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Reformation时装 REF

美股市值排名 #3169服装零售
$18.05 +$1.20 (+7.12%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $18.05 0.00%
开盘$16.90
昨收$16.85
当日区间$16.02 – $18.09
成交量930.9K
市值$1.07B
市盈率（TTM）196.2
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65.6%+1.20 个百分点，较上季度
持仓机构数23+22 ，较上季度
内部人近期交易15次买入 / 7次卖出净买入
空头持仓比例4.95% 占流通股回补天数 7.4 · 截至 15 Oct 2026
卖空成交量占比25.5%近5日成交量平均占比

卖空成交量占当日成交量比例

12%24%37%50%Sep '26Oct '26Nov '26

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：+$247.9K（9个净流入日，11个净流出日）。

按单量净流入，近20个交易日

+$639.1K超大单−$391.2K大单+$72.5K中单−$1.4M小单

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79.6%的流通股。

最大股东

  • Permira Advisers Ltd.48.99%
  • Yael Aflalo23.47%
  • Stripes, LLC3.10%
  • Baron Capital Group, Inc.2.36%
  • BlackRock1.65%
  • FMR1.56%
  • Franklin Resources0.93%
  • Westfield Capital Management Company, L.P.1.33%

按投资者类型

  • VC/PE Fund52.08%
  • Individual/Insider24.04%
  • Mutual Fund13.39%
  • Hedge Fund0.15%

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0.60%升至4.95%。

近期机构持仓变动

股东类型期间持股变动新持股比例
Charles Schwab Investment Management Mutual Fund 2026/Q3 +88,443 0.1%
Baron Capital Group, Inc. Mutual Fund 2026/Q3 +1,395,348 2.4%
BlackRock Mutual Fund 2026/Q3 +972,363 1.6%
Westfield Capital Management Company, L.P. Mutual Fund 2026/Q3 +786,419 1.3%
Vanguard Capital Management, LLC Mutual Fund 2026/Q3 +763,685 1.3%
Putnam LLC Mutual Fund 2026/Q3 +196,100 0.3%
Vanguard Portfolio Management, LLC Mutual Fund 2026/Q3 +96,706 0.2%
Skylands Capital, LLC Hedge Fund 2026/Q3 +91,000 0.2%
State Street Global Advisors Mutual Fund 2026/Q3 +36,490 0.1%
Mirae Asset Global Investments Co., Ltd Mutual Fund 2026/Q3 +6,691 0.0%
Yael Aflalo Individual/Insider 2026/Q3 +933,081 23.5%
FMR Mutual Fund 2026/Q3 +920,877 1.6%
Franklin Resources Mutual Fund 2026/Q3 +551,697 0.9%
AllianceBernstein Mutual Fund 2026/Q3 +440,553 0.7%
Putnam LLC Mutual Fund 2026/Q3 +196,600 0.3%

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
31 Aug 2026 Permira Advisers Ltd. Private Disposition -149,596 $13.95 28,942,153
31 Aug 2026 Yael Aflalo Director Private Disposition -60,298 $13.95 13,862,985
30 Jul 2026 Permira Advisers Ltd. Private Disposition -2,987,199 $13.95 29,091,749
30 Jul 2026 John Coyle Independent Director Private Acquisition +200,000 $15.00 256,980
30 Jul 2026 Hali Borenstein Chief Executive Officer Sale to Issuer -170,876 $13.95 61,075
30 Jul 2026 Brigitte Kleine Independent Director Private Acquisition +200 $15.00 200
30 Jul 2026 Zipporah Allen Independent Director Private Acquisition +3,500 $15.00 3,500
30 Jul 2026 Ivan Tchakarov Chief Operating Officer Derivative Sale to Issuer -49,161 $13.95 –
28 Jul 2026 Steve Miller Independent Director Other Acquisition +9,333 – 19,607
28 Jul 2026 Steve Miller Independent Director Initial Statement of Beneficial +0 – 10,274
28 Jul 2026 John Coyle Independent Director Other Acquisition +9,333 – 9,333
28 Jul 2026 John Coyle Independent Director Initial Statement of Beneficial +0 – 56,980
28 Jul 2026 Stacey Rauch Independent Director Other Acquisition +9,333 – 9,333
28 Jul 2026 Joshua Moore Chief Financial Officer Other Acquisition +256,999 – 324,781
28 Jul 2026 Joshua Moore Chief Financial Officer Other Derivative Acquisition +58,831 $15.00 58,831
28 Jul 2026 Joshua Moore Chief Financial Officer Initial Statement of Beneficial +0 – 67,782
28 Jul 2026 Hali Borenstein Chief Executive Officer Other Acquisition +300,000 – 300,000
28 Jul 2026 Hali Borenstein Chief Executive Officer Other Acquisition +833,332 – 833,332
28 Jul 2026 Hali Borenstein Chief Executive Officer Derivative Sale to Issuer -538,410 $13.95 1,395,768
28 Jul 2026 Hali Borenstein Chief Executive Officer Other Derivative Acquisition +294,155 $15.00 294,155

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 2,922,843 4.9% 7.4
30 Sep 2026 2,551,273 4.3% 3.0
15 Sep 2026 2,049,480 3.5% 6.1
31 Aug 2026 2,199,543 3.7% 5.3
14 Aug 2026 879,261 1.5% 1.8
31 Jul 2026 355,460 0.6% 1.0

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