开盘$85.30
昨收$81.71
当日区间$83.50 – $90.29
成交量9.97M
市值$21.30B
市盈率（TTM）–
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例62.1%-9.50 个百分点，较上季度
持仓机构数527+70 ，较上季度
内部人近期交易19次买入 / 31次卖出净卖出
ARK基金动态+409,475 股6笔近期交易 · 最近一次 5 Nov 2026
空头持仓比例8.36% 占流通股回补天数 1.9 · 截至 15 Oct 2026
卖空成交量占比10.6%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$130.13M（7个净流入日，13个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有31.8%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从5.69%升至8.36%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Andrew Feldman | Individual/Insider | 2026/Q3 | +6,559,337 | 5.9% |
| Andrew Feldman | Individual/Insider | 2026/Q3 | +6,559,178 | 5.9% |
| FMR | Mutual Fund | 2026/Q3 | +28,741,809 | 12.1% |
| Alpha Wave Global, LP | Hedge Fund | 2026/Q3 | +12,584,647 | 5.3% |
| Atreides Management, LP | Hedge Fund | 2026/Q3 | +9,843,836 | 4.1% |
| Coatue Management | Hedge Fund | 2026/Q3 | +7,011,028 | 3.0% |
| Capital Research | Mutual Fund | 2026/Q3 | +4,777,458 | 2.0% |
| Tiger Global Management LLC | Hedge Fund | 2026/Q3 | +3,496,222 | 1.5% |
| Morgan Stanley | Public Company | 2026/Q3 | +3,127,133 | 1.3% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +2,677,122 | 1.1% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +2,385,543 | 1.0% |
| Vy Capital | VC/PE Fund | 2026/Q3 | +2,146,825 | 0.9% |
| BlackRock | Mutual Fund | 2026/Q3 | +2,075,168 | 0.9% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,590,728 | 0.7% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +1,551,946 | 0.7% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 26 Oct 2026 | Sean Lie | Chief Technology Officer | Intent to Sell (Form 144) | -60,000 | $108.37 | – |
| 4 Oct 2026 | Andrew Feldman | Co-Founder, CEO, President & Chairman | Other Acquisition | +159 | – | 17,938 |
| 4 Oct 2026 | Eric Vishria | Lead Independent Director | Other Acquisition | +59,126 | – | 334,980 |
| 29 Sep 2026 | Lior Susan | Independent Director | Other Acquisition | +131,484 | – | 793,014 |
| 29 Sep 2026 | Eclipse Operations, LLC | Other Disposition | -1,198,489 | – | 5,292,222 | |
| 28 Sep 2026 | Robert Komin | Chief Financial Officer | Automatic Disposition | -32,500 | $211.79 | – |
| 28 Sep 2026 | Dhiraj Mallick | Chief Operating Officer | Automatic Disposition | -120,000 | $199.89 | – |
| 28 Sep 2026 | Dhiraj Mallick | Chief Operating Officer | Derivative Exercise and Sale | -276,000 | – | 520,807 |
| 27 Sep 2026 | Yagnesh Patel | Chief Accounting Officer | Automatic Disposition | -1,320 | $204.50 | 356 |
| 24 Sep 2026 | Sean Lie | Chief Technology Officer | Automatic Disposition | -36,000 | $208.41 | 309,569 |
| 24 Sep 2026 | Sean Lie | Chief Technology Officer | Derivative Exercise and Sale | -120,000 | – | 7,763,592 |
| 22 Sep 2026 | Lior Susan | Independent Director | Other Acquisition | +49,492 | – | 661,530 |
| 22 Sep 2026 | Eclipse Operations, LLC | Other Disposition | -451,118 | – | 6,490,711 | |
| 20 Sep 2026 | Andrew Feldman | Co-Founder, CEO, President & Chairman | Other Acquisition | +120 | – | 17,779 |
| 20 Sep 2026 | Eric Vishria | Lead Independent Director | Other Acquisition | +44,507 | – | 275,854 |
| 14 Sep 2026 | Lior Susan | Independent Director | Other Acquisition | +48,197 | – | 593,899 |
| 14 Sep 2026 | Eclipse Operations, LLC | Other Disposition | -451,115 | – | 6,941,829 | |
| 7 Sep 2026 | Andrew Feldman | Co-Founder, CEO, President & Chairman | Other Acquisition | +120 | – | 17,659 |
| 7 Sep 2026 | Andrew Feldman | Co-Founder, CEO, President & Chairman | Derivative Exercise and Sale | -37,441 | – | 14,045,134 |
| 7 Sep 2026 | Eric Vishria | Lead Independent Director | Other Acquisition | +44,507 | – | 231,347 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 19,862,654 | 8.4% | 1.9 |
| 30 Sep 2026 | 14,118,546 | 5.9% | 2.1 |
| 15 Sep 2026 | 12,802,090 | 5.4% | 2.2 |
| 31 Aug 2026 | 13,332,403 | 5.6% | 1.7 |
| 14 Aug 2026 | 15,842,360 | 6.7% | 2.3 |
| 31 Jul 2026 | 12,895,548 | 5.7% | 2.2 |
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