Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
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 % | 53.47 | +2.7 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 68.29 | -19.6 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 54.61 | EMA50: 54.35 | |
| MACD-Histogramm | Bärisch | 10 % | -0.156 | Bearisch | |
| RSI(14) | Neutral | 10 % | 51.0 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 40.6 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 17.7 | +DI: 25.1 / −DI: 15.1 | |
| Z-Score(60) | Neutral | 5 % | 0.58 | In Range | |
| 52W-Position | Bärisch | 5 % | 10.4 % | Hoch 155.53 / Tief 43.21 | |
| Bollinger(20,2σ) | Neutral | 5 % | 48.6 % | Upper 58.99 / Mid 55.01 / Lower 51.03 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.2081 | R²=0.55 / annualisiert +100.7 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -1.606 | 55,96 | -89.871,76 | -34,4% | |
| 2026-05-12 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -1.706 | 55,74 | -95.092,44 | -36,4% | |
| 2026-04-07 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -1.706 | 44,35 | -75.661,10 | -29,0% | |
| 2026-04-02 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -4.112 | 42,33 | -174.060,96 | -66,6% | |
| 2026-03-20 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -3.990 | 44,78 | -178.672,20 | -68,4% | |
| 2026-03-17 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -3.990 | 45,00 | -179.550,00 | -68,7% | |
| 2026-03-12 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -3.900 | 43,61 | -170.079,00 | -65,1% | |
| 2026-03-10 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -3.900 | 44,97 | -175.383,00 | -67,1% | |
| 2026-03-09 | Ulman Doug | Director | Open Market Sale | -13.152 | 45,11 | -593.299,87 | -227,1% | |
| 2026-03-05 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -3.900 | 48,05 | -187.395,00 | -71,7% | |
| 2026-03-03 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -3.900 | 47,88 | -186.732,00 | -71,5% | |
| 2025-12-10 | Timm Alexander E. | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -6.336 | 83,00 | -525.888,00 | -201,3% | |
| 2025-12-10 | Bonakdarpour Mahtiyar | Officer, President and CTO | Open Market Sale | -5.750 | 83,00 | -477.250,00 | -182,7% | |
| 2025-09-02 | Timm Alexander E. | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -1.022 | 90,22 | -92.205,86 | -35,3% | |
| 2025-09-02 | Timm Alexander E. | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -406 | 87,89 | -35.682,93 | -13,7% | |
| 2025-09-02 | Bonakdarpour Mahtiyar | Officer, President and CTO | Open Market Sale | -5.750 | 89,74 | -516.005,00 | -197,5% | |
| 2025-09-02 | Timm Alexander E. | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -6.711 | 88,52 | -594.037,59 | -227,4% | |
| 2025-09-02 | Timm Alexander E. | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -2.722 | 89,43 | -243.433,90 | -93,2% | |
| 2025-06-16 | Allison Jonathan | Officer, Chief Administrative Officer | Open Market Sale | -2.500 | 149,16 | -372.900,00 | -142,8% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 1.232.607 | 1.232.607 | 0 | 54.444.251 | Unverändert | 0,0% | |
| VANGUARD GROUP INC | 723.117 | 0 | 723.117 | 52.230.741 | Neu | +100,0% | |
| BlackRock, Inc. | 1.050.327 | 1.046.662 | 3.665 | 46.392.946 | Aufgestockt | +0,4% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 516.632 | 0 | 516.632 | 22.819.635 | Neu | +100,0% | |
| Capital Research Global Investors | 477.124 | 654.252 | -177.128 | 21.074.567 | Reduziert | -27,1% | |
| FINDELL CAPITAL MANAGEMENT LLC | 375.000 | 235.000 | 140.000 | 16.563.750 | Aufgestockt | +59,6% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 361.279 | 266.312 | 94.967 | 15.957.693 | Aufgestockt | +35,7% | |
| GEODE CAPITAL MANAGEMENT, LLC | 319.528 | 310.967 | 8.561 | 14.116.555 | Aufgestockt | +2,8% | |
| CITADEL ADVISORS LLC | 305.849 | 355.881 | -50.032 | 13.509.350 | Reduziert | -14,1% | |
| STATE STREET CORP | 265.939 | 258.168 | 7.771 | 11.746.526 | Aufgestockt | +3,0% | |
| Galileo (PTC) Ltd | 252.669 | 252.669 | 0 | 11.160.390 | Unverändert | 0,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 238.781 | 251.981 | -13.200 | 10.546.957 | Reduziert | -5,2% | |
| Buckley Capital Advisors, LLC | 174.554 | 110.217 | 64.337 | 7.710.050 | Aufgestockt | +58,4% | |
| IMC-Chicago, LLC | 162.900 | 191.785 | -28.885 | 7.195.293 | Reduziert | -15,1% | |
| Tairen Capital Ltd | 160.798 | 160.798 | 0 | 7.102.448 | Unverändert | 0,0% | |
| Dragoneer Investment Group, LLC | 154.320 | 154.320 | 0 | 6.816.314 | Unverändert | 0,0% | |
| DIMENSIONAL FUND ADVISORS LP | 150.464 | 172.629 | -22.165 | 6.644.642 | Reduziert | -12,8% | |
| GOLDMAN SACHS GROUP INC | 149.317 | 170.476 | -21.159 | 6.595.332 | Reduziert | -12,4% | |
| MILLENNIUM MANAGEMENT LLC | 148.738 | 220.815 | -72.077 | 6.569.757 | Reduziert | -32,6% | |
| MORGAN STANLEY | 141.077 | 159.029 | -17.952 | 6.231.416 | Reduziert | -11,3% | |
| BOOTHBAY FUND MANAGEMENT, LLC | 138.996 | 90.784 | 48.212 | 6.139.453 | Aufgestockt | +53,1% | |
| BANK OF AMERICA CORP /DE/ | 127.581 | 139.638 | -12.057 | 5.635.253 | Reduziert | -8,6% | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 73.463 | 0 | 73.463 | 5.306.232 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 66.914 | 0 | 66.914 | 4.833.198 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 109.408 | 106.103 | 3.305 | 4.832.551 | Aufgestockt | +3,1% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 107.693 | 111.309 | -3.616 | 4.756.800 | Reduziert | -3,2% | |
| NORGES BANK | 65.022 | 0 | 65.022 | 4.696.539 | Neu | +100,0% | |
| MAVERICK CAPITAL LTD | 63.234 | 0 | 63.234 | 4.567.392 | Neu | +100,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 98.259 | 74.408 | 23.851 | 4.340.100 | Aufgestockt | +32,1% | |
| Palisades Investment Partners, LLC | 90.336 | 83.302 | 7.034 | 3.990.094 | Aufgestockt | +8,4% | |
| Trexquant Investment LP | 80.354 | 62.586 | 17.768 | 3.549.236 | Aufgestockt | +28,4% | |
| Quinn Opportunity Partners LLC | 70.339 | 57.945 | 12.394 | 3.106.874 | Aufgestockt | +21,4% | |
| BALYASNY ASSET MANAGEMENT L.P. | 41.800 | 0 | 41.800 | 3.019.214 | Neu | +100,0% | |
| FIRST TRUST ADVISORS LP | 68.050 | 45.628 | 22.422 | 3.005.768 | Aufgestockt | +49,1% | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 66.314 | 66.405 | -91 | 2.929.089 | Reduziert | -0,1% | |
| Walleye Trading LLC | 39.761 | 0 | 39.761 | 2.871.937 | Neu | +100,0% | |
| FEDERATED HERMES, INC. | 62.602 | 60.095 | 2.507 | 2.765.131 | Aufgestockt | +4,2% | |
| CITIGROUP INC | 61.198 | 62.105 | -907 | 2.703.116 | Reduziert | -1,5% | |
| Jefferies Financial Group Inc. | 36.200 | 0 | 36.200 | 2.614.726 | Neu | +100,0% | |
| UBS Group AG | 58.155 | 137.829 | -79.674 | 2.568.706 | Reduziert | -57,8% | |
| JANE STREET GROUP, LLC | 57.800 | 158.419 | -100.619 | 2.553.026 | Reduziert | -63,5% | |
| BARCLAYS PLC | 53.011 | 33.237 | 19.774 | 2.341.496 | Aufgestockt | +59,5% | |
| CANNELL CAPITAL LLC | 52.331 | 0 | 52.331 | 2.311.460 | Neu | +100,0% | |
| HB Wealth Management, LLC | 47.248 | 21.262 | 25.986 | 2.086.944 | Aufgestockt | +122,2% | |
| HENNESSY ADVISORS INC | 47.102 | 48.702 | -1.600 | 2.080.495 | Reduziert | -3,3% | |
| T3 Companies, LLC | 25.800 | 0 | 25.800 | 1.863.534 | Neu | +100,0% | |
| Knollwood Investment Advisory, LLC | 25.110 | 0 | 25.110 | 1.813.695 | Neu | +100,0% | |
| TUDOR INVESTMENT CORP ET AL | 37.904 | 18.200 | 19.704 | 1.674.220 | Aufgestockt | +108,3% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 36.750 | 36.750 | 0 | 1.623.248 | Unverändert | 0,0% | |
| Voleon Capital Management LP | 32.349 | 26.227 | 6.122 | 1.428.855 | Aufgestockt | +23,3% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| Ribbit Management Company, LLC | 1.232.607 | 1.232.607 | 0,0% | 54.444.251 | 13,70 |
| BlackRock, Inc. | 1.050.327 | 1.046.662 | +0,4% | 46.392.946 | 11,68 |
| VANGUARD CAPITAL MANAGEMENT LLC | 516.632 | 0 | +100,0% | 22.819.635 | 5,74 |
| Capital Research Global Investors | 477.124 | 654.252 | -27,1% | 21.074.567 | 5,30 |
| FINDELL CAPITAL MANAGEMENT LLC | 375.000 | 235.000 | +59,6% | 16.563.750 | 4,17 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 361.279 | 266.312 | +35,7% | 15.957.693 | 4,02 |
| GEODE CAPITAL MANAGEMENT, LLC | 319.528 | 310.967 | +2,8% | 14.116.555 | 3,55 |
| CITADEL ADVISORS LLC | 305.849 | 355.881 | -14,1% | 13.509.350 | 3,40 |
| STATE STREET CORP | 265.939 | 258.168 | +3,0% | 11.746.526 | 2,96 |
| Galileo (PTC) Ltd | 252.669 | 252.669 | 0,0% | 11.160.390 | 2,81 |
| RENAISSANCE TECHNOLOGIES LLC | 238.781 | 251.981 | -5,2% | 10.546.957 | 2,65 |
| Buckley Capital Advisors, LLC | 174.554 | 110.217 | +58,4% | 7.710.050 | 1,94 |
| IMC-Chicago, LLC | 162.900 | 191.785 | -15,1% | 7.195.293 | 1,81 |
| Tairen Capital Ltd | 160.798 | 160.798 | 0,0% | 7.102.448 | 1,79 |
| Dragoneer Investment Group, LLC | 154.320 | 154.320 | 0,0% | 6.816.314 | 1,72 |
| DIMENSIONAL FUND ADVISORS LP | 150.464 | 172.629 | -12,8% | 6.644.642 | 1,67 |
| GOLDMAN SACHS GROUP INC | 149.317 | 170.476 | -12,4% | 6.595.332 | 1,66 |
| MILLENNIUM MANAGEMENT LLC | 148.738 | 220.815 | -32,6% | 6.569.757 | 1,65 |
| MORGAN STANLEY | 141.077 | 159.029 | -11,3% | 6.231.416 | 1,57 |
| BOOTHBAY FUND MANAGEMENT, LLC | 138.996 | 90.784 | +53,1% | 6.139.453 | 1,55 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 155 | 11,1 | 430 |
| 31.12.2025 | ✓ | 176 | 11,8 | 758 |
| 30.09.2025 | ✓ | 189 | 11,1 | 896 |
| 30.06.2025 | ✓ | 205 | 11,7 | 1.368 |
| 31.03.2025 | ✓ | 179 | 9,7 | 1.191 |
| 31.12.2024 | ✓ | 132 | 9,2 | 624 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Buckley Capital Advisors, LLC | 110.217 | 7.960.974 |
| NORGES BANK | 65.022 | 4.696.539 |
| MAVERICK CAPITAL LTD | 63.234 | 4.567.392 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 44.096 | 3.185.054 |
| Jefferies Financial Group Inc. | 36.200 | 2.614.726 |
| Voleon Capital Management LP | 26.227 | 1.894.376 |
| T3 Companies, LLC | 25.800 | 1.863.534 |
| Prosperitas Financial LLC | 22.066 | 1.593.813 |
| CAPITAL FUND MANAGEMENT S.A. | 18.700 | 1.350.701 |
| TUDOR INVESTMENT CORP ET AL | 18.200 | 1.314.586 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 220.815 | 195.725 | +780.1 % | 15.949.467 |
| FINDELL CAPITAL MANAGEMENT LLC | 235.000 | 175.000 | +291.7 % | 16.974.050 |
| Capital Research Global Investors | 654.252 | 157.654 | +31.7 % | 47.256.622 |
| BlackRock, Inc. | 1.046.662 | 124.272 | +13.5 % | 75.600.397 |
| GOLDMAN SACHS GROUP INC | 170.476 | 97.149 | +132.5 % | 12.313.482 |
| BOOTHBAY FUND MANAGEMENT, LLC | 90.784 | 82.282 | +967.8 % | 6.557.328 |
| T. Rowe Price Investment Management, Inc. | 946.632 | 74.427 | +8.5 % | 68.376 |
| Trexquant Investment LP | 62.586 | 60.084 | +2401.4 % | 4.520.587 |
| BNP PARIBAS FINANCIAL MARKETS | 74.408 | 59.520 | +399.8 % | 5.374.490 |
| MARSHALL WACE, LLP | 107.612 | 57.870 | +116.3 % | 7.772.814 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 22.958 | -282.047 | -92.5 % | 1.658.257 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 266.312 | -248.245 | -48.2 % | 19.235.716 |
| UBS Group AG | 137.829 | -90.909 | -39.7 % | 9.955.388 |
| CITADEL ADVISORS LLC | 355.881 | -84.585 | -19.2 % | 25.705.285 |
| RENAISSANCE TECHNOLOGIES LLC | 251.981 | -81.635 | -24.5 % | 18.200.588 |
| MORGAN STANLEY | 159.029 | -66.483 | -29.5 % | 11.486.737 |
| FMR LLC | 1.102 | -21.894 | -95.2 % | 79.617 |
| Aquatic Capital Management LLC | 7.094 | -18.946 | -72.8 % | 512.400 |
| SIMPLEX TRADING, LLC | 28.500 | -18.300 | -39.1 % | 2.058.555 |
| IMC-Chicago, LLC | 191.785 | -14.386 | -7.0 % | 13.852.631 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 15.05.2026 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 8,60 % | 1.185.073 | +2,50 pp | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -5,32 pp | |
| 03.03.2026 | Carvana Co. Sub LLC | Aktivist (13D/A) | 21,20 % | 3.708.454 | +7,20 pp | |
| 03.03.2026 | Carvana Co. | Aktivist (13D/A) | 21,20 % | 3.708.454 | +7,20 pp | |
| 03.03.2026 | Carvana Group, LLC | Aktivist (13D/A) | 21,20 % | 3.708.454 | +7,20 pp | |
| 30.10.2025 | The Vanguard Group | Passiv (13G) | 5,32 % | 724.541 | +0,88 pp | |
| 02.09.2025 | Carvana Co. | Aktivist (13D/A) | 14,00 % | 2.216.547 | -22,90 pp | |
| 02.09.2025 | Carvana Group, LLC | Aktivist (13D/A) | 14,00 % | 2.216.547 | -22,90 pp | |
| 02.09.2025 | Carvana Co. Sub LLC | Aktivist (13D/A) | 14,00 % | 2.216.547 | -22,90 pp | |
| 14.08.2025 | Drive Capital, LLC | Passiv (13G/A) | 1,10 % | 149.294 | Neu | |
| 14.08.2025 | Drive Capital Overdrive Fund I (GP), LLC | Passiv (13G/A) | 1,10 % | 149.294 | Neu | |
| 14.08.2025 | Drive Capital Overdrive Fund I, L.P. | Passiv (13G/A) | 0,70 % | 99.687 | Neu | |
| 14.08.2025 | Drive Capital Overdrive Fund I (TE), L.P. | Passiv (13G/A) | 0,40 % | 48.201 | Neu | |
| 14.08.2025 | DC I Investment, LLC | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 14.08.2025 | Drive Capital Overdrive Ignition Fund I, L.P. | Passiv (13G/A) | 0,00 % | 1.406 | Neu | |
| 14.08.2025 | Purple Dot, LLC | Passiv (13G/A) | 1,10 % | 151.569 | Neu | |
| 14.08.2025 | Dwight H. Hibbard Family Trust f/b/o Christopher Olsen - Exempt | Passiv (13G/A) | 0,10 % | 6.869 | Neu | |
| 14.08.2025 | Christopher Olsen | Passiv (13G/A) | 2,30 % | 307.732 | Neu | |
| 14.08.2025 | Meyer Malka | Passiv (13G/A) | 8,70 % | 1.232.607 | -3,30 pp | |
| 14.08.2025 | Bullfrog Capital GP, L.P. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 14.08.2025 | Ribbit Capital GP IV, L.P. | Passiv (13G/A) | 8,70 % | 1.232.607 | -3,30 pp | |
| 14.08.2025 | Bullfrog Capital, L.P. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 14.08.2025 | Ribbit Capital IV, L.P. | Passiv (13G/A) | 7,10 % | 996.783 | -3,10 pp | |
| 14.08.2025 | RT-E Ribbit Opportunity IV, LLC | Passiv (13G/A) | 1,70 % | 235.824 | -0,50 pp | |
| 14.08.2025 | Bullfrog Capital GP, Ltd. | Passiv (13G/A) | Ausstieg | 0 | 0,00 pp | |
| 14.08.2025 | Ribbit Capital GP IV, Ltd. | Passiv (13G/A) | 8,70 % | 1.232.607 | -3,30 pp | |
| 08.08.2025 | Carvana Co. Sub LLC | Aktivist (13D/A) | 36,90 % | 7.952.386 | -2,80 pp | |
| 08.08.2025 | Carvana Co. | Aktivist (13D/A) | 36,90 % | 7.952.386 | -2,80 pp | |
| 08.08.2025 | Carvana Group, LLC | Aktivist (13D/A) | 36,90 % | 7.952.386 | -2,80 pp | |
| 07.08.2025 | Alexander E. Timm | Passiv (13G/A) | 7,80 % | 1.139.040 | -1,40 pp | |
| 14.05.2025 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 6,10 % | 679.696 | Neu | |
| 13.05.2025 | Carvana Group, LLC | Aktivist (13D/A) | 39,70 % | 7.952.386 | -1,80 pp | |
| 13.05.2025 | Carvana Co. | Aktivist (13D/A) | 39,70 % | 7.952.386 | -1,80 pp | |
| 13.05.2025 | Carvana Co. Sub LLC | Aktivist (13D/A) | 39,70 % | 7.952.386 | -1,80 pp | |
| 06.03.2025 | SVB Capital Management, LLC | Passiv (13G/A) | 4,71 % | 0 | Neu | |
| 28.02.2025 | Carvana Co. Sub LLC | Aktivist (13D/A) | 41,50 % | 7.952.386 | -1,40 pp | |
| 28.02.2025 | Carvana Group, LLC | Aktivist (13D/A) | 41,50 % | 7.952.386 | -1,40 pp | |
| 28.02.2025 | Carvana Co. | Aktivist (13D/A) | 41,50 % | 7.952.386 | -1,40 pp | |
| 14.02.2025 | Alexander E. Timm | Passiv (13G/A) | 9,20 % | 1.117.708 | -1,17 pp | |
| 14.02.2025 | Bullfrog Capital GP, L.P. | Passiv (13G/A) | Ausstieg | 0 | Neu |
Stammdaten
Root, Inc. erbringt Versicherungsprodukte und -dienstleistungen in den Vereinigten Staaten. Das Unternehmen bietet Kfz-, Hausbesitzer- und Mieterversicherungsprodukte an. Das Unternehmen operiert nach einem Direct-to-Consumer-Modell und bedient Kunden primär über Mobilanwendungen sowie über seine Website. Seine direkten Vertriebskanäle umfassen auch digitale, Medien- und Referralkanäle sowie Vertriebspartner und Agenturen. Das Unternehmen wurde 2015 gegründet und hat seinen Sitz in Columbus, Ohio.
Unternehmen & Branche
| Name | Root, Inc. |
|---|---|
| Ticker | ROOT |
| CIK | 0001788882 |
| Boerse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Insurance - Property & Casualty |
| SIC | 6331 · Fire, Marine & Casualty Insurance |
Wertpapier & Kennzahlen
| CUSIP | 77664L207 |
|---|---|
| ISIN | US77664L2079 |
| Typ | Common Stock |
| Marktkapitalisierung | 2,43 Mrd. USD |
| KGV (P/E) | 23,19 |
| Beta | 2,88 |
Bewertung
| KBV (P/B) | 8,55 vs. 1,44 (2021) ▲ |
|---|---|
| KUV (P/S) | 1,60 vs. 2,23 (2021) ▼ |
| FCF-Rendite | 8,5 % vs. -53,0 % (2021) ▲ |
Qualität & Bilanz
| Operative Marge | 4,1 % vs. -140,5 % (2021) ▲ |
|---|---|
| Nettomarge | 2,7 % vs. -150,9 % (2021) ▲ |
| ROIC | 14,2 % vs. -97,1 % (2021) ▲ |
| Zinsdeckungsgrad | 2,9 vs. -24,3 (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 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 1,44 | 0,23 | 0,91 | 6,02 | 4,34 | |
| KUV (P/S) | 2,23 | 0,20 | 0,33 | 1,04 | 0,81 | |
| FCF-Rendite | -53,0 % | -332,7 % | -22,4 % | 15,9 % | 16,7 % | |
| Buyback-Rendite | 0,0 % | 0,0 % | – | – | – | |
| Qualität & Bilanz | ||||||
| Operative Marge | -140,5 % | -84,7 % | -22,3 % | 6,7 % | 4,1 % | |
| Nettomarge | -150,9 % | -95,8 % | -32,4 % | 2,6 % | 2,7 % | |
| ROIC | -97,1 % | -107,4 % | -89,0 % | 15,2 % | 14,2 % | |
| Zinsdeckungsgrad | -24,3 | -7,6 | -2,2 | 1,9 | 2,9 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 393.500.000 | 35.900.000 | 2,09 | 1.684.900.000 | 325.900.000 |
| 2025-12-31 | 10-K | 1.517.100.000 | 40.300.000 | 2,36 | 1.674.500.000 | 284.300.000 |
| 2025-09-30 | 10-Q | 387.800.000 | -5.400.000 | -0,35 | 1.642.400.000 | 265.000.000 |
| 2025-06-30 | 10-Q | 382.900.000 | 22.000.000 | 1,29 | 1.587.700.000 | 244.500.000 |
| 2025-03-31 | 10-Q | 349.400.000 | 18.400.000 | 1,07 | 1.585.500.000 | 228.700.000 |
| 2024-12-31 | 10-K | 1.176.500.000 | 30.900.000 | 1,83 | 1.495.700.000 | 203.700.000 |
| 2024-09-30 | 10-Q | 305.700.000 | 22.800.000 | 1,35 | 1.561.900.000 | 181.900.000 |
| 2024-06-30 | 10-Q | 289.200.000 | -7.800.000 | -0,52 | 1.495.800.000 | 151.300.000 |
| 2024-03-31 | 10-Q | 254.900.000 | -6.200.000 | -0,42 | 1.432.300.000 | 165.700.000 |
| 2023-12-31 | 10-K | 455.000.000 | -147.400.000 | -10,24 | 1.347.700.000 | 165.700.000 |
| 2023-09-30 | 10-Q | 115.300.000 | -45.800.000 | -3,16 | 1.240.200.000 | 177.100.000 |
| 2023-06-30 | 10-Q | 74.800.000 | -36.700.000 | -2,55 | 1.194.900.000 | 214.400.000 |
| 2023-03-31 | 10-Q | 70.100.000 | -40.900.000 | -2,88 | 1.201.100.000 | 243.700.000 |
| 2022-12-31 | 10-K | 310.800.000 | -297.700.000 | -21,11 | 1.312.900.000 | 277.100.000 |
| 2022-09-30 | 10-Q | 73.700.000 | -66.400.000 | -4,71 | 1.384.200.000 | 321.800.000 |
| 2022-06-30 | 10-Q | 80.400.000 | -95.500.000 | -6,77 | 1.479.800.000 | 381.300.000 |
| 2022-03-31 | 10-Q | 85.400.000 | -77.500.000 | -5,54 | 1.563.200.000 | 467.600.000 |
| 2021-12-31 | 10-K | 345.400.000 | -521.100.000 | -37,76 | 1.319.300.000 | 536.400.000 |
| 2021-09-30 | 10-Q | 93.800.000 | -133.000.000 | -9,57 | 1.524.500.000 | 636.000.000 |
| 2021-06-30 | 10-Q | 89.800.000 | -178.600.000 | -0,72 | 1.587.700.000 | 762.000.000 |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 06.05.2026 | 393,5 Mio. USD | 2,09 |
| Q3 2025 | 30.09.2025 | 05.11.2025 | 387,8 Mio. USD | -0,35 |
| Q2 2025 | 30.06.2025 | 06.08.2025 | 382,9 Mio. USD | 1,29 |
| Q1 2025 | 31.03.2025 | 06.05.2026 | 349,4 Mio. USD | 1,07 |
| Q3 2024 | 30.09.2024 | 05.11.2025 | 305,7 Mio. USD | 1,35 |
| Q2 2024 | 30.06.2024 | 06.08.2025 | 289,2 Mio. USD | -0,52 |
| Q1 2024 | 31.03.2024 | 07.05.2025 | 254,9 Mio. USD | -0,42 |
| Q3 2023 | 30.09.2023 | 30.10.2024 | 115,3 Mio. USD | -3,16 |
| Q2 2023 | 30.06.2023 | 07.08.2024 | 74,8 Mio. USD | -2,55 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 06.05.2026 | 10-Q | 31.03.2026 | 36 Tage | SEC » |
| 25.02.2026 | 10-K | 31.12.2025 | 56 Tage | SEC » |
| 05.11.2025 | 10-Q | 30.09.2025 | 36 Tage | SEC » |
| 06.08.2025 | 10-Q | 30.06.2025 | 37 Tage | SEC » |
| 07.05.2025 | 10-Q | 31.03.2025 | 37 Tage | SEC » |
| 26.02.2025 | 10-K | 31.12.2024 | 57 Tage | SEC » |
| 30.10.2024 | 10-Q | 30.09.2024 | 30 Tage | SEC » |
| 07.08.2024 | 10-Q | 30.06.2024 | 38 Tage | SEC » |
| 30.04.2024 | 10-Q | 31.03.2024 | 30 Tage | SEC » |
| 21.02.2024 | 10-K | 31.12.2023 | 52 Tage | SEC » |
| 01.11.2023 | 10-Q | 30.09.2023 | 32 Tage | SEC » |
| 02.08.2023 | 10-Q | 30.06.2023 | 33 Tage | SEC » |
| 03.05.2023 | 10-Q | 31.03.2023 | 33 Tage | SEC » |
| 22.02.2023 | 10-K | 31.12.2022 | 53 Tage | SEC » |
| 09.11.2022 | 10-Q | 30.09.2022 | 40 Tage | SEC » |
| 08.08.2022 | 10-Q | 30.06.2022 | 39 Tage | SEC » |
| 04.05.2022 | 10-Q | 31.03.2022 | 34 Tage | SEC » |
| 23.02.2022 | 10-K | 31.12.2021 | 54 Tage | SEC » |
| 10.11.2021 | 10-Q | 30.09.2021 | 41 Tage | SEC » |
| 12.08.2021 | 10-Q | 30.06.2021 | 43 Tage | SEC » |
| 06.05.2021 | 10-Q | 31.03.2021 | 36 Tage | SEC » |
| 04.03.2021 | 10-K | 31.12.2020 | 63 Tage | SEC » |
| 02.12.2020 | 10-Q | 30.09.2020 | 63 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 15.11.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Principal Officers; Election of Directors… |
| 16.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 26.10.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Principal Officers; Election of Directors… |
| 11.08.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Principal Officers; Election of Directors… |
| 15.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Principal Officers; Election of Directors… |
| 01.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 23.11.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 05.07.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 10.06.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. As… |
| 13.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 23.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 01.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 06.01.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. As… |
| 19.11.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 21.09.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 02.07.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 07.06.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 11.05.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-08 | 20 | 56,91 | 1.138 |
| 2026-04-29 | 5.345 | 54,48 | 291.196 |
| 2026-04-20 | 1.496 | 54,70 | 81.831 |
| 2026-04-01 | 623 | 44,17 | 27.518 |
| 2026-03-27 | 203 | 47,90 | 9.724 |
| 2026-03-25 | 1.588 | 46,72 | 74.191 |
| 2026-03-24 | 12.798 | 45,79 | 586.020 |
| 2026-03-19 | 109 | 44,59 | 4.860 |
| 2026-03-05 | 10.512 | 48,68 | 511.724 |
| 2026-02-27 | 786 | 57,72 | 45.368 |
| 2026-02-26 | 6.714 | 61,09 | 410.158 |
| 2026-02-19 | 9.711 | 63,21 | 613.832 |
| 2026-02-18 | 322 | 61,67 | 19.858 |
| 2026-02-13 | 761 | 59,49 | 45.272 |
| 2026-02-12 | 12 | 58,73 | 705 |
| 2026-02-11 | 11 | 59,13 | 650 |
| 2026-02-09 | 753 | 62,08 | 46.746 |
| 2026-02-06 | 4.643 | 57,68 | 267.808 |
| 2026-02-04 | 4.413 | 61,86 | 272.988 |
| 2026-01-21 | 200 | 68,41 | 13.682 |
| 2026-01-20 | 7.056 | 70,17 | 495.120 |
| 2026-01-15 | 15.232 | 72,72 | 1.107.671 |
| 2026-01-12 | 214 | 76,47 | 16.365 |
| 2026-01-07 | 18 | 74,25 | 1.337 |
| 2025-12-29 | 594 | 73,24 | 43.505 |
| 2025-12-16 | 1.801 | 81,14 | 146.133 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.