FDMT
4D Molecular Therapeutics, Inc.
+0.67 (+4.83%)14.43USD312K成交股數718M市值–本益比(近四季)7.8股價營收比+25106.7%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 | 14 · 4.5M · 2 |
| 其中 10b5-1 計畫賣出 | 14 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 4.5M |
| 近 180 天 淨額 | −4.5M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-17 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 58.3K | 13.90 | 811K | 767K | SEC |
| 2026-09-01 | 09-03 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 584 | 6.49 | 4K | 9.2K | SEC |
| 2026-09-01 | 09-03 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 584 | 14.00 | 8K | 8.6K | SEC |
| 2026-08-19 | 08-21 | Kirn David | See Remarks | M 選擇權執行 | 50.0K | 4.14 | 207K | 895K | SEC |
| 2026-08-19 | 08-21 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 43.1K | 15.36 | 663K | 852K | SEC |
| 2026-08-19 | 08-21 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 25.9K | 16.42 | 426K | 826K | SEC |
| 2026-08-17 | 08-17 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 1.6K | 12.20 | 20K | 8.6K | SEC |
| 2026-08-17 | 08-17 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 1.6K | 4.14 | 7K | 10.3K | SEC |
| 2026-08-13 | 08-17 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 1.6K | 12.00 | 20K | 8.6K | SEC |
| 2026-08-13 | 08-17 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 1.6K | 4.14 | 7K | 10.3K | SEC |
| 2026-08-04 | 08-05 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 26.8K | 10.23 | 275K | 845K | SEC |
| 2026-08-03 | 08-04 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 12.4K | 10.05 | 125K | 872K | SEC |
| 2026-07-10 | 07-14 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 15.3K | 12.01 | 184K | 885K | SEC |
| 2026-07-10 | 07-14 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 442 | 12.84 | 6K | 884K | SEC |
| 2026-07-09 | 07-14 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 42.6K | 12.87 | 548K | 900K | SEC |
| 2026-06-30 | 07-02 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 814 | 4.14 | 3K | 9.4K | SEC |
| 2026-06-30 | 07-02 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 6.6K | 14.00 | 92K | 8.6K | SEC |
| 2026-06-30 | 07-02 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 5.8K | 6.49 | 37K | 15.2K | SEC |
| 2026-06-23 | 06-25 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 9.8K | 4.14 | 41K | 18.4K | SEC |
| 2026-06-23 | 06-25 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 9.8K | 12.00 | 118K | 8.6K | SEC |
| 2026-06-22 | 06-23 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 115K | 10.47 | 1.2M | 942K | SEC |
| 2026-06-01 | 06-02 | Kirn David | See Remarks | S 公開市場賣出(10b5-1) | 1.9K | 10.02 | 19K | 1.1M | SEC |
| 2026-03-20 | 03-24 | Gupta Ashoo | VP, Finance and Controller | M 選擇權執行 | 221 | – | – | 47.1K | SEC |
| 2026-03-20 | 03-24 | Gupta Ashoo | VP, Finance and Controller | M 選擇權執行 | 865 | – | – | 47.2K | SEC |
| 2026-03-20 | 03-24 | Gupta Ashoo | VP, Finance and Controller | S 公開市場賣出 | 310 | 8.61 | 3K | 46.9K | SEC |
| 2026-03-20 | 03-24 | Gupta Ashoo | VP, Finance and Controller | S 公開市場賣出 | 80 | 8.61 | 688.80 | 47.1K | SEC |
| 2025-12-20 | 12-23 | Gupta Ashoo | VP, Finance and Controller | S 公開市場賣出 | 310 | 8.68 | 3K | 46.2K | SEC |
| 2025-12-20 | 12-23 | Gupta Ashoo | VP, Finance and Controller | M 選擇權執行 | 866 | – | – | 46.5K | SEC |
| 2025-12-20 | 12-23 | Gupta Ashoo | VP, Finance and Controller | M 選擇權執行 | 220 | – | – | 46.4K | SEC |
| 2025-12-20 | 12-23 | Gupta Ashoo | VP, Finance and Controller | S 公開市場賣出 | 79 | 8.68 | 685.72 | 46.4K | SEC |
| 2025-12-16 | 12-19 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 1.6K | 10.90 | 18K | 3.6K | SEC |
| 2025-12-16 | 12-19 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 1.6K | 4.14 | 7K | 5.2K | SEC |
| 2025-12-12 | 12-16 | THEUER CHARLES | Director | M 選擇權執行 | 9.3K | 1.14 | 11K | 41.7K | SEC |
| 2025-11-17 | 11-19 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 1.6K | 10.59 | 17K | 3.6K | SEC |
| 2025-11-17 | 11-19 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 1.6K | 4.14 | 7K | 5.2K | SEC |
| 2025-10-24 | 10-27 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 2.7K | 12.00 | 32K | 3.6K | SEC |
| 2025-10-24 | 10-27 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 1.1K | 6.49 | 7K | 6.3K | SEC |
| 2025-10-16 | 10-20 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 1.6K | 4.14 | 7K | 6.8K | SEC |
| 2025-10-16 | 10-20 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 1.6K | 10.17 | 17K | 5.2K | SEC |
| 2025-10-09 | 10-14 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 2.4K | 10.00 | 24K | 5.2K | SEC |
| 2025-09-23 | 09-26 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 2.4K | 8.00 | 19K | 7.6K | SEC |
| 2024-12-09 | 12-10 | Shah Rajeev M. | TenPercentOwner | J 其他 | 535K | – | – | 4.6M | SEC |
| 2024-12-09 | 12-10 | Kolchinsky Peter | TenPercentOwner | J 其他 | 535K | – | – | 4.6M | SEC |
| 2024-12-09 | 12-10 | RA CAPITAL MANAGEMENT, L.P. | TenPercentOwner | J 其他 | 535K | – | – | 4.6M | SEC |
| 2024-12-09 | 12-10 | RA Capital Healthcare Fund LP | TenPercentOwner | J 其他 | 535K | – | – | 4.6M | SEC |
| 2024-11-08 | 11-13 | Biotechnology Value Trading Fund OS LP | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-11-08 | 11-13 | Biotechnology Value Trading Fund OS LP | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | LAMPERT MARK N | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | LAMPERT MARK N | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | BIOTECHNOLOGY VALUE FUND II LP | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | BIOTECHNOLOGY VALUE FUND II LP | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-11-08 | 11-13 | BIOTECHNOLOGY VALUE FUND II LP | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | BVF INC/IL | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | BVF INC/IL | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-11-08 | 11-13 | BVF INC/IL | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | BVF PARTNERS L P/IL | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | BVF PARTNERS L P/IL | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-11-08 | 11-13 | LAMPERT MARK N | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-11-08 | 11-13 | BVF PARTNERS L P/IL | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | BIOTECHNOLOGY VALUE FUND L P | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | BIOTECHNOLOGY VALUE FUND L P | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-11-08 | 11-13 | Biotechnology Value Trading Fund OS LP | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | BVF II GP LLC | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | BIOTECHNOLOGY VALUE FUND L P | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | BVF GP HOLDINGS LLC | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-11-08 | 11-13 | BVF GP HOLDINGS LLC | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | BVF Partners OS Ltd. | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | BVF II GP LLC | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-11-08 | 11-13 | BVF II GP LLC | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | BVF I GP LLC | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | BVF I GP LLC | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-11-08 | 11-13 | BVF I GP LLC | Other | J 其他 | 3.1M | – | – | 830K | SEC |
| 2024-11-08 | 11-13 | BVF Partners OS Ltd. | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | BVF GP HOLDINGS LLC | Other | J 其他 | 240K | – | – | 87.9K | SEC |
| 2024-11-08 | 11-13 | BVF Partners OS Ltd. | Other | J 其他 | 2.4M | – | – | 663K | SEC |
| 2024-09-16 | 09-18 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 500 | 16.33 | 8K | 6.8K | SEC |
| 2024-09-16 | 09-18 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 500 | 6.49 | 3K | 7.3K | SEC |
| 2024-08-19 | 08-21 | Bizily Scott | Chief Legal Officer | S 公開市場賣出(10b5-1) | 500 | 15.00 | 8K | 6.8K | SEC |
| 2024-08-19 | 08-21 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 500 | 6.49 | 3K | 7.3K | SEC |
| 2024-07-16 | 07-18 | Bizily Scott | Chief Legal Officer | M 選擇權執行 | 500 | 6.49 | 3K | 7.3K | 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 |
|---|---|---|---|---|
| Jupiter Topco LLC | 5.7M | 76.5M | 新進 | 新進 |
| RA CAPITAL MANAGEMENT, L.P. | 5.0M | 67.2M | 新進 | 新進 |
| BlackRock, Inc. | 4.5M | 60.5M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 4.3M | 56.6M | 新進 | 新進 |
| NOVO HOLDINGS A/S | 3.2M | 43.2M | 新進 | 新進 |
| STATE STREET CORP | 2.9M | 38.7M | 新進 | 新進 |
| BVF INC/IL | 2.9M | 38.3M | 新進 | 新進 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.2M | 29.9M | 新進 | 新進 |
| Trails Edge Capital Partners, LP | 2.2M | 29.6M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | 27.9M | 新進 | 新進 |
| ARMISTICE CAPITAL, LLC | 2.0M | 26.6M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1M | 15.0M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 1.1M | 14.9M | 新進 | 新進 |
| Evergreen Quality Fund GP, Ltd. | 951K | 12.7M | 新進 | 新進 |
| Parkman Healthcare Partners LLC | 948K | 12.6M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 731K | 9.7M | 新進 | 新進 |
| DEUTSCHE BANK AG\ | 711K | 9.5M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 688K | 9.1M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 615K | 8.2M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 580K | 7.7M | 新進 | 新進 |
| DIADEMA PARTNERS LP | 571K | 7.6M | 新進 | 新進 |
| NORTHERN TRUST CORP | 563K | 7.5M | 新進 | 新進 |
| ACUTA CAPITAL PARTNERS, LLC | 508K | 6.8M | 新進 | 新進 |
| Nuveen, LLC | 503K | 6.7M | 新進 | 新進 |
| MORGAN STANLEY | 503K | 6.7M | 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 | 158 +5 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 158 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 58.1M · 100.0% |
| 合計季末市值 | 735M |
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 | 12.1M |
|---|---|
| 與上期比 | -1.8% |
| 佔流通股數 | 24.25% |
| 日均成交量 | 1.5M |
| 回補天數 | 8.2 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 | 12.1M | -1.8% | 24.25% | 1.5M | 8.2 |
| 2026-08-14 | 12.3M | +2.1% | 24.69% | 551K | 22.3 |
| 2026-07-31 | 12.0M | +5.9% | 24.18% | 680K | 17.7 |
| 2026-07-15 | 11.4M | -14.6% | 22.83% | 733K | 15.5 |
| 2026-06-30 | 13.3M | +2.9% | 26.73% | 1.5M | 9.1 |
| 2026-06-15 | 12.9M | +6.0% | 25.97% | 782K | 16.5 |
| 2026-05-29 | 12.2M | +0.9% | 24.49% | 873K | 14.0 |
| 2026-05-15 | 12.1M | +0.8% | 24.27% | 633K | 19.1 |
| 2026-04-30 | 12.0M | +4.1% | 24.09% | 670K | 17.9 |
| 2026-04-15 | 11.5M | +6.0% | 23.14% | 707K | 16.3 |
| 2026-03-31 | 10.9M | +4.5% | 21.82% | 897K | 12.1 |
| 2026-03-13 | 10.4M | +2.6% | 20.89% | 736K | 14.1 |
| 2026-02-27 | 10.1M | +4.3% | 20.36% | 671K | 15.1 |
| 2026-02-13 | 9.7M | +4.7% | 19.52% | 747K | 13.0 |
| 2026-01-30 | 9.3M | -2.1% | 18.65% | 699K | 13.3 |
| 2026-01-15 | 9.5M | +9.2% | 19.04% | 845K | 11.2 |
| 2025-12-31 | 8.7M | +72.7% | 17.43% | 1.5M | 5.9 |
| 2025-12-15 | 5.0M | -0.5% | 10.09% | 794K | 6.3 |
| 2025-11-28 | 5.0M | -2.7% | 10.14% | 737K | 6.9 |
| 2025-11-14 | 5.2M | +21.5% | 10.42% | 1.0M | 5.0 |
| 2025-10-31 | 4.3M | +1.3% | 8.58% | 980K | 4.4 |
| 2025-10-15 | 4.2M | -6.0% | 8.48% | 736K | 5.7 |
| 2025-09-30 | 4.5M | -4.3% | 9.02% | 779K | 5.8 |
| 2025-09-15 | 4.7M | +9.2% | 9.43% | 559K | 8.4 |
| 2025-08-29 | 4.3M | +3.7% | 8.63% | 656K | 6.6 |
| 2025-08-15 | 4.1M | +11.9% | 8.32% | 4.0M | 1.0 |