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智慧树投资 WT

美股市值排名 #2504资产管理
$19.48 +$0.47 (+2.47%)
休市 · Nov 6, 8:20 pm ET · 最新盘后价 $19.48 0.00%
开盘$18.97
昨收$19.01
当日区间$18.76 – $19.58
成交量1.73M
市值$2.94B
市盈率(TTM)26.3
股息率0.62%

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109.9%-5.31 个百分点,较上季度
持仓机构数391+0 ,较上季度
内部人近期交易32次买入 / 17次卖出净买入
空头持仓比例10.09% 占流通股回补天数 6.0 · 截至 15 Oct 2026
卖空成交量占比20.8%近5日成交量平均占比

卖空成交量占当日成交量比例

11%18%24%31%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:−$15.42M(7个净流入日,13个净流出日)。

按单量净流入,近20个交易日

−$6.3M超大单−$9.1M大单−$2.6M中单−$4.2M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40.2%的流通股。

最大股东

  • BlackRock13.05%
  • FMR9.18%
  • Jonathan Steinberg6.61%
  • Wellington Management Group5.69%
  • Invesco Ltd.5.65%
  • Vanguard Portfolio Management, LLC5.50%
  • Capital Research5.11%
  • Vanguard Capital Management, LLC4.73%

按投资者类型

  • Mutual Fund87.13%
  • Hedge Fund10.96%
  • Individual/Insider9.64%
  • Public Company4.16%
  • VC/PE Fund3.56%
  • Government Pension Fund1.32%
  • Private Company1.13%
  • Insurance Company1.13%

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9.65%升至10.09%。

近期机构持仓变动

股东类型期间持股变动新持股比例
Invesco Ltd. Mutual Fund 2026/Q3 +3,880,578 5.7%
Driehaus Capital Management LLC Mutual Fund 2026/Q3 +3,058,463 3.2%
UBS Asset Management Mutual Fund 2026/Q3 +2,232,779 2.1%
Lord, Abbett & Co. LLC Mutual Fund 2026/Q3 +1,792,735 1.2%
BlackRock Mutual Fund 2026/Q3 +1,617,234 13.1%
March Asset Management, SGIIC, SA Mutual Fund 2026/Q3 +1,305,335 0.9%
Junto Capital Management LP Hedge Fund 2026/Q3 +1,171,066 0.8%
Bessemer Investment Management LLC Mutual Fund 2026/Q3 +893,316 0.6%
FMR Mutual Fund 2026/Q3 +841,990 9.2%
Capital Research Mutual Fund 2026/Q3 +736,035 5.1%
Vanguard Capital Management, LLC Mutual Fund 2026/Q3 +616,971 4.7%
State Street Global Advisors Mutual Fund 2026/Q3 +560,892 3.8%
Loomis, Sayles & Company L.P. Mutual Fund 2026/Q3 +527,818 1.5%
Geode Capital Management, LLC Mutual Fund 2026/Q3 +441,270 2.2%
Karl Kapital Llc Family Office/Trust 2026/Q3 +382,391 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
8 Sep 2026 Robert Lilien President Automatic Disposition -30,000 $24.56 1,080,245
16 Jun 2026 Anthony Bossone Independent Director Other Acquisition +5,509 – 15,380
16 Jun 2026 Tonia Pankopf Independent Director Other Acquisition +5,509 – 40,471
16 Jun 2026 Frank Salerno Independent Director Other Acquisition +5,509 – 228,345
16 Jun 2026 Shamla Naidoo Independent Director Other Acquisition +5,509 – 40,194
16 Jun 2026 Smita Conjeevaram Independent Non-Executive Chairperson Other Acquisition +5,509 – 15,380
16 Jun 2026 Lynn Blake Independent Director Other Acquisition +5,509 – 61,498
16 Jun 2026 Rilla Delorier Independent Director Other Acquisition +5,509 – 37,360
16 Jun 2026 Daniela Mielke Independent Director Other Acquisition +5,509 – 15,380
19 May 2026 Robert Lilien President Automatic Disposition -30,000 $18.99 1,110,245
18 May 2026 Peter Ziemba Senior Advisor to the CEO & Chief Administrative Officer Open Market Disposition -100,000 $19.31 885,686
4 May 2026 David Yates Chief Information Officer Open Market Disposition -15,000 $18.06 157,499
24 Feb 2026 Robert Lilien President Automatic Disposition -30,000 $16.84 1,140,245
24 Feb 2026 Tonia Pankopf Independent Director Open Market Acquisition +277 $16.94 34,962
22 Feb 2026 Jonathan Steinberg Chief Executive Officer Other Derivative Acquisition +42,880 – 42,880
22 Feb 2026 Robert Lilien President Other Derivative Acquisition +25,220 – 25,220
22 Feb 2026 Peter Ziemba Senior Advisor to the CEO & Chief Administrative Officer Other Derivative Acquisition +3,046 – 3,046
22 Feb 2026 Bryan Edmiston Chief Financial Officer Other Derivative Acquisition +4,247 – 4,247
22 Feb 2026 David Yates Chief Information Officer Other Derivative Acquisition +2,673 – 2,673
22 Feb 2026 Marci Frankenthaler Chief Legal Officer Other Derivative Acquisition +3,725 – 3,725

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 15,286,586 10.1% 6.0
30 Sep 2026 15,167,948 10.0% 4.9
15 Sep 2026 14,984,944 9.9% 5.4
31 Aug 2026 13,894,031 9.2% 6.0
14 Aug 2026 13,649,316 9.0% 4.8
31 Jul 2026 14,639,606 9.7% 6.6

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