焕新软件 FRSH
$12.11 −$0.59 (-4.65%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $12.15 +0.33%
开盘$12.53
昨收$12.70
当日区间$11.91 – $12.76
成交量5.45M
市值$3.18B
市盈率（TTM）16.8
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92.6%-5.69 个百分点，较上季度
持仓机构数399+2 ，较上季度
内部人近期交易21次买入 / 29次卖出净卖出
空头持仓比例11.22% 占流通股回补天数 2.9 · 截至 15 Oct 2026
卖空成交量占比24.6%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：−$524.4K（11个净流入日，9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30.9%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9.08%升至11.22%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +425,806 | 0.7% |
| Haveli Investment Management LLC | VC/PE Fund | 2026/Q3 | +8,204,092 | 3.1% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +6,069,013 | 4.1% |
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +5,154,349 | 2.0% |
| LSV Asset Management | Mutual Fund | 2026/Q3 | +2,902,279 | 1.1% |
| BlackRock | Mutual Fund | 2026/Q3 | +2,562,091 | 7.5% |
| Allianz Asset Management AG | Mutual Fund | 2026/Q3 | +2,515,751 | 1.1% |
| Morgan Stanley | Public Company | 2026/Q3 | +2,447,038 | 1.5% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +2,419,179 | 2.6% |
| Hudson River Trading LLC | Private Company | 2026/Q3 | +1,582,775 | 1.6% |
| Balyasny Asset Management L.P. | Hedge Fund | 2026/Q3 | +1,538,035 | 0.6% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +1,471,282 | 0.7% |
| Jane Street Group, LLC | Private Company | 2026/Q3 | +977,874 | 1.1% |
| Voleon Capital Management LP | Hedge Fund | 2026/Q3 | +771,659 | 0.3% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +605,308 | 2.2% |
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 |
|---|---|---|---|---|---|---|
| 4 Oct 2026 | Philippa Lawrence | Chief Accounting Officer | Automatic Disposition | -3,492 | $12.98 | 37,986 |
| 1 Oct 2026 | Tyler Sloat | Chief Financial Officer | Sale to Issuer | -10,563 | $12.78 | 811,830 |
| 1 Oct 2026 | Dennis Woodside | Chief Executive Officer | Sale to Issuer | -22,473 | $12.78 | 1,695,184 |
| 1 Oct 2026 | Philippa Lawrence | Chief Accounting Officer | Sale to Issuer | -6,165 | $12.78 | 37,986 |
| 1 Oct 2026 | Ian Tickle | Chief Revenue Officer | Sale to Issuer | -21,219 | $13.15 | 145,910 |
| 30 Sep 2026 | Sameer Gandhi | Independent Director | Other Acquisition | +1,062 | – | 1,041,074 |
| 30 Sep 2026 | Roxanne Austin | Independent Chairperson | Other Acquisition | +1,513 | $13.15 | 192,409 |
| 30 Sep 2026 | Johanna Flower | Independent Director | Other Acquisition | +1,025 | $13.15 | 53,837 |
| 30 Sep 2026 | Jennifer Taylor | Independent Director | Other Acquisition | +769 | $13.15 | 42,189 |
| 3 Sep 2026 | Mika Yamamoto | Former Chief Integrated Customer Growth Officer | Intent to Sell (Form 144) | -18,984 | $13.36 | – |
| 1 Sep 2026 | Philippa Lawrence | Chief Accounting Officer | Open Market Disposition | -52,767 | $13.25 | 36,226 |
| 31 Aug 2026 | Tyler Sloat | Chief Financial Officer | Sale to Issuer | -21,765 | $13.46 | 801,090 |
| 31 Aug 2026 | Dennis Woodside | Chief Executive Officer | Sale to Issuer | -106,882 | $13.46 | 1,672,331 |
| 31 Aug 2026 | Ryan Manning | Chief Product & Technology Officer | Other Acquisition | +1,162,790 | – | 1,162,790 |
| 31 Aug 2026 | Philippa Lawrence | Chief Accounting Officer | Sale to Issuer | -14,081 | $13.46 | 36,226 |
| 31 Jul 2026 | Tyler Sloat | Chief Financial Officer | Sale to Issuer | -10,734 | $11.36 | 757,313 |
| 5 Jul 2026 | Philippa Lawrence | Chief Accounting Officer | Automatic Disposition | -3,470 | $10.13 | 76,989 |
| 1 Jul 2026 | Tyler Sloat | Chief Financial Officer | Sale to Issuer | -10,563 | $10.34 | 768,047 |
| 1 Jul 2026 | Dennis Woodside | Chief Executive Officer | Sale to Issuer | -22,473 | $10.34 | 1,563,647 |
| 1 Jul 2026 | Jennifer Taylor | Independent Director | Automatic Disposition | -6,618 | $10.44 | 41,420 |
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 | 29,267,192 | 11.2% | 2.9 |
| 30 Sep 2026 | 24,987,927 | 9.6% | 5.3 |
| 15 Sep 2026 | 22,191,890 | 8.5% | 6.0 |
| 31 Aug 2026 | 23,351,954 | 8.9% | 4.6 |
| 14 Aug 2026 | 24,558,629 | 9.4% | 3.2 |
| 31 Jul 2026 | 25,105,495 | 9.1% | 1.8 |
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