TWLO Twilio Inc. Class A Common Stock
$226.22
价格 · 八月 19, 2026
截至...的财报数据 八月 7, 2026
52周区间
$98–$258
80% of range
分析师评级
BUY
38 analysts
目标价
$250
+11% upside
P/E (TTM)
1077.2
ROE
0.43%
净利润率
0.67%
关于 Twilio Inc. Class A Common Stock 公司概况（来自维基百科）
Twilio是一家主營雲通信平台的公司。總部位於美國加利福尼亞州舊金山，並提供撥打和接聽電話、發送和接收短信以及使用其Web服務API執行其他通信功能的可編程通信工具。
阅读更多
Twilio是一家主營雲通信平台的公司。總部位於美國加利福尼亞州舊金山，並提供撥打和接聽電話、發送和接收短信以及使用其Web服務API執行其他通信功能的可編程通信工具。
## 歷史
Twilio是由Jeff Lawson、Evan Cooke和John Wolthuis於2008年創立，最初總部位於華盛頓州西雅圖和加利福尼亞州舊金山。
2008年11月，Twilio的第一次主要新聞報導是Jeff Lawson為rickroll構建的應用程序的結果，投資人Dave McClure將其用作TechCrunch創始人兼編輯Michael Arrington的惡作劇。幾天后的2008年11月20日，該公司推出了Twilio Voice，這是一個完全託管在雲中的用於撥打和接聽電話的API。Twilio的短信API於2010年2月發布，短信短代碼於2011年7月在公共測試版中發布。
Twilio籌集了大約1.03億美元的風險資本增長資金。Twilio於2009年3月從K9 Ventures和Jeff Fluhr的Mitch Kapor、創始人基金、Dave McClure、David G. Cohen、Chris Sacca和Manu Kumar獲得了第一輪種子資金，金額未公開。Twilio的第一輪A輪融資由Union Square Ventures領投，融資370萬美元，其第二輪B輪由Bessemer Venture Partners領投，融資1200萬美元。Twilio於2011年12月從 Bessemer Venture Partners和Union Square Ventures獲得了1700萬美元的C輪融資。2013年7月，Twilio 從Redpoint Ventures、Draper Fisher Jurvetson (DFJ) 和 Bessemer Venture Partners獲得了另外 7000 萬美元。2015 年 7 月，Twilio 從Fidelity、T Rowe Price、Altimeter Capital Management、Arrowpoint Partners 以及亞馬遜和Salesforce籌集了1.3億美元的E輪融資。
Twilio申請IPO上市（NYSE：TWLO），並於2016年6月23日開始交易，首日股價上漲92%。
2020年3月，Twilio宣布任命Steve Pugh為首席安全官，Glenn Weinstein為首席客戶官。
== 参考文献 ==
来源：维基百科, CC BY-SA 4.0 · 在维基百科上查看 ↗
TWLO 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$226.22
市值
$34.48B
P/E (TTM)
1077.2
每股收益 (TTM)
$0.21
营收 (TTM)
$5.07B
股息收益率
—
ROE
0.43%
负债/权益
—
52周区间
$98 – $258
TWLO 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
$5.07B
2018-12-31
→
2025-12-31
EPS
$0.21
2019-12-31
→
2025-12-31
自由现金流
—
2018-12-31
→
2020-12-31
利润率
0.67%
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
TWLO
同行中位数
P/E (TTM)
1077.2
52.1
P/S (TTM) (市销率 (TTM))
6.8
8.2
P/B (市净率)
4.4
6.0
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
TWLO
同行中位数
Gross Margin (毛利率)
48.9%
61.6%
Operating Margin (营业利润率)
3.1%
—
Net Profit Margin (净利润率)
0.67%
5.0%
ROA
0.34%
1.8%
ROE
0.43%
2.4%
ROIC
1.2%
—
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
TWLO
同行中位数
Current Ratio (流动比率)
4.0
1.4
Quick Ratio (速动比率)
1.5
—
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
TWLO
同行中位数
Revenue YoY (营收同比增长)
13.7%
—
Revenue CAGR 3Y (营收3年复合年增长率)
9.8%
—
Revenue CAGR 5Y (营收5年复合年增长率)
23.5%
—
资本效率 资产周转率、库存周转率、应收账款周转率
指标
5年趋势
TWLO
同行中位数
TWLO 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
38 位分析师
- 强烈买入 13 34.2%
- 买入 19 50.0%
- 持有 5 13.2%
- 卖出 1 2.6%
- 强烈卖出 0 0.0%
12个月价格目标
31 位分析师 · 2026-08-19
中位数
$261.00
现在
$226.22
最低
$135.50
最高
$330.00
中位数目标
$261.00
+15.4%
平均目标
$250.08
+10.5%
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
0.14%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $1.47 | $1.34 | 0.12% |
| 2026年3月31日 | $1.50 | $1.30 | 0.20% |
| 2025年12月31日 | $1.33 | $1.26 | 0.07% |
| 2025年9月30日 | $1.25 | $1.11 | 0.14% |
| 2025年6月30日 | $1.19 | $1.07 | 0.12% |
| 2025年3月31日 | $1.14 | $0.96 | 0.18% |
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 |
|---|---|---|---|---|---|---|
| TWLO | $21.68B | 677.3 | 13.7% | 0.67% | 0.43% | 48.9% |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
| NET | — | -679.8 | 29.8% | — | — | — |
| CRWV | $35.95B | -25.5 | 167.9% | -22.7% | -39.0% | — |
| MDB | $30.35B | -428.5 | 22.8% | -2.9% | -2.4% | 71.8% |
| VRSN | $22.33B | 117.4 | 6.4% | 49.8% | -39.8% | — |
| OKTA | — | 65.5 | 11.8% | 8.1% | 3.4% | 77.4% |
| AKAM | $12.63B | 28.4 | 5.4% | 10.7% | 9.6% | — |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | — |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | — |
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 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | $167M | |
| Cost of Revenue | $2.59B | $2.18B | $2.11B | $2.01B | $1.45B | $846M | $526M | $301M | $183M | $121M | $74M | |
| Gross Profit | $2.48B | $2.28B | $2.04B | $1.81B | $1.39B | $916M | $609M | $349M | $216M | $157M | $92M | |
| R&D Expense | $1.02B | $1.01B | $943M | $1.08B | $789M | $531M | $391M | $171M | $121M | $78M | $43M | |
| SG&A Expense | $411M | $449M | $468M | $517M | $472M | $311M | $218M | $118M | $61M | $51M | $36M | |
| Operating Expenses | $2.32B | $2.33B | $2.92B | $3.02B | $2.31B | $1.41B | $979M | $464M | $282M | $198M | $128M | |
| Operating Income | $158M | $-54M | $-877M | $-1.21B | $-916M | $-493M | $-370M | $-115M | $-66M | $-41M | $-35M | |
| Interest Income | $71M | $90M | $78M | $65M | $56M | $32M | $21M | $3M | $3M | · | · | |
| Other Non-op | $79M | $82M | $48M | $-3M | $-45M | $-12M | $8M | $-6M | $3M | $317.0K | $11.0K | |
| Pretax Income | $55M | $-89M | $-997M | $-1.24B | $-961M | $-504M | $-362M | $-121M | $-63M | $-41M | $-35M | |
| Income Tax | $21M | $21M | $19M | $13M | $-11M | $-13M | $-55M | $791.0K | $705.0K | $326.0K | $122.0K | |
| Net Income | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | $-36M | |
| EPS (Basic) | $0.22 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| EPS (Diluted) | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| Shares (Basic) | 152,986,390 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| Shares (Diluted) | 159,788,944 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| EBITDA | $353M | $152M | $-592M | $-926M | · | $-343M | $-259M | $-89M | $-47M | $-33M | · |
资产负债表 26
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $682M | $421M | $656M | $652M | $1.48B | $934M | $254M | $487M | $115M | $306M | $109M | |
| Receivables | $637M | $589M | $563M | $548M | $388M | $251M | $154M | $98M | $43M | $26M | $19M | |
| Prepaid Expense | $470M | $474M | $329M | $282M | $186M | $81M | $55M | $27M | $19M | $22M | $9M | |
| Other Current Assets | $162M | $140M | $132M | · | · | · | · | · | · | · | · | |
| Current Assets | $3.58B | $3.45B | $4.90B | $4.98B | $5.93B | $3.37B | $2.06B | $873M | $353M | $353M | $136M | |
| PP&E (Net) | · | · | · | · | · | · | $141M | $64M | $51M | $38M | $14M | |
| PP&E (Gross) | · | · | · | · | · | · | $222M | $108M | $77M | $51M | $20M | |
| Accum. Depreciation | · | · | · | · | · | · | $81M | $45M | $26M | $13M | $6M | |
| Goodwill | $5.29B | $5.24B | $5.24B | $5.28B | $5.26B | $4.60B | $2.30B | $38M | $18M | $4M | $3M | |
| Intangibles | $142M | $239M | $350M | $850M | $1.05B | $967M | $461M | $28M | $20M | $10M | $2M | |
| Other Non-current Assets | $223M | $206M | $235M | $361M | $263M | $111M | $34M | $8M | $3M | $484.0K | $356.0K | |
| Total Assets | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Accounts Payable | $85M | $100M | $120M | $125M | $93M | $60M | $39M | $18M | $11M | $4M | $2M | |
| Short-term Debt | · | · | · | · | · | · | · | $0 | · | · | · | |
| Current Liabilities | $887M | $820M | $738M | $808M | $704M | $448M | $247M | $138M | $79M | $74M | $40M | |
| Capital Leases | $54M | $86M | $121M | $165M | $211M | $230M | $139M | $2M | · | · | · | |
| Deferred Tax | · | · | · | · | · | $14M | $8M | $5M | $2M | · | · | |
| Other Non-current Liabilities | $16M | $16M | $29M | $24M | $41M | $37M | $18M | $18M | $11M | $10M | $448.0K | |
| Total Liabilities | $1.95B | $1.91B | $1.88B | $2.01B | $1.97B | $1.03B | $871M | $590M | $90M | $83M | $41M | |
| Long-term Debt | $992M | $991M | $989M | $987M | $986M | $302M | · | · | · | · | · | |
| Common Stock | $152.0K | $153.0K | $182.0K | $186.0K | $180.0K | $164.0K | $138.0K | $100.0K | $94.0K | $87.0K | $17.0K | |
| Retained Earnings | $-8.34B | $-7.52B | $-5.07B | $-3.38B | $-2.12B | $-1.17B | $-679M | $-372M | $-250M | $-187M | $-145M | |
| AOCI | $16M | $-1M | $619.0K | $-121M | $-18M | $9M | $5M | $1M | $2M | · | · | |
| Stockholders' Equity | $7.82B | $7.95B | $9.73B | $10.56B | $11.03B | $8.45B | $4.28B | $438M | $360M | $329M | $117M | |
| Liabilities + Equity | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Shares Outstanding | 152,411,346 | 152,610,697 | 181,945,771 | 185,975,709 | 180,468,099 | 164,047,524 | 138,412,799 | 100,080,228 | 93,969,796 | 87,248,548 | 17,324,003 |
现金流 16
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $195M | $206M | $284M | $279M | $258M | $150M | $110M | $26M | $19M | $8M | $4M | |
| Stock-based Comp | $600M | $617M | $676M | $799M | $632M | $361M | $264M | $93M | $50M | $24M | $9M | |
| Deferred Tax | $-1M | $-2M | $-17M | $-13M | $-20M | $-19M | $-58M | $-229.0K | $-295.0K | $29.0K | $-136.0K | |
| Amort. of Intangibles | $108M | $112M | $192M | $206M | $199M | $99M | $73M | $7M | $6M | $900.0K | $500.0K | |
| Restructuring | $15M | $13M | $166M | $77M | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | $175M | $5M | $487M | $-63M | · | $32M | $4M | $11M | $-8M | $19M | · | |
| Operating Cash Flow | $1.00B | $716M | $415M | $-254M | $-58M | $33M | $14M | $8M | $-3M | $10M | $-19M | |
| CapEx | · | · | · | · | $46M | $26M | $45M | $5M | $10M | $14M | $2M | |
| Investing Cash Flow | $81M | $1.37B | $229M | $-616M | $-2.49B | $-846M | $-1.29B | $-139M | $-227M | $-35M | $-12M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $65M | · | |
| Stock Repurchased | $869M | $2.33B | $669M | $0 | $0 | · | $0 | $0 | $100.0K | $2.0K | · | |
| Net Stock Activity | $-869M | $-2.33B | $-669M | · | · | · | $0 | · | · | $65M | · | |
| Financing Cash Flow | $-833M | $-2.31B | $-644M | $45M | $3.10B | $1.49B | $1.02B | $516M | $36M | $229M | $107M | |
| Net Change in Cash | $251M | $-224M | $-147.0K | $-826M | $548M | $680M | $-252M | $385M | $-193M | $204M | $76M | |
| Taxes Paid | $18M | $37M | $38M | $7M | $6M | $3M | $1M | $564.0K | $605.0K | · | · | |
| Free Cash Flow | · | · | · | · | · | $7M | $-31M | $3M | $-13M | $-4M | · |
盈利能力 8
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.9% | 51.1% | 49.2% | 47.4% | · | 52.0% | 53.7% | 53.7% | 54.2% | 56.5% | · | |
| Operating Margin | 3.1% | -1.2% | -21.1% | -31.5% | · | -28.0% | -32.6% | -17.7% | -16.6% | -14.9% | · | |
| Net Margin | 0.67% | -2.5% | -24.4% | -32.8% | · | -27.9% | -27.1% | -18.8% | -16.0% | -14.9% | · | |
| Pretax Margin | 1.1% | -2.0% | -24.0% | -32.5% | · | -28.6% | -31.9% | -18.6% | -15.8% | -14.8% | · | |
| EBITDA Margin | 7.0% | 3.4% | -14.2% | -24.2% | · | -19.5% | -22.9% | -13.7% | -11.9% | -11.9% | · | |
| ROA | 0.34% | -1.0% | -8.4% | -9.8% | · | -6.6% | -9.9% | -16.5% | -14.8% | -14.5% | · | |
| ROE | 0.43% | -1.4% | -10.3% | -11.9% | · | -6.9% | -7.2% | -28.0% | -18.5% | -18.5% | · | |
| ROIC | 1.2% | -0.83% | -9.2% | -11.5% | · | -5.7% | -7.3% | -26.5% | -18.6% | -12.6% | · |
流动性与偿付能力 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.0 | 4.2 | 6.6 | 6.2 | · | 7.5 | 8.3 | 6.3 | 4.5 | 4.8 | · | |
| Quick Ratio | 1.5 | 1.2 | 1.7 | 1.5 | · | 2.6 | 1.6 | 4.2 | 2.0 | 4.5 | · |
效率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.3 | 0.3 | · | 0.2 | 0.4 | 0.9 | 0.9 | 1.0 | · | |
| Receivables Turnover | 8.3 | 7.7 | 7.5 | 8.2 | · | 7.9 | 9.0 | 9.2 | 11.5 | 12.2 | · |
增长率 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.7% | 7.3% | 8.6% | 34.6% | 61.3% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.8% | 16.2% | 33.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.5% | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 10
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | · | |
| Net Income TTM | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | · | |
| Market Cap | $21.68B | $16.49B | $13.80B | $9.11B | · | $55.53B | · | $8.94B | $2.22B | $2.52B | · | |
| P/E | 677.3 | -163.8 | -13.7 | -7.1 | -48.3 | -101.0 | -41.6 | · | · | · | · | |
| P/S | 4.3 | 3.7 | 3.3 | 2.4 | · | 31.5 | · | 13.7 | 5.6 | 9.1 | · | |
| P/B | 2.8 | 2.1 | 1.4 | 0.9 | · | 6.6 | · | 20.4 | 6.2 | 7.6 | · | |
| P / Tangible Book | 9.1 | 6.7 | 3.3 | 2.1 | 10.1 | 19.2 | · | · | · | · | · | |
| P / Cash Flow | 21.6 | 23.0 | 33.3 | -35.8 | · | 1700.6 | · | 1119.5 | -680.3 | 249.4 | · | |
| P / FCF | · | · | · | · | · | 8107.8 | · | 2696.0 | -177.3 | -616.5 | · | |
| Earnings Yield | 0.15% | -0.61% | -7.3% | -14.0% | -2.1% | -0.99% | -2.4% | · | · | · | · |
损益表 17
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.50B | $1.41B | $1.37B | $1.30B | $1.23B | $1.17B | $1.19B | $1.13B | $1.08B | $1.05B | $1.08B | $1.03B | $1.04B | $1.01B | $1.02B | $983M | |
| Cost of Revenue | $773M | $723M | $704M | $668M | $626M | $591M | $595M | $555M | $527M | $503M | $545M | $517M | $532M | $516M | $543M | $521M | |
| Gross Profit | $726M | $684M | $662M | $632M | $603M | $582M | $600M | $579M | $556M | $544M | $531M | $516M | $506M | $491M | $481M | $462M | |
| R&D Expense | $273M | $262M | $260M | $262M | $243M | $254M | $244M | $262M | $243M | $260M | $236M | $242M | $227M | $239M | $274M | $285M | |
| SG&A Expense | $118M | $103M | $109M | $108M | $102M | $92M | $116M | $106M | $114M | $113M | $107M | $114M | $135M | $113M | $125M | $135M | |
| Operating Expenses | $641M | $577M | $606M | $591M | $566M | $558M | $586M | $584M | $575M | $588M | $893M | $625M | $648M | $755M | $700M | $919M | |
| Operating Income | $85M | $108M | $57M | $41M | $37M | $23M | $14M | $-5M | $-19M | $-44M | $-362M | $-109M | $-142M | $-264M | $-219M | $-457M | |
| Interest Income | $18M | $18M | $18M | $16M | $18M | $19M | $19M | $20M | $24M | $27M | $24M | $19M | $17M | $17M | $17M | $16M | |
| Other Non-op | $15M | $22M | $15M | $19M | $22M | $23M | $11M | $27M | $17M | $28M | $30M | $1.0K | $9M | $9M | $20M | $-8M | |
| Pretax Income | $76M | $102M | $-38M | $33M | $34M | $27M | $-14M | $-4M | $-26M | $-45M | $-360M | $-140M | $-165M | $-332M | $-220M | $-479M | |
| Income Tax | $-992M | $12M | $8M | $-5M | $11M | $7M | $-1M | $6M | $6M | $10M | $6M | $2M | $744.0K | $10M | $9M | $4M | |
| Net Income | $1.07B | $90M | $-46M | $37M | $22M | $20M | $-12M | $-10M | $-32M | $-55M | $-365M | $-142M | $-166M | $-342M | $-229M | $-482M | |
| EPS (Basic) | $6.99 | $0.59 | $-0.30 | $0.24 | $0.15 | $0.13 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| EPS (Diluted) | $6.68 | $0.57 | $-0.28 | $0.23 | $0.14 | $0.12 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| Shares (Basic) | 152,785,292 | 152,424,306 | -306,707,207 | 153,119,639 | 153,228,766 | 153,345,192 | -344,405,812 | 159,091,110 | 170,222,104 | 181,017,726 | -368,315,796 | 181,749,309 | 183,490,982 | 186,403,349 | -363,945,103 | 183,692,564 | |
| Shares (Diluted) | 159,708,166 | 157,759,141 | -320,907,052 | 159,209,951 | 159,691,758 | 161,794,287 | -344,405,812 | 159,091,110 | 170,222,104 | 181,017,726 | -368,315,796 | 181,749,309 | 183,490,982 | 186,403,349 | -363,945,103 | 183,692,564 | |
| EBITDA | $85M | $142M | · | $41M | $37M | $73M | · | $-5M | $-19M | $10M | · | $-109M | $-142M | $-193M | · | $-457M |
资产负债表 21
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $823M | $542M | $682M | $735M | $969M | $467M | $421M | $584M | $755M | $673M | $656M | $678M | $675M | $635M | $652M | $633M | |
| Receivables | $760M | $711M | $637M | $613M | $588M | $578M | $589M | $551M | $537M | $541M | · | $557M | $600M | $576M | · | $488M | |
| Prepaid Expense | $330M | $390M | $470M | $405M | $401M | $442M | $474M | $299M | $310M | $310M | · | $327M | $315M | $336M | · | $266M | |
| Other Current Assets | $106M | $113M | $162M | $125M | $139M | $121M | $140M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $3.75B | $3.45B | $3.58B | $3.48B | $3.53B | $3.47B | $3.45B | $3.55B | $3.96B | $4.68B | · | $4.74B | $4.66B | $4.86B | · | $4.96B | |
| Goodwill | $5.29B | $5.29B | $5.29B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.28B | $5.28B | $5.28B | |
| Intangibles | $114M | $125M | $142M | $157M | $184M | $211M | $239M | $266M | $293M | $322M | · | $679M | $728M | $798M | · | $901M | |
| Other Non-current Assets | $189M | $226M | $243M | $199M | $219M | $195M | $206M | $212M | $204M | $209M | · | $270M | $291M | $319M | · | $341M | |
| Total Assets | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Accounts Payable | $71M | $92M | $85M | $40M | $76M | $108M | $100M | $71M | $62M | $82M | · | $104M | $94M | $121M | · | $103M | |
| Current Liabilities | $811M | $740M | $887M | $742M | $720M | $726M | $820M | $701M | $711M | $715M | · | $726M | $760M | $788M | · | $864M | |
| Capital Leases | $43M | $43M | $54M | $68M | $77M | $78M | $86M | $95M | $103M | $110M | · | $134M | $146M | $162M | · | $176M | |
| Other Non-current Liabilities | $14M | $16M | $16M | $15M | $16M | $15M | $16M | $23M | $19M | $20M | · | $18M | $19M | $24M | · | $29M | |
| Total Liabilities | $1.86B | $1.79B | $1.95B | $1.82B | $1.80B | $1.81B | $1.91B | $1.81B | $1.83B | $1.84B | · | $1.88B | $1.93B | $1.98B | · | $2.08B | |
| Long-term Debt | $993M | $993M | $992M | $992M | $991M | $991M | $991M | $990M | $990M | $989M | · | $989M | $988M | $988M | · | $987M | |
| Common Stock | $154.0K | $152.0K | $152.0K | $152.0K | $154.0K | $153.0K | $153.0K | $155.0K | $164.0K | $177.0K | · | $182.0K | $181.0K | $186.0K | · | $184.0K | |
| Retained Earnings | $-7.51B | $-8.51B | $-8.34B | $-8.10B | $-7.79B | $-7.63B | $-7.52B | $-7.09B | $-6.45B | $-5.51B | · | $-4.58B | $-4.38B | $-3.84B | · | $-3.15B | |
| AOCI | $-5M | $-4M | $16M | $23M | $25M | $10M | $-1M | $24M | $-11M | $-5M | · | $-53M | $-60M | $-72M | · | $-165M | |
| Stockholders' Equity | $8.98B | $7.78B | $7.82B | $7.90B | $8.04B | $8.00B | $7.95B | $8.23B | $8.68B | $9.45B | $9.73B | $9.98B | $9.98B | $10.32B | $10.56B | $10.53B | |
| Liabilities + Equity | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Shares Outstanding | · | · | 152,411,346 | · | · | · | 152,610,697 | · | · | · | · | · | · | · | · | · |
现金流 13
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $34M | $48M | $48M | $50M | $50M | $50M | $51M | $52M | $53M | $65M | $73M | $75M | $71M | $71M | $70M | |
| Stock-based Comp | $142M | $137M | $154M | $158M | $149M | $139M | $156M | $155M | $148M | $159M | $166M | $185M | $153M | $171M | $192M | $209M | |
| Amort. of Intangibles | $11M | $17M | $27M | $27M | $27M | $27M | $27M | $28M | $28M | $29M | $43M | $49M | $50M | $51M | $51M | $52M | |
| Restructuring | · | · | · | · | · | · | $-57.0K | $4M | $-310.0K | $10M | $25M | $3M | $15M | $122M | $4M | $72M | |
| Other Non-cash | · | $-108M | · | · | · | $-18M | · | · | · | $34M | · | · | · | $2M | · | · | |
| Operating Cash Flow | $372M | $153M | $272M | $264M | $277M | $191M | $108M | $204M | $213M | $190M | $223M | $206M | $84M | $-98M | $-58M | $-116M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $18M | |
| Investing Cash Flow | $-53M | $-41M | $-140M | $-162M | $402M | $-19M | $129M | $267M | $785M | $190M | $-137M | $-144M | $307M | $202M | $66M | $-47M | |
| Stock Repurchased | $70M | $253M | $198M | $347M | $197M | $126M | $420M | $641M | $917M | $357M | $120M | $64M | $370M | $115M | $0 | $0 | |
| Net Stock Activity | · | $-253M | · | · | · | $-126M | · | · | · | $-357M | · | · | · | $-115M | · | · | |
| Financing Cash Flow | $-38M | $-253M | $-183M | $-348M | $-176M | $-126M | $-408M | $-643M | $-898M | $-363M | $-107M | $-67M | $-348M | $-122M | $12M | $-1M | |
| Net Change in Cash | $281M | $-141M | $-52M | $-246M | $503M | $46M | $-170M | $-171M | $100M | $17M | $-22M | $-4M | $43M | $-17M | $19M | $-164M | |
| Taxes Paid | $2M | $21M | $2M | $3M | $8M | $5M | $11M | $6M | $9M | $11M | $15M | $5M | $14M | $3M | $2M | $1M |
盈利能力 8
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.4% | 48.6% | · | 48.6% | 49.1% | 49.6% | · | 51.0% | 51.3% | 52.0% | · | 50.0% | 48.7% | 48.8% | · | 47.0% | |
| Operating Margin | 5.6% | 7.6% | · | 3.1% | 3.0% | 2.0% | · | -0.43% | -1.8% | -4.2% | · | -10.5% | -13.7% | -26.2% | · | -46.5% | |
| Net Margin | 71.2% | 6.4% | · | 2.9% | 1.8% | 1.7% | · | -0.86% | -2.9% | -5.3% | · | -13.7% | -16.0% | -34.0% | · | -49.1% | |
| Pretax Margin | 5.0% | 7.3% | · | 2.5% | 2.7% | 2.3% | · | -0.32% | -2.4% | -4.3% | · | -13.5% | -15.9% | -33.0% | · | -48.7% | |
| EBITDA Margin | 5.6% | 10.1% | · | 3.1% | 3.0% | 6.2% | · | -0.43% | -1.8% | 0.94% | · | -10.5% | -13.7% | -19.1% | · | -46.5% | |
| ROA | 10.3% | 0.93% | · | 0.38% | 0.22% | 0.19% | · | -0.09% | -0.28% | -0.47% | · | -1.2% | -1.3% | -2.7% | · | -3.8% | |
| ROE | 12.5% | 1.1% | · | 0.46% | 0.27% | 0.23% | · | -0.11% | -0.34% | -0.56% | · | -1.4% | -1.6% | -3.2% | · | -4.5% | |
| ROIC | 13.3% | 1.2% | · | 0.59% | 0.31% | 0.22% | · | -0.16% | -0.27% | -0.56% | · | -1.1% | -1.4% | -2.6% | · | -4.4% |
流动性与偿付能力 2
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.6 | 4.7 | · | 4.7 | 4.9 | 4.8 | · | 5.1 | 5.6 | 6.5 | · | 6.5 | 6.1 | 6.2 | · | 5.7 | |
| Quick Ratio | 2.0 | 1.7 | · | 1.8 | 2.2 | 1.4 | · | 1.6 | 1.8 | 1.7 | · | 1.7 | 1.7 | 1.5 | · | 1.3 |
效率 2
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.2 | 2.2 | · | 2.2 | 2.2 | 2.1 | · | 2.0 | 1.9 | 1.9 | · | 2.0 | 1.9 | 2.0 | · | 2.4 |
估值 (TTM) 4
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.43B | $5.11B | · | $4.83B | $4.62B | $4.44B | · | $4.30B | $4.20B | $4.13B | · | $4.06B | $3.97B | $3.81B | · | $3.54B | |
| Net Income TTM | $1.22B | $170M | · | $70M | $856.0K | $-77M | · | $-239M | $-395M | $-705M | · | $-1.13B | $-1.31B | $-1.37B | · | $-1.25B | |
| P/E | 27.1 | 118.7 | · | 232.8 | 12436.0 | -222.5 | · | -48.7 | -25.9 | -15.9 | · | -9.5 | -8.9 | -8.9 | · | -10.0 | |
| Earnings Yield | 3.7% | 0.84% | · | 0.43% | 0.01% | -0.45% | · | -2.1% | -3.9% | -6.3% | · | -10.5% | -11.2% | -11.2% | · | -10.0% |
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
损益表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 收入 | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B |
| 毛利率 % | 48.9% | 51.1% | 49.2% | 47.4% | — |
| 营业利润率 % | 3.1% | -1.2% | -21.1% | -31.5% | — |
| 净收入 | $34M | $-109M | $-1.02B | $-1.26B | $-950M |
| 稀释后每股收益 (EPS) | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 流动比率 | 4.0 | 4.2 | 6.6 | 6.2 | — |
| 速动比率 | 1.5 | 1.2 | 1.7 | 1.5 | — |
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) 1081 家申报者 · $17.3B 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 |
|---|---|---|---|---|
| 241 (+132 与上一季度对比) | 61 (-57 与上一季度对比) | 318 (+10 与上一季度对比) | 305 (+14 与上一季度对比) | +763K |
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 |
|---|---|---|---|---|
| FMR LLC | $1682806540 | 8155899 | 9.72% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1577093259 | 7643548 | 9.11% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1413268271 | 6849553 | 8.16% | 股份 |
| STATE STREET CORP | $1237688456 | 5998587 | 7.15% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $469591608 | 2283537 | 2.71% | 股份 |
| Pictet Asset Management Holding SA | $463625044 | 2247629 | 2.68% | 股份 |
| Jericho Capital Asset Management L.P. | $452369240 | 2192455 | 2.61% | 股份 |
| NORGES BANK | $399359762 | 1935539 | 2.31% | 股份 |
| Durable Capital Partners LP | $380916748 | 1846153 | 2.20% | 股份 |
| Capital World Investors | $368709440 | 1786989 | 2.13% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $249609558 | 1209760 | 1.44% | 股份 |
| Polar Capital Holdings Plc | $248623936 | 1204982 | 1.44% | 股份 |
| SRS Investment Management, LLC | $221945673 | 1075683 | 1.28% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $198761609 | 963319 | 1.15% | 股份 |
| CITADEL ADVISORS LLC | $182375087 | 883900 | 1.05% | 买入期权 |
| Qube Research & Technologies Ltd | $176258847 | 854257 | 1.02% | 股份 |
| FRED ALGER MANAGEMENT, LLC | $171447231 | 830937 | 0.99% | 股份 |
| Whale Rock Capital Management LLC | $169555391 | 821768 | 0.98% | 股份 |
| Balyasny Asset Management L.P. | $155900472 | 755588 | 0.90% | 股份 |
| Atreides Management, LP | $148627340 | 720338 | 0.86% | 股份 |
| Quantinno Capital Management LP | $139829667 | 677699 | 0.81% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135742650 | 657891 | 0.78% | 股份 |
| JANE STREET GROUP, LLC | $133309813 | 646100 | 0.77% | 买入期权 |
| Sachem Head Capital Management LP | $127924600 | 620000 | 0.74% | 股份 |
| MORGAN STANLEY | $126295225 | 612103 | 0.73% | 股份 |
| NORDEA INVESTMENT MANAGEMENT AB | $126020143 | 632663 | 0.73% | 股份 |
| FIRST TRUST ADVISORS LP | $121174730 | 587288 | 0.70% | 股份 |
| EARNEST PARTNERS LLC | $116669505 | 565451 | 0.67% | 股份 |
| 1832 Asset Management L.P. | $114616315 | 555500 | 0.66% | 股份 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $109210000 | 529299 | 0.63% | 股份 |
| No Street GP LP | $105228300 | 510000 | 0.61% | 股份 |
| Robeco Institutional Asset Management B.V. | $104404427 | 506007 | 0.60% | 股份 |
| BANK OF AMERICA CORP /DE/ | $98010463 | 475018 | 0.57% | 股份 |
| RHUMBLINE ADVISERS | $94674432 | 458850 | 0.55% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $91392429 | 442943 | 0.53% | 股份 |
| Artisan Partners Limited Partnership | $85364629 | 413729 | 0.49% | 股份 |
| Swiss National Bank | $83769980 | 406000 | 0.48% | 股份 |
| JANE STREET GROUP, LLC | $82985926 | 402200 | 0.48% | 卖出期权 |
| Dorsal Capital Management, LP | $82532000 | 400000 | 0.48% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $78205206 | 379034 | 0.45% | 股份 |
| BLAIR WILLIAM & CO/IL | $77668836 | 376430 | 0.45% | 股份 |
| GOLDMAN SACHS GROUP INC | $76998661 | 373182 | 0.44% | 股份 |
| Artemis Investment Management LLP | $76355718 | 370066 | 0.44% | 股份 |
| GLENMEDE TRUST CO NA | $73462558 | 356044 | 0.42% | 股份 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $71461986 | 346348 | 0.41% | 股份 |
| ALKEON CAPITAL MANAGEMENT LLC | $71367896 | 345892 | 0.41% | 股份 |
| CITIGROUP INC | $70152200 | 340000 | 0.41% | 卖出期权 |
| Connor, Clark & Lunn Investment Management Ltd. | $65831856 | 319061 | 0.38% | 股份 |
| California Public Employees Retirement System | $63571305 | 308105 | 0.37% | 股份 |
| Sumitomo Mitsui Trust Group, Inc. | $63141107 | 306020 | 0.36% | 股份 |
| AMERIPRISE FINANCIAL INC | $60679798 | 294091 | 0.35% | 股份 |
| CITADEL ADVISORS LLC | $60289626 | 292200 | 0.35% | 卖出期权 |
| VANGUARD ASSET MANAGEMENT, Ltd | $57910847 | 280671 | 0.33% | 股份 |
| Pacific Heights Asset Management LLC | $56740750 | 275000 | 0.33% | 股份 |
| Glenmede Investment Management, LP | $54152093 | 541034 | 0.31% | 股份 |
| National Pension Service | $53915473 | 261307 | 0.31% | 股份 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $53214777 | 257911 | 0.31% | 股份 |
| Legal & General Group Plc | $51719299 | 250663 | 0.30% | 股份 |
| CAPITAL FUND MANAGEMENT S.A. | $51366266 | 248952 | 0.30% | 股份 |
| Retirement Systems of Alabama | $50896453 | 246675 | 0.29% | 股份 |
| PICTON MAHONEY ASSET MANAGEMENT | $49519200 | 240000 | 0.29% | 买入期权 |
| Kodai Capital Management LP | $48851313 | 498941 | 0.28% | 股份 |
| FIL Ltd | $47588158 | 230641 | 0.27% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $46408982 | 224926 | 0.27% | 股份 |
| BlackRock, Inc. | $45111785 | 218639 | 0.26% | 股份 |
| Caisse de depot et placement du Quebec | $44744517 | 216859 | 0.26% | 股份 |
| Point72 Asset Management, L.P. | $43919610 | 212861 | 0.25% | 股份 |
| Shannon River Fund Management LLC | $41544958 | 201352 | 0.24% | 股份 |
| LPL Financial LLC | $41431064 | 200800 | 0.24% | 股份 |
| Walleye Trading LLC | $40461313 | 196100 | 0.23% | 卖出期权 |
| WELLINGTON MANAGEMENT GROUP LLP | $40112822 | 194411 | 0.23% | 股份 |
| Woodline Partners LP | $38911775 | 188590 | 0.22% | 股份 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $37741884 | 182920 | 0.22% | 股份 |
| Zurich Insurance Group Ltd/FI | $37371728 | 181126 | 0.22% | 股份 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $35371771 | 171433 | 0.20% | 股份 |
| Vinva Investment Management Ltd | $34636805 | 174000 | 0.20% | 股份 |
| TRUIST FINANCIAL CORP | $33810074 | 163864 | 0.20% | 股份 |
| ROYAL BANK OF CANADA | $32475000 | 157394 | 0.19% | 股份 |
| Baird Financial Group, Inc. | $32377716 | 156922 | 0.19% | 股份 |
| Man Group plc | $30254374 | 146631 | 0.17% | 股份 |
| Driehaus Capital Management LLC | $29293289 | 141973 | 0.17% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29281334 | 232724 | 0.17% | 股份 |
| Walleye Trading LLC | $29030631 | 140700 | 0.17% | 买入期权 |
| CONGRESS ASSET MANAGEMENT CO | $28497062 | 138114 | 0.16% | 股份 |
| KING LUTHER CAPITAL MANAGEMENT CORP | $27479442 | 133182 | 0.16% | 股份 |
| Freestone Grove Partners LP | $27271668 | 132175 | 0.16% | 股份 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $26470488 | 128292 | 0.15% | 股份 |
| AVIVA PLC | $26057003 | 126288 | 0.15% | 股份 |
| STRS OHIO | $25871512 | 125389 | 0.15% | 股份 |
| CANADA PENSION PLAN INVESTMENT BOARD | $25749984 | 124800 | 0.15% | 股份 |
| Korea Investment CORP | $25464011 | 123414 | 0.15% | 股份 |
| PFA Pension, Forsikringsaktieselskab | $25324105 | 122736 | 0.15% | 股份 |
| Assenagon Asset Management S.A. | $24879684 | 120582 | 0.14% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24771567 | 120058 | 0.14% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $23843907 | 115562 | 0.14% | 股份 |
| Portolan Capital Management, LLC | $23809863 | 115397 | 0.14% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $23775954 | 188968 | 0.14% | 股份 |
| NEUBERGER BERMAN GROUP LLC | $23483172 | 113814 | 0.14% | 股份 |
| Benchstone Capital Management LP | $23160955 | 112252 | 0.13% | 股份 |
| UBS Group AG | $23002494 | 111484 | 0.13% | 股份 |
公司内部人士 21 位内幕人士 · 7 位高管 · 14 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 |
|---|---|---|---|---|---|---|
| Khozema Shipchandler | Chief Executive Officer | 2026年7月6日 S | 207203 | 0 | 13 | $-16252192 |
| Jeff Lawson | Chief Executive Officer | 2019年11月18日 C | 38701 | 0 | 0 | $0 |
| Aidan Viggiano | Chief Financial Officer | 2026年7月2日 S | 109724 | 0 | 6 | $-3581887 |
| Lee Kirkpatrick | Chief Financial Officer | 2018年10月15日 C | 30582 | 0 | 0 | $0 |
| George Hu | Chief Operating Officer | 2019年11月15日 S | 160641 | 0 | 0 | $0 |
| Roy Ng | Chief Operating Officer | 2016年6月28日 J | 0 | 0 | 0 | $0 |
| Karyn Smith | General Counsel and Secretary | 2019年11月15日 G | 4756 | 0 | 0 | $0 |
| Charles H Bell | 董事 | 2026年6月15日 A | 18220 | 0 | 0 | $0 |
| Douglas A. Robinson | 董事 | 2026年6月15日 A | 3887 | 0 | 0 | $0 |
| Miyuki Suzuki | 董事 | 2026年6月15日 A | 17829 | 0 | 0 | $0 |
| Donna Dubinsky | 董事 | 2026年6月15日 G | 22361 | 0 | 0 | $0 |
| Jeffrey R Immelt | 董事 | 2026年6月15日 A | 1111 | 0 | 0 | $0 |
| Jeff Epstein | 董事 | 2026年6月15日 A | 39902 | 0 | 0 | $0 |
| PATRICK DEVAL L | 董事 | 2026年6月15日 A | 18718 | 0 | 0 | $0 |
| Byron B Deeter | 董事 | 2024年6月5日 A | 27073 | 0 | 0 | $0 |
| Richard L Dalzell | 董事 | 2019年10月15日 C | 11383 | 0 | 0 | $0 |
| DONIO ELENA A. | 董事 | 2019年6月18日 A | 9941 | 0 | 0 | $0 |
| James Mcgeever | 董事 | 2017年6月12日 A | 6005 | 0 | 0 | $0 |
| Scott Campbell Raney | 董事 | 2017年2月9日 C | 0 | 0 | 0 | $0 |
| UNION SQUARE VENTURES 2008 LP | 10% 所有者 | 2016年12月20日 J | 750000 | 0 | 0 | $0 |
| Erika Rottenberg | — | 2026年8月10日 S | 27893 | 0 | 8 | $-1557383 |
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 |
|---|---|---|---|---|---|
| Twilio Inc. ×2 申报 | 2021年8月9日 | — | 初始申报 | — | SEC |
| DEER VII & CO. LTD., DEER VII & CO. L.P., BESSEMER VENTURE PARTNERS VII L.P., BESSEMER VENTURE PARTNERS VII INSTITUTIONAL L.P., BVP VII SPECIAL OPPORTUNITY FUND L.P., 15 ANGELS LLC, DEER VIII & CO. LTD., DEER VIII & CO. L.P., BESSEMER VENTURE PARTNERS VIII L.P., BESSEMER VENTURE PARTNERS VIII INSTITUTIONAL L.P. ×3 申报 | 2019年3月7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 148 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 |
|---|---|---|---|---|
| CLOU · Global X Funds | 4.36% | 61503 NS | 2026年5月31日 | N-PORT |
| FMTM · EA Series Trust | 3.30% | 25997 NS | 2026年4月30日 | N-PORT |
| LGRO · ALPS ETF Trust | 3.12% | 22061 NS | 2026年5月31日 | N-PORT |
| BUL · Pacer Funds Trust | 2.82% | 24200 NS | 2026年4月30日 | N-PORT |
| FDCF · Fidelity Covington Trust | 2.62% | 14657 NS | 2026年5月31日 | N-PORT |
| SMRI · EA Series Trust | 2.22% | 81186 NS | 2026年4月30日 | N-PORT |
| FDTX · Fidelity Covington Trust | 2.09% | 28217 NS | 2026年5月31日 | N-PORT |
| AMID · EA Series Trust | 1.93% | 10657 NS | 2026年5月29日 | N-PORT |
| EPMB · Harbor ETF Trust | 1.90% | 578 NS | 2026年4月30日 | N-PORT |
| WBIL · Absolute Shares Trust | 1.85% | 2736 NS | 2026年6月30日 | N-PORT |
| LCAP · Principal Exchange-Traded Funds | 1.53% | 135063 NS | 2026年6月30日 | N-PORT |
| TAX · EA Series Trust | 1.47% | 1969 NS | 2026年5月29日 | N-PORT |
| TMFX · RBB Fund, Inc. | 1.43% | 2413 NS | 2026年5月31日 | N-PORT |
| FXL · First Trust Exchange-Traded Alpha... | 1.28% | 128948 NS | 2026年4月30日 | N-PORT |
| SKYU · ProShares Trust | 1.26% | 238 NS | 2026年5月31日 | N-PORT |
| MIDE · DBX ETF Trust | 1.16% | 205 NS | 2026年5月29日 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.88% | 18628 NS | 2026年4月30日 | N-PORT |
| NULV · Nushares ETF Trust | 0.69% | 96199 NS | 2026年4月30日 | N-PORT |
| PTMC · Pacer Funds Trust | 0.66% | 17464 NS | 2026年4月30日 | N-PORT |
| MVV · ProShares Trust | 0.63% | 5240 NS | 2026年5月31日 | N-PORT |
| NUMV · Nushares ETF Trust | 0.59% | 17090 NS | 2026年4月30日 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.57% | 23750 NS | 2026年4月30日 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.54% | 409970 NS | 2026年5月31日 | N-PORT |
| ITAN · EA Series Trust | 0.50% | 2362 NS | 2026年5月29日 | N-PORT |
| HGRO · ETF Opportunities Trust | 0.50% | 3265 NS | 2026年4月30日 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0.48% | 19440 NS | 2026年4月30日 | N-PORT |
| OASC · Unified Series Trust | 0.46% | 2039 NS | 2026年5月31日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.44% | 2511 NS | 2026年4月30日 | N-PORT |
| UMDD · ProShares Trust | 0.44% | 732 NS | 2026年5月31日 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund ... | 0.39% | 3333 NS | 2026年5月31日 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0.38% | 157598 NS | 2026年4月30日 | N-PORT |
| COWZ · Pacer Funds Trust | 0.36% | 443474 NS | 2026年4月30日 | N-PORT |
| QQWZ · Pacer Funds Trust | 0.36% | 1135 NS | 2026年4月30日 | N-PORT |
| AIQ · Global X Funds | 0.36% | 202325 NS | 2026年5月31日 | N-PORT |
| NULC · Nushares ETF Trust | 0.35% | 1363 NS | 2026年4月30日 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.27% | 128468 NS | 2026年5月31日 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund ... | 0.26% | 130616 NS | 2026年4月30日 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund ... | 0.25% | 12288 NS | 2026年4月30日 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund ... | 0.24% | 35864 NS | 2026年4月30日 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.24% | 5014 NS | 2026年5月31日 | N-PORT |
| XAIX · DBX ETF Trust | 0.23% | 1842 NS | 2026年5月31日 | N-PORT |
| AFLG · First Trust Exchange-Traded Fund ... | 0.20% | 6670 NS | 2026年5月31日 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.20% | 236200 NS | 2026年4月30日 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0.19% | 18129 NS | 2026年5月31日 | N-PORT |
| JSTC · Tidal Trust I | 0.17% | 3046 NS | 2026年5月31日 | N-PORT |
| QLC · FlexShares Trust | 0.15% | 8820 NS | 2026年4月30日 | N-PORT |
| GXPT · Global X Funds | 0.11% | 606 NS | 2026年5月31日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.10% | 99591 NS | 2026年4月30日 | N-PORT |
| GSLC · Goldman Sachs ETF Trust | 0.10% | 82744 NS | 2026年5月31日 | N-PORT |
| SCHV · SCHWAB STRATEGIC TRUST | 0.09% | 76421 NS | 2026年5月31日 | N-PORT |