about blucora™ blucora, inc. (nasdaq: bcor) operates a diverse group of internet businesses. its mission is to deliver long-term value to its customers, partners and shareholders through financial discipline, operational expertise, and technology innovation. recently named one of fortune® magazine's 100 fastest-growing companies, blucora's online businesses reach millions of users worldwide every day. blucora is headquartered in bellevue, washington. for more information, please visit www.blucora.com.
Company profile
Ticker
AVTA
Exchange
Website
CEO
Christopher Walters
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
BLUCORA, INC., INFOSPACE COM INC, INFOSPACE INC
SEC CIK
Corporate docs
Subsidiaries
1G Acquisitions, LLC • 1st Global Consulting, Inc. • 1st Global Retirement Services, Inc. • 1st Global Ventures, Inc. • 1st Global, Inc. • 1st Partners & Co, Inc. • Avantax Acquisitions, LLC • Avantax Acquisition Services, LLC • Avantax Advisory Services, Inc. • Avantax Holdings, Inc. ...
IRS number
911718107
AVTA stock data
Latest filings (excl ownership)
15-12G
Securities registration termination
7 Dec 23
EFFECT
Notice of effectiveness
7 Dec 23
EFFECT
Notice of effectiveness
7 Dec 23
EFFECT
Notice of effectiveness
7 Dec 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
Transcripts
AVTA
Earnings call transcript
2023 Q2
10 Aug 23
AVTA
Earnings call transcript
2023 Q1
9 May 23
AVTA
Earnings call transcript
2022 Q4
16 Feb 23
AVTA
Earnings call transcript
2022 Q3
1 Nov 22
AVTA
Earnings call transcript
2022 Q3
1 Nov 22
AVTA
Earnings call transcript
2022 Q2
12 Aug 22
AVTA
Earnings call transcript
2022 Q2
9 Aug 22
AVTA
Earnings call transcript
2022 Q1
4 May 22
AVTA
Earnings call transcript
2022 Q1
4 May 22
AVTA
Earnings call transcript
2021 Q4
16 Feb 22
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 106.44 mm | 106.44 mm | 106.44 mm | 106.44 mm | 106.44 mm | 106.44 mm |
Cash burn (monthly) | 1.12 mm | (no burn) | (no burn) | 4.74 mm | (no burn) | 2.90 mm |
Cash used (since last report) | 7.70 mm | n/a | n/a | 32.59 mm | n/a | 19.95 mm |
Cash remaining | 98.74 mm | n/a | n/a | 73.85 mm | n/a | 86.48 mm |
Runway (months of cash) | 88.3 | n/a | n/a | 15.6 | n/a | 29.8 |
Institutional ownership, Q3 2023
88.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 159 |
Opened positions | 38 |
Closed positions | 26 |
Increased positions | 39 |
Reduced positions | 63 |
13F shares | Current |
---|---|
Total value | 757.57 bn |
Total shares | 32.48 mm |
Total puts | 370.20 k |
Total calls | 41.80 k |
Total put/call ratio | 8.9 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 5.78 mm | $147.96 bn |
Vanguard | 4.08 mm | $104.44 bn |
Van Berkom & Associates | 2.61 mm | $66.79 mm |
STT State Street | 1.56 mm | $39.89 bn |
Dimensional Fund Advisors | 1.44 mm | $36.75 bn |
GS Goldman Sachs | 1.19 mm | $30.35 bn |
MS Morgan Stanley | 1.09 mm | $27.92 bn |
Magnetar Financial | 892.04 k | $22.82 bn |
Engine Capital Management | 874.86 k | $22.38 bn |
Renaissance Technologies | 867.70 k | $22.20 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
27 Nov 23 | Jana R Schreuder | Common Stock | Sale back to company | Dispose D | No | No | 26 | 42,566 | 1.11 mm | 0 |
27 Nov 23 | Karthik Rao | Common Stock | Sale back to company | Dispose D | No | No | 26 | 41,412 | 1.08 mm | 0 |
27 Nov 23 | Tina Perry | Common Stock | Sale back to company | Dispose D | No | No | 26 | 31,763 | 825.84 k | 0 |
27 Nov 23 | J Richard Leaman Iii | Common Stock | Sale back to company | Dispose D | No | No | 26 | 22,249 | 578.47 k | 0 |
27 Nov 23 | Kanayalal Amritlal Kotecha | Common Stock | Sale back to company | Dispose D | No | No | 26 | 27,249 | 708.47 k | 0 |