SPS商务 SPSC
$81.91 −$0.67 (-0.81%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $81.91 0.00%
开盘$80.95
昨收$82.58
当日区间$79.00 – $82.91
成交量541.5K
市值$2.90B
市盈率（TTM）36.4
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110.1%+0.11 个百分点，较上季度
持仓机构数394+9 ，较上季度
内部人近期交易32次买入 / 18次卖出净买入
空头持仓比例7.95% 占流通股回补天数 5.7 · 截至 15 Oct 2026
卖空成交量占比17.5%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：−$6.10M（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40.6%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基本持稳于7.95%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Lingotto Investment Management LLP | Family Office/Trust | 2026/Q3 | +67,114 | 0.2% |
| Disciplined Growth Investors, Inc. | Mutual Fund | 2026/Q3 | +1,312,943 | 5.9% |
| Engine Capital Management, LP | Hedge Fund | 2026/Q3 | +916,380 | 2.5% |
| Janus Henderson Group plc | Mutual Fund | 2026/Q3 | +679,878 | 2.7% |
| Invenomic Capital Management LP | Mutual Fund | 2026/Q3 | +605,315 | 2.4% |
| Neuberger Berman Investment Advisers LLC | Mutual Fund | 2026/Q3 | +365,587 | 4.9% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +268,288 | 3.5% |
| Long Path Partners, LP | Hedge Fund | 2026/Q3 | +180,912 | 0.5% |
| Lightrock Netherlands B.V. | Mutual Fund | 2026/Q3 | +171,500 | 1.7% |
| Anson Group | Hedge Fund | 2026/Q3 | +170,000 | 2.1% |
| Federated Hermes, Inc. | Mutual Fund | 2026/Q3 | +162,683 | 2.5% |
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +154,952 | 1.4% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +129,401 | 0.6% |
| Pacer Advisors, Inc. | Mutual Fund | 2026/Q3 | +108,233 | 0.3% |
| Perry Creek Capital LP | VC/PE Fund | 2026/Q3 | +105,927 | 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 |
|---|---|---|---|---|---|---|
| 1 Jun 2026 | Kimberly Nelson | Former Chief Financial Officer | Intent to Sell (Form 144) | -32,808 | $59.64 | – |
| 27 May 2026 | Michael McConnell | Independent Director | Other Acquisition | +3,736 | – | 6,899 |
| 27 May 2026 | Philip Soran | Independent Director | Other Acquisition | +3,736 | – | 3,736 |
| 27 May 2026 | Tami Reller | Independent Director | Other Acquisition | +3,736 | – | 3,736 |
| 27 May 2026 | Mark Partin | Independent Director | Other Acquisition | +3,736 | – | 5,807 |
| 27 May 2026 | Anne Ward | Chairperson | Other Acquisition | +3,736 | – | 3,736 |
| 27 May 2026 | Marty Reaume | Independent Director | Other Acquisition | +3,736 | – | 3,736 |
| 27 May 2026 | Funmibi Chima | Independent Director | Other Acquisition | +3,736 | – | 6,899 |
| 27 May 2026 | Razat Gaurav | Independent Director | Other Acquisition | +3,736 | – | 3,736 |
| 7 May 2026 | Jamie Thingelstad | Executive Vice President | Other Acquisition | +39,433 | – | 70,287 |
| 6 May 2026 | Joseph Del Preto | Chief Financial Officer | Other Acquisition | +141,707 | – | 141,707 |
| 6 May 2026 | Marty Reaume | Independent Director | Derivative Exercise and Sale | -1,000 | $57.03 | 9,158 |
| 6 Apr 2026 | Marty Reaume | Independent Director | Derivative Exercise and Sale | -1,000 | $57.90 | 9,158 |
| 12 Mar 2026 | Tami Reller | Independent Director | Derivative Exercise and Retained | +5,732 | $51.80 | 51,172 |
| 8 Mar 2026 | Marty Reaume | Independent Director | Derivative Exercise and Sale | -1,000 | $62.73 | 8,831 |
| 23 Feb 2026 | Jamie Thingelstad | Executive Vice President | Automatic Disposition | -2,418 | $55.47 | 25,302 |
| 19 Feb 2026 | Michael McConnell | Independent Director | Other Acquisition | +3,451 | – | 3,451 |
| 19 Feb 2026 | Jamie Thingelstad | Executive Vice President | Other Acquisition | +23,295 | – | 31,488 |
| 19 Feb 2026 | Eduardo Rosini | Executive Vice President | Other Acquisition | +29,335 | – | 29,335 |
| 19 Feb 2026 | Kimberly Nelson | Former Chief Financial Officer | Other Acquisition | +39,689 | – | 59,955 |
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 | 2,860,268 | 7.9% | 5.7 |
| 30 Sep 2026 | 2,836,191 | 7.9% | 6.1 |
| 15 Sep 2026 | 3,246,091 | 9.0% | 5.4 |
| 31 Aug 2026 | 3,325,662 | 9.2% | 8.2 |
| 14 Aug 2026 | 3,153,331 | 8.8% | 4.8 |
| 31 Jul 2026 | 2,876,235 | 8.0% | 4.9 |
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