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理财极客

US · NRDS #3648 按市值排名 上市于 2021
10.03 -0.01 -0.05%
实时 - 追踪5344个代码 - 心跳于492秒前 · 2026-10-16 19:30

✦ 量化股权信号 计算方式说明

增持
  • 最近一期(2026/Q3)披露持股的机构数量增加了2家。
  • 机构持股总比例上升了0.2个百分点。

机构持股

机构持股比例
45.03% +0.19pp
机构数量
186 +2
数据截至
2026/Q3 较上一报告期

持股变动 vs 资金流向

方向分歧

机构在上一报告期增持了股份,同时该股在最近20个交易日的主力资金呈净流出——两者方向出现分歧。

机构持股变动数据按季度发布且存在滞后;资金流向数据为每日更新。请将其作为方向性的交叉验证参考,而非精确的择时信号。

持股人类型

Individual/Insider52.11%
Mutual Fund27.54%
Hedge Fund11.39%
Public Company1.90%
Private Company1.66%
VC/PE Fund1.52%
Government Pension Fund0.75%
Insurance Company0.21%
Other2.87%

主要股东 截至 2026-09-01

Tim Chen 50.36% · 32.19M 股
Topline Capital Management, LLC 5.15% · 3.29M 股
BlackRock 4.04% · 2.58M 股
Arrowstreet Capital, Limited Partnership 2.77% · 1.77M 股
Vanguard Capital Management, LLC 2.48% · 1.58M 股
Dimensional Fund Advisors 2.24% · 1.43M 股
Quinn Opportunity Partners LLC 1.65% · 1.05M 股
Jacobs Levy Equity Management Inc 1.62% · 1.03M 股
Innovius Capital 1.52% · 972.81K 股
State Street Global Advisors 1.45% · 926.57K 股

条形长度是相对于此处列出的最大股东而言,并非相对于公司100%股权。

内部人持股

共追踪50份申报 · 12次买入 · 37次卖出

姓名职务持股比例
Tim Chen Co-founder, Chairman & CEO 50.36%
Samuel Yount Vice President of Consumer Credit 1.27%
Kenneth McBride Independent Director 0.11%
Lynne Laube Independent Director 0.09%
Jun Lee Chief Financial Officer 0.09%
Jennifer Ceran Independent Director 0.06%
Sam Mischner Chief Revenue Officer & Head of Home 0.06%
Anthony Ling Independent Director 0.04%
Nicholas Tatum Officer 0.03%
Teresa Chia Director --

内部人交易 最近的 Form 4 申报记录

日期姓名职务类型股数价格
2026-08-31 Jun Lee Chief Financial Officer Sale to Issuer -13,299 $9.78
2026-08-31 Tim Chen Co-founder, Chairman & CEO Sale to Issuer -7,723 $9.78
2026-08-31 Sam Mischner Chief Revenue Officer & Head of Home Sale to Issuer -22,643 $9.78
2026-08-31 Nicholas Tatum Officer Sale to Issuer -2,990 $9.78
2026-07-01 Samuel Yount Vice President of Consumer Credit Intent to Sell (Form 144) -33,153 $9.41
2026-06-29 Topline Capital Management, LLC -- Open Market Disposition -1,961,860 $8.95–9.27
2026-05-31 Jun Lee Chief Financial Officer Sale to Issuer -47,876 $8.75
2026-05-31 Tim Chen Co-founder, Chairman & CEO Sale to Issuer -15,309 $8.75
2026-05-31 Sam Mischner Chief Revenue Officer & Head of Home Sale to Issuer -1,572 $8.75
2026-05-31 Nicholas Tatum Officer Sale to Issuer -3,263 $8.75
2026-05-21 Teresa Chia Director Other Acquisition +39,474 --
2026-05-20 Kenneth McBride Independent Director Other Acquisition +19,494 --
2026-05-20 Anthony Ling Independent Director Other Acquisition +19,494 --
2026-05-20 Lynne Laube Independent Director Other Acquisition +19,494 --
2026-05-19 Anthony Ling Independent Director Other Acquisition +17,946 --
2026-04-02 Sam Mischner Chief Revenue Officer & Head of Home Initial Statement of Beneficial 0 --
2026-03-17 Jun Lee Chief Financial Officer Other Acquisition +128,326 --
2026-03-17 Jun Lee Chief Financial Officer Other Derivative Acquisition +256,653 $10.18
2026-03-17 Nicholas Tatum Officer Other Acquisition +28,517 --
2026-03-16 Samuel Yount Vice President of Consumer Credit Open Market Disposition -71,988 $10.26–10.33

Form 4 申报记录,每家公司显示最新的一批。"Other Derivative Acquisition"(其他衍生品获取)类目多为限制性股票/期权归属,并非公开市场买入——具体类型见"类型"列。

报价时间 2026-10-16 19:30:04 · 仅供参考,不构成投资建议,也未考虑您的具体情况。

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