CBRS
Cerebras Systems Inc.
+4.70 (+2.47%)195.17USD2.7M成交股數29.5B市值–本益比(近四季)–股價營收比+74.3%營收年增(近四季)2026-11-10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 | 288 · 296M · 6 |
| 其中 10b5-1 計畫賣出 | 6 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 296M |
| 近 180 天 淨額 | −296M |
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 | 09-10 | Vishria Eric | Director | J 其他 | 44.5K | – | – | 231K | SEC |
| 2026-09-08 | 09-08 | Feldman Andrew D. | CEO, President | J 其他 | 120 | – | – | 806 | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 3.3K | 213.04 | 708K | 22.9K | SEC |
| 2026-09-04 | 09-08 | Vassallo Steven | Director | S 公開市場賣出 | 21.8K | 210.37 | 4.6M | 179K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 6.2K | 210.91 | 1.3M | 33.6K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 3.9K | 213.95 | 834K | 19.0K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 1.7K | 208.84 | 356K | 46.5K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 6.7K | 209.99 | 1.4M | 39.8K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 300 | 200.79 | 60K | 52.9K | SEC |
| 2026-09-04 | 09-08 | Vassallo Steven | Director | S 公開市場賣出 | 21.1K | 209.81 | 4.4M | 201K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | C 轉換 | 37.4K | – | – | 54.3K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 900 | 202.97 | 183K | 51.7K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 1.1K | 199.18 | 219K | 53.2K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 7.4K | 211.85 | 1.6M | 26.2K | SEC |
| 2026-09-04 | 09-08 | Lie Sean | Chief Technology Officer | C 轉換 | 46.1K | – | – | 415K | SEC |
| 2026-09-04 | 09-08 | Lie Sean | Chief Technology Officer | S 公開市場賣出 | 53.5K | 210.16 | 11.2M | 346K | SEC |
| 2026-09-04 | 09-08 | Lie Sean | Chief Technology Officer | G 贈與 | 16.0K | – | – | 399K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 600 | 215.81 | 129K | 17.0K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 800 | 206.30 | 165K | 49.7K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 1.5K | 207.80 | 312K | 48.2K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 100 | 216.62 | 22K | 16.9K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 300 | 201.75 | 61K | 52.6K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 1.4K | 214.98 | 301K | 17.6K | SEC |
| 2026-09-04 | 09-08 | Vassallo Steven | Director | S 公開市場賣出 | 7.1K | 211.56 | 1.5M | 172K | SEC |
| 2026-09-04 | 09-08 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 1.2K | 204.06 | 245K | 50.5K | SEC |
| 2026-09-02 | 09-04 | Susan Lior | Director | J 其他 | 47.5K | – | – | 255K | SEC |
| 2026-09-02 | 09-04 | Susan Lior | Director | J 其他 | 902K | – | – | 7.4M | SEC |
| 2026-09-02 | 09-04 | Susan Lior | Director | J 其他 | 46.5K | – | – | 291K | SEC |
| 2026-08-24 | 08-26 | Benchmark Capital Partners VIII, L.P. | TenPercentOwner | C 轉換 | 964K | – | – | 964K | SEC |
| 2026-08-24 | 08-26 | Benchmark Capital Management Co. VIII, L.L.C. | TenPercentOwner | J 其他 | 964K | – | – | 0 | SEC |
| 2026-08-24 | 08-26 | Benchmark Capital Management Co. VIII, L.L.C. | TenPercentOwner | C 轉換 | 964K | – | – | 964K | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund IX-A, L.P. | TenPercentOwner | J 其他 | 964K | – | – | 0 | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund IX-A, L.P. | TenPercentOwner | C 轉換 | 964K | – | – | 964K | SEC |
| 2026-08-24 | 08-26 | Benchmark Capital Partners IX, L.P. | TenPercentOwner | J 其他 | 964K | – | – | 0 | SEC |
| 2026-08-24 | 08-26 | Benchmark Capital Management Co. IX, L.L.C. | TenPercentOwner | J 其他 | 964K | – | – | 0 | SEC |
| 2026-08-24 | 08-26 | Benchmark Capital Management Co. IX, L.L.C. | TenPercentOwner | C 轉換 | 964K | – | – | 964K | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund IX, L.P. | TenPercentOwner | J 其他 | 964K | – | – | 0 | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund VIII, L.P. | TenPercentOwner | J 其他 | 964K | – | – | 0 | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund VIII-B, L.P. | TenPercentOwner | C 轉換 | 964K | – | – | 964K | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund IX-B, L.P. | TenPercentOwner | J 其他 | 964K | – | – | 0 | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund VIII, L.P. | TenPercentOwner | C 轉換 | 964K | – | – | 964K | SEC |
| 2026-08-24 | 08-26 | Benchmark Capital Partners IX, L.P. | TenPercentOwner | C 轉換 | 964K | – | – | 964K | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund IX, L.P. | TenPercentOwner | C 轉換 | 964K | – | – | 964K | SEC |
| 2026-08-24 | 08-26 | Benchmark Capital Partners VIII, L.P. | TenPercentOwner | J 其他 | 964K | – | – | 0 | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund VIII-B, L.P. | TenPercentOwner | J 其他 | 964K | – | – | 0 | SEC |
| 2026-08-24 | 08-26 | Vishria Eric | Director | J 其他 | 44.5K | – | – | 187K | SEC |
| 2026-08-24 | 08-26 | Benchmark Founders' Fund IX-B, L.P. | TenPercentOwner | C 轉換 | 964K | – | – | 964K | SEC |
| 2026-08-24 | 08-25 | Feldman Andrew D. | CEO, President | J 其他 | 120 | – | – | 686 | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 6 | 210.21 | 1K | 16.9K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 4.6K | 208.86 | 960K | 16.9K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 1.4K | 207.28 | 290K | 21.5K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 4.8K | 204.44 | 981K | 24.5K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 12.1K | 203.37 | 2.5M | 29.3K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 6.7K | 202.28 | 1.4M | 41.3K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 8.8K | 201.12 | 1.8M | 48.0K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 33.6K | 200.13 | 6.7M | 56.9K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 66.2K | 199.33 | 13.2M | 90.5K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 1.6K | 205.32 | 329K | 22.9K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 32.9K | 198.18 | 6.5M | 157K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 21.3K | 197.45 | 4.2M | 190K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | S 公開市場賣出 | 43.6K | 196.20 | 8.5M | 211K | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | C 轉換 | 238K | – | – | 254K | SEC |
| 2026-08-21 | 08-25 | Foundation Capital VIII, L.P. | TenPercentOwner | J 其他 | 288K | – | – | 288K | SEC |
| 2026-08-21 | 08-25 | Foundation Capital VIII, L.P. | TenPercentOwner | J 其他 | 24.0K | – | – | 0 | SEC |
| 2026-08-21 | 08-25 | Foundation Capital VIII, L.P. | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-08-21 | 08-25 | Foundation Capital VIII, L.P. | TenPercentOwner | C 轉換 | 87.3K | – | – | 87.3K | SEC |
| 2026-08-21 | 08-25 | Foundation Capital VIII, L.P. | TenPercentOwner | C 轉換 | 1.1M | – | – | 1.1M | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | J 其他 | 18.2K | – | – | 0 | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | J 其他 | 18.2K | – | – | 18.2K | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | J 其他 | 288K | – | – | 0 | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | J 其他 | 288K | – | – | 288K | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | J 其他 | 87.3K | – | – | 0 | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | J 其他 | 24.0K | – | – | 0 | SEC |
| 2026-08-21 | 08-25 | Foundation Capital VIII, L.P. | TenPercentOwner | C 轉換 | 24.0K | – | – | 24.0K | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | J 其他 | 1.1M | – | – | 0 | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | C 轉換 | 87.3K | – | – | 87.3K | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | C 轉換 | 24.0K | – | – | 24.0K | SEC |
| 2026-08-21 | 08-25 | Foundation Capital VIII, L.P. | TenPercentOwner | J 其他 | 87.3K | – | – | 0 | SEC |
| 2026-08-21 | 08-25 | Foundation Capital Management Co. VIII, L.L.C. | TenPercentOwner | C 轉換 | 1.1M | – | – | 1.1M | SEC |
| 2026-08-21 | 08-25 | Feldman Andrew D. | CEO, President | G 贈與 | 50.0K | – | – | 16.9K | 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 |
|---|---|---|---|---|
| ECLIPSE OPERATIONS, LLC | 11.4M | 2.5B | 新進 | 新進 |
| FMR LLC | 8.4M | 1.9B | 新進 | 新進 |
| Altimeter Capital Management, LP | 7.2M | 1.6B | 新進 | 新進 |
| Coatue COATUE MANAGEMENT LLC | 7.0M | 1.5B | 新進 | 新進 |
| Capital World Investors | 3.9M | 861M | 新進 | 新進 |
| MORGAN STANLEY | 3.2M | 713M | 新進 | 新進 |
| Atreides Management, LP | 3.1M | 687M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 3.1M | 670M | 新進 | 新進 |
| 老虎環球 TIGER GLOBAL MANAGEMENT LLC | 3.0M | 663M | 新進 | 新進 |
| VY Capital Management Co. Ltd. | 2.1M | 474M | 新進 | 新進 |
| BlackRock, Inc. | 2.1M | 459M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | 343M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | 305M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 1.2M | 276M | 新進 | 新進 |
| Balyasny Asset Management L.P. | 1.1M | 248M | 新進 | 新進 |
| Value Aligned Research Advisors, LLC | 1.1M | 242M | 新進 | 新進 |
| HARVARD MANAGEMENT CO INC | 1.1M | 239M | 新進 | 新進 |
| Capital Research Global Investors | 883K | 195M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 882K | 195M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 847K | 187M | 新進 | 新進 |
| ADVANCED MICRO DEVICES INC | 794K | 176M | 新進 | 新進 |
| 方舟(伍德) ARK Investment Management LLC | 765K | 169M | 新進 | 新進 |
| UBS Group AG | 566K | 125M | 新進 | 新進 |
| WASHINGTON UNIVERSITY | 551K | 122M | 新進 | 新進 |
| Alpha Wave Global, LP | 510K | 113M | 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 | 413 +412 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 413 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 88.7M · 58.8% |
| 合計季末市值 | 18.9B |
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 | 13.3M |
|---|---|
| 與上期比 | -15.8% |
| 佔流通股數 | 8.83% |
| 日均成交量 | 7.9M |
| 回補天數 | 1.7 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 | 13.3M | -15.8% | 8.83% | 7.9M | 1.7 |
| 2026-08-14 | 15.8M | +22.9% | 10.49% | 6.9M | 2.3 |
| 2026-07-31 | 12.9M | +23.7% | 8.54% | 5.8M | 2.2 |
| 2026-07-15 | 10.4M | -23.0% | 6.91% | 5.0M | 2.1 |
| 2026-06-30 | 13.5M | +66.3% | 8.96% | 10.0M | 1.4 |
| 2026-06-15 | 8.1M | +37.5% | 5.39% | 5.1M | 1.6 |
| 2026-05-29 | 5.9M | +211.6% | 3.92% | 8.3M | 1.0 |
| 2026-05-15 | 1.9M | +100.0% | 1.26% | 4.5M | 1.0 |