ALMS
ALUMIS INC.
-0.10 (-1.26%)7.84USD1.2M成交股數1.0B市值–本益比(近四季)135.3股價營收比-37.7%營收年增(近四季)2026-11-12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 | 4 · 10.7M · 1 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 9 · 1.5M · 7 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 10.7M · 1.5M |
| 近 180 天 淨額 | 9.2M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-08 | 09-09 | AKKARAJU SRINIVAS | Director | P 公開市場買進 | 273K | 10.63 | 2.9M | 4.9M | SEC |
| 2026-09-08 | 09-09 | AKKARAJU SRINIVAS | Director | S 公開市場賣出 | 48.1K | 10.55 | 507K | 4.7M | SEC |
| 2026-09-08 | 09-09 | AKKARAJU SRINIVAS | Director | P 公開市場買進 | 273K | 10.63 | 2.9M | 2.3M | SEC |
| 2026-09-08 | 09-09 | AKKARAJU SRINIVAS | Director | S 公開市場賣出 | 48.1K | 10.55 | 507K | 2.0M | SEC |
| 2026-09-04 | 09-09 | AKKARAJU SRINIVAS | Director | P 公開市場買進 | 220K | 11.17 | 2.5M | 2.1M | SEC |
| 2026-09-04 | 09-09 | AKKARAJU SRINIVAS | Director | P 公開市場買進 | 220K | 11.17 | 2.5M | 4.7M | SEC |
| 2026-08-03 | 08-05 | Goldstein David M | Chief Scientific Officer | S 公開市場賣出 | 2.6K | 26.37 | 68K | 31.0K | SEC |
| 2026-08-03 | 08-05 | Pangali Sanam | Chief Legal Officer | S 公開市場賣出 | 1.4K | 26.37 | 36K | 9.7K | SEC |
| 2026-08-03 | 08-05 | Hardiman Roy C. | Chief Business & Strategy Ofcr | S 公開市場賣出 | 2.7K | 26.37 | 71K | 208K | SEC |
| 2026-08-03 | 08-05 | Bradley Mark Christopher | Chief Development Officer | S 公開市場賣出 | 2.6K | 26.37 | 68K | 48.5K | SEC |
| 2026-08-03 | 08-05 | Schroer John R. | Chief Financial Officer | S 公開市場賣出 | 3.3K | 26.37 | 87K | 24.7K | SEC |
| 2026-08-03 | 08-05 | Drappa Jorn | Chief Medical Officer | S 公開市場賣出 | 2.4K | 26.37 | 65K | 56.9K | SEC |
| 2026-07-06 | 07-08 | Pangali Sanam | Chief Legal Officer | M 選擇權執行 | 5.0K | 5.06 | 25K | 16.1K | SEC |
| 2026-07-06 | 07-08 | Pangali Sanam | Chief Legal Officer | S 公開市場賣出 | 5.0K | 28.00 | 140K | 11.1K | SEC |
| 2026-06-30 | 07-02 | Machado Patrick | Director | A 獲配股票 | 3.6K | – | – | 3.6K | SEC |
| 2026-06-30 | 07-02 | Yao Zhengbin | Director | A 獲配股票 | 3.6K | – | – | 27.1K | SEC |
| 2026-06-30 | 07-02 | TETRAULT LYNN A. | Director | A 獲配股票 | 3.6K | – | – | 3.6K | SEC |
| 2026-06-30 | 07-02 | Srivastava Sapna | Director | A 獲配股票 | 3.6K | – | – | 3.6K | SEC |
| 2026-06-30 | 07-02 | AKKARAJU SRINIVAS | Director | A 獲配股票 | 3.6K | – | – | 3.6K | SEC |
| 2026-05-22 | 05-27 | Drappa Jorn | Chief Medical Officer | M 選擇權執行 | 15.5K | 5.06 | 79K | 59.3K | SEC |
| 2026-05-22 | 05-27 | Drappa Jorn | Chief Medical Officer | M 選擇權執行 | 11.3K | 8.84 | 100K | 43.8K | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Opportunity Fund V, L.P. | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Fund V, L.P. | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Fund V, L.P. | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Fund V, L.P. | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Management I, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Fund VI LP | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Management VI LLC | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Management VI LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Opportunity Fund V, L.P. | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Fund V, L.P. | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Management I, LLC | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Fund I, L.P. | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Fund I, L.P. | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Tananbaum James B. | Director,TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Tananbaum James B. | Director,TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Fund I, L.P. | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Labs Co-Invest V, LLC | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Labs Co-Invest V, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Labs Co-Invest V, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Labs Co-Invest V, LLC | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Opportunity Management V, LLC | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Opportunity Management V, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Opportunity Management V, LLC | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Opportunity Management V, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Fund I, L.P. | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Tananbaum James B. | Director,TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Management V, LLC | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Management V, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Management I, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Opportunity Fund V, L.P. | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Management I, LLC | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Fund VI LP | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Fund VI LP | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Affiliates 2021, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Fund VI LP | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Opportunity Fund V, L.P. | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Management VI LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Affiliates 2021, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Management VI LLC | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Labs, LLC | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Labs, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Affiliates 2021, LLC | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Labs, LLC | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Labs, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Tananbaum James B. | Director,TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Management V, LLC | TenPercentOwner | J 其他 | 1.2M | – | – | 0 | SEC |
| 2026-04-01 | 04-03 | Foresite Labs Affiliates 2021, LLC | TenPercentOwner | J 其他 | 680K | – | – | 680K | SEC |
| 2026-04-01 | 04-03 | Foresite Capital Management V, LLC | TenPercentOwner | J 其他 | 1.1M | – | – | 1.1M | SEC |
| 2026-01-09 | 01-13 | AKKARAJU SRINIVAS | Director | P 公開市場買進 | 588K | 17.00 | 10.0M | 1.9M | SEC |
| 2026-01-08 | 01-12 | Foresite Capital Opportunity Management V, LLC | TenPercentOwner | P 公開市場買進 | 118K | 17.00 | 2.0M | 5.7M | SEC |
| 2026-01-08 | 01-12 | Foresite Capital Management V, LLC | TenPercentOwner | P 公開市場買進 | 118K | 17.00 | 2.0M | 5.7M | SEC |
| 2026-01-08 | 01-12 | Foresite Capital Opportunity Fund V, L.P. | TenPercentOwner | P 公開市場買進 | 294K | 17.00 | 5.0M | 2.9M | SEC |
| 2026-01-08 | 01-12 | Foresite Capital Opportunity Fund V, L.P. | TenPercentOwner | P 公開市場買進 | 118K | 17.00 | 2.0M | 5.7M | SEC |
| 2026-01-08 | 01-12 | Foresite Capital Fund V, L.P. | TenPercentOwner | P 公開市場買進 | 294K | 17.00 | 5.0M | 2.9M | SEC |
| 2026-01-08 | 01-12 | Foresite Capital Fund V, L.P. | TenPercentOwner | P 公開市場買進 | 118K | 17.00 | 2.0M | 5.7M | SEC |
| 2026-01-08 | 01-12 | Tananbaum James B. | Director,TenPercentOwner | P 公開市場買進 | 294K | 17.00 | 5.0M | 2.9M | SEC |
| 2026-01-08 | 01-12 | Foresite Capital Management V, LLC | TenPercentOwner | P 公開市場買進 | 294K | 17.00 | 5.0M | 2.9M | SEC |
| 2026-01-08 | 01-12 | Tananbaum James B. | Director,TenPercentOwner | P 公開市場買進 | 118K | 17.00 | 2.0M | 5.7M | SEC |
| 2026-01-08 | 01-12 | Foresite Capital Opportunity Management V, LLC | TenPercentOwner | P 公開市場買進 | 294K | 17.00 | 5.0M | 2.9M | 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 |
|---|---|---|---|---|
| AyurMaya Capital Management Company, LP | 15.1M | 426M | 不變 | 持平 |
| BlackRock, Inc. | 8.2M | 231M | +1.0M (+15%) | 加碼 |
| FMR LLC | 6.8M | 190M | +5.8M (+595%) | 加碼 |
| Deep Track Capital, LP | 6.3M | 179M | −424K (-6%) | 減碼 |
| SAMSARA BIOCAPITAL, LLC | 6.3M | 179M | 不變 | 持平 |
| Foresite Capital Management V, LLC | 5.9M | 166M | 不變 | 持平 |
| venBio Partners LLC | 4.5M | 127M | 不變 | 持平 |
| Foresite Capital Management VI LLC | 4.2M | 120M | 不變 | 持平 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | 119M | +183K (+5%) | 加碼 |
| Nextech Invest Ltd. | 3.5M | 99.6M | 不變 | 持平 |
| Cormorant Asset Management, LP | 3.3M | 92.5M | −664K (-17%) | 減碼 |
| Saturn V Capital Management LP | 2.9M | 82.0M | −287K (-9%) | 減碼 |
| Octagon Capital Advisors LP | 2.8M | 79.7M | 不變 | 持平 |
| Jupiter Topco LLC | 2.4M | 66.2M | 新進 | 新進 |
| STATE STREET CORP | 2.2M | 61.5M | +385K (+21%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2M | 61.0M | +250K (+13%) | 加碼 |
| MPM BIOIMPACT LLC | 2.0M | 56.8M | −368K (-15%) | 減碼 |
| BAKER BROS. ADVISORS LP | 2.0M | 56.6M | 不變 | 持平 |
| SR One Capital Management, LP | 2.0M | 55.2M | 不變 | 持平 |
| Invesco Ltd. | 1.2M | 33.0M | −338K (-22%) | 減碼 |
| NOVO HOLDINGS A/S | 1.1M | 31.0M | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 1.1M | 30.1M | +10.0K (+1%) | 加碼 |
| 德劭 D. E. Shaw & Co., Inc. | 968K | 27.2M | +396K (+69%) | 加碼 |
| UBS Group AG | 952K | 26.8M | −2.1M (-69%) | 減碼 |
| JPMORGAN CHASE & CO | 970K | 26.4M | +108K (+13%) | 加碼 |
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 | 198 +2 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 30 / 28 / 71 / 59 |
| 機構合計持股 · 佔流通股 | 118M · 92.5% |
| 合計季末市值 | 3.2B |
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 | 5.6M |
|---|---|
| 與上期比 | -3.6% |
| 佔流通股數 | 4.42% |
| 日均成交量 | 799K |
| 回補天數 | 7.1 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 | 5.6M | -3.6% | 4.42% | 799K | 7.1 |
| 2026-08-14 | 5.9M | +1.5% | 4.58% | 898K | 6.5 |
| 2026-07-31 | 5.8M | -14.8% | 4.52% | 943K | 6.1 |
| 2026-07-15 | 6.8M | -52.7% | 5.30% | 1.8M | 3.8 |
| 2026-06-30 | 14.3M | +12.9% | 11.19% | 1.9M | 7.6 |
| 2026-06-15 | 12.7M | +14.3% | 9.91% | 1.5M | 8.7 |
| 2026-05-29 | 11.1M | -2.5% | 8.67% | 854K | 13.0 |
| 2026-05-15 | 11.4M | +0.6% | 8.90% | 807K | 14.1 |
| 2026-04-30 | 11.3M | -7.6% | 8.84% | 1.3M | 9.0 |
| 2026-04-15 | 12.2M | +8.7% | 9.56% | 1.2M | 9.8 |
| 2026-03-31 | 11.2M | +25.3% | 8.80% | 2.0M | 5.5 |
| 2026-03-13 | 9.0M | +12.7% | 7.02% | 1.2M | 7.4 |
| 2026-02-27 | 8.0M | -12.2% | 6.23% | 1.3M | 6.0 |
| 2026-02-13 | 9.1M | +4.4% | 7.09% | 1.2M | 7.6 |
| 2026-01-30 | 8.7M | -0.0% | 6.79% | 2.0M | 4.4 |
| 2026-01-15 | 8.7M | +93.0% | 6.79% | 10.4M | 1.0 |
| 2025-12-31 | 4.5M | +15.9% | 3.52% | 952K | 4.7 |
| 2025-12-15 | 3.9M | +9.6% | 3.03% | 1.5M | 2.7 |
| 2025-11-28 | 3.5M | +0.1% | 2.77% | 1.3M | 2.7 |
| 2025-11-14 | 3.5M | +25.6% | 2.77% | 1.0M | 3.4 |
| 2025-10-31 | 2.8M | +33.3% | 2.20% | 472K | 6.0 |
| 2025-10-15 | 2.1M | -25.9% | 1.65% | 767K | 2.8 |
| 2025-09-30 | 2.8M | +20.4% | 2.23% | 574K | 5.0 |
| 2025-09-15 | 2.4M | +16.0% | 1.85% | 468K | 5.1 |
| 2025-08-29 | 2.0M | +10.0% | 1.60% | 654K | 3.1 |
| 2025-08-15 | 1.9M | -35.8% | 1.45% | 666K | 2.8 |