Stammdaten
Porch Group, Inc. betreibt eine Softwareplattform in den Vereinigten Staaten und Kanada. Das Unternehmen ist in zwei Segmenten tätig, Vertical Software und Versicherung. Das Segment Vertical Software bietet Software und Dienstleistungen für Home-Service-Unternehmen und gibt Hauskäufern und Hausbesitzern frühen Zugang. Es bietet Dienstleistungen für Home-Service-Unternehmen wie Hausbesichtigungsinspektoren, Verbraucher wie Hauskäufer und Hausbesitzer, Dienstleister wie Umzugs-, Versicherungs-, Garantie- und Sicherheitsunternehmen sowie Fernseh- und Internetanbieter an. Dieses Segment wird durch die Marken Floify, HireAHelper, ISN, iRoofing, Palm-Tech, Porch.com, Rynoh und V12 betrieben. Das Versicherungssegment bietet grundstücksbezogene Versicherungspolicen über das eigene Risikoträger und unabhängige Agentur sowie über ein Hausgarantieunternehmen an. Dieses Segment wird durch die Marken American Home Protect, Elite Insurance Group und Homeowners of America betrieben. Darüber hinaus bietet das Unternehmen Sachversicherungs-, Wohn-, Auto-, Hochwasser- und Schirmversicherungsprodukte sowie Auftragnehmerdienstleistungen an. Das Unternehmen wurde 2011 gegründet und hat seinen Hauptsitz in Seattle, Washington. KI
Unternehmen & Branche
| Name | Porch Group, Inc. |
|---|---|
| Ticker | PRCH |
| CIK | 0001784535 |
| Börse | Nasdaq |
| Sektor | Technologie |
| Industrie | Software |
| SIC | 7372 · Services-Prepackaged Software |
Wertpapier & Kennzahlen
| CUSIP | 733245104 |
|---|---|
| ISIN | US7332451043 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,47 Mrd. USD |
| Beta | 3,15 |
Sitz & Kontakt
| Geschäftsadresse | 411 1ST AVENUE S., SUITE 501, 98104 SEATTLE, WA |
|---|---|
| Telefon | (855) 767-2400 |
| EIN (IRS) | 84-2587663 |
Listing & Historie
| Listing-Börsen | Nasdaq |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Large accelerated filer |
| Frühere Namen | PropTech Acquisition Corp (bis 2020) |
Bewertung
| KUV (P/S) | 3,05 vs. 7,94 (2021) ▼ |
|---|---|
| EV/EBITDA | 29,8 |
| FCF-Rendite | 4,5 % vs. -2,3 % (2021) ▲ |
| Buyback-Rendite | 0,0 % vs. 0,0 % (2021) ≈ |
Qualität & Bilanz
| Bruttomarge | 70,5 % vs. 69,5 % (2021) ▲ |
|---|---|
| Operative Marge | 7,6 % vs. -43,3 % (2021) ▲ |
| Nettomarge | -0,7 % vs. -55,4 % (2021) ▲ |
| ROIC | -0,9 % vs. -16,8 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 5,7 |
| Zinsdeckungsgrad | 0,7 vs. -14,5 (2021) ▲ |
| Forderungslaufzeit (DSO) | 9 T vs. 55 T (2021) ▼ |
| Verbindlichkeitslaufzeit (DPO) | 10 T vs. 43 T (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 7,04 | 2,33 | – | – | – | – | |
| KUV (P/S) | 7,94 | 0,67 | 0,70 | 1,35 | 2,35 | 2,95 | |
| EV/EBITDA | – | – | – | – | 24,3 | 24,6 | |
| FCF-Rendite | -2,3 % | -10,9 % | 11,1 % | -5,5 % | 5,8 % | 6,1 % | |
| Buyback-Rendite | 0,0 % | 1,0 % | 1,9 % | 0,0 % | 0,0 % | 0,2 % | |
| Qualität & Bilanz | |||||||
| Bruttomarge | 69,5 % | 61,0 % | 46,7 % | 46,1 % | 70,5 % | 73,3 % | |
| Operative Marge | -43,3 % | -64,2 % | -44,2 % | -14,7 % | 7,6 % | 10,0 % | |
| Nettomarge | -55,4 % | -56,7 % | -31,1 % | -7,5 % | -0,7 % | -3,3 % | |
| ROIC | -16,8 % | -29,8 % | -33,2 % | -9,0 % | -0,9 % | -4,4 % | |
| Nettoverschuldung/EBITDA | – | – | – | – | 5,7 | 4,6 | |
| Zinsdeckungsgrad | -14,5 | -20,3 | -6,0 | -1,5 | 0,7 | 0,9 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
PRCH
Porch Group, Inc.
Effektiv
Risiko-Ausstieg
Handelsvolumen
Mittel
Insider
0,0
Keine Insider-Käufe
Institutionell
33,5
31 neu, 76 erhöht, -90994K $ netto
Aktivist
17,1
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 12.03 | +5.0 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 10.16 | +24.3 % vs SMA200 | |
| SMA-Cross | Bullisch | 10 % | GOLDEN | vor 18 Tagen @ 15.98 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 13.02 | EMA50: 12.19 | |
| MACD-Histogramm | Bärisch | 10 % | -0.325 | Bearisch | |
| RSI(14) | Neutral | 10 % | 47.6 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 28.3 | Neutral | |
| ADX(14)+DI | Bärisch | 10 % | 27.0 | +DI: 21.2 / −DI: 25.2 | |
| Z-Score(60) | Neutral | 5 % | 0.44 | In Range | |
| 52W-Position | Neutral | 5 % | 49.3 % | Hoch 19.04 / Tief 6.40 | |
| Bollinger(20,2σ) | Neutral | 5 % | 25.8 % | Upper 16.22 / Mid 13.80 / Lower 11.38 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0770 | R²=0.50 / annualisiert +164.4 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-07-02 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -25.000 | 16,13 | -403.277,50 | -92,5% | |
| 2026-06-02 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -3.944 | 10,87 | -42.871,67 | -9,8% | |
| 2026-05-26 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -30.000 | 10,08 | -302.520,00 | -69,4% | |
| 2026-05-20 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -10.881 | 9,78 | -106.370,48 | -24,4% | |
| 2026-05-20 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -120.368 | 9,78 | -1.176.693,49 | -269,8% | |
| 2026-05-20 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -62.344 | 9,78 | -609.462,48 | -139,7% | |
| 2026-05-15 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -59.983 | 10,34 | -620.254,21 | -142,2% | |
| 2026-05-15 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -10.467 | 10,34 | -108.234,01 | -24,8% | |
| 2026-05-15 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -115.805 | 10,34 | -1.197.481,60 | -274,5% | |
| 2026-05-12 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -63.650 | 10,52 | -669.909,89 | -153,6% | |
| 2026-05-12 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -122.881 | 10,52 | -1.293.310,24 | -296,5% | |
| 2026-05-12 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -11.107 | 10,52 | -116.900,06 | -26,8% | |
| 2026-05-08 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -60.240 | 11,12 | -669.627,84 | -153,5% | |
| 2026-05-08 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -116.303 | 11,12 | -1.292.824,15 | -296,4% | |
| 2026-05-08 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -10.511 | 11,12 | -116.841,33 | -26,8% | |
| 2026-05-05 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -60.802 | 10,43 | -634.213,50 | -145,4% | |
| 2026-05-05 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -117.385 | 10,43 | -1.224.419,46 | -280,7% | |
| 2026-05-05 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -10.610 | 10,43 | -110.670,79 | -25,4% | |
| 2026-05-01 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -124.089 | 9,79 | -1.214.719,63 | -278,5% | |
| 2026-05-01 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -64.274 | 9,79 | -629.184,61 | -144,2% | |
| 2026-05-01 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -11.215 | 9,79 | -109.784,76 | -25,2% | |
| 2026-04-28 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -59.901 | 8,11 | -485.821,07 | -111,4% | |
| 2026-04-28 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -115.642 | 8,11 | -937.902,88 | -215,0% | |
| 2026-04-28 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -10.454 | 8,11 | -84.786,12 | -19,4% | |
| 2026-04-24 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -7.875 | 7,68 | -60.496,54 | -13,9% | |
| 2026-04-24 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -123.518 | 7,68 | -948.877,63 | -217,5% | |
| 2026-04-24 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -63.979 | 7,68 | -491.493,08 | -112,7% | |
| 2026-04-21 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -7.730 | 8,12 | -62.733,59 | -14,4% | |
| 2026-04-21 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -62.801 | 8,12 | -509.667,80 | -116,8% | |
| 2026-04-21 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -121.242 | 8,12 | -983.951,58 | -225,6% | |
| 2026-04-17 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -8.367 | 7,87 | -65.866,70 | -15,1% | |
| 2026-04-17 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -113.862 | 7,87 | -896.344,44 | -205,5% | |
| 2026-04-17 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -58.978 | 7,87 | -464.286,61 | -106,4% | |
| 2026-04-14 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -10.227 | 6,84 | -69.975,18 | -16,0% | |
| 2026-04-14 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -7.470 | 6,84 | -51.111,23 | -11,7% | |
| 2026-04-14 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -22.918 | 6,84 | -156.809,54 | -35,9% | |
| 2026-04-14 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -60.681 | 6,84 | -415.191,54 | -95,2% | |
| 2026-04-14 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -117.149 | 6,84 | -801.556,89 | -183,8% | |
| 2026-04-14 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -28.733 | 6,84 | -196.596,93 | -45,1% | |
| 2026-04-09 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -7.734 | 7,15 | -55.310,47 | -12,7% | |
| 2026-04-09 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -121.293 | 7,15 | -867.439,02 | -198,9% | |
| 2026-04-09 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -62.827 | 7,15 | -449.313,57 | -103,0% | |
| 2026-04-07 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -18.983 | 7,19 | -136.466,89 | -31,3% | |
| 2026-04-07 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -27.188 | 7,19 | -195.451,81 | -44,8% | |
| 2026-04-07 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -24.996 | 7,19 | -179.693,74 | -41,2% | |
| 2026-04-07 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -4.444 | 7,19 | -31.947,47 | -7,3% | |
| 2026-04-07 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -2.969 | 7,19 | -21.343,84 | -4,9% | |
| 2026-04-07 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -1.931 | 7,19 | -13.881,77 | -3,2% | |
| 2026-04-07 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -10.359 | 7,19 | -74.469,82 | -17,1% | |
| 2026-04-07 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -9.765 | 7,19 | -70.199,61 | -16,1% | |
| 2026-04-07 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -8.701 | 7,19 | -62.550,62 | -14,3% | |
| 2026-04-02 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -8.446 | 6,98 | -58.931,12 | -13,5% | |
| 2026-04-02 | Ehrlichman Matt | Director, Officer, 10% Owner, CEO, CHAIRMAN AND FOUNDER | Open Market Sale | -6.988 | 6,98 | -48.758,07 | -11,2% | |
| 2025-12-15 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -24.294 | 9,66 | -234.767,50 | -53,8% | |
| 2025-12-11 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -10.706 | 9,99 | -106.982,92 | -24,5% | |
| 2025-12-04 | Tabak Shawn | Officer, CHIEF FINANCIAL OFFICER | Open Market Sale | -22.216 | 9,52 | -211.496,32 | -48,5% | |
| 2025-09-12 | Reierson Amanda L | Director | Open Market Sale | -50.000 | 17,67 | -883.325,00 | -202,5% | |
| 2025-09-09 | Neagle Matthew | Officer, Chief Operating Officer | Open Market Sale | -55.000 | 18,69 | -1.027.966,50 | -235,7% | |
| 2025-09-05 | Vengalil Regi | Director | Open Market Sale | -40.000 | 18,20 | -728.132,00 | -166,9% | |
| 2025-08-06 | Lam Rachel | Director | Open Market Sale | -25.000 | 15,21 | -380.327,50 | -87,2% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Granahan Investment Management, LLC | 12.674.987 | 0 | 12.674.987 | 90.879.657 | Neu | +100,0% | |
| Context Capital Management, LLC | 47.480.000 | 46.500.000 | 980.000 | 68.861.054 | Aufgestockt | +2,1% | |
| BlackRock, Inc. | 7.935.574 | 0 | 7.935.574 | 56.898.069 | Neu | +100,0% | |
| SUSQUEHANNA ADVISORS GROUP, INC. | 38.150.000 | 0 | 38.150.000 | 40.400.850 | Neu | +100,0% | |
| SILVERBACK ASSET MANAGEMENT LLC | 35.713.000 | 0 | 35.713.000 | 36.903.315 | Neu | +100,0% | |
| Park West Asset Management LLC | 5.097.192 | 0 | 5.097.192 | 36.546.867 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 4.361.800 | 0 | 4.361.800 | 31.274.106 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.346.800 | 0 | 4.346.800 | 31.166.556 | Neu | +100,0% | |
| GILDER GAGNON HOWE & CO LLC | 4.174.917 | 0 | 4.174.917 | 29.934.155 | Neu | +100,0% | |
| GC Wealth Management RIA, LLC | 4.076.745 | 0 | 4.076.745 | 29.230.262 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 3.383.858 | 0 | 3.383.858 | 24.262.262 | Neu | +100,0% | |
| Jefferies Financial Group Inc. | 2.456.255 | 0 | 2.456.255 | 17.611.348 | Neu | +100,0% | |
| STATE STREET CORP | 2.308.978 | 0 | 2.308.978 | 16.555.372 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.273.994 | 0 | 2.273.994 | 16.308.667 | Neu | +100,0% | |
| Portolan Capital Management, LLC | 2.144.890 | 0 | 2.144.890 | 15.378.861 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 1.540.082 | 0 | 1.540.082 | 11.040.437 | Neu | +100,0% | |
| HENNESSY ADVISORS INC | 1.398.100 | 0 | 1.398.100 | 10.024.377 | Neu | +100,0% | |
| MOODY NATIONAL BANK TRUST DIVISION | 658.852 | 657.152 | 1.700 | 9.909.134 | Aufgestockt | +0,3% | |
| WELLINGTON MANAGEMENT GROUP LLP | 1.226.911 | 0 | 1.226.911 | 8.796.952 | Neu | +100,0% | |
| DeepCurrents Investment Group LLC | 7.850.000 | 0 | 7.850.000 | 8.337.822 | Neu | +100,0% | |
| UBS Group AG | 1.040.684 | 0 | 1.040.684 | 7.461.704 | Neu | +100,0% | |
| Parallax Volatility Advisers, L.P. | 887.500 | 0 | 887.500 | 6.363.375 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 876.701 | 0 | 876.701 | 6.285.945 | Neu | +100,0% | |
| Pembroke Management, LTD | 411.859 | 271.104 | 140.755 | 6.194.359 | Aufgestockt | +51,9% | |
| Zweig-DiMenna Associates LLC | 839.500 | 0 | 839.500 | 6.019.215 | Neu | +100,0% | |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 760.624 | 0 | 760.624 | 5.453.674 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 741.531 | 0 | 741.531 | 5.316.778 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 722.613 | 0 | 722.613 | 5.181.135 | Neu | +100,0% | |
| MORGAN STANLEY | 709.793 | 0 | 709.793 | 5.089.216 | Neu | +100,0% | |
| AYAL Capital Advisors Ltd | 706.662 | 0 | 706.662 | 5.066.767 | Neu | +100,0% | |
| ASHFORD CAPITAL MANAGEMENT INC | 696.180 | 0 | 696.180 | 4.991.611 | Neu | +100,0% | |
| Beartown Capital Management, LLC | 650.000 | 0 | 650.000 | 4.660.500 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 593.593 | 0 | 593.593 | 4.256.062 | Neu | +100,0% | |
| CAPSTONE INVESTMENT ADVISORS, LLC | 3.750.000 | 0 | 3.750.000 | 3.999.375 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 541.742 | 0 | 541.742 | 3.884.290 | Neu | +100,0% | |
| ADVENT CAPITAL MANAGEMENT /DE/ | 3.150.000 | 0 | 3.150.000 | 3.466.575 | Neu | +100,0% | |
| ArrowMark Colorado Holdings LLC | 457.777 | 0 | 457.777 | 3.282.261 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 380.320 | 0 | 380.320 | 2.726.894 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 374.480 | 0 | 374.480 | 2.685.021 | Neu | +100,0% | |
| Trexquant Investment LP | 371.432 | 0 | 371.432 | 2.663.167 | Neu | +100,0% | |
| PANAGORA ASSET MANAGEMENT INC | 365.016 | 0 | 365.016 | 2.617.165 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 364.015 | 0 | 364.015 | 2.609.988 | Neu | +100,0% | |
| G2 Investment Partners Management LLC | 360.255 | 0 | 360.255 | 2.583.028 | Neu | +100,0% | |
| GLOBEFLEX CAPITAL L P | 342.376 | 0 | 342.376 | 2.454.836 | Neu | +100,0% | |
| K2 PRINCIPAL FUND, L.P. | 291.564 | 0 | 291.564 | 2.090.514 | Neu | +100,0% | |
| Schneider Downs Wealth Management Advisors, LP | 274.216 | 0 | 274.216 | 1.966.129 | Neu | +100,0% | |
| Panoramic Capital, LLC | 269.900 | 0 | 269.900 | 1.935.183 | Neu | +100,0% | |
| Alpha Wave Global, LP | 257.041 | 0 | 257.041 | 1.842.984 | Neu | +100,0% | |
| Concurrent Investment Advisors, LLC | 116.674 | 105.862 | 10.812 | 1.754.777 | Aufgestockt | +10,2% | |
| D.A. DAVIDSON & CO. | 108.238 | 115.376 | -7.138 | 1.627.900 | Reduziert | -6,2% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Context Capital Management, LLC | 47.480.000 | 46.500.000 | +2,1% | 68.861.054 | 73,90 | 100 % | 8 Q |
| MOODY NATIONAL BANK TRUST DIVISION | 658.852 | 657.152 | +0,3% | 9.909.134 | 10,63 | 0 % | 17 Q |
| Pembroke Management, LTD | 411.859 | 271.104 | +51,9% | 6.194.359 | 6,65 | 100 % | 2 Q |
| Concurrent Investment Advisors, LLC | 116.674 | 105.862 | +10,2% | 1.754.777 | 1,88 | 100 % | 2 Q |
| D.A. DAVIDSON & CO. | 108.238 | 115.376 | -6,2% | 1.627.900 | 1,75 | 100 % | 7 Q |
| RAM Investment Partners, LLC | 80.940 | 85.940 | -5,8% | 1.217.338 | 1,31 | 0 % | 3 Q |
| Werba Rubin Papier Wealth Management | 53.709 | 53.709 | 0,0% | 807.783 | 0,87 | 100 % | 15 Q |
| NEW YORK STATE COMMON RETIREMENT FUND | 34.300 | 25.500 | +34,5% | 515.872 | 0,55 | 100 % | 17 Q |
| Caprock Group, LLC | 33.955 | 33.542 | +1,2% | 510.683 | 0,55 | 100 % | 7 Q |
| Diversified Trust Co | 33.287 | 33.287 | 0,0% | 500.636 | 0,54 | 0 % | 4 Q |
| Police & Firemen's Retirement System of New Jersey | 28.775 | 22.275 | +29,2% | 432.776 | 0,46 | 100 % | 7 Q |
| MERIDIAN INVESTMENT COUNSEL INC. | 15.667 | 0 | +100,0% | 235.632 | 0,25 | 100 % | 1 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.946 | 0 | +100,0% | 221.948 | 0,24 | 1 % | 1 Q |
| GAMMA Investing LLC | 11.725 | 12.205 | -3,9% | 176.344 | 0,19 | 100 % | 7 Q |
| Blackhawk Capital Partners, LLC | 10.000 | 0 | +100,0% | 150.400 | 0,16 | 0 % | 1 Q |
| Sterling Capital Management LLC | 1.799 | 1.015 | +77,2% | 27.057 | 0,03 | 0 % | 8 Q |
| SBI Securities Co., Ltd. | 460 | 460 | 0,0% | 6.918 | 0,01 | 100 % | 7 Q |
| EverSource Wealth Advisors, LLC | 430 | 15.339 | -97,2% | 6.466 | 0,01 | 100 % | 7 Q |
| Torren Management, LLC | 228 | 228 | 0,0% | 3.429 | 0,00 | 0 % | 3 Q |
| True Wealth Design, LLC | 214 | 214 | 0,0% | 3.219 | 0,00 | 0 % | 6 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 31 | 49,1 | 93 |
| 31.03.2026 | ✓ | 196 | 260,6 | 809 |
| 31.12.2025 | ✓ | 201 | 221,3 | 865 |
| 30.09.2025 | ✓ | 201 | 201,4 | 1.528 |
| 30.06.2025 | ✓ | 160 | 204,2 | 992 |
| 31.03.2025 | ✓ | 145 | 98,5 | 501 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| GC Wealth Management RIA, LLC | 4.076.745 | 29.230.262 |
| ArrowMark Colorado Holdings LLC | 457.777 | 3.282.261 |
| GLOBEFLEX CAPITAL L P | 342.376 | 2.454.836 |
| Pembroke Management, LTD | 271.104 | 1.943.816 |
| Panoramic Capital, LLC | 269.900 | 1.935.183 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 193.051 | 1.384.176 |
| Clearstead Advisors, LLC | 177.748 | 1.274.453 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 141.505 | 1.014.591 |
| Diametric Capital, LP | 135.816 | 973.800 |
| Concurrent Investment Advisors, LLC | 105.862 | 759.031 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Context Capital Management, LLC | 46.500.000 | 10.000.000 | +27.4 % | 49.592.250 |
| SILVERBACK ASSET MANAGEMENT LLC | 35.713.000 | 5.000.000 | +16.3 % | 36.903.315 |
| Jefferies Financial Group Inc. | 2.412.555 | 2.406.915 | +42675.8 % | 17.298.019 |
| D. E. Shaw & Co., Inc. | 4.361.800 | 1.592.511 | +57.5 % | 31.274.106 |
| Granahan Investment Management, LLC | 12.674.987 | 1.084.559 | +9.4 % | 90.879.657 |
| GOLDMAN SACHS GROUP INC | 3.383.858 | 787.556 | +30.3 % | 24.262.262 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 3.750.000 | 750.000 | +25.0 % | 3.999.375 |
| JANE STREET GROUP, LLC | 655.331 | 526.071 | +407.0 % | 4.698.724 |
| UBS Group AG | 1.040.684 | 504.732 | +94.2 % | 7.461.704 |
| DIMENSIONAL FUND ADVISORS LP | 1.540.082 | 455.817 | +42.0 % | 11.040.437 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| DeepCurrents Investment Group LLC | 7.850.000 | -11.250.000 | -58.9 % | 8.337.822 |
| SUSQUEHANNA ADVISORS GROUP, INC. | 38.150.000 | -7.250.000 | -16.0 % | 40.400.850 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 760.624 | -1.708.592 | -69.2 % | 5.453.674 |
| G2 Investment Partners Management LLC | 360.255 | -538.745 | -59.9 % | 2.583.028 |
| Zweig-DiMenna Associates LLC | 839.500 | -489.700 | -36.8 % | 6.019.215 |
| TWO SIGMA INVESTMENTS, LP | 593.593 | -470.688 | -44.2 % | 4.256.062 |
| TUDOR INVESTMENT CORP ET AL | 20.792 | -347.165 | -94.3 % | 149.079 |
| BANK OF MONTREAL /CAN/ | 50.550 | -264.927 | -84.0 % | 362.443 |
| MORGAN STANLEY | 709.793 | -237.761 | -25.1 % | 5.089.216 |
| FMR LLC | 18.609 | -216.309 | -92.1 % | 133.425 |
Zusätzlich aktuell von 102 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck | Δ-Balken |
|---|---|---|---|---|---|---|---|
| 29.07.2026 | BlackRock, Inc. | Passiv (13G/A) | 7,20 % | 7.912.457 | +2,00 pp | – | |
| 16.06.2026 | Park West Investors Master Fund, Limited | Passiv (13G/A) | 4,40 % | 4.601.831 | -0,60 pp | – | |
| 16.06.2026 | Park West Asset Management LLC (+1) | Passiv (13G/A) | 4,80 % | 5.098.692 | -0,70 pp | – | |
| 16.06.2026 | Park West Investors Master Fund, Limited | Passiv (13G/A) | 5,00 % | 5.270.252 | +0,20 pp | – | |
| 16.06.2026 | Park West Asset Management LLC (+1) | Passiv (13G/A) | 5,50 % | 5.834.559 | +0,50 pp | – | |
| 16.06.2026 | Park West Asset Management LLC (+1) | Passiv (13G) | 5,00 % | 5.284.559 | -0,30 pp | – | |
| 27.05.2026 | Ehrlichman Matt | Aktivist (13D/A) | 21,00 % | 24.280.995 | -0,80 pp | Other than as previously reported or reported below, Mr. Ehrlichman does not have any pl… | |
| 30.04.2026 | Ehrlichman Matt | Aktivist (13D/A) | 21,80 % | 24.997.826 | -0,90 pp | Other than as previously reported or reported below, Mr. Ehrlichman does not have any pl… | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -5,65 pp | – | |
| 20.03.2026 | Ehrlichman Matt | Aktivist (13D/A) | 22,70 % | 25.519.951 | +2,10 pp | Other than as previously reported or reported below, Mr. Ehrlichman does not have any pl… | |
| 05.12.2025 | Granahan Investment Management LLC | Passiv (13G/A) | 11,00 % | 11.593.186 | +1,76 pp | – | |
| 14.11.2025 | Granahan Investment Management LLC | Passiv (13G/A) | 9,24 % | 9.636.692 | -2,51 pp | – | |
| 17.10.2025 | BlackRock, Inc. | Passiv (13G) | 5,20 % | 6.325.596 | Neu | – | |
| 08.08.2025 | Ehrlichman Matt | Aktivist (13D/A) | 20,60 % | 22.088.263 | Neu | Other than as previously reported, Mr. Ehrlichman does not have any plan or proposal tha… | |
| 29.07.2025 | The Vanguard Group | Passiv (13G) | 5,65 % | 6.867.683 | Neu | – | |
| 12.05.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 0,00 % | 11.301 | -5,00 pp | – | |
| 12.02.2025 | Abigail P. Johnson (+1) | Passiv (13G) | 5,00 % | 6.033.636 | Neu | – | |
| 08.01.2025 | Granahan Investment Management LLC | Passiv (13G/A) | 11,75 % | 11.891.581 | Neu | – | |
| 14.11.2024 | S.S. OR | Passiv (13G/A) | 8,41 % | 9.993.765 | -3,62 pp | – | |
| 14.02.2024 | S.S. OR | Passiv (13G/A) | 12,03 % | 11.890.749 | -1,19 pp | – | |
| 14.02.2024 | Portolan Capital Management, LLC (+1) | Passiv (13G/A) | 3,24 % | 3.200.183 | -3,07 pp | – | |
| 09.11.2023 | St. Denis J. Villere & Company, L.L.C. (+4) | Aktivist (13D/A) | 2,44 % | 2.416.553 | -3,23 pp | – | |
| 29.09.2023 | Matthew A. Ehrlichman | Aktivist (13D/A) | 22,10 % | 22.368.311 | +1,10 pp | – | |
| 11.09.2023 | Matthew A. Ehrlichman | Aktivist (13D/A) | 21,00 % | 21.327.833 | +1,20 pp | – | |
| 28.08.2023 | Park | Passiv (13G/A) | 4,00 % | 3.941.472 | -1,20 pp | – | |
| 28.08.2023 | Peter (+1) | Passiv (13G/A) | 4,50 % | 4.389.049 | -1,30 pp | – | |
| 28.08.2023 | Peter (+1) | Passiv (13G/A) | 5,80 % | 5.692.930 | -5,20 pp | – | |
| 28.08.2023 | Park | Passiv (13G/A) | 5,20 % | 5.112.388 | -4,90 pp | – | |
| 07.07.2023 | . BlackRock, Inc. | Passiv (13G/A) | 1,40 % | 1.358.617 | -4,00 pp | – | |
| 18.04.2023 | Matthew A. Ehrlichman | Aktivist (13D/A) | 19,80 % | 19.784.351 | +1,80 pp | – | |
| 17.02.2023 | Park | Passiv (13G/A) | 10,10 % | 10.126.824 | +5,20 pp | – | |
| 17.02.2023 | Peter (+1) | Passiv (13G/A) | 11,00 % | 11.099.833 | +5,60 pp | – | |
| 14.02.2023 | Peter (+1) | Passiv (13G/A) | 5,40 % | 5.448.763 | -4,60 pp | – | |
| 14.02.2023 | Park | Passiv (13G/A) | 4,90 % | 4.968.326 | -4,30 pp | – | |
| 14.02.2023 | Park | Passiv (13G/A) | 9,20 % | 9.209.949 | Neu | – | |
| 14.02.2023 | Peter (+1) | Passiv (13G/A) | 10,00 % | 10.094.863 | Neu | – | |
| 14.02.2023 | S.S. OR | Passiv (13G/A) | 13,22 % | 13.295.572 | +3,13 pp | – | |
| 13.02.2023 | Capital World Investors | Passiv (13G/A) | Ausstieg | 0 | -6,50 pp | – | |
| 13.02.2023 | Portolan Capital Management, LLC (+1) | Passiv (13G/A) | 6,31 % | 6.341.098 | +0,44 pp | – | |
| 10.02.2023 | Southpoint Capital Advisors LLC (+5) | Passiv (13G/A) | Ausstieg | 0 | -7,10 pp | – |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 121.123.000 $ | -4.713.000 $ | -0,04 $ | 806.582.000 $ | -25.400.000 $ |
| 2025-12-31 | 10-K | 482.414.000 $ | -3.361.000 $ | -0,03 $ | 797.423.000 $ | -24.619.000 $ |
| 2025-09-30 | 10-Q | 118.082.000 $ | -10.857.000 $ | -0,10 $ | 787.746.000 $ | -27.919.000 $ |
| 2025-06-30 | 10-Q | 119.295.000 $ | 2.579.000 $ | 0,00 $ | 770.717.000 $ | -29.292.000 $ |
| 2025-03-31 | 10-Q | 104.745.000 $ | 8.395.000 $ | 0,07 $ | 802.283.000 $ | -52.418.000 $ |
| 2024-12-31 | 10-K | 437.848.000 $ | -32.829.000 $ | -0,33 $ | 813.968.000 $ | -43.225.000 $ |
| 2024-09-30 | 10-Q | 111.200.000 $ | 14.382.000 $ | 0,12 $ | 867.264.000 $ | -77.043.000 $ |
| 2024-06-30 | 10-Q | 110.844.000 $ | -64.323.000 $ | -0,65 $ | 876.106.000 $ | -101.909.000 $ |
| 2024-03-31 | 10-Q | 115.443.000 $ | -13.362.000 $ | -0,14 $ | 881.113.000 $ | -43.858.000 $ |
| 2023-12-31 | 10-K | 430.302.000 $ | -133.933.000 $ | -1,39 $ | 899.393.000 $ | -35.683.000 $ |
| 2023-09-30 | 10-Q | 129.556.000 $ | -5.744.000 $ | -0,06 $ | 967.384.000 $ | -37.180.000 $ |
| 2023-06-30 | 10-Q | 98.765.000 $ | -86.963.000 $ | -0,91 $ | 1.047.143.000 $ | -36.742.000 $ |
| 2023-03-31 | 10-Q | 87.369.000 $ | -38.740.000 $ | -0,41 $ | 1.016.716.000 $ | 45.276.000 $ |
| 2022-12-31 | 10-K | 275.948.000 $ | -156.559.000 $ | -1,61 $ | 1.049.057.000 $ | 79.353.000 $ |
| 2022-09-30 | 10-Q | 77.353.000 $ | -84.476.000 $ | -0,86 $ | 1.072.481.000 $ | 112.603.000 $ |
| 2022-06-30 | 10-Q | – | -27.325.000 $ | -0,28 $ | 1.119.958.000 $ | 194.543.000 $ |
| 2022-03-31 | 10-Q | – | -9.285.000 $ | -0,10 $ | 1.036.762.000 $ | 211.390.000 $ |
| 2021-12-31 | 10-K | – | -106.606.000 $ | -1,14 $ | 1.038.747.000 $ | 217.045.000 $ |
| 2021-09-30 | 10-Q | – | -5.099.000 $ | -0,08 $ | 1.050.326.000 $ | 192.276.000 $ |
| 2021-06-30 | 10-Q | – | -16.297.000 $ | -0,17 $ | 777.624.000 $ | 228.769.000 $ |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Insurance | 318,2 Mio. | 305,2 Mio. | 121,0 Mio. | – | – | 72,7 % | +4,3% | |
| Vertical Software | 119,7 Mio. | 125,1 Mio. | 154,9 Mio. | – | – | 27,3 % | -4,4% | |
| Service | – | – | – | 98,3 Mio. | – | – | – | |
| Software Subscription | – | – | – | 57,0 Mio. | 8,0 Mio. | – | – | |
| Management Service | – | – | – | 37,2 Mio. | 11,8 Mio. | – | – | |
| Referral Network | – | – | – | – | 53,4 Mio. | – | – |
Quartalsverlauf
| Segment | Q2 FY2023 | Q1 FY2023 | Q3 FY2022 | Q2 FY2022 | Q1 FY2022 | Q3 FY2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|
| Insurance | 64,3 Mio. | 58,7 Mio. | 30,9 Mio. | – | – | – | 65,1 % | Neu | |
| Vertical Software | 34,4 Mio. | 28,6 Mio. | 44,5 Mio. | – | – | – | 34,9 % | Neu | |
| Software And Service Subscription | – | – | – | 20,5 Mio. | 18,0 Mio. | 15,6 Mio. | – | – | |
| Move Related Transactions Excluding Insurance | – | – | – | 17,5 Mio. | 12,2 Mio. | – | – | – | |
| Post Move Transactions | – | – | – | 4,7 Mio. | 4,5 Mio. | – | – | – | |
| Service | – | – | – | – | – | 33,0 Mio. | – | – | |
| Management Service | – | – | – | – | – | 14,2 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 28.04.2026 | 121,1 Mio. USD | -0,04 |
| Q3 2025 | 30.09.2025 | 06.11.2025 | 118,1 Mio. USD | -0,10 |
| Q2 2025 | 30.06.2025 | 05.08.2025 | 119,3 Mio. USD | 0,00 |
| Q1 2025 | 31.03.2025 | 08.05.2025 | 104,7 Mio. USD | 0,07 |
| Q3 2024 | 30.09.2024 | 07.11.2024 | 111,2 Mio. USD | 0,12 |
| Q2 2024 | 30.06.2024 | 06.08.2024 | 110,8 Mio. USD | -0,65 |
| Q1 2024 | 31.03.2024 | 08.05.2024 | 115,4 Mio. USD | -0,14 |
| Q3 2023 | 30.09.2023 | 07.11.2023 | 129,6 Mio. USD | -0,06 |
| Q2 2023 | 30.06.2023 | 09.08.2023 | 98,8 Mio. USD | -0,91 |
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 28.04.2026 | 10-Q | 31.03.2026 | 28 Tage | SEC » |
| 20.02.2026 | 10-K | 31.12.2025 | 51 Tage | SEC » |
| 06.11.2025 | 10-Q | 30.09.2025 | 37 Tage | SEC » |
| 05.08.2025 | 10-Q | 30.06.2025 | 36 Tage | SEC » |
| 08.05.2025 | 10-Q | 31.03.2025 | 38 Tage | SEC » |
| 25.02.2025 | 10-K | 31.12.2024 | 56 Tage | SEC » |
| 07.11.2024 | 10-Q | 30.09.2024 | 38 Tage | SEC » |
| 06.08.2024 | 10-Q | 30.06.2024 | 37 Tage | SEC » |
| 08.05.2024 | 10-Q | 31.03.2024 | 38 Tage | SEC » |
| 15.03.2024 | 10-K | 31.12.2023 | 75 Tage | SEC » |
| 07.11.2023 | 10-Q | 30.09.2023 | 38 Tage | SEC » |
| 09.08.2023 | 10-Q | 30.06.2023 | 40 Tage | SEC » |
| 10.05.2023 | 10-Q | 31.03.2023 | 40 Tage | SEC » |
| 16.03.2023 | 10-K | 31.12.2022 | 75 Tage | SEC » |
| 09.11.2022 | 10-Q | 30.09.2022 | 40 Tage | SEC » |
| 09.08.2022 | 10-Q | 30.06.2022 | 40 Tage | SEC » |
| 10.05.2022 | 10-Q | 31.03.2022 | 40 Tage | SEC » |
| 16.03.2022 | 10-K | 31.12.2021 | 75 Tage | SEC » |
| 15.11.2021 | 10-Q | 30.09.2021 | 46 Tage | SEC » |
| 16.08.2021 | 10-Q | 30.06.2021 | 47 Tage | SEC » |
| 20.05.2021 | 10-Q | 31.03.2021 | 50 Tage | SEC » |
| 19.05.2021 | 10-K/A | 31.12.2020 | 139 Tage | SEC » |
| 31.03.2021 | 10-K | 31.12.2020 | 90 Tage | SEC » |
| 04.11.2020 | 10-Q | 30.09.2020 | 35 Tage | SEC » |
| 11.08.2020 | 10-Q | 30.06.2020 | 42 Tage | SEC » |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 17.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 17.04.2026 | HV-Einladung | 10.06.2026 Jahres-HV | 13.04.2026 | DEF 14A | SEC » |
| 17.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 17.04.2025 | HV-Einladung | 11.06.2025 Jahres-HV | 14.04.2025 | DEF 14A | SEC » |
| 24.04.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 24.04.2024 | HV-Einladung | 12.06.2024 Jahres-HV | 15.04.2024 | DEF 14A | SEC » |
| 28.04.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 28.04.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 28.04.2023 | HV-Einladung | 08.06.2023 Jahres-HV | 11.04.2023 | DEF 14A | SEC » |
| 27.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 27.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 27.04.2022 | HV-Einladung | 08.06.2022 Jahres-HV | 13.04.2022 | DEF 14A | SEC » |
| 15.04.2022 | Vorläufig | — | — | PRE 14A | SEC » |
| 21.05.2021 | HV-Einladung | — | — | DEFR14A | SEC » |
| 18.05.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 05.05.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 29.04.2021 | HV-Einladung | 09.06.2021 Jahres-HV | 22.04.2021 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Übernahmen & Fusionen (M&A)
M&A-relevante SEC-Filings der letzten sechs Jahre: Übernahmeangebote (Tender Offers), Fusionen (425/S-4), Aktienrückkauf-Angebote (Self-Tender) und Going-Private-Transaktionen. Geführt nach dem einreichenden Emittenten.
| Datum (US) | Kategorie | Form | Deal-Konditionen | SEC |
|---|---|---|---|---|
| 21.12.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 18.12.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 16.12.2020 | Fusion | 425 | Ziel: Porch | SEC » |
| 14.12.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 14.12.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 08.12.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 02.12.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 02.12.2020 | Fusion | S-4/A | Ziel: Porch · Umtausch 0,48 Akt./Ziel-Aktie | SEC » |
| 25.11.2020 | Fusion | 425 | Ziel: Porch | SEC » |
| 25.11.2020 | Fusion | 425 | Ziel: Porch | SEC » |
| 17.11.2020 | Fusion | S-4/A | Ziel: Porch · $471,50 in Aktien | SEC » |
| 16.11.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 10.11.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 21.10.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 21.10.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 14.10.2020 | Fusion | 425 | – | SEC » |
| 14.10.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 14.10.2020 | Fusion | S-4 | Ziel: Porch · Umtausch 0,48 Akt./Ziel-Aktie | SEC » |
| 14.10.2020 | Fusion | 425 | Ziel: Porch.com, Inc. | SEC » |
| 01.10.2020 | Fusion | 425 | Ziel: Porch.com | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Deal-Konditionen aus dem Dokument extrahiert (Tender: SC TO-T/-I/SC 14D9; Fusion: 425/S-4 — Gegenpartei + Umtauschverhältnis), ohne Gewähr — Original siehe SEC-Link.
Privatplatzierungen (Reg D)
Reg-D-Privatplatzierungen (Form D) der letzten sechs Jahre — SEC-befreite Kapitalaufnahmen ohne öffentliches Prospekt (z. B. PIPEs, Wandelanleihen an ausgewählte Investoren). Wiederholte Privatplatzierungen können auf laufenden Kapitalbedarf und Verwässerung der Altaktionäre hindeuten.
| Datum (US) | Art | Form | |
|---|---|---|---|
| 15.04.2022 | Privatplatzierung | D | SEC » |
| 11.08.2021 | Privatplatzierung | D | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Nur Metadaten — Emissions-Betrag und Investoren stehen im Dokument (SEC-Link).
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 27.06.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | and is incorporated herein by reference. Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 08.04.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act. o Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 09.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act. o Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 10.04.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | to Section 13(a) of the Exchange Act. ☐ Item 5.02.Departure of Directors or Certain Officers; Election of Directors… |
| 14.03.2023 | Item 4.02 — Bilanzkorrekturen | – | EXTREM | SEC | 13(a) of the Exchange Act. ☐ Item 4.02. Non-Reliance on Previously Issued Financial Statements or a Related Audit… |
| 23.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 16.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 19.11.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 31.12.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 under the caption “Directors and Executive Officers” in the Company’s Current Report on Form 8-K filed with… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 29.07.2026 | Quartalszahlen | 0,00 | 50 | Porch Group meldete Q2-2026-Finanzergebnisse (per 30. Juni 2026) und hält einen Earnings Call am 29. Juli 2026. | SEC |
| 15.06.2026 | HV-Abstimmung | 0,10 | 20 | Jahresaktionärsversammlung vom 10. Juni 2026 mit 90,2% der Stimmrechte vertreten (97,0 Mio. Aktien). | SEC |
| 11.06.2026 | Wesentliche Vereinbarung | 0,20 | 55 | Porchs Rückversicherungs-Tochter Porticus unterzeichnete einen Wertpapier-Kaufvertrag mit der Porch Reciprocal Exchange. Das regulatorisch g… 🔒 | SEC |
| 28.04.2026 | Quartalszahlen | 0,00 | 45 | Porch Group veröffentlichte Earnings Release für Q1 2026 (endend 31.03.2026) und lädt zu Earnings Call am 28.04.2026 um 17:00 Uhr Eastern Ti… 🔒 | SEC |
| 11.02.2026 | Quartalszahlen | 0,10 | 55 | Porch Group veröffentlichte Geschäftsergebnisse für Q4 und Gesamtjahr 2025 und lädt Investoren zur Telefonkonferenz am 11. Februar 2026 ein. | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-30 | 35.028 | 14,60 | 511.409 |
| 2026-06-29 | 77.706 | 13,89 | 1.079.336 |
| 2026-06-26 | 163 | 12,93 | 2.108 |
| 2026-06-25 | 18.953 | 13,15 | 249.232 |
| 2026-06-24 | 19.300 | 12,90 | 248.970 |
| 2026-06-23 | 49.740 | 12,26 | 609.812 |
| 2026-06-22 | 575 | 12,38 | 7.119 |
| 2026-06-18 | 62.727 | 12,25 | 768.406 |
| 2026-06-15 | 575 | 10,28 | 5.911 |
| 2026-06-04 | 7.494 | 9,94 | 74.490 |
| 2026-06-02 | 3.347 | 11,03 | 36.917 |
| 2026-05-28 | 4.729 | 10,17 | 48.094 |
| 2026-05-27 | 2.151 | 10,21 | 21.962 |
| 2026-05-20 | 80.200 | 9,77 | 783.554 |
| 2026-05-15 | 3 | 10,43 | 31 |
| 2026-05-14 | 847 | 10,24 | 8.673 |
| 2026-05-13 | 101 | 10,33 | 1.043 |
| 2026-05-08 | 4.082 | 11,28 | 46.045 |
| 2026-05-05 | 11.590 | 10,36 | 120.072 |
| 2026-05-01 | 25.683 | 9,63 | 247.327 |
| 2026-04-30 | 5.703 | 10,13 | 57.771 |
| 2026-04-28 | 174 | 8,05 | 1.401 |
| 2026-04-21 | 223 | 7,98 | 1.780 |
| 2026-04-15 | 2.113 | 7,06 | 14.918 |
| 2026-04-14 | 8 | 6,81 | 54 |
| 2026-04-09 | 1.198 | 7,18 | 8.602 |
| 2026-04-08 | 1.275 | 7,38 | 9.410 |
| 2026-03-30 | 5.216 | 6,76 | 35.260 |
| 2026-03-26 | 1.481 | 7,48 | 11.078 |
| 2026-03-25 | 1.208 | 7,45 | 9.000 |
| 2026-03-11 | 91 | 7,65 | 696 |
| 2026-03-03 | 1.072 | 8,23 | 8.823 |
| 2026-02-24 | 6.059 | 7,53 | 45.624 |
| 2026-02-20 | 1.739 | 8,16 | 14.190 |
| 2026-02-19 | 43.900 | 8,83 | 387.637 |
| 2026-02-17 | 5.564 | 8,36 | 46.515 |
| 2026-02-13 | 1.400 | 8,54 | 11.956 |
| 2026-02-12 | 23.340 | 7,59 | 177.151 |
| 2026-02-11 | 822 | 7,39 | 6.075 |
| 2026-02-10 | 9.949 | 7,36 | 73.225 |
| 2026-02-06 | 42 | 6,40 | 269 |
| 2026-02-04 | 858 | 7,02 | 6.023 |
| 2026-02-02 | 649 | 7,89 | 5.121 |
| 2026-01-30 | 10 | 8,00 | 80 |