WLDN Willdan Group, Inc. - Common Stock

NASDAQ · Professional Services · 在 SEC EDGAR 上查看 ↗
$83.51
价格 · 八月 19, 2026
截至...的财报数据 八月 7, 2026

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

Willdan Group, Inc. (Willdan) is an American publicly traded company selling professional technical and consulting services to public and private utilities, public agencies at all levels of government, and commercial and industrial firms. The company operates offices in more than a dozen states, with its key operations in California and New York.

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Willdan Group, Inc. (Willdan) is an American publicly traded company selling professional technical and consulting services to public and private utilities, public agencies at all levels of government, and commercial and industrial firms. The company operates offices in more than a dozen states, with its key operations in California and New York.

## History

In 1964, the company was built by William Stookey and Dan Heil in southern California on a then-unique model of providing outsourced engineering services exclusively to municipalities, especially newly urbanizing cities.

Over the next 50 years, the company's expansion has reflected the increasingly complex challenges facing communities, with a forward-looking focus on energy efficiency, energy engineering, cogeneration, Energy Savings Performance Contract, Community Choice Aggregation, smart city, microgrid consulting, and Transactive energy software.

In 2006, Willdan Group, Inc. completed its initial public offerings in NASDAQ, becoming a publicly traded company under the symbol WLDN.

In 2008, Willdan acquired Intergy Corporation, then renamed Willdan Energy Solutions, offering energy efficiency utility program management.

In 2015, Willdan acquired 360 Energy Engineers and Abacus Resource Management, expanding its capabilities into Energy Service Company and Energy Savings Performance Contract services.

Willdan acquired NYC-based Genesys Engineering, P.C., in 2016, bringing Power Engineering services into its portfolio, with an eye to evolution of U.S. power systems toward Distributed generation and microgrids.

The big data analytics firm Integral Analytics, Inc. (IA) was acquired by Willdan in July 2017. IA's software solutions help investor-owned utility and smart city managers solve problems arising from the transformation of an electrical grid facing growth in distributed generation sources, such as solar power and electric vehicles, effectively harnessing the power of renewable energy and energy storage.

The energy engineering and sustainability firm of Newcomb Anderson McCormick, Inc. was acquired by Willdan in April 2018, bringing strong relationships as a long-term energy efficiency, renewable energy, and green buildings consultant for the University of California, California State University, and California Community Colleges System, and with San Francisco Bay Area public agencies and utilities.

With its November, 2018, acquisition of Lime Energy, Willdan further expanded its presence in the energy market. Lime Energy has delivered energy efficiency programs for 10 of the 25 largest electric utilities and five of the 10 largest municipal utilities in the U.S.

Acquisition of The Weidt Group in March 2019 added energy engineering for new construction and a strong presence in the Upper Midwest. In July 2019, Willdan entered a $200 million expanded credit facility to fund future acquisitions, and also announced its acquisition of Onsite Energy Corporation, adding industrial sector clients for Willdan's energy efficiency services.

In October 2019 Willdan announced the acquisition of Energy and Environmental Economics, Inc (E3), a data-driven energy analysis and strategy consulting firm headquartered in San Francisco, California. E3 has more than 70 employees across offices in San Francisco, Boston, and New York. E3 generated approximately $16 million in revenue in 2018.

Willdan acquired Alternative Power Generation, Inc. (APG), an electrical engineering and construction management firm, in a stock purchase in March, 2025. APG adds significant expertise in data center substation design and construction management, microgrids, EV charging stations, and renewable energy projects for the commercial sector. In 2024, APG generated approximately $37 million in revenue.

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

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

价格
$83.51
市值
$1.23B
P/E (TTM)
23.9
每股收益 (TTM)
$3.49
营收 (TTM)
$682M
股息收益率
ROE
19.5%
负债/权益
0.2
52周区间
$65 – $137

WLDN 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 $682M
3-point trend, +33.6%
2023-12-29 2026-01-02
EPS $3.49
3-point trend, +336.2%
2023-12-29 2026-01-02
自由现金流 $71M
3-point trend, +141.4%
2023-12-29 2026-01-02
利润率 7.7%
3-point trend, +6.4%
2023-12-29 2026-01-02

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
WLDN
同行中位数
P/E (TTM)
3-point trend, +13.7%
23.9
23.4
P/S (TTM) (市销率 (TTM))
3-point trend, +300.6%
1.8
1.6
P/B (市净率)
3-point trend, +250.9%
4.0
3.7
EV / EBITDA (企业价值 / EBITDA)
3-point trend, +153.7%
19.4
Price / FCF (股价/自由现金流)
3-point trend, +121.7%
17.4

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
WLDN
同行中位数
Gross Margin (毛利率)
3-point trend, +6.4%
37.5%
47.8%
Operating Margin (营业利润率)
3-point trend, +49.7%
6.5%
Net Profit Margin (净利润率)
3-point trend, +260.3%
7.7%
2.3%
ROA
3-point trend, +290.3%
10.4%
3.9%
ROE
3-point trend, +240.1%
19.5%
9.8%
ROIC
3-point trend, +201.3%
16.3%

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
WLDN
同行中位数
Debt / Equity (负债/股东权益比率)
3-point trend, -68.4%
0.2
992.7
Current Ratio (流动比率)
3-point trend, -7.1%
1.6
0.9
Quick Ratio (速动比率)
3-point trend, -0.6%
0.8

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
WLDN
同行中位数
Revenue YoY (营收同比增长)
3-point trend, +33.6%
20.5%
Revenue CAGR 3Y (营收3年复合年增长率)
3-point trend, +33.6%
16.7%
Revenue CAGR 5Y (营收5年复合年增长率)
3-point trend, +33.6%
11.8%
EPS YoY
3-point trend, +336.2%
120.9%
Net Income YoY (净利润同比增长)
3-point trend, +381.0%
132.9%

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
WLDN
同行中位数
EPS (Diluted) (EPS (稀释))
3-point trend, +336.2%
$3.49

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
WLDN
同行中位数

WLDN 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 9 位分析师
  • 强烈买入 3 33.3%
  • 买入 5 55.6%
  • 持有 1 11.1%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

2 位分析师 · 2026-08-14
中位数目标 $137.50 +64.7%
平均目标 $137.50 +64.7%

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
0.47%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $2.07 $1.32 0.75%
2026年3月31日 $0.91 $0.85 0.06%
2025年12月31日 $1.57 $0.86 0.71%
2025年9月30日 $1.21 $0.85 0.36%
2025年6月30日 $1.50 $0.73 0.77%
2025年3月31日 $0.63 $0.45 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
WLDN $1.57B 30.6 20.5% 7.7% 19.5% 37.5%
ICFI $1.56B 17.2 -7.3% 4.9% 9.0%
BKSY -9.0 4.4%
CRAI $1.31B 24.6 9.3% 7.3% 26.7%
FBYD
LZ $1.76B 124.1 10.9% 2.0% 8.4% 65.9%
RHLD $1.75B -299.2 9.9% -1.3% -206.6% 56.3%
MG 23.9 -0.77% 2.3% 7.8% 28.2%
SPIR 5.0 -35.2% 71.7% 39.1% 40.8%
RCMT 9.3 14.7%

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
WLDN 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +530.6% $682M $566M $510M $429M $354M $391M $443M $272M $273M $209M $135M $108M
Cost of Revenue 12-point trend, +567.3% $426M $363M $330M $286M $218M $262M $308M $179M $197M $143M $82M $64M
Gross Profit 5-point trend, +88.2% $256M $203M $180M $144M $136M · · · · · · ·
Operating Expenses 12-point trend, +488.4% $212M $171M $158M $151M $145M $146M $126M $80M $63M $54M $45M $36M
Operating Income 12-point trend, +431.3% $44M $31M $22M $-7M $-9M $-16M $9M $13M $14M $12M $8M $8M
Interest Expense 8-point trend, +24081.2% · · · · $4M $5M $5M $700.0K $111.0K $179.0K $207.0K $16.0K
Interest Income · · · · · · · · · · · $8.0K
Other Non-op 12-point trend, +1176.0% $2M $3M $2M $939.0K $156.0K $2M $193.0K $90.0K $98.0K $2.0K $18.0K $125.0K
Pretax Income 12-point trend, +374.6% $40M $27M $15M $-11M $-12M $-20M $5M $12M $14M $11M $7M $8M
Income Tax 12-point trend, -1169.0% $-13M $4M $4M $-3M $-4M $-5M $-185.0K $2M $2M $3M $3M $-990.0K
Net Income 11-point trend, +1134.0% $53M $23M $11M $-8M $-8M $-14M $5M $10M $12M $8M $4M ·
EPS (Basic) 12-point trend, +188.1% $3.63 $1.63 $0.82 $-0.65 $-0.68 $-1.23 $0.43 $1.08 $1.42 $1.01 $0.54 $1.26
EPS (Diluted) 12-point trend, +186.1% $3.49 $1.58 $0.80 $-0.65 $-0.68 $-1.23 $0.41 $1.03 $1.32 $0.97 $0.52 $1.22
Shares (Basic) 12-point trend, +93.1% 14,461,000 13,818,000 13,394,000 13,013,000 12,458,000 11,793,000 11,162,000 9,264,000 8,541,000 8,219,000 7,834,000 7,488,000
Shares (Diluted) 12-point trend, +94.7% 15,071,000 14,245,000 13,606,000 13,013,000 12,458,000 11,793,000 11,766,000 9,763,000 9,155,000 8,565,000 8,113,000 7,739,000
EBITDA 12-point trend, +616.5% $63M $46M $39M $10M $8M $3M $25M $19M $18M $15M $10M $9M
资产负债表 27
WLDN 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +262.7% $66M $74M $23M $9M $11M $28M $5M $15M $14M $23M $16M $18M
Receivables 12-point trend, +389.8% $65M $66M $70M $60M $67M $53M $58M $61M $38M $30M $18M $13M
Prepaid Expense 12-point trend, +235.5% $8M $5M $4M $6M $5M $6M $6M $6M $4M $3M $2M $2M
Current Assets 12-point trend, +447.3% $252M $236M $192M $174M $149M $156M $175M $136M $83M $75M $51M $46M
PP&E (Net) 8-point trend, +1110.8% · · · · $17M $13M $12M $8M $5M $5M $4M $1M
PP&E (Gross) 8-point trend, +261.3% · · · · $40M $31M $27M $20M $16M $14M $12M $11M
Accum. Depreciation 8-point trend, +139.5% · · · · $23M $18M $15M $12M $10M $9M $8M $10M
Goodwill 12-point trend, +179530000.00 $180M $141M $131M $130M $130M $130M $128M $98M $38M $22M $16M $0
Intangibles 11-point trend, +2199.1% $36M $29M $32M $41M $53M $64M $77M $44M $11M $6M $2M ·
Other Non-current Assets 12-point trend, +416.3% $3M $2M $5M $11M $14M $6M $16M $2M $826.0K $707.0K $504.0K $535.0K
Total Assets 12-point trend, +1003.2% $544M $465M $416M $410M $394M $403M $440M $301M $138M $108M $72M $49M
Accounts Payable 12-point trend, +1309.6% $46M $34M $33M $29M $37M $41M $34M $37M $21M $17M $6M $3M
Accrued Liabilities 12-point trend, +672.7% $82M $63M $54M $59M $36M $34M $68M $37M $23M $19M $10M $11M
Short-term Debt 12-point trend, +604.2% $2M $10M $8M $17M $15M $15M $14M $9M $383.0K $4M $4M $355.0K
Current Liabilities 12-point trend, +776.9% $162M $138M $115M $127M $117M $117M $132M $91M $56M $51M $28M $18M
Capital Leases 12-point trend, +4397.4% $14M $10M $10M $9M $11M $16M $18M $224.0K $160.0K $210.0K $255.0K $306.0K
Deferred Tax 3-point trend, +644.1% · · · · · · · · $2M $2M $331.0K ·
Other Non-current Liabilities 9-point trend, -81.0% $69.0K $462.0K $1M $259.0K $78.0K $128.0K $533.0K $534.0K $363.0K · · ·
Total Liabilities 12-point trend, +1165.3% $239M $231M $216M $228M $215M $234M $273M $157M $68M $58M $35M $19M
Long-term Debt 8-point trend, -31.5% $48M $89M $97M $107M $101M $113M $130M $71M · · · ·
Total Debt 12-point trend, +14255.5% $51M $100M $106M $124M $15M $15M $14M $9M $383.0K $4M $4M $355.0K
Common Stock 12-point trend, +94.7% $148.0K $142.0K $137.0K $133.0K $128.0K $122.0K $115.0K $110.0K $88.0K $83.0K $79.0K $76.0K
Retained Earnings 12-point trend, +1859.2% $90M $37M $15M $4M $12M $21M $35M $30M $20M $7M $-840.0K $-5M
AOCI 6-point trend, +31.8% $-270.0K $-314.0K $-664.0K · $-38.0K $-488.0K $-396.0K · · · · ·
Stockholders' Equity 12-point trend, +902.4% $305M $234M $200M $182M $179M $169M $167M $144M $71M $50M $38M $30M
Liabilities + Equity 12-point trend, +1003.2% $544M $465M $416M $410M $394M $403M $440M $301M $138M $108M $72M $49M
Shares Outstanding 12-point trend, +93.3% 14,762,000 14,169,000 13,682,000 13,296,000 12,804,000 12,160,000 11,497,000 10,968,000 8,799,000 8,348,000 7,904,000 7,635,000
现金流 14
WLDN 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +3962.2% $19M $15M $16M $17M $17M $19M $15M $6M $4M $3M $2M $460.0K
Stock-based Comp 12-point trend, +4483.3% $12M $7M $5M $8M $17M $16M $12M $6M $3M $1M $777.0K $258.0K
Deferred Tax 12-point trend, -830.9% $-13M $3M $3M $-2M $-3M $-5M $-209.0K $-3M $621.0K $1M $2M $-1M
Amort. of Intangibles 12-point trend, +9800000.00 $10M $7M $10M $11M $12M $14M $12M $4M $2M $2M $1M $0
Other Non-cash 9-point trend, +220.7% $10M $25M $4M $-6M $-13M $32M $-21M $-12M $-9M · · ·
Operating Cash Flow 12-point trend, +573.2% $80M $72M $39M $9M $10M $47M $12M $8M $11M $22M $8M $12M
CapEx 12-point trend, +1807.9% $9M $8M $10M $10M $8M $5M $7M $2M $2M $2M $2M $492.0K
Investing Cash Flow 11-point trend, -329.0% $-46M $-16M $-11M $-10M $-8M $-5M $-78M $-126M $-17M $-11M $-11M ·
Stock Issued · · · · · · · $55M · · · ·
Financing Cash Flow 11-point trend, -5134.3% $-43M $-6M $-24M $8M $-19M $-19M $57M $120M $-3M $-5M $848.0K ·
Net Change in Cash 11-point trend, -388.7% $-8M $51M $4M $8M $-17M $23M $-10M $835.0K $-8M $6M $-2M ·
Taxes Paid 12-point trend, +1644.8% $2M $1M $-3M $-1M $-2M $174.0K $4M $3M $3M $2M $949.0K $134.0K
Free Cash Flow 12-point trend, +482.9% $71M $64M $29M $-169.0K $1M $42M $5M $5M $9M $20M $6M $12M
Levered FCF 8-point trend, -110.9% · · · · $-1M $38M $-110.7K $5M $9M $20M $6M $12M
盈利能力 8
WLDN 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Gross Margin 3-point trend, +6.4% 37.5% 35.8% 35.2% · · · · · · · · ·
Operating Margin 12-point trend, -15.7% 6.5% 5.5% 4.3% -1.7% -2.5% -4.2% 2.1% 4.7% 5.0% 5.5% 5.6% 7.7%
Net Margin 9-point trend, +73.6% 7.7% 4.0% 2.1% -2.0% -2.4% -3.7% 1.1% 3.7% 4.4% · · ·
Pretax Margin 12-point trend, -24.7% 5.9% 4.7% 2.9% -2.7% -3.5% -5.0% 1.1% 4.5% 5.0% 5.4% 5.4% 7.8%
EBITDA Margin 12-point trend, +13.7% 9.2% 8.2% 7.5% 2.4% 2.4% 0.64% 5.6% 7.0% 6.5% 7.1% 7.1% 8.1%
ROA 9-point trend, +15.5% 10.4% 5.0% 2.7% -2.1% -2.1% -3.6% 1.2% 4.5% 9.0% · · ·
ROE 9-point trend, -3.1% 19.5% 10.4% 5.7% -4.7% -4.8% -8.6% 3.0% 8.7% 20.1% · · ·
ROIC 12-point trend, -46.0% 16.3% 7.9% 5.4% -1.7% -3.0% -6.5% 5.4% 6.9% 17.1% 15.6% 10.5% 30.2%
流动性与偿付能力 5
WLDN 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -23.2% 1.6 1.7 1.7 1.4 1.3 1.3 1.3 1.5 1.5 1.5 1.8 2.0
Quick Ratio 12-point trend, -42.8% 0.8 1.0 0.8 0.5 0.7 0.7 0.5 0.8 0.9 1.0 1.2 1.4
Debt / Equity 12-point trend, +1329.1% 0.2 0.4 0.5 0.7 0.1 0.1 0.1 0.1 0.0 0.1 0.1 0.0
LT Debt / Equity 4-point trend, -69.8% 0.2 0.3 0.4 0.5 · · · · · · · ·
Interest Coverage 8-point trend, -100.4% · · · · -2.2 -3.2 1.9 18.2 123.5 64.5 36.4 519.3
效率 2
WLDN 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -34.4% 1.4 1.2 1.2 1.1 0.9 1.0 1.1 1.2 2.0 1.9 1.8 2.1
Receivables Turnover 12-point trend, +27.7% 10.5 8.4 7.9 6.7 5.9 6.6 7.5 6.0 8.0 8.7 8.7 8.2
每股 5
WLDN 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +418.4% $20.65 $16.54 $14.61 $13.65 $14.00 $13.91 $14.55 $13.16 $8.03 $5.98 $4.76 $3.98
Revenue / Share 12-point trend, +223.8% $45.22 $39.72 $37.49 $32.98 $28.40 $33.15 $37.66 $27.89 $29.86 $24.39 $16.65 $13.97
Cash Flow / Share 12-point trend, +225.8% $5.31 $5.06 $2.88 $0.72 $0.79 $3.99 $0.99 $0.78 $1.21 $2.52 $1.00 $1.63
Cash / Share 12-point trend, +67.4% $4.47 $5.23 $1.71 $0.66 $0.88 $2.34 $0.47 $1.39 $1.64 $2.72 $2.09 $2.67
EPS (TTM) 12-point trend, +186.1% $3.49 $1.58 $0.80 $-0.65 $-0.68 $-1.23 $0.41 $1.03 $1.32 $0.97 $0.52 $1.22
增长率 5
WLDN 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +314.9% 20.5% 10.9% 18.9% 21.3% -9.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +79.8% 16.7% 17.0% 9.3% · · · · · · · · ·
Revenue CAGR 5Y 11.8% · · · · · · · · · · ·
EPS YoY 2-point trend, +24.0% 120.9% 97.5% · · · · · · · · · ·
Net Income YoY 2-point trend, +24.7% 132.9% 106.6% · · · · · · · · · ·
估值 (TTM) 14
WLDN 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +530.6% $682M $566M $510M $429M $354M $391M $443M $272M $273M $209M $135M $108M
Net Income TTM 11-point trend, +1134.0% $53M $23M $11M $-8M $-8M $-14M $5M $10M $12M $8M $4M ·
Market Cap 12-point trend, +1322.2% $1.57B $544M $294M $237M $451M $507M $359M $373M $211M $189M $66M $111M
Enterprise Value 12-point trend, +1619.6% $1.56B $570M $377M $353M $455M $494M $367M $366M $197M $170M $54M $91M
P/E 12-point trend, +157.1% 30.6 24.3 26.9 -27.5 -51.8 -33.9 76.1 33.0 18.1 23.3 16.1 11.9
P/S 12-point trend, +125.5% 2.3 1.0 0.6 0.6 1.3 1.3 0.8 1.4 0.8 0.9 0.5 1.0
P/B 12-point trend, +41.9% 5.2 2.3 1.5 1.3 2.5 3.0 2.1 2.6 3.0 3.8 1.8 3.6
P / Tangible Book 4-point trend, -26.9% 17.5 8.5 8.0 24.0 · · · · · · · ·
P / Cash Flow 12-point trend, +124.1% 19.7 7.6 7.5 25.2 46.0 10.8 30.9 49.3 19.0 8.7 8.2 8.8
P / FCF 12-point trend, +144.0% 22.3 8.5 10.0 -1404.3 345.6 12.1 72.0 68.3 23.7 9.5 11.8 9.1
EV / EBITDA 12-point trend, +140.0% 24.8 12.4 9.8 33.8 53.8 196.2 14.8 19.3 11.1 11.5 5.6 10.3
EV / FCF 12-point trend, +195.0% 22.1 8.9 12.9 -2088.0 348.6 11.8 73.7 67.0 22.1 8.5 9.6 7.5
EV / Revenue 12-point trend, +172.7% 2.3 1.0 0.7 0.8 1.3 1.3 0.8 1.3 0.7 0.8 0.4 0.8
Earnings Yield 12-point trend, -61.1% 3.3% 4.1% 3.7% -3.6% -1.9% -2.9% 1.3% 3.0% 5.5% 4.3% 6.2% 8.4%

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
2026-01-022025-07-042025-04-042024-12-272024-09-27
收入 $682M$566M
毛利率 % 37.5%35.8%
营业利润率 % 6.5%5.5%
净收入 $53M$23M
稀释后每股收益 (EPS) $3.49$1.58
资产负债表
2026-01-022025-07-042025-04-042024-12-272024-09-27
负债/股东权益比率 0.20.4
流动比率 1.61.7
速动比率 0.81.0
现金流
2026-01-022025-07-042025-04-042024-12-272024-09-27
自由现金流 $71M$64M

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) 269 家申报者 · $974.6M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
48 (-3 与上一季度对比) 44 (-8 与上一季度对比) 81 (-16 与上一季度对比) 78 (-2 与上一季度对比) +1.6M

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 GROUP INC $112605029 1086292 11.55% 股份
Divisadero Street Capital Management, LP $104751576 1324293 10.75% 股份
VANGUARD CAPITAL MANAGEMENT LLC $50063656 632916 5.14% 股份
NEUMEIER POMA INVESTMENT COUNSEL LLC $41939611 530210 4.30% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $41705633 527252 4.28% 股份
WASATCH ADVISORS LP $29213841 381581 3.00% 股份
FIRST TRUST ADVISORS LP $28561348 361079 2.93% 股份
ALTA FOX CAPITAL MANAGEMENT, LLC $28460655 359806 2.92% 股份
Allspring Global Investments Holdings, LLC $27757043 355586 2.85% 股份
Swedbank AB $27661270 349700 2.84% 股份
STATE STREET CORP $26692216 337449 2.74% 股份
GEODE CAPITAL MANAGEMENT, LLC $26052957 329301 2.67% 股份
DIMENSIONAL FUND ADVISORS LP $23756736 300338 2.44% 股份
Conversant Capital LLC $23294950 294500 2.39% 股份
Ranger Investment Management, L.P. $21767608 275191 2.23% 股份
OBERWEIS ASSET MANAGEMENT INC/ $20779570 262700 2.13% 股份
AMERIPRISE FINANCIAL INC $20500111 259167 2.10% 股份
TWO SIGMA ADVISERS, LP $15994738 154300 1.64% 股份
RBF Capital, LLC $14601860 184600 1.50% 股份
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $12903000 163117 1.32% 股份
TWO SIGMA INVESTMENTS, LP $11910403 150574 1.22% 股份
NEXT CENTURY GROWTH INVESTORS LLC $9998793 126407 1.03% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $9503311 120143 0.98% 股份
PANAGORA ASSET MANAGEMENT INC $9072849 114701 0.93% 股份
Point72 Asset Management, L.P. $8596193 108675 0.88% 股份
VANGUARD FIDUCIARY TRUST CO $7964579 100690 0.82% 股份
KENNEDY CAPITAL MANAGEMENT LLC $7703628 97391 0.79% 股份
Cubist Systematic Strategies, LLC $7122158 73660 0.73% 股份
WELLINGTON MANAGEMENT GROUP LLP $6992045 88395 0.72% 股份
Portolan Capital Management, LLC $6675565 84394 0.68% 股份
JANE STREET GROUP, LLC $6307909 79746 0.65% 股份
ESSEX INVESTMENT MANAGEMENT CO LLC $5923799 74890 0.61% 股份
KORNITZER CAPITAL MANAGEMENT INC /KS $5425073 68585 0.56% 股份
GOLDMAN SACHS GROUP INC $4996826 63171 0.51% 股份
WOLVERINE TRADING, LLC $4955330 51500 0.51% 买入期权
BlackRock, Inc. $4614773 58341 0.47% 股份
Asset Management One Co., Ltd. $4600034 60130 0.47% 股份
OP Asset Management Ltd $4413780 55800 0.45% 股份
Nuveen, LLC $4409192 55742 0.45% 股份
Qube Research & Technologies Ltd $4385700 55445 0.45% 股份
EFG International AG $3568983 45137 0.37% 股份
ENVESTNET ASSET MANAGEMENT INC $3551256 44896 0.36% 股份
JANE STREET GROUP, LLC $3369660 42600 0.35% 买入期权
Jefferies Financial Group Inc. $3258920 41200 0.33% 股份
BANK OF AMERICA CORP /DE/ $3105546 39261 0.32% 股份
WOLVERINE TRADING, LLC $2968195 30848 0.30% 股份
CVFG LLC $2946475 37250 0.30% 股份
BOOTHBAY FUND MANAGEMENT, LLC $2817147 35615 0.29% 股份
MML INVESTORS SERVICES, LLC $2668834 33740 0.27% 股份
AMERICAN CENTURY COMPANIES INC $2632290 33278 0.27% 股份
ALLIANCEBERNSTEIN L.P. $2611615 34112 0.27% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2539110 32100 0.26% 买入期权
RICE HALL JAMES & ASSOCIATES, LLC $2418799 30579 0.25% 股份
EFG Asset Management (North America) Corp. $2396219 24812 0.25% 股份
Swiss National Bank $2293900 29000 0.24% 股份
ALPS ADVISORS INC $2260441 28577 0.23% 股份
CITIGROUP INC $2196528 27769 0.23% 股份
BNP PARIBAS FINANCIAL MARKETS $2194788 27747 0.23% 股份
Conestoga Capital Advisors, LLC $2183714 27607 0.22% 股份
RAYMOND JAMES FINANCIAL INC $2049244 25907 0.21% 股份
Cubist Systematic Strategies, LLC $2030490 21000 0.21% 买入期权
TUDOR INVESTMENT CORP ET AL $2011117 25425 0.21% 股份
WHITTIER TRUST CO $1866774 23657 0.19% 股份
Nuveen Asset Management, LLC $1863591 48926 0.19% 股份
MORGAN STANLEY $1856635 23472 0.19% 股份
CITADEL ADVISORS LLC $1819300 23000 0.19% 买入期权
STOREBRAND ASSET MANAGEMENT AS $1793039 22668 0.18% 股份
Balyasny Asset Management L.P. $1782439 22534 0.18% 股份
Militia Capital Partners, LP $1762220 17000 0.18% 股份
De Lisle Partners LLP $1660470 21000 0.17% 股份
LOS ANGELES CAPITAL MANAGEMENT LLC $1638240 20711 0.17% 股份
Man Group plc $1619098 20469 0.17% 股份
LPL Financial LLC $1576384 19929 0.16% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1526630 19300 0.16% 股份
RHUMBLINE ADVISERS $1493558 18882 0.15% 股份
BARCLAYS PLC $1427676 18049 0.15% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1378692 18008 0.14% 股份
Bank of New York Mellon Corp $1367955 17294 0.14% 股份
JONES FINANCIAL COMPANIES LLLP $1343894 16526 0.14% 股份
Polymer Capital Management (US) LLC $1311003 16574 0.13% 股份
Longaeva Partners L.P. $1289884 16307 0.13% 股份
Y-Intercept (Hong Kong) Ltd $1262752 15964 0.13% 股份
Cetera Investment Advisers $1211733 15319 0.12% 股份
WULFF, HANSEN & CO. $1210388 15302 0.12% 股份
Sanctuary Advisors, LLC $1165143 14730 0.12% 股份
STATE OF WISCONSIN INVESTMENT BOARD $1050211 13277 0.11% 股份
JANE STREET GROUP, LLC $1044120 13200 0.11% 卖出期权
WELLS FARGO & COMPANY/MN $1035103 13086 0.11% 股份
Cubist Systematic Strategies, LLC $1024914 10600 0.11% 卖出期权
DEUTSCHE BANK AG\ $994920 12578 0.10% 股份
VICTORY CAPITAL MANAGEMENT INC $970557 12270 0.10% 股份
CITADEL ADVISORS LLC $925470 11700 0.09% 卖出期权
OSAIC HOLDINGS, INC. $910588 11512 0.09% 股份
Walleye Capital LLC $902531 11410 0.09% 股份
J. Derek Lewis & Associates Inc. $829522 10487 0.09% 股份
WOLVERINE TRADING, LLC $808248 8400 0.08% 卖出期权
VANGUARD ASSET MANAGEMENT, Ltd $796062 10064 0.08% 股份
NAVELLIER & ASSOCIATES INC $784593 9919 0.08% 股份
DARK FOREST CAPITAL MANAGEMENT LP $777158 9825 0.08% 股份
MERCER GLOBAL ADVISORS INC /ADV $755185 9547 0.08% 股份

公司内部人士 29 位内幕人士 · 6 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
Creighton K Early EXECUTIVE VP AND CFO 2026年3月25日 F 78664 0 0 $0
Kimberly D Gant Chief Financial Officer 2012年3月26日 A 0 0 $0
Marc Tipermas President of National Programs 2018年3月13日 S 42500 0 0 $0
Micah Chen General Counsel 2021年6月17日 S 19044 0 0 $0
Frank Tripepi SVP, Business Development 2014年10月7日 M 139500 0 0 $0
Mallory Mccamant Chief Operations Officer 2007年9月7日 P 15000 0 0 $0
Wanda Kay Reder 董事 2026年6月17日 A 11917 0 0 $0
Dennis V Mcginn 董事 2026年6月17日 A 12571 0 0 $0
Mohammad Shahidehpour 董事 2026年6月17日 A 15789 0 0 $0
Steven A Cohen 董事 2026年6月17日 A 22090 0 0 $0
Cynthia Downes 董事 2026年6月17日 A 10150 0 0 $0
Thomas Donald Brisbin 董事 2026年6月17日 A 96687 0 0 $0
Robert Conway 董事 2019年6月13日 A 2168 0 0 $0
Curtis S Probst 董事 2018年6月13日 A 4421 0 0 $0
Win Westfall 董事 2017年12月13日 M 43657 0 0 $0
John M Toups 董事 2016年6月9日 A 42183 0 0 $0
Linda L Heil 董事 2012年3月8日 S 644417 0 0 $0
Tracy W Lenocker 董事 2011年12月5日 S 135000 0 0 $0
Wayne Shelton 董事 2011年6月6日 A 20000 0 0 $0
Ann Rochelle Smith 董事 2006年11月22日 A 1000 0 0 $0
Michael A Bieber 2026年5月14日 M 249525 0 5 $-6115878
Paul Milton Whitelaw 2021年6月14日 S 14837 0 0 $0
Adam C Procell 2021年6月10日 F 19228 0 0 $0
Debra Coy 2021年6月9日 A 10287 0 0 $0
Douglas James Mceachern 2021年6月9日 A 21646 0 0 $0
Daniel Chow 2021年6月9日 F 60850 0 0 $0
Raymond W Holdsworth Jr 2021年6月9日 A 39958 0 0 $0
Keith Renken 2021年6月9日 A 55146 0 0 $0
Stacy B. Mclaughlin 2021年3月24日 S 19411 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
Forager Fund, L.P., Forager Capital Management, LLC, Edward Kissel, Robert MacArthur ×3 申报 2024年7月11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 53 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
ACES · ALPS ETF Trust 1.43% 22809 NS 2026年5月31日 N-PORT
SAWS · ETF Series Solutions 1.36% 1261 NS 2026年4月30日 N-PORT
ALIL · EA Series Trust 0.73% 2057 NS 2026年5月29日 N-PORT
AFSM · First Trust Exchange-Traded Fund ... 0.37% 3992 NS 2026年5月31日 N-PORT
FYC · First Trust Exchange-Traded Alpha... 0.33% 44895 NS 2026年4月30日 N-PORT
ESSC · Strategy Shares 0.30% 1032 NS 2026年4月30日 N-PORT
BFOR · ALPS ETF Trust 0.26% 6222 NS 2026年5月31日 N-PORT
GSSC · Goldman Sachs ETF Trust 0.13% 14076 NS 2026年5月31日 N-PORT
PSC · Principal Exchange-Traded Funds 0.13% 37712 NS 2026年6月30日 N-PORT
FYX · First Trust Exchange-Traded Alpha... 0.11% 18088 NS 2026年4月30日 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.10% 30513 NS 2026年5月31日 N-PORT
NUSC · Nushares ETF Trust 0.09% 15447 NS 2026年4月30日 N-PORT
CCSO · Tidal Trust II 0.09% 542 NS 2026年4月30日 N-PORT
FAD · First Trust Exchange-Traded Alpha... 0.07% 4188 NS 2026年4月30日 N-PORT
RSSL · Global X Funds 0.03% 6068 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.03% 662 NS 2026年5月31日 N-PORT
DFAS · Dimensional ETF Trust 0.03% 49226 NS 2026年4月30日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.03% 66756 NS 2026年5月31日 N-PORT
UWM · ProShares Trust 0.02% 517 NS 2026年5月31日 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0.02% 4348 NS 2026年4月30日 N-PORT
URTY · ProShares Trust 0.01% 522 NS 2026年5月31日 N-PORT
DFSU · Dimensional ETF Trust 0.01% 2136 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 548 NS 2026年5月31日 N-PORT
HDG · ProShares Trust 0.01% 13 NS 2026年5月31日 N-PORT
DFAC · Dimensional ETF Trust 0.01% 32181 NS 2026年4月30日 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.01% 6179 NS 2026年5月31日 N-PORT
DCOR · Dimensional ETF Trust 0.00% 1365 NS 2026年4月30日 N-PORT
DFAU · Dimensional ETF Trust 0.00% 2974 NS 2026年4月30日 N-PORT
DFUS · Dimensional ETF Trust 0.00% 4395 NS 2026年4月30日 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 7978 NS 2026年5月31日 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 2152 NS 2026年5月31日 N-PORT
EBI · RBB Fund Trust 0.00% 72 NS 2026年5月31日 N-PORT
VXF · VANGUARD INDEX FUNDS 2026年7月15日 每日
VTI · VANGUARD INDEX FUNDS 2026年7月15日 每日
VFQY · VANGUARD WELLINGTON FUND 2026年7月30日 每日
VTWO · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日
VTWV · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日
VTWG · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 2026年7月15日 每日
ITOT · iShares Trust 2026年7月22日 每日
IWV · iShares Trust 2026年8月18日 每日
IWN · iShares Trust 2026年8月17日 每日
IWO · iShares Trust 2026年8月18日 每日
IWM · iShares Trust 2026年8月18日 每日
IWC · iShares Trust 2026年8月18日 每日
PRFZ · Invesco Exchange-Traded Fund Trust 2026年7月13日 每日
OMFS · Invesco Exchange-Traded Self-Inde... 2026年7月13日 每日
VIS · VANGUARD WORLD FUND 2026年7月20日 每日
ISCB · iShares Trust 2026年7月20日 每日
ISCG · iShares Trust 2026年7月21日 每日