 1.14% | 股份 |
| Capital International Investors | $45411093 | 642216 | 1.04% | 股份 |
| JONES FINANCIAL COMPANIES LLLP | $44749979 | 646676 | 1.03% | 股份 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $42782308 | 605039 | 0.98% | 股份 |
| Atreides Management, LP | $38331325 | 542092 | 0.88% | 股份 |
| NORGES BANK | $35674821 | 504523 | 0.82% | 股份 |
| PRINCIPAL FINANCIAL GROUP INC | $35028532 | 495383 | 0.80% | 股份 |
| No Street GP LP | $33046460 | 467352 | 0.76% | 股份 |
| Deer Management Co. LLC | $32007805 | 4568064 | 0.73% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $30128329 | 426083 | 0.69% | 股份 |
| GILDER GAGNON HOWE & CO LLC | $26721592 | 377904 | 0.61% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $26632922 | 376650 | 0.61% | 股份 |
| BLAIR WILLIAM & CO/IL | $25694883 | 363384 | 0.59% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23489862 | 332200 | 0.54% | 买入期权 |
| UBS Group AG | $21374360 | 302282 | 0.49% | 股份 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $21240860 | 300394 | 0.49% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $20252263 | 286413 | 0.46% | 股份 |
| AMERIPRISE FINANCIAL INC | $19687894 | 278429 | 0.45% | 股份 |
| Index Venture Growth Associates V Ltd | $18109538 | 256110 | 0.42% | 股份 |
| CANADA PENSION PLAN INVESTMENT BOARD | $16256229 | 229900 | 0.37% | 股份 |
| Artisan Partners Limited Partnership | $15856435 | 224246 | 0.36% | 股份 |
| OPPENHEIMER & CO INC | $15451408 | 218518 | 0.35% | 股份 |
| ExodusPoint Capital Management, LP | $13864322 | 196073 | 0.32% | 股份 |
| STIFEL FINANCIAL CORP | $13789530 | 195015 | 0.32% | 股份 |
| Balyasny Asset Management L.P. | $13704659 | 193815 | 0.31% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $13606089 | 192421 | 0.31% | 股份 |
| Stockbridge Partners LLC | $13333431 | 188565 | 0.31% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12954072 | 183200 | 0.30% | 卖出期权 |
| WCM INVESTMENT MANAGEMENT, LLC | $12263308 | 174691 | 0.28% | 股份 |
| CITADEL ADVISORS LLC | $12239901 | 173100 | 0.28% | 买入期权 |
| EVENTIDE ASSET MANAGEMENT, LLC | $11516518 | 162882 | 0.26% | 股份 |
| HUNTINGTON NATIONAL BANK | $11390815 | 161092 | 0.26% | 股份 |
| JANE STREET GROUP, LLC | $11264103 | 159300 | 0.26% | 买入期权 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $10358661 | 146495 | 0.24% | 股份 |
| LITTLEJOHN & CO LLC | $10054821 | 142198 | 0.23% | 股份 |
| OSTERWEIS CAPITAL MANAGEMENT INC | $9586862 | 135580 | 0.22% | 股份 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $9365000 | 132436 | 0.21% | 股份 |
| D.A. DAVIDSON & CO. | $9330679 | 131957 | 0.21% | 股份 |
| JENNISON ASSOCIATES LLC | $9111902 | 128863 | 0.21% | 股份 |
| Bank of New York Mellon Corp | $8866610 | 125394 | 0.20% | 股份 |
| NEUBERGER BERMAN GROUP LLC | $8486261 | 120015 | 0.19% | 股份 |
| PICTON MAHONEY ASSET MANAGEMENT | $8320024 | 117664 | 0.19% | 股份 |
| Emergence GP Partners, LLC | $8237715 | 116500 | 0.19% | 股份 |
| WHITTIER TRUST CO | $8097861 | 104099 | 0.19% | 股份 |
| LOOMIS SAYLES & CO L P | $8084699 | 114336 | 0.19% | 股份 |
| WOLVERINE TRADING, LLC | $8002323 | 77700 | 0.18% | 买入期权 |
| SEGALL BRYANT & HAMILL, LLC | $7884377 | 111503 | 0.18% | 股份 |
| Sands Capital Alternatives, LLC | $7675217 | 108545 | 0.18% | 股份 |
| Swiss National Bank | $7622538 | 107800 | 0.17% | 股份 |
| TWO SIGMA ADVISERS, LP | $7337850 | 68900 | 0.17% | 股份 |
| LAZARD ASSET MANAGEMENT LLC | $7085708 | 100208 | 0.16% | 股份 |
| Ghisallo Capital Management LLC | $7071000 | 100000 | 0.16% | 股份 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $7071000 | 100000 | 0.16% | 买入期权 |
| BARCLAYS PLC | $6911408 | 97743 | 0.16% | 股份 |
| MONIMUS CAPITAL MANAGEMENT, LP | $6604880 | 93408 | 0.15% | 股份 |
| ASSETMARK, INC | $6522149 | 92238 | 0.15% | 股份 |
| GGV Capital LLC | $6513214 | 63315 | 0.15% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $6466076 | 91445 | 0.15% | 股份 |
| BANK OF AMERICA CORP /DE/ | $6460631 | 91368 | 0.15% | 股份 |
| ROYCE & ASSOCIATES LP | $6245673 | 88328 | 0.14% | 股份 |
| JANE STREET GROUP, LLC | $6208338 | 87800 | 0.14% | 卖出期权 |
| STRS OHIO | $5833575 | 82500 | 0.13% | 股份 |
| JACOBSON & SCHMITT ADVISORS, LLC | $5734723 | 81102 | 0.13% | 股份 |
| CITIGROUP INC | $5543169 | 78393 | 0.13% | 股份 |
| RHUMBLINE ADVISERS | $5404071 | 76426 | 0.12% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5299220 | 74943 | 0.12% | 股份 |
| WINTON GROUP Ltd | $5218398 | 73800 | 0.12% | 股份 |
| Cubist Systematic Strategies, LLC | $4978195 | 49372 | 0.11% | 股份 |
| CITADEL ADVISORS LLC | $4977984 | 70400 | 0.11% | 卖出期权 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $4949700 | 70000 | 0.11% | 股份 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $4949700 | 70000 | 0.11% | 卖出期权 |
| WHITTIER TRUST CO OF NEVADA INC | $4339984 | 54454 | 0.10% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $4284461 | 60592 | 0.10% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4018541 | 63324 | 0.09% | 股份 |
| Nebula Research & Development LLC | $3994170 | 37266 | 0.09% | 股份 |
| CASTLEARK MANAGEMENT LLC | $3951982 | 55890 | 0.09% | 股份 |
公司内部人士 11 位内幕人士 · 1 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 |
|---|---|---|---|---|---|---|
| Michele O'Connor | Chief Accounting Officer | 2026年7月7日 S | 71676 | 0 | 8 | $-1439837 |
| Byron B Deeter | 董事 | 2026年7月17日 S | 0 | 0 | 2 | $-1137556 |
| William J.G. Griffith | 董事 | 2026年7月13日 J | 664785 | 0 | 6 | $-6001450 |
| William Wei-Liang Hsu | 董事 | 2026年6月17日 A | 4937 | 0 | 0 | $0 |
| Ilya Golubovich | 董事 | 2026年6月17日 A | 4937 | 0 | 0 | $0 |
| Timothy S Cabral | 董事 | 2026年6月17日 A | 17779 | 0 | 0 | $0 |
| Michael M. Brown | 董事 | 2026年6月17日 A | 75001 | 0 | 0 | $0 |
| Nina Achadjian | 董事 | 2024年12月13日 C | 1967972 | 0 | 0 | $0 |
| David Sherry | — | 2026年8月14日 S | 386757 | 0 | 13 | $-2334553 |
| Vahe Kuzoyan | — | 2026年8月12日 C | 0 | 0 | 19 | $-11862841 |
| Ara Mahdessian | — | 2026年8月4日 C | 0 | 0 | 19 | $-11874943 |
来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖
ETF持仓 由 41 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 |
|---|---|---|---|---|
| NBDS · Neuberger Berman ETF Trust | 1.99% | 9942 NS | 2026年5月31日 | N-PORT |
| SKYU · ProShares Trust | 0.80% | 398 NS | 2026年5月31日 | N-PORT |
| TMFX · RBB Fund, Inc. | 0.34% | 1528 NS | 2026年5月31日 | N-PORT |
| IWO · iShares Trust | 0.32% | 557394 SH | 2026年8月8日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.26% | 65607 SH | 2026年8月8日 | 每日 |
| IGV · iShares Trust | 0.18% | 286698 SH | 2026年8月8日 | 每日 |
| IWM · iShares Trust | 0.17% | 1561221 SH | 2026年8月8日 | 每日 |
| JHAI · Janus Detroit Street Trust | 0.16% | 568 NS | 2026年4月30日 | N-PORT |
| ISCG · iShares Trust | 0.16% | 18863 SH | 2026年8月8日 | 每日 |
| OMFS · Invesco Exchange-Traded Self-Inde... | 0.15% | 4911 SH | 2026年8月8日 | 每日 |
| SMLF · iShares Trust | 0.14% | 71352 SH | 2026年8月8日 | 每日 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.13% | 353352 SH | 2026年8月8日 | 每日 |
| VBK · VANGUARD INDEX FUNDS | 0.12% | 823525 SH | 2026年8月8日 | 每日 |
| TMFE · RBB Fund, Inc. | 0.10% | 1173 NS | 2026年5月31日 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0.09% | 36563 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.09% | 276106 NS | 2026年5月31日 | N-PORT |
| ISCB · iShares Trust | 0.08% | 2695 SH | 2026年8月8日 | 每日 |
| SCHM · SCHWAB STRATEGIC TRUST | 0.08% | 154907 NS | 2026年5月31日 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.07% | 7389 NS | 2026年4月30日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.06% | 22069 NS | 2026年4月30日 | N-PORT |
| ESML · iShares Trust | 0.06% | 21502 SH | 2026年8月8日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 674009 SH | 2026年8月8日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.05% | 1424846 SH | 2026年8月8日 | 每日 |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.05% | 16065 SH | 2026年8月8日 | 每日 |
| WSML · iShares Trust | 0.04% | 3455 SH | 2026年8月8日 | 每日 |
| TECB · iShares Trust | 0.04% | 2151 SH | 2026年8月8日 | 每日 |
| IGM · iShares Trust | 0.02% | 27568 SH | 2026年8月8日 | 每日 |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 21134 NS | 2026年5月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1972970 SH | 2026年8月8日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5063 SH | 2026年8月8日 | 每日 |
| ESGV · VANGUARD WORLD FUND | 0.01% | 13533 SH | 2026年8月8日 | 每日 |
| IWV · iShares Trust | 0.01% | 16285 SH | 2026年8月8日 | 每日 |
| ITOT · iShares Trust | 0.01% | 76307 SH | 2026年8月8日 | 每日 |
| IYY · iShares Trust | 0.01% | 2342 SH | 2026年8月8日 | 每日 |
| TILT · FlexShares Trust | 0.01% | 2156 NS | 2026年4月30日 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0.01% | 4772 NS | 2026年5月31日 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.01% | 34312 NS | 2026年5月31日 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0.01% | 1691 NS | 2026年5月31日 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.00% | 2776 NS | 2026年4月30日 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.00% | 52224 SH | 2026年8月8日 | 每日 |
| VGT · VANGUARD WORLD FUND | 0.00% | 3922 SH | 2026年8月8日 | 每日 |