ALGM
ALLEGRO MICROSYSTEMS, INC.
+0.66 (+2.01%)33.69USD355K成交股數6.3B市值481.2本益比(近四季)6.6股價營收比+27.4%營收年增(近四季)2026-10-29下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 2 · 147K · 2 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 3.6M |
| 近 180 天 淨額 | −3.6M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-17 | 08-18 | Raubacher Jennie | Director | S 公開市場賣出 | 1.0K | 45.32 | 45K | 14.0K | SEC |
| 2026-08-10 | 08-12 | Hagen Erin | SVP, CHRO | S 公開市場賣出 | 2.3K | 44.39 | 101K | 31.1K | SEC |
| 2026-08-05 | 08-07 | PUMA MARY G | Director | A 獲配股票 | 4.3K | – | – | 21.7K | SEC |
| 2026-08-05 | 08-07 | Suzuki Yoshihiro | Director | A 獲配股票 | 4.3K | – | – | 218K | SEC |
| 2026-08-05 | 08-07 | MARTIN JOSEPH R | Director | A 獲配股票 | 4.3K | – | – | 39.4K | SEC |
| 2026-08-05 | 08-07 | Palepu Krishna G. | Director | A 獲配股票 | 4.3K | – | – | 14.2K | SEC |
| 2026-06-17 | 06-18 | WHITE BRIAN C | Director | A 獲配股票 | 594 | – | – | 594 | SEC |
| 2026-06-03 | 06-04 | Madormo Richard | SVP, Worldwide Sales | S 公開市場賣出 | 5.0K | 52.72 | 264K | 69.7K | SEC |
| 2026-05-22 | 05-26 | Coleman Troy | SVP, General Manager, Products | S 公開市場賣出 | 4.5K | 45.72 | 206K | 77.5K | SEC |
| 2026-05-21 | 05-22 | Webster Roald Graham | VP, Chief Accounting Officer | S 公開市場賣出 | 5.2K | 44.89 | 234K | 13.1K | SEC |
| 2026-05-18 | 05-19 | Kent Ian | SVP, Global Operations | S 公開市場賣出 | 2.6K | 41.56 | 110K | 25.4K | SEC |
| 2026-05-16 | 05-19 | Webster Roald Graham | VP, Chief Accounting Officer | F 繳稅扣股 | 4.3K | 43.10 | 184K | 18.3K | SEC |
| 2026-05-16 | 05-19 | Doogue Michael | President and CEO | F 繳稅扣股 | 60.5K | 43.10 | 2.6M | 279K | SEC |
| 2026-05-16 | 05-19 | Briansky Sharon | SVP, GC and Secretary | F 繳稅扣股 | 13.9K | 43.10 | 601K | 79.8K | SEC |
| 2026-05-16 | 05-19 | Coleman Troy | SVP, General Manager, Products | F 繳稅扣股 | 9.7K | 43.10 | 417K | 82.0K | SEC |
| 2026-05-16 | 05-19 | Madormo Richard | SVP, Worldwide Sales | F 繳稅扣股 | 5.4K | 43.10 | 234K | 74.7K | SEC |
| 2026-05-16 | 05-19 | D'Antilio Derek | EVP, CFO & Treasurer | F 繳稅扣股 | 37.8K | 43.10 | 1.6M | 239K | SEC |
| 2026-05-16 | 05-19 | Kent Ian | SVP, Global Operations | F 繳稅扣股 | 2.3K | 43.10 | 101K | 28.0K | SEC |
| 2026-05-16 | 05-19 | Hagen Erin | SVP, CHRO | F 繳稅扣股 | 5.8K | 43.10 | 251K | 33.3K | SEC |
| 2026-05-14 | 05-15 | Lynch Susan D | Director | S 公開市場賣出 | 16.7K | 45.46 | 760K | 12.8K | SEC |
| 2026-05-13 | 05-15 | D'Antilio Derek | EVP, CFO & Treasurer | A 獲配股票 | 29.4K | – | – | 246K | SEC |
| 2026-05-13 | 05-15 | Briansky Sharon | SVP, GC and Secretary | A 獲配股票 | 2.6K | – | – | 93.7K | SEC |
| 2026-05-13 | 05-15 | Briansky Sharon | SVP, GC and Secretary | A 獲配股票 | 15.9K | – | – | 91.1K | SEC |
| 2026-05-13 | 05-15 | Doogue Michael | President and CEO | A 獲配股票 | 83.7K | – | – | 340K | SEC |
| 2026-05-13 | 05-15 | Coleman Troy | SVP, General Manager, Products | A 獲配股票 | 18.1K | – | – | 91.6K | SEC |
| 2026-05-13 | 05-15 | Madormo Richard | SVP, Worldwide Sales | A 獲配股票 | 19.8K | – | – | 80.1K | SEC |
| 2026-05-13 | 05-15 | Doogue Michael | President and CEO | A 獲配股票 | 77.1K | – | – | 256K | SEC |
| 2026-05-13 | 05-15 | Hagen Erin | SVP, CHRO | A 獲配股票 | 9.1K | – | – | 39.2K | SEC |
| 2026-05-13 | 05-15 | Willett Robert | Director | A 獲配股票 | 1.1K | – | – | 1.1K | SEC |
| 2026-05-13 | 05-15 | D'Antilio Derek | EVP, CFO & Treasurer | A 獲配股票 | 30.4K | – | – | 277K | SEC |
| 2026-05-13 | 05-15 | Kent Ian | SVP, Global Operations | A 獲配股票 | 8.5K | – | – | 30.4K | SEC |
| 2026-05-13 | 05-15 | Webster Roald Graham | VP, Chief Accounting Officer | A 獲配股票 | 4.8K | – | – | 22.1K | SEC |
| 2026-05-13 | 05-15 | Webster Roald Graham | VP, Chief Accounting Officer | A 獲配股票 | 544 | – | – | 22.6K | SEC |
| 2026-05-11 | 05-13 | Briansky Sharon | SVP, GC and Secretary | S 公開市場賣出 | 8.9K | 47.54 | 425K | 75.2K | SEC |
| 2026-05-11 | 05-13 | Doogue Michael | President and CEO | S 公開市場賣出 | 30.1K | 47.23 | 1.4M | 253K | SEC |
| 2026-03-24 | 03-25 | Madormo Richard | SVP, Worldwide Sales | D 處分 | 6.5K | 32.58 | 212K | 60.3K | SEC |
| 2026-03-02 | 03-03 | Briansky Sharon | SVP, GC and Secretary | S 公開市場賣出 | 9.7K | 35.00 | 340K | 84.2K | SEC |
| 2026-03-02 | 03-03 | Hagen Erin | SVP, CHRO | S 公開市場賣出 | 2.6K | 35.00 | 91K | 30.1K | SEC |
| 2026-02-27 | 03-03 | Hagen Erin | SVP, CHRO | F 繳稅扣股 | 2.0K | 36.47 | 73K | 32.7K | SEC |
| 2026-02-27 | 03-03 | Briansky Sharon | SVP, GC and Secretary | F 繳稅扣股 | 9.1K | 36.47 | 332K | 93.9K | SEC |
| 2026-02-27 | 03-03 | D'Antilio Derek | EVP, CFO & Treasurer | F 繳稅扣股 | 10.0K | 36.47 | 365K | 217K | SEC |
| 2026-02-17 | 02-18 | Briansky Sharon | SVP, GC and Secretary | S 公開市場賣出 | 9.3K | 41.56 | 385K | 103K | SEC |
| 2026-02-13 | 02-18 | Briansky Sharon | SVP, GC and Secretary | F 繳稅扣股 | 9.0K | 42.38 | 381K | 112K | SEC |
| 2026-02-13 | 02-18 | D'Antilio Derek | EVP, CFO & Treasurer | F 繳稅扣股 | 17.8K | 42.38 | 755K | 227K | SEC |
| 2026-02-02 | 03-04 | Kent Ian | SVP, Global Operations | A 獲配股票 | 9.2K | – | – | 21.9K | SEC |
| 2025-12-10 | 12-12 | Briansky Sharon | SVP, GC and Secretary | S 公開市場賣出 | 27.9K | 30.00 | 836K | 121K | SEC |
| 2025-11-11 | 11-12 | Coleman Troy | SVP, General Manager, Products | A 獲配股票 | 73.5K | – | – | 73.5K | SEC |
| 2025-08-22 | 08-25 | Webster Roald Graham | VP, Chief Accounting Officer | S 公開市場賣出 | 8.3K | 32.81 | 271K | 17.3K | SEC |
| 2025-08-12 | 08-13 | Lury Richard R. | Director | S 公開市場賣出 | 7.0K | 31.81 | 223K | 18.9K | SEC |
| 2025-08-07 | 08-08 | PUMA MARY G | Director | A 獲配股票 | 5.9K | – | – | 17.5K | SEC |
| 2025-08-07 | 08-08 | Suzuki Yoshihiro | Director | A 獲配股票 | 5.9K | – | – | 214K | SEC |
| 2025-08-07 | 08-08 | Raubacher Jennie | Director | A 獲配股票 | 5.9K | – | – | 15.0K | SEC |
| 2025-08-07 | 08-08 | Lury Richard R. | Director | A 獲配股票 | 5.9K | – | – | 25.9K | SEC |
| 2025-08-07 | 08-08 | Lynch Susan D | Director | A 獲配股票 | 5.9K | – | – | 29.5K | SEC |
| 2025-08-07 | 08-08 | Palepu Krishna G. | Director | A 獲配股票 | 5.9K | – | – | 10.0K | SEC |
| 2025-08-07 | 08-08 | MARTIN JOSEPH R | Director | A 獲配股票 | 5.9K | – | – | 35.2K | SEC |
| 2025-08-04 | 08-05 | Hagen Erin | SVP, CHRO | S 公開市場賣出 | 5.0K | 31.18 | 157K | 34.7K | SEC |
| 2025-06-11 | 06-12 | Lury Richard R. | Director | S 公開市場賣出 | 3.1K | 30.45 | 94K | 19.9K | SEC |
| 2025-06-04 | 06-06 | Lury Richard R. | Director | S 公開市場賣出 | 6.8K | 27.60 | 189K | 23.0K | SEC |
| 2025-05-16 | 05-19 | Briansky Sharon | SVP, GC and Secretary | F 繳稅扣股 | 18.7K | 27.51 | 515K | 149K | SEC |
| 2025-05-16 | 05-19 | D'Antilio Derek | EVP, CFO & Treasurer | F 繳稅扣股 | 29.9K | 27.51 | 823K | 245K | SEC |
| 2025-05-16 | 05-19 | Doogue Michael | President and CEO | F 繳稅扣股 | 21.7K | 27.51 | 598K | 216K | SEC |
| 2025-05-16 | 05-19 | Webster Roald Graham | VP, Chief Accounting Officer | F 繳稅扣股 | 4.9K | 27.51 | 136K | 25.6K | SEC |
| 2025-05-16 | 05-19 | Hagen Erin | SVP, CHRO | F 繳稅扣股 | 4.9K | 27.51 | 135K | 39.7K | SEC |
| 2025-05-15 | 05-19 | Briansky Sharon | SVP, GC and Secretary | A 獲配股票 | 35.1K | – | – | 168K | SEC |
| 2025-05-15 | 05-19 | Hagen Erin | SVP, CHRO | A 獲配股票 | 18.2K | – | – | 44.6K | SEC |
| 2025-05-15 | 05-19 | D'Antilio Derek | EVP, CFO & Treasurer | A 獲配股票 | 65.1K | – | – | 274K | SEC |
| 2025-05-15 | 05-19 | Doogue Michael | President and CEO | A 獲配股票 | 150K | – | – | 237K | SEC |
| 2025-05-15 | 05-19 | Webster Roald Graham | VP, Chief Accounting Officer | A 獲配股票 | 9.8K | – | – | 30.5K | SEC |
| 2025-05-15 | 05-19 | Madormo Richard | SVP, Worldwide Sales | A 獲配股票 | 37.6K | – | – | 66.8K | SEC |
| 2025-05-13 | 05-14 | Hagen Erin | SVP, CHRO | A 獲配股票 | 1.2K | – | – | 26.5K | SEC |
| 2025-05-13 | 05-14 | D'Antilio Derek | EVP, CFO & Treasurer | A 獲配股票 | 21.3K | – | – | 209K | SEC |
| 2025-05-13 | 05-14 | Briansky Sharon | SVP, GC and Secretary | A 獲配股票 | 14.7K | – | – | 133K | SEC |
| 2025-05-13 | 05-14 | Doogue Michael | President and CEO | A 獲配股票 | 18.5K | – | – | 87.1K | SEC |
| 2025-05-13 | 05-14 | Webster Roald Graham | VP, Chief Accounting Officer | A 獲配股票 | 1.0K | – | – | 20.7K | SEC |
| 2025-02-27 | 03-03 | Briansky Sharon | SVP, GC and Secretary | A 獲配股票 | 18.8K | – | – | 118K | SEC |
| 2025-02-27 | 03-03 | D'Antilio Derek | EVP, CFO & Treasurer | A 獲配股票 | 20.7K | – | – | 188K | SEC |
| 2025-02-27 | 03-03 | Hagen Erin | SVP, CHRO | A 獲配股票 | 4.6K | – | – | 25.3K | SEC |
| 2025-01-31 | 02-03 | Palepu Krishna G. | Director | A 獲配股票 | 4.0K | – | – | 4.0K | SEC |
| 2024-11-18 | 11-19 | Glover Max R. | SVP of Worldwide Sales | F 繳稅扣股 | 2.6K | 19.24 | 51K | 266K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| FMR LLC | 25.6M | 1.8B | 新進 | 新進 |
| BlackRock, Inc. | 13.9M | 967M | 新進 | 新進 |
| Invesco Ltd. | 13.7M | 952M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 12.7M | 845M | 新進 | 新進 |
| Capital Research Global Investors | 12.0M | 836M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.7M | 534M | 新進 | 新進 |
| STATE STREET CORP | 5.7M | 395M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | 384M | 新進 | 新進 |
| Clearbridge Investments, LLC | 2.9M | 205M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6M | 184M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 2.1M | 148M | 新進 | 新進 |
| MORGAN STANLEY | 1.8M | 126M | 新進 | 新進 |
| LOOMIS SAYLES & CO L P | 1.6M | 113M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.6M | 110M | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 1.5M | 104M | 新進 | 新進 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.4M | 100M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | 94.7M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 1.3M | 90.2M | 新進 | 新進 |
| NORTHERN TRUST CORP | 1.2M | 81.3M | 新進 | 新進 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | 80.7M | 新進 | 新進 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.1M | 78.1M | 新進 | 新進 |
| VOYA INVESTMENT MANAGEMENT LLC | 967K | 67.3M | 新進 | 新進 |
| RAYMOND JAMES FINANCIAL INC | 928K | 64.6M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 922K | 64.2M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 815K | 56.7M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 374 +52 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 374 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 148M · 79.5% |
| 合計季末市值 | 9.8B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 12.8M |
|---|---|
| 與上期比 | +29.6% |
| 佔流通股數 | 6.88% |
| 日均成交量 | 2.2M |
| 回補天數 | 6.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 12.8M | +29.6% | 6.88% | 2.2M | 6.0 |
| 2026-08-14 | 9.9M | -10.6% | 5.31% | 1.7M | 5.8 |
| 2026-07-31 | 11.1M | -11.9% | 5.93% | 2.5M | 4.4 |
| 2026-07-15 | 12.6M | -18.9% | 6.74% | 3.2M | 3.9 |
| 2026-06-30 | 15.5M | +15.1% | 8.31% | 4.8M | 3.2 |
| 2026-06-15 | 13.4M | +12.7% | 7.21% | 2.0M | 6.6 |
| 2026-05-29 | 11.9M | +14.2% | 6.40% | 2.3M | 5.1 |
| 2026-05-15 | 10.4M | -5.1% | 5.60% | 3.0M | 3.5 |
| 2026-04-30 | 11.0M | -11.6% | 5.91% | 2.1M | 5.3 |
| 2026-04-15 | 12.4M | +4.5% | 6.68% | 1.7M | 7.5 |
| 2026-03-31 | 11.9M | +5.3% | 6.39% | 1.8M | 6.5 |
| 2026-03-13 | 11.3M | +10.2% | 6.07% | 1.7M | 6.6 |
| 2026-02-27 | 10.3M | -6.4% | 5.51% | 2.8M | 3.6 |
| 2026-02-13 | 11.0M | -11.3% | 5.89% | 2.8M | 4.0 |
| 2026-01-30 | 12.4M | +12.7% | 6.63% | 3.6M | 3.5 |
| 2026-01-15 | 11.0M | +11.2% | 5.89% | 2.3M | 4.7 |
| 2025-12-31 | 9.9M | +9.2% | 5.29% | 1.8M | 5.6 |
| 2025-12-15 | 9.0M | -11.7% | 4.85% | 1.9M | 4.6 |
| 2025-11-28 | 10.2M | +3.4% | 5.49% | 1.4M | 7.3 |
| 2025-11-14 | 9.9M | +3.7% | 5.31% | 2.0M | 5.0 |
| 2025-10-31 | 9.5M | +11.0% | 5.12% | 3.0M | 3.2 |
| 2025-10-15 | 8.6M | -17.6% | 4.61% | 2.1M | 4.1 |
| 2025-09-30 | 10.4M | +2.0% | 5.60% | 1.4M | 7.2 |
| 2025-09-15 | 10.2M | +15.6% | 5.49% | 1.5M | 6.9 |
| 2025-08-29 | 8.8M | +12.2% | 4.75% | 1.4M | 6.3 |
| 2025-08-15 | 7.9M | -3.1% | 4.23% | 1.3M | 6.0 |