CGEM
Cullinan Therapeutics, Inc.
+0.69 (+3.34%)21.32USD183K成交股數1.4B市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-14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 | 3 · 923K · 1 |
| 其中 10b5-1 計畫賣出 | 3 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 1.0M |
| 近 180 天 淨額 | −1.0M |
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 | Michaelson Jennifer | Chief Scientific Officer | M 選擇權執行 | 4.0K | 4.30 | 17K | 167K | SEC |
| 2026-09-08 | 09-10 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 8.0K | 21.57 | 173K | 159K | SEC |
| 2026-08-13 | 08-14 | Michaelson Jennifer | Chief Scientific Officer | M 選擇權執行 | 30.0K | 4.30 | 129K | 193K | SEC |
| 2026-08-13 | 08-14 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 30.0K | 20.26 | 608K | 163K | SEC |
| 2026-07-06 | 07-07 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 8.0K | 17.82 | 143K | 163K | SEC |
| 2026-07-06 | 07-07 | Michaelson Jennifer | Chief Scientific Officer | M 選擇權執行 | 4.0K | 4.30 | 17K | 171K | SEC |
| 2026-06-30 | 07-02 | Fenton Mary Kay | Chief Financial Officer | A 獲配股票 | 1.5K | 8.60 | 13K | 128K | SEC |
| 2026-06-30 | 07-02 | SUMER JACQUELYN L | Chief Legal Officer | A 獲配股票 | 2.5K | 8.60 | 21K | 131K | SEC |
| 2026-05-05 | 05-06 | Michaelson Jennifer | Chief Scientific Officer | M 選擇權執行 | 4.0K | 4.30 | 17K | 175K | SEC |
| 2026-05-05 | 05-06 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 200 | 15.58 | 3K | 167K | SEC |
| 2026-05-05 | 05-06 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 7.8K | 14.60 | 114K | 167K | SEC |
| 2026-03-05 | 03-09 | Michaelson Jennifer | Chief Scientific Officer | M 選擇權執行 | 4.0K | 4.30 | 17K | 179K | SEC |
| 2026-03-05 | 03-09 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 8.0K | 15.68 | 125K | 171K | SEC |
| 2026-02-25 | 02-26 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 1.8K | 14.14 | 25K | 175K | SEC |
| 2026-02-24 | 02-25 | SUMER JACQUELYN L | Chief Legal Officer | S 公開市場賣出 | 3.6K | 14.47 | 52K | 128K | SEC |
| 2026-02-24 | 02-25 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 3.6K | 14.47 | 52K | 177K | SEC |
| 2026-02-24 | 02-25 | AHMED NADIM | President and CEO | S 公開市場賣出 | 13.5K | 14.47 | 196K | 391K | SEC |
| 2026-02-24 | 02-25 | Jones Jeffrey Alan | Chief Medical Officer | S 公開市場賣出 | 4.6K | 14.47 | 66K | 160K | SEC |
| 2026-02-23 | 02-25 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 1.8K | 13.99 | 25K | 180K | SEC |
| 2026-02-20 | 02-23 | AHMED NADIM | President and CEO | S 公開市場賣出 | 16.4K | 13.62 | 223K | 404K | SEC |
| 2026-02-20 | 02-23 | Fenton Mary Kay | Chief Financial Officer | S 公開市場賣出 | 4.4K | 13.62 | 60K | 126K | SEC |
| 2026-02-20 | 02-23 | Jones Jeffrey Alan | Chief Medical Officer | S 公開市場賣出 | 5.0K | 13.62 | 68K | 165K | SEC |
| 2026-02-20 | 02-23 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 8.0K | 14.30 | 114K | 182K | SEC |
| 2026-02-20 | 02-23 | Michaelson Jennifer | Chief Scientific Officer | M 選擇權執行 | 8.0K | 4.30 | 34K | 190K | SEC |
| 2026-02-20 | 02-23 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 3.7K | 13.62 | 51K | 182K | SEC |
| 2026-02-20 | 02-23 | SUMER JACQUELYN L | Chief Legal Officer | S 公開市場賣出 | 3.7K | 13.62 | 51K | 132K | SEC |
| 2026-02-18 | 02-19 | Michaelson Jennifer | Chief Scientific Officer | A 獲配股票 | 57.5K | – | – | 186K | SEC |
| 2026-02-18 | 02-19 | Fenton Mary Kay | Chief Financial Officer | A 獲配股票 | 68.8K | – | – | 131K | SEC |
| 2026-02-12 | 02-13 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出 | 416 | 12.03 | 5K | 128K | SEC |
| 2026-01-22 | 01-23 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 4.0K | 12.30 | 49K | 129K | SEC |
| 2025-12-31 | 01-05 | Fenton Mary Kay | Chief Financial Officer | A 獲配股票 | 27 | 6.49 | 175.23 | 62.0K | SEC |
| 2025-12-23 | 12-29 | AHMED NADIM | President and CEO | S 公開市場賣出 | 9.9K | 10.01 | 99K | 421K | SEC |
| 2025-12-19 | 12-22 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 1.3K | 10.01 | 13K | 133K | SEC |
| 2025-12-18 | 12-19 | Jones Jeffrey Alan | Chief Medical Officer | S 公開市場賣出 | 4.6K | 9.67 | 45K | 170K | SEC |
| 2025-12-18 | 12-19 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出 | 2.9K | 9.67 | 28K | 134K | SEC |
| 2025-12-18 | 12-19 | SUMER JACQUELYN L | Chief Legal Officer | S 公開市場賣出 | 3.5K | 9.67 | 34K | 135K | SEC |
| 2025-12-15 | 12-16 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 995 | 11.90 | 12K | 137K | SEC |
| 2025-12-12 | 12-16 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 2.1K | 12.38 | 27K | 138K | SEC |
| 2025-11-24 | 11-25 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 4.0K | 12.30 | 49K | 138K | SEC |
| 2025-10-28 | 10-30 | Nichols Weston | TenPercentOwner | P 公開市場買進 | 166K | 8.40 | 1.4M | 9.0M | SEC |
| 2025-10-28 | 10-30 | Lynx1 Capital Management LP | TenPercentOwner | P 公開市場買進 | 166K | 8.40 | 1.4M | 9.0M | SEC |
| 2025-10-17 | 10-21 | Lynx1 Capital Management LP | TenPercentOwner | P 公開市場買進 | 32.2K | 7.84 | 253K | 8.8M | SEC |
| 2025-10-17 | 10-21 | Nichols Weston | TenPercentOwner | P 公開市場買進 | 32.2K | 7.84 | 253K | 8.8M | SEC |
| 2025-10-16 | 10-21 | Lynx1 Capital Management LP | TenPercentOwner | P 公開市場買進 | 150K | 8.86 | 1.3M | 8.8M | SEC |
| 2025-10-16 | 10-21 | Nichols Weston | TenPercentOwner | P 公開市場買進 | 150K | 8.86 | 1.3M | 8.8M | SEC |
| 2025-10-15 | 10-21 | Lynx1 Capital Management LP | TenPercentOwner | P 公開市場買進 | 51.5K | 7.94 | 409K | 8.6M | SEC |
| 2025-10-15 | 10-21 | Nichols Weston | TenPercentOwner | P 公開市場買進 | 51.5K | 7.94 | 409K | 8.6M | SEC |
| 2025-10-14 | 10-21 | Nichols Weston | TenPercentOwner | P 公開市場買進 | 15.0K | 7.59 | 114K | 8.6M | SEC |
| 2025-10-14 | 10-21 | Lynx1 Capital Management LP | TenPercentOwner | P 公開市場買進 | 15.0K | 7.59 | 114K | 8.6M | SEC |
| 2025-10-10 | 10-10 | Nichols Weston | TenPercentOwner | P 公開市場買進 | 277K | 7.36 | 2.0M | 8.5M | SEC |
| 2025-10-10 | 10-10 | Lynx1 Capital Management LP | TenPercentOwner | P 公開市場買進 | 277K | 7.36 | 2.0M | 8.5M | SEC |
| 2025-10-09 | 10-10 | Lynx1 Capital Management LP | TenPercentOwner | P 公開市場買進 | 626K | 6.70 | 4.2M | 8.3M | SEC |
| 2025-10-09 | 10-10 | Nichols Weston | TenPercentOwner | P 公開市場買進 | 626K | 6.70 | 4.2M | 8.3M | SEC |
| 2025-10-08 | 10-10 | Lynx1 Capital Management LP | TenPercentOwner | P 公開市場買進 | 556K | 6.46 | 3.6M | 7.6M | SEC |
| 2025-10-08 | 10-10 | Nichols Weston | TenPercentOwner | P 公開市場買進 | 556K | 6.46 | 3.6M | 7.6M | SEC |
| 2025-02-25 | 02-27 | SUMER JACQUELYN L | Chief Legal Officer | S 公開市場賣出 | 3.8K | 8.53 | 32K | 137K | SEC |
| 2025-02-25 | 02-27 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出 | 3.8K | 8.53 | 32K | 142K | SEC |
| 2025-02-25 | 02-27 | AHMED NADIM | President and CEO | S 公開市場賣出 | 12.5K | 8.53 | 107K | 431K | SEC |
| 2025-02-25 | 02-27 | Jones Jeffrey Alan | Chief Medical Officer | S 公開市場賣出 | 4.9K | 8.53 | 42K | 174K | SEC |
| 2025-02-19 | 02-21 | SUMER JACQUELYN L | Chief Legal Officer | A 獲配股票 | 50.0K | – | – | 141K | SEC |
| 2025-02-19 | 02-21 | AHMED NADIM | President and CEO | A 獲配股票 | 180K | – | – | 443K | SEC |
| 2025-02-19 | 02-21 | Jones Jeffrey Alan | Chief Medical Officer | A 獲配股票 | 65.0K | – | – | 179K | SEC |
| 2025-02-19 | 02-21 | Fenton Mary Kay | Chief Financial Officer | A 獲配股票 | 60.0K | – | – | 60.0K | SEC |
| 2025-02-19 | 02-21 | Savill Corrine | Chief Business Officer | A 獲配股票 | 37.5K | – | – | 241K | SEC |
| 2025-02-19 | 02-21 | Michaelson Jennifer | Chief Scientific Officer | A 獲配股票 | 50.0K | – | – | 146K | SEC |
| 2025-01-06 | 01-07 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 4.0K | 12.51 | 50K | 95.8K | SEC |
| 2024-12-24 | 12-27 | AHMED NADIM | President and CEO | S 公開市場賣出 | 8.4K | 11.87 | 100K | 263K | SEC |
| 2024-12-18 | 12-20 | SUMER JACQUELYN L | Chief Legal Officer | S 公開市場賣出 | 3.5K | 11.41 | 40K | 90.7K | SEC |
| 2024-12-18 | 12-20 | Jones Jeffrey Alan | Chief Medical Officer | S 公開市場賣出 | 4.6K | 11.41 | 53K | 114K | SEC |
| 2024-12-18 | 12-20 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出 | 4.7K | 11.41 | 54K | 99.8K | SEC |
| 2024-12-12 | 12-16 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出 | 3.5K | 12.52 | 44K | 104K | SEC |
| 2024-11-05 | 11-07 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 8.0K | 15.64 | 125K | 108K | SEC |
| 2024-09-05 | 09-09 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 8.0K | 18.09 | 145K | 116K | SEC |
| 2024-07-05 | 07-09 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 8.0K | 16.33 | 131K | 124K | SEC |
| 2024-07-01 | 07-02 | Michaelson Jennifer | Chief Scientific Officer | A 獲配股票 | 2.4K | 9.00 | 21K | 132K | SEC |
| 2024-06-10 | 06-11 | Ebeling Thomas | Director | M 選擇權執行 | 18.4K | 13.00 | 240K | 187K | SEC |
| 2024-05-23 | 05-23 | Ebeling Thomas | Director | A 獲配股票 | 84.2K | 4.30 | 362K | 152K | SEC |
| 2024-05-23 | 05-23 | Ebeling Thomas | Director | A 獲配股票 | 16.5K | 12.73 | 210K | 168K | SEC |
| 2024-05-07 | 05-08 | Michaelson Jennifer | Chief Scientific Officer | M 選擇權執行 | 5.6K | 4.30 | 24K | 135K | SEC |
| 2024-05-07 | 05-08 | Michaelson Jennifer | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 5.6K | 30.06 | 169K | 130K | 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 |
|---|---|---|---|---|
| MPM BIOIMPACT LLC | 9.7M | 177M | 新進 | 新進 |
| Lynx1 Capital Management LP | 9.0M | 163M | 新進 | 新進 |
| BVF INC/IL | 5.8M | 105M | 新進 | 新進 |
| BlackRock, Inc. | 5.2M | 95.3M | 新進 | 新進 |
| STATE STREET CORP | 3.7M | 66.8M | 新進 | 新進 |
| Kynam Capital Management, LP | 3.1M | 56.7M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | 47.6M | 新進 | 新進 |
| RTW INVESTMENTS, LP | 2.4M | 43.1M | 新進 | 新進 |
| Siren, L.L.C. | 1.9M | 34.5M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5M | 28.2M | 新進 | 新進 |
| Blue Owl Capital Holdings LP | 1.5M | 28.0M | 新進 | 新進 |
| Venrock Adviser, LLC | 1.4M | 25.1M | 新進 | 新進 |
| BOOTHBAY FUND MANAGEMENT, LLC | 1.1M | 19.7M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 1.0M | 19.1M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.0M | 18.2M | 新進 | 新進 |
| Affinity Asset Advisors, LLC | 876K | 15.9M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 739K | 13.5M | 新進 | 新進 |
| BOONE CAPITAL MANAGEMENT LLC | 704K | 12.8M | 新進 | 新進 |
| Elmind Capital, LP | 690K | 12.6M | 新進 | 新進 |
| MORGAN STANLEY | 629K | 11.5M | 新進 | 新進 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 595K | 10.8M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 581K | 10.6M | 新進 | 新進 |
| NORTHERN TRUST CORP | 571K | 10.4M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 510K | 9.3M | 新進 | 新進 |
| Nuveen, LLC | 472K | 8.6M | 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 | 184 +10 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 184 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 71.7M · 100.0% |
| 合計季末市值 | 1.2B |
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 | 10.4M |
|---|---|
| 與上期比 | -2.0% |
| 佔流通股數 | 16.12% |
| 日均成交量 | 670K |
| 回補天數 | 15.5 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 | 10.4M | -2.0% | 16.12% | 670K | 15.5 |
| 2026-08-14 | 10.6M | +3.3% | 16.45% | 685K | 15.5 |
| 2026-07-31 | 10.3M | -0.3% | 15.93% | 535K | 19.2 |
| 2026-07-15 | 10.3M | -2.9% | 15.98% | 676K | 15.2 |
| 2026-06-30 | 10.6M | +29.5% | 16.47% | 1.6M | 6.6 |
| 2026-06-15 | 8.2M | +2.6% | 12.72% | 1.3M | 6.3 |
| 2026-05-29 | 8.0M | -8.1% | 12.39% | 1.1M | 7.1 |
| 2026-05-15 | 8.7M | -1.4% | 13.49% | 1.1M | 8.2 |
| 2026-04-30 | 8.8M | +8.4% | 13.67% | 576K | 15.3 |
| 2026-04-15 | 8.1M | -3.3% | 12.61% | 769K | 10.6 |
| 2026-03-31 | 8.4M | +0.4% | 13.04% | 900K | 9.3 |
| 2026-03-13 | 8.4M | +3.5% | 13.00% | 787K | 10.6 |
| 2026-02-27 | 8.1M | +0.8% | 12.56% | 902K | 9.0 |
| 2026-02-13 | 8.0M | +0.5% | 12.45% | 687K | 11.7 |
| 2026-01-30 | 8.0M | -5.3% | 12.39% | 665K | 12.0 |
| 2026-01-15 | 8.4M | +3.5% | 13.09% | 692K | 12.2 |
| 2025-12-31 | 8.1M | +19.3% | 12.64% | 1.1M | 7.7 |
| 2025-12-15 | 6.8M | -0.8% | 10.60% | 1.3M | 5.3 |
| 2025-11-28 | 6.9M | +3.0% | 10.69% | 1.7M | 4.1 |
| 2025-11-14 | 6.7M | +2.6% | 10.38% | 694K | 9.6 |
| 2025-10-31 | 6.5M | -1.8% | 10.12% | 1.1M | 6.0 |
| 2025-10-15 | 6.6M | +8.7% | 10.30% | 1.8M | 3.6 |
| 2025-09-30 | 6.1M | -1.3% | 9.48% | 666K | 9.2 |
| 2025-09-15 | 6.2M | -1.0% | 9.60% | 736K | 8.4 |
| 2025-08-29 | 6.2M | +6.8% | 9.70% | 364K | 17.2 |
| 2025-08-15 | 5.8M | -9.3% | 9.08% | 343K | 17.0 |