BBAI
BigBear.ai Holdings, Inc.
+0.06 (+2.01%)2.79USD6.0M成交股數1.3B市值–本益比(近四季)10.2股價營收比+13.2%營收年增(近四季)2026-11-02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 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 105K |
| 近 180 天 淨額 | −105K |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-13 | 08-17 | Gainey Sean Alexander | Director | A 獲配股票 | 32.8K | – | – | 32.8K | SEC |
| 2026-06-30 | 07-02 | Blankenship Carolyn | General Counsel and Secretary | F 繳稅扣股 | 9.0K | 3.60 | 32K | 772K | SEC |
| 2026-06-30 | 07-02 | Ricker Sean Raymond | Chief Financial Officer | F 繳稅扣股 | 10.1K | 3.60 | 36K | 593K | SEC |
| 2026-06-30 | 07-02 | McAleenan Kevin | Chief Executive Officer | F 繳稅扣股 | 23.6K | 3.60 | 85K | 1.4M | SEC |
| 2026-06-14 | 06-15 | FULCHINO PAUL E | Director | A 獲配股票 | 36.1K | – | – | 441K | SEC |
| 2026-06-14 | 06-15 | AEROEQUITY GP, LLC | Director | A 獲配股票 | 36.1K | – | – | 300K | SEC |
| 2026-06-14 | 06-15 | AE INDUSTRIAL PARTNERS FUND II GP, LP | Director | A 獲配股票 | 36.1K | – | – | 300K | SEC |
| 2026-06-14 | 06-15 | Cannito Peter Anthony Jr | Director | A 獲配股票 | 36.1K | – | – | 479K | SEC |
| 2026-06-14 | 06-15 | ROWE DAVID H. | Director | A 獲配股票 | 36.1K | – | – | 300K | SEC |
| 2026-06-14 | 06-15 | HAYES DOROTHY D | Director | A 獲配股票 | 36.1K | – | – | 240K | SEC |
| 2026-06-14 | 06-15 | Braden Pamela Joyce | Director | A 獲配股票 | 36.1K | – | – | 545K | SEC |
| 2026-06-14 | 06-15 | BBAI Ultimate Holdings, LLC | Director | A 獲配股票 | 36.1K | – | – | 300K | SEC |
| 2026-06-14 | 06-15 | GREENE MICHAEL ROBERT | Director | A 獲配股票 | 36.1K | – | – | 300K | SEC |
| 2026-06-14 | 06-15 | AE INDUSTRIAL PARTNERS FUND II, LP | Director | A 獲配股票 | 36.1K | – | – | 300K | SEC |
| 2026-06-14 | 06-15 | AE INDUSTRIAL PARTNERS FUND II-A, LP | Director | A 獲配股票 | 36.1K | – | – | 300K | SEC |
| 2026-06-14 | 06-15 | BATTLE SEAN BERNARD | Director | A 獲配股票 | 36.1K | – | – | 207K | SEC |
| 2026-06-14 | 06-15 | AE INDUSTRIAL PARTNERS FUND II-B, LP | Director | A 獲配股票 | 36.1K | – | – | 300K | SEC |
| 2026-06-14 | 06-15 | Evangelista Anthony | Director | A 獲配股票 | 36.1K | – | – | 51.2K | SEC |
| 2026-06-14 | 06-15 | PANGIAM ULTIMATE HOLDINGS, LLC | Director | A 獲配股票 | 36.1K | – | – | 300K | SEC |
| 2026-06-06 | 06-09 | Ricker Sean Raymond | Chief Financial Officer | F 繳稅扣股 | 9.8K | 4.20 | 41K | 603K | SEC |
| 2026-05-22 | 05-26 | Ricker Sean Raymond | Chief Financial Officer | S 公開市場賣出 | 10.0K | 4.33 | 43K | 609K | SEC |
| 2026-05-08 | 05-08 | HAYES DOROTHY D | Director | S 公開市場賣出 | 15.0K | 4.11 | 62K | 204K | SEC |
| 2026-04-01 | 04-01 | McAleenan Kevin | Chief Executive Officer | F 繳稅扣股 | 39.4K | 3.52 | 139K | 1.5M | SEC |
| 2026-04-01 | 04-01 | Ricker Sean Raymond | Chief Financial Officer | F 繳稅扣股 | 10.7K | 3.52 | 38K | 619K | SEC |
| 2026-04-01 | 04-01 | Blankenship Carolyn | General Counsel and Secretary | F 繳稅扣股 | 13.6K | 3.52 | 48K | 778K | SEC |
| 2026-03-31 | 04-01 | Blankenship Carolyn | General Counsel and Secretary | F 繳稅扣股 | 5.6K | 3.04 | 17K | 792K | SEC |
| 2026-03-31 | 04-01 | Ricker Sean Raymond | Chief Financial Officer | F 繳稅扣股 | 4.3K | 3.04 | 13K | 630K | SEC |
| 2026-03-31 | 04-01 | McAleenan Kevin | Chief Executive Officer | F 繳稅扣股 | 22.4K | 3.04 | 68K | 1.5M | SEC |
| 2026-03-26 | 03-27 | McAleenan Kevin | Chief Executive Officer | A 獲配股票 | 291K | – | – | 1.5M | SEC |
| 2026-03-26 | 03-27 | Blankenship Carolyn | General Counsel and Secretary | A 獲配股票 | 126K | – | – | 797K | SEC |
| 2026-03-26 | 03-27 | Ricker Sean Raymond | Chief Financial Officer | A 獲配股票 | 122K | – | – | 634K | SEC |
| 2026-03-16 | 03-16 | Braden Pamela Joyce | Director | S 公開市場賣出 | 80.0K | 4.00 | 320K | 509K | SEC |
| 2026-03-06 | 03-06 | HAYES DOROTHY D | Director | S 公開市場賣出 | 17.0K | 3.98 | 68K | 219K | SEC |
| 2026-03-02 | 03-04 | Ricker Sean Raymond | Chief Financial Officer | A 獲配股票 | 50.0K | – | – | 531K | SEC |
| 2026-03-02 | 03-04 | Ricker Sean Raymond | Chief Financial Officer | F 繳稅扣股 | 18.7K | 3.96 | 74K | 512K | SEC |
| 2026-03-02 | 03-04 | McAleenan Kevin | Chief Executive Officer | F 繳稅扣股 | 46.4K | 3.96 | 184K | 1.2M | SEC |
| 2026-03-02 | 03-04 | Blankenship Carolyn | General Counsel and Secretary | F 繳稅扣股 | 15.1K | 3.96 | 60K | 671K | SEC |
| 2026-03-02 | 03-04 | McAleenan Kevin | Chief Executive Officer | A 獲配股票 | 104K | – | – | 1.3M | SEC |
| 2026-03-02 | 03-04 | Blankenship Carolyn | General Counsel and Secretary | A 獲配股票 | 36.1K | – | – | 686K | SEC |
| 2026-01-15 | 02-04 | McAleenan Kevin | Chief Executive Officer | F 繳稅扣股 | 48.7K | 6.26 | 305K | 1.2M | SEC |
| 2025-12-31 | 01-02 | Ricker Sean Raymond | Chief Financial Officer | F 繳稅扣股 | 6.6K | 5.50 | 36K | 481K | SEC |
| 2025-12-31 | 01-02 | McAleenan Kevin | Chief Executive Officer | F 繳稅扣股 | 4.7K | 5.50 | 26K | 1.2M | SEC |
| 2025-12-31 | 01-02 | Blankenship Carolyn | General Counsel and Secretary | F 繳稅扣股 | 5.9K | 5.50 | 33K | 650K | SEC |
| 2025-12-19 | 12-23 | FULCHINO PAUL E | Director | A 獲配股票 | 18.6K | – | – | 405K | SEC |
| 2025-12-07 | 12-09 | Ricker Sean Raymond | Chief Financial Officer | F 繳稅扣股 | 1.2K | 6.82 | 8K | 487K | SEC |
| 2025-12-04 | 12-08 | Ricker Sean Raymond | Chief Financial Officer | S 公開市場賣出 | 5.0K | 7.06 | 35K | 489K | SEC |
| 2025-11-18 | 11-19 | HAYES DOROTHY D | Director | S 公開市場賣出 | 22.0K | 6.09 | 134K | 236K | SEC |
| 2025-10-14 | 10-14 | Ricker Sean Raymond | Chief Financial Officer | A 獲配股票 | 200K | – | – | 490K | SEC |
| 2025-09-30 | 10-01 | Ricker Sean Raymond | Chief Financial Officer | F 繳稅扣股 | 6.6K | 6.46 | 43K | 290K | SEC |
| 2025-09-30 | 10-01 | McAleenan Kevin | Chief Executive Officer | F 繳稅扣股 | 3.1K | 6.46 | 20K | 1.2M | SEC |
| 2025-09-30 | 10-01 | Blankenship Carolyn | General Counsel and Secretary | F 繳稅扣股 | 5.9K | 6.46 | 38K | 653K | SEC |
| 2025-08-27 | 08-27 | Ricker Sean Raymond | Chief Financial Officer | S 公開市場賣出 | 12.0K | 5.35 | 64K | 296K | SEC |
| 2025-08-26 | 08-27 | Ricker Sean Raymond | Chief Financial Officer | S 公開市場賣出 | 2 | 5.40 | 10.80 | 308K | SEC |
| 2025-08-14 | 08-14 | HAYES DOROTHY D | Director | S 公開市場賣出 | 30.0K | 5.83 | 175K | 258K | SEC |
| 2025-08-12 | 08-15 | Evangelista Anthony | Director | A 獲配股票 | 15.1K | – | – | 15.1K | SEC |
| 2025-06-30 | 07-03 | McAleenan Kevin | Chief Executive Officer | F 繳稅扣股 | 3.1K | 5.84 | 18K | 1.2M | SEC |
| 2025-06-30 | 07-03 | Blankenship Carolyn | General Counsel and Secretary | F 繳稅扣股 | 5.9K | 5.84 | 35K | 659K | SEC |
| 2025-06-30 | 07-03 | Ricker Sean Raymond | Chief Financial Officer | F 繳稅扣股 | 6.5K | 5.84 | 38K | 308K | SEC |
| 2025-06-06 | 06-09 | Ricker Sean Raymond | Chief Financial Officer | A 獲配股票 | 39.8K | – | – | 315K | SEC |
| 2025-06-02 | 06-04 | FULCHINO PAUL E | Director | A 獲配股票 | 32.9K | – | – | 386K | SEC |
| 2025-06-02 | 06-04 | Cannito Peter Anthony Jr | Director | A 獲配股票 | 32.9K | – | – | 443K | SEC |
| 2025-06-02 | 06-04 | BATTLE SEAN BERNARD | Director | A 獲配股票 | 32.9K | – | – | 171K | SEC |
| 2025-06-02 | 06-04 | Braden Pamela Joyce | Director | A 獲配股票 | 32.9K | – | – | 589K | SEC |
| 2025-06-02 | 06-04 | HAYES DOROTHY D | Director | A 獲配股票 | 32.9K | – | – | 288K | SEC |
| 2025-06-02 | 06-04 | BBAI Ultimate Holdings, LLC | Director,TenPercentOwner | A 獲配股票 | 65.8K | – | – | 263K | SEC |
| 2025-06-02 | 06-04 | GREENE MICHAEL ROBERT | Director,TenPercentOwner | A 獲配股票 | 65.8K | – | – | 263K | SEC |
| 2025-06-02 | 06-04 | AE INDUSTRIAL PARTNERS FUND II, LP | Director,TenPercentOwner | A 獲配股票 | 65.8K | – | – | 263K | SEC |
| 2025-06-02 | 06-04 | AE INDUSTRIAL PARTNERS FUND II GP, LP | Director | A 獲配股票 | 65.8K | – | – | 263K | SEC |
| 2025-06-02 | 06-04 | AEROEQUITY GP, LLC | Director,TenPercentOwner | A 獲配股票 | 65.8K | – | – | 263K | SEC |
| 2025-06-02 | 06-04 | ROWE DAVID H. | Director,TenPercentOwner | A 獲配股票 | 65.8K | – | – | 263K | SEC |
| 2025-06-02 | 06-04 | PANGIAM ULTIMATE HOLDINGS, LLC | Director | A 獲配股票 | 65.8K | – | – | 263K | SEC |
| 2025-06-02 | 06-04 | AE INDUSTRIAL PARTNERS FUND II-B, LP | Director,TenPercentOwner | A 獲配股票 | 65.8K | – | – | 263K | SEC |
| 2025-06-02 | 06-04 | AE INDUSTRIAL PARTNERS FUND II-A, LP | Director,TenPercentOwner | A 獲配股票 | 65.8K | – | – | 263K | SEC |
| 2025-05-27 | 05-28 | Peffer Julie | Chief Financial Officer | S 公開市場賣出 | 38.3K | 4.40 | 169K | 634K | SEC |
| 2025-05-27 | 05-28 | Peffer Julie | Chief Financial Officer | S 公開市場賣出 | 11.7K | 4.42 | 52K | 673K | SEC |
| 2025-05-15 | 05-16 | HAYES DOROTHY D | Director | S 公開市場賣出 | 26.0K | 3.60 | 94K | 255K | SEC |
| 2025-05-13 | 05-13 | Peffer Julie | Chief Financial Officer | S 公開市場賣出 | 20.0K | 3.65 | 73K | 710K | SEC |
| 2025-05-13 | 05-13 | Peffer Julie | Chief Financial Officer | S 公開市場賣出 | 25.9K | 3.35 | 87K | 684K | SEC |
| 2025-05-08 | 05-09 | Peffer Julie | Chief Financial Officer | S 公開市場賣出 | 20.0K | 3.25 | 65K | 730K | SEC |
| 2025-05-07 | 05-09 | Ricker Sean Raymond | Chief Accounting Officer | S 公開市場賣出 | 14.1K | 3.05 | 43K | 270K | 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 |
|---|---|---|---|---|
| BlackRock, Inc. | 40.6M | 149M | +4.6M (+13%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 21.2M | 77.8M | +1.9M (+10%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 12.4M | 45.5M | +1.8M (+17%) | 加碼 |
| STATE STREET CORP | 12.2M | 44.7M | +1.7M (+16%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.8M | 39.5M | +821K (+8%) | 加碼 |
| UBS Group AG | 9.7M | 35.6M | −469K (-5%) | 減碼 |
| VAN ECK ASSOCIATES CORP | 8.2M | 30.0M | −1.3M (-14%) | 減碼 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.8M | 21.2M | −499K (-8%) | 減碼 |
| 城堡 CITADEL ADVISORS LLC | 5.4M | 19.7M | −1.9M (-27%) | 減碼 |
| NORTHERN TRUST CORP | 4.3M | 15.9M | +623K (+17%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.0M | 14.8M | +416K (+12%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 3.5M | 12.9M | −380K (-10%) | 減碼 |
| VANGUARD FIDUCIARY TRUST CO | 3.2M | 11.9M | +374K (+13%) | 加碼 |
| CAPTRUST FINANCIAL ADVISORS | 2.5M | 9.3M | +570K (+29%) | 加碼 |
| MORGAN STANLEY | 2.4M | 8.8M | +523K (+28%) | 加碼 |
| FIRST TRUST ADVISORS LP | 2.2M | 8.0M | −252K (-10%) | 減碼 |
| NATIONAL BANK OF CANADA /FI/ | 2.1M | 7.9M | +1.1M (+111%) | 加碼 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.1M | 7.8M | +346K (+20%) | 加碼 |
| Graham Capital Management, L.P. | 1.6M | 6.0M | −100 (-0%) | 減碼 |
| Bank of New York Mellon Corp | 1.4M | 5.2M | +164K (+13%) | 加碼 |
| DEUTSCHE BANK AG\ | 1.4M | 5.0M | +115K (+9%) | 加碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.3M | 4.8M | +76.5K (+6%) | 加碼 |
| IMC-Chicago, LLC | 1.2M | 4.3M | +726K (+160%) | 加碼 |
| Nuveen, LLC | 1.1M | 3.9M | +29.9K (+3%) | 加碼 |
| CANTOR FITZGERALD, L. P. | 1.1M | 3.9M | +580K (+123%) | 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 | 327 +2 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 56 / 54 / 126 / 83 |
| 機構合計持股 · 佔流通股 | 188M · 39.2% |
| 合計季末市值 | 689M |
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 | 145M |
|---|---|
| 與上期比 | -0.6% |
| 佔流通股數 | 30.33% |
| 日均成交量 | 18.1M |
| 回補天數 | 8.1 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 | 145M | -0.6% | 30.33% | 18.1M | 8.1 |
| 2026-08-14 | 146M | -0.8% | 30.52% | 22.9M | 6.4 |
| 2026-07-31 | 147M | +1.1% | 30.75% | 26.0M | 5.7 |
| 2026-07-15 | 146M | +4.6% | 30.41% | 25.3M | 5.8 |
| 2026-06-30 | 139M | +0.9% | 29.08% | 32.2M | 4.3 |
| 2026-06-15 | 138M | +7.7% | 28.81% | 42.6M | 3.2 |
| 2026-05-29 | 128M | +2.6% | 26.74% | 55.2M | 2.3 |
| 2026-05-15 | 125M | -11.3% | 26.05% | 42.1M | 3.0 |
| 2026-04-30 | 141M | +17.6% | 29.38% | 38.9M | 3.6 |
| 2026-04-15 | 120M | -3.8% | 24.98% | 23.9M | 5.0 |
| 2026-03-31 | 125M | -3.6% | 25.98% | 30.5M | 4.1 |
| 2026-03-13 | 129M | -3.4% | 26.95% | 44.1M | 2.9 |
| 2026-02-27 | 134M | +1.0% | 27.90% | 36.6M | 3.7 |
| 2026-02-13 | 132M | +9.7% | 27.63% | 60.0M | 2.2 |
| 2026-01-30 | 121M | +17.9% | 25.18% | 91.2M | 1.3 |
| 2026-01-15 | 102M | -4.7% | 21.35% | 77.0M | 1.3 |
| 2025-12-31 | 107M | +15.1% | 22.41% | 87.8M | 1.2 |
| 2025-12-15 | 93.4M | +1.5% | 19.47% | 109M | 1.0 |
| 2025-11-28 | 92.0M | -12.4% | 19.18% | 91.2M | 1.0 |
| 2025-11-14 | 105M | +32.2% | 21.89% | 97.7M | 1.1 |
| 2025-10-31 | 79.4M | +3.5% | 16.56% | 174M | 1.0 |
| 2025-10-15 | 76.8M | -3.5% | 16.01% | 139M | 1.0 |
| 2025-09-30 | 79.5M | +1.5% | 16.59% | 132M | 1.0 |
| 2025-09-15 | 78.4M | +7.7% | 16.34% | 55.2M | 1.4 |
| 2025-08-29 | 72.8M | -3.7% | 15.17% | 51.0M | 1.4 |
| 2025-08-15 | 75.5M | +11.0% | 15.75% | 95.9M | 1.0 |