开盘$16.86
昨收$15.38
当日区间$15.62 – $16.90
成交量10.37M
市值$2.56B
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96.1%-0.52 个百分点，较上季度
持仓机构数345+5 ，较上季度
内部人近期交易7次买入 / 42次卖出净卖出
空头持仓比例12.92% 占流通股回补天数 3.7 · 截至 15 Oct 2026
卖空成交量占比11.8%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：−$19.76M（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33.2%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14.44%降至12.92%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Capital Research | Mutual Fund | 2026/Q3 | +4,473,599 | 5.2% |
| D. E. Shaw & Co., L.P. | Hedge Fund | 2026/Q3 | +3,992,669 | 4.2% |
| FMR | Mutual Fund | 2026/Q3 | +3,252,335 | 7.5% |
| Alyeska Investment Group, L.P. | Hedge Fund | 2026/Q3 | +3,165,326 | 2.0% |
| BlackRock | Mutual Fund | 2026/Q3 | +2,784,247 | 9.6% |
| Driehaus Capital Management LLC | Mutual Fund | 2026/Q3 | +1,706,078 | 1.6% |
| Divisadero Street Capital Management, LP | Hedge Fund | 2026/Q3 | +1,469,262 | 1.1% |
| Jupiter Fund Management Plc | Mutual Fund | 2026/Q3 | +1,146,618 | 0.9% |
| Penserra Capital Management LLC | Mutual Fund | 2026/Q3 | +1,083,909 | 2.9% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +938,861 | 1.0% |
| MFS Investment Management | Mutual Fund | 2026/Q3 | +716,933 | 0.5% |
| Trexquant Investment LP | Hedge Fund | 2026/Q3 | +677,324 | 0.6% |
| First Trust Advisors L.P. | Mutual Fund | 2026/Q3 | +649,053 | 4.8% |
| BNP Paribas Financial Markets SNC | Private Company | 2026/Q3 | +623,503 | 0.5% |
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +554,253 | 0.4% |
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 |
|---|---|---|---|---|---|---|
| 25 Oct 2026 | Artur Bergman | Founder, CTO & Director | Intent to Sell (Form 144) | -40,042 | $24.41 | – |
| 18 Oct 2026 | Charles Compton | Chief Executive Officer | Automatic Disposition | -9,016 | $23.08 | 56,286 |
| 15 Oct 2026 | Charles Compton | Chief Executive Officer | Open Market Disposition | -11,433 | $24.90 | 56,286 |
| 11 Oct 2026 | Artur Bergman | Founder, CTO & Director | Automatic Disposition | -40,041 | $30.07 | 4,323,633 |
| 28 Sep 2026 | Artur Bergman | Founder, CTO & Director | Automatic Disposition | -37,039 | $25.26 | 4,363,674 |
| 27 Sep 2026 | Artur Bergman | Founder, CTO & Director | Intent to Sell (Form 144) | -111,116 | $24.96 | – |
| 22 Sep 2026 | Artur Bergman | Founder, CTO & Director | Automatic Disposition | -379,602 | $30.65 | 4,400,713 |
| 21 Sep 2026 | Artur Bergman | Founder, CTO & Director | Automatic Disposition | -77,046 | $27.82 | 4,780,315 |
| 16 Sep 2026 | Artur Bergman | Founder, CTO & Director | Automatic Disposition | -2,200 | $25.30 | 4,857,361 |
| 16 Sep 2026 | Scott Lovett | President of Go to Market | Automatic Disposition | -41,815 | $25.38 | 226,703 |
| 16 Sep 2026 | Jeffrey Ford | Automatic Disposition | -45,832 | $25.37 | 1,090 | |
| 15 Sep 2026 | Scott Lovett | President of Go to Market | Open Market Disposition | -34,820 | $23.85 | 268,522 |
| 15 Sep 2026 | Jeffrey Ford | Open Market Disposition | -37,091 | $23.84 | 46,922 | |
| 14 Sep 2026 | Artur Bergman | Founder, CTO & Director | Automatic Disposition | -33,579 | $25.14 | 4,859,561 |
| 13 Sep 2026 | Charles Compton | Chief Executive Officer | Automatic Disposition | -50,392 | $24.93 | 53,691 |
| 8 Sep 2026 | Artur Bergman | Founder, CTO & Director | Automatic Disposition | -8,960 | $24.11 | 4,893,140 |
| 7 Sep 2026 | Artur Bergman | Founder, CTO & Director | Automatic Disposition | -300 | $22.51 | 4,902,100 |
| 7 Sep 2026 | Charles Compton | Chief Executive Officer | Automatic Disposition | -2,436 | $21.23 | 104,083 |
| 2 Sep 2026 | Artur Bergman | Founder, CTO & Director | Automatic Disposition | -36,095 | $21.08 | 4,902,400 |
| 1 Sep 2026 | Charles Compton | Chief Executive Officer | Open Market Disposition | -9,458 | $20.42 | 106,519 |
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 | 20,581,799 | 12.9% | 3.7 |
| 30 Sep 2026 | 21,187,254 | 13.3% | 2.1 |
| 15 Sep 2026 | 21,565,154 | 13.5% | 4.0 |
| 31 Aug 2026 | 20,213,781 | 12.7% | 4.4 |
| 14 Aug 2026 | 21,437,861 | 13.5% | 2.6 |
| 31 Jul 2026 | 22,594,904 | 14.4% | 4.5 |
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