开盘$4.08
昨收$3.98
当日区间$3.85 – $4.13
成交量18.15M
市值$4.11B
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71.2%-0.05 个百分点,较上季度
持仓机构数685-1 ,较上季度
内部人近期交易35次买入 / 10次卖出净买入
空头持仓比例6.22% 占流通股回补天数 3.7 · 截至 15 Oct 2026
卖空成交量占比19.7%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:−$27.50M(2个净流入日,18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34.4%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6.06%升至6.22%。
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 | +1,283,355 | 0.5% |
| FMR | Mutual Fund | 2026/Q3 | +13,916,190 | 4.4% |
| BNY Mellon Asset Management | Mutual Fund | 2026/Q3 | +4,852,510 | 1.0% |
| BlackRock | Mutual Fund | 2026/Q3 | +4,796,141 | 13.8% |
| Victory Capital Management Inc. | Mutual Fund | 2026/Q3 | +4,618,090 | 0.5% |
| BNP Paribas Financial Markets SNC | Private Company | 2026/Q3 | +2,811,652 | 0.4% |
| D. E. Shaw & Co., L.P. | Hedge Fund | 2026/Q3 | +2,459,602 | 1.7% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +1,990,860 | 4.7% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,956,800 | 2.4% |
| Marshall Wace LLP | Hedge Fund | 2026/Q3 | +1,804,439 | 0.3% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +1,705,895 | 0.3% |
| Pacific Investment Management Company LLC | Mutual Fund | 2026/Q3 | +1,585,083 | 1.0% |
| Bessemer Investment Management LLC | Mutual Fund | 2026/Q3 | +1,285,515 | 0.2% |
| Susquehanna International Group, LLP | Private Company | 2026/Q3 | +1,170,883 | 0.2% |
| J.P. Morgan Mansart Management Limited | Mutual Fund | 2026/Q3 | +935,185 | 0.1% |
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 |
|---|---|---|---|---|---|---|
| 22 Sep 2026 | Donald Holt | Chief Accounting Officer | Sale to Issuer | -2,538 | $6.13 | 164,019 |
| 5 Aug 2026 | Kathleen Johnson | Chief Executive Officer | Open Market Acquisition | +100,000 | $6.13 | 12,215,666 |
| 4 Aug 2026 | John Hinshaw | Independent Director | Other Acquisition | +27,350 | $6.08 | 27,350 |
| 3 Aug 2026 | John Hinshaw | Independent Director | Initial Statement of Beneficial | +0 | – | 379 |
| 20 May 2026 | Michelle Goldberg | Independent Director | Other Acquisition | +25,197 | $9.44 | 76,591 |
| 20 May 2026 | Martha Bejar | Independent Director | Other Acquisition | +25,197 | $9.44 | 50,805 |
| 20 May 2026 | Quincy Allen | Independent Director | Other Acquisition | +25,197 | $9.44 | 335,643 |
| 20 May 2026 | Christopher Capossela | Independent Director | Other Acquisition | +25,197 | $9.44 | 92,199 |
| 20 May 2026 | Kevin Chilton | Independent Chairperson | Other Acquisition | +25,197 | $9.44 | 341,517 |
| 20 May 2026 | Michael Collins | Independent Director | Other Acquisition | +25,197 | $9.44 | 25,197 |
| 20 May 2026 | Stephen McMillan | Independent Director | Other Acquisition | +25,197 | $9.44 | 76,591 |
| 20 May 2026 | Diankha Linear | Independent Director | Other Acquisition | +25,197 | $9.44 | 76,591 |
| 19 May 2026 | Michael Collins | Independent Director | Initial Statement of Beneficial | +0 | – | 495 |
| 13 May 2026 | James Fowler | Executive VP and Chief Technology & Product Officer | Sale to Issuer | -22,922 | $10.34 | 1,608,275 |
| 6 May 2026 | Kathleen Johnson | Chief Executive Officer | Other Acquisition | +241,450 | – | 12,115,666 |
| 6 May 2026 | Kathleen Johnson | Chief Executive Officer | Other Disposition | -241,450 | – | 12,115,666 |
| 19 Apr 2026 | Jennifer Hodges | Chief Legal Officer | Other Acquisition | +200,809 | $7.47 | 389,668 |
| 19 Apr 2026 | Jennifer Hodges | Chief Legal Officer | Initial Statement of Beneficial | +0 | – | 188,859 |
| 28 Feb 2026 | Kathleen Johnson | Chief Executive Officer | Sale to Issuer | -1,968,273 | $7.11 | 12,115,666 |
| 28 Feb 2026 | Kathleen Johnson | Chief Executive Officer | Other Acquisition | +2,156,680 | – | 12,115,666 |
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 | 64,195,776 | 6.2% | 3.7 |
| 30 Sep 2026 | 66,364,811 | 6.4% | 5.1 |
| 15 Sep 2026 | 69,619,812 | 6.7% | 5.3 |
| 31 Aug 2026 | 69,801,663 | 6.8% | 6.6 |
| 14 Aug 2026 | 63,186,283 | 6.1% | 3.6 |
| 31 Jul 2026 | 62,423,626 | 6.1% | 5.8 |
暂无评论——快来第一个聊聊 LUMN。
登录后参与讨论。