GLUE
Monte Rosa Therapeutics, Inc.
+0.04 (+0.28%)12.69USD532K成交股數1.1B市值–本益比(近四季)37.7股價營收比-61.3%營收年增(近四季)2026-11-05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 | 11 · 1.9M · 5 |
| 其中 10b5-1 計畫賣出 | 9 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 2.9M |
| 近 180 天 淨額 | −2.9M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-16 | 07-17 | Warmuth Markus | President & CEO | S 公開市場賣出 | 9.5K | 23.18 | 220K | 585K | SEC |
| 2026-07-15 | 07-16 | Champoux Jennifer | Chief Operating Officer | M 選擇權執行 | 4.4K | 3.98 | 17K | 66.7K | SEC |
| 2026-07-15 | 07-16 | Champoux Jennifer | Chief Operating Officer | S 公開市場賣出(10b5-1) | 4.4K | 23.38 | 102K | 62.4K | SEC |
| 2026-07-06 | 07-07 | Townson Sharon | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 400 | 24.13 | 10K | 67.8K | SEC |
| 2026-07-06 | 07-07 | Townson Sharon | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 5.6K | 23.25 | 130K | 68.2K | SEC |
| 2026-07-06 | 07-07 | Townson Sharon | Chief Scientific Officer | M 選擇權執行 | 6.0K | 6.14 | 37K | 73.8K | SEC |
| 2026-07-01 | 07-06 | Behbahani Ali | Director | J 其他 | 1.0M | – | – | 6.7M | SEC |
| 2026-07-01 | 07-06 | Behbahani Ali | Director | J 其他 | 15.0K | – | – | 15.0K | SEC |
| 2026-07-01 | 07-06 | Behbahani Ali | Director | J 其他 | 15.0K | – | – | 0 | SEC |
| 2026-06-30 | 07-01 | Janku Filip | Chief Medical Officer | M 選擇權執行 | 5.4K | 13.41 | 73K | 66.0K | SEC |
| 2026-06-30 | 07-01 | Janku Filip | Chief Medical Officer | S 公開市場賣出(10b5-1) | 5.4K | 24.50 | 132K | 60.6K | SEC |
| 2026-06-29 | 06-30 | Janku Filip | Chief Medical Officer | S 公開市場賣出(10b5-1) | 6.0K | 22.95 | 138K | 60.0K | SEC |
| 2026-06-29 | 06-30 | Janku Filip | Chief Medical Officer | M 選擇權執行 | 6.0K | 7.56 | 45K | 66.0K | SEC |
| 2026-06-29 | 06-30 | Manning Anthony M. | Director | S 公開市場賣出 | 10.0K | 23.11 | 231K | 0 | SEC |
| 2026-06-29 | 06-30 | Manning Anthony M. | Director | M 選擇權執行 | 10.0K | 4.16 | 42K | 10.0K | SEC |
| 2026-06-24 | 06-25 | Janku Filip | Chief Medical Officer | M 選擇權執行 | 30.0K | 7.56 | 227K | 90.0K | SEC |
| 2026-06-24 | 06-25 | Janku Filip | Chief Medical Officer | S 公開市場賣出(10b5-1) | 30.0K | 21.42 | 643K | 60.0K | SEC |
| 2026-06-23 | 06-25 | Champoux Jennifer | Chief Operating Officer | M 選擇權執行 | 2.2K | 3.98 | 9K | 64.5K | SEC |
| 2026-06-23 | 06-25 | Janku Filip | Chief Medical Officer | S 公開市場賣出(10b5-1) | 11.8K | 20.22 | 240K | 60.0K | SEC |
| 2026-06-23 | 06-25 | Janku Filip | Chief Medical Officer | M 選擇權執行 | 6.0K | 7.56 | 45K | 71.8K | SEC |
| 2026-06-23 | 06-25 | Townson Sharon | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 3.0K | 20.00 | 60K | 67.8K | SEC |
| 2026-06-23 | 06-25 | Champoux Jennifer | Chief Operating Officer | S 公開市場賣出(10b5-1) | 2.2K | 20.00 | 44K | 62.4K | SEC |
| 2026-06-23 | 06-25 | Townson Sharon | Chief Scientific Officer | M 選擇權執行 | 3.0K | 6.14 | 18K | 70.8K | SEC |
| 2026-06-17 | 06-18 | Townson Sharon | Chief Scientific Officer | M 選擇權執行 | 3.0K | 6.14 | 18K | 70.8K | SEC |
| 2026-06-17 | 06-18 | Townson Sharon | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 3.0K | 19.00 | 57K | 67.8K | SEC |
| 2026-06-17 | 06-18 | Champoux Jennifer | Chief Operating Officer | S 公開市場賣出(10b5-1) | 2.2K | 19.00 | 41K | 62.4K | SEC |
| 2026-06-17 | 06-18 | Champoux Jennifer | Chief Operating Officer | M 選擇權執行 | 2.2K | 3.98 | 9K | 64.5K | SEC |
| 2026-06-01 | 06-02 | Warmuth Markus | President & CEO | S 公開市場賣出(10b5-1) | 468 | 19.73 | 9K | 595K | SEC |
| 2026-06-01 | 06-02 | Warmuth Markus | President & CEO | S 公開市場賣出(10b5-1) | 5.0K | 19.41 | 97K | 595K | SEC |
| 2026-05-29 | 06-01 | Townson Sharon | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 6.0K | 19.87 | 119K | 67.8K | SEC |
| 2026-05-29 | 06-01 | Townson Sharon | Chief Scientific Officer | M 選擇權執行 | 6.0K | 6.14 | 37K | 73.8K | SEC |
| 2026-05-27 | 05-28 | Champoux Jennifer | Chief Operating Officer | M 選擇權執行 | 2.2K | 3.98 | 9K | 64.5K | SEC |
| 2026-05-27 | 05-28 | Champoux Jennifer | Chief Operating Officer | S 公開市場賣出(10b5-1) | 2.2K | 20.00 | 44K | 62.4K | SEC |
| 2026-05-22 | 05-26 | Champoux Jennifer | Chief Operating Officer | S 公開市場賣出(10b5-1) | 2.2K | 19.00 | 41K | 62.4K | SEC |
| 2026-05-22 | 05-26 | Champoux Jennifer | Chief Operating Officer | M 選擇權執行 | 2.2K | 3.98 | 9K | 64.5K | SEC |
| 2026-05-21 | 05-22 | Manning Anthony M. | Director | S 公開市場賣出 | 10.0K | 18.01 | 180K | 0 | SEC |
| 2026-05-21 | 05-22 | Manning Anthony M. | Director | M 選擇權執行 | 10.0K | 4.16 | 42K | 10.0K | SEC |
| 2026-05-01 | 05-05 | Warmuth Markus | President & CEO | S 公開市場賣出(10b5-1) | 5.5K | 18.92 | 103K | 600K | SEC |
| 2026-04-14 | 04-15 | Warmuth Markus | President & CEO | S 公開市場賣出 | 8.0K | 17.64 | 141K | 605K | SEC |
| 2026-04-09 | 04-10 | Nickson Philip | Chief Business & Legal Officer | S 公開市場賣出 | 5.8K | 17.69 | 103K | 55.0K | SEC |
| 2026-04-06 | 04-07 | Bowen Matthew | Principal Accounting Officer | A 獲配股票 | 4.3K | – | – | 25.9K | SEC |
| 2026-03-04 | 03-05 | Dunn Edmund | Principal Accounting Officer | S 公開市場賣出 | 139 | 17.96 | 2K | 22.6K | SEC |
| 2026-03-02 | 03-04 | Warmuth Markus | President & CEO | S 公開市場賣出(10b5-1) | 5.5K | 17.92 | 98K | 613K | SEC |
| 2026-03-02 | 03-02 | Dunn Edmund | Principal Accounting Officer | S 公開市場賣出 | 536 | 17.50 | 9K | 22.7K | SEC |
| 2026-03-02 | 03-02 | Dunn Edmund | Principal Accounting Officer | M 選擇權執行 | 536 | 13.41 | 7K | 23.2K | SEC |
| 2026-02-27 | 03-02 | Dunn Edmund | Principal Accounting Officer | M 選擇權執行 | 25.2K | 13.41 | 337K | 47.9K | SEC |
| 2026-02-27 | 03-02 | Dunn Edmund | Principal Accounting Officer | S 公開市場賣出 | 25.2K | 18.10 | 455K | 22.7K | SEC |
| 2026-02-23 | 02-24 | Janku Filip | Chief Medical Officer | S 公開市場賣出 | 9.2K | 19.50 | 179K | 65.8K | SEC |
| 2026-01-07 | 01-09 | Warmuth Markus | President & CEO | S 公開市場賣出(10b5-1) | 1.4K | 23.88 | 35K | 619K | SEC |
| 2026-01-07 | 01-09 | Warmuth Markus | President & CEO | S 公開市場賣出(10b5-1) | 3.7K | 23.24 | 86K | 621K | SEC |
| 2026-01-07 | 01-09 | Warmuth Markus | President & CEO | S 公開市場賣出(10b5-1) | 309 | 24.57 | 8K | 619K | SEC |
| 2026-01-05 | 01-05 | Champoux Jennifer | Chief Operating Officer | S 公開市場賣出 | 2.6K | 15.17 | 40K | 62.4K | SEC |
| 2026-01-05 | 01-05 | Dunn Edmund | Principal Accounting Officer | S 公開市場賣出 | 1.0K | 15.17 | 16K | 22.7K | SEC |
| 2026-01-05 | 01-05 | Warmuth Markus | President & CEO | S 公開市場賣出 | 10.1K | 15.17 | 154K | 624K | SEC |
| 2026-01-05 | 01-05 | Nickson Philip | Chief Business & Legal Officer | S 公開市場賣出 | 3.2K | 15.17 | 48K | 60.8K | SEC |
| 2026-01-05 | 01-05 | Janku Filip | Chief Medical Officer | S 公開市場賣出 | 3.2K | 15.17 | 48K | 75.0K | SEC |
| 2026-01-05 | 01-05 | Townson Sharon | Chief Scientific Officer | S 公開市場賣出 | 3.2K | 15.17 | 48K | 67.8K | SEC |
| 2026-01-02 | 01-05 | Nickson Philip | Chief Business & Legal Officer | A 獲配股票 | 28.0K | – | – | 64.0K | SEC |
| 2026-01-02 | 01-05 | Warmuth Markus | President & CEO | A 獲配股票 | 90.0K | – | – | 635K | SEC |
| 2026-01-02 | 01-05 | Champoux Jennifer | Chief Operating Officer | A 獲配股票 | 35.0K | – | – | 65.0K | SEC |
| 2026-01-02 | 01-05 | Janku Filip | Chief Medical Officer | A 獲配股票 | 31.0K | – | – | 78.2K | SEC |
| 2026-01-02 | 01-05 | Townson Sharon | Chief Scientific Officer | A 獲配股票 | 35.0K | – | – | 71.0K | SEC |
| 2025-06-03 | 06-04 | Dunn Edmund | Principal Accounting Officer | S 公開市場賣出 | 2.1K | 4.45 | 9K | 23.7K | SEC |
| 2025-03-24 | 03-25 | Leo Chandra P. | Director | P 公開市場買進 | 10.0K | 5.84 | 58K | 10.0K | SEC |
| 2025-01-02 | 01-06 | Warmuth Markus | President & CEO | A 獲配股票 | 128K | – | – | 545K | SEC |
| 2025-01-02 | 01-06 | Townson Sharon | Chief Scientific Officer | A 獲配股票 | 36.0K | – | – | 36.0K | SEC |
| 2025-01-02 | 01-06 | Nickson Philip | Chief Business & Legal Officer | A 獲配股票 | 36.0K | – | – | 36.0K | SEC |
| 2025-01-02 | 01-06 | Dunn Edmund | Principal Accounting Officer | A 獲配股票 | 11.8K | – | – | 25.8K | SEC |
| 2025-01-02 | 01-06 | Janku Filip | Chief Medical Officer | A 獲配股票 | 36.0K | – | – | 45.2K | SEC |
| 2025-01-02 | 01-06 | Champoux Jennifer | Chief Operating Officer | A 獲配股票 | 30.0K | – | – | 30.0K | SEC |
| 2024-10-29 | 10-30 | Versant Ventures VI GP-GP, LLC | TenPercentOwner | S 公開市場賣出 | 15.6K | 9.41 | 147K | 1.6M | SEC |
| 2024-10-29 | 10-30 | Versant Vantage I, L.P. | TenPercentOwner | S 公開市場賣出 | 15.6K | 9.41 | 147K | 1.6M | SEC |
| 2024-10-29 | 10-30 | Versant Venture Capital VI, L.P. | TenPercentOwner | S 公開市場賣出 | 15.6K | 9.41 | 147K | 1.6M | SEC |
| 2024-10-29 | 10-30 | Versant Vantage I GP, L.P. | TenPercentOwner | S 公開市場賣出 | 52.3K | 9.08 | 475K | 1.6M | SEC |
| 2024-10-29 | 10-30 | Versant Venture Capital VI, L.P. | TenPercentOwner | S 公開市場賣出 | 52.3K | 9.08 | 475K | 1.6M | SEC |
| 2024-10-29 | 10-30 | Versant Vantage I GP, L.P. | TenPercentOwner | S 公開市場賣出 | 15.6K | 9.41 | 147K | 1.6M | SEC |
| 2024-10-29 | 10-30 | Versant Ventures VI GP-GP, LLC | TenPercentOwner | S 公開市場賣出 | 52.3K | 9.08 | 475K | 1.6M | SEC |
| 2024-10-29 | 10-30 | Versant Vantage I, L.P. | TenPercentOwner | S 公開市場賣出 | 52.3K | 9.08 | 475K | 1.6M | SEC |
| 2024-10-29 | 10-30 | Versant Vantage I GP-GP, LLC | TenPercentOwner | S 公開市場賣出 | 52.3K | 9.08 | 475K | 1.6M | SEC |
| 2024-10-29 | 10-30 | Versant Vantage I GP-GP, LLC | TenPercentOwner | S 公開市場賣出 | 15.6K | 9.41 | 147K | 1.6M | 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 |
|---|---|---|---|---|
| NEA Management Company, LLC | 7.7M | 186M | 新進 | 新進 |
| BlackRock, Inc. | 6.8M | 166M | 新進 | 新進 |
| TCG Crossover Management, LLC | 4.6M | 112M | 新進 | 新進 |
| Vestal Point Capital, LP | 4.6M | 111M | 新進 | 新進 |
| BVF INC/IL | 4.5M | 108M | 新進 | 新進 |
| BAKER BROS. ADVISORS LP | 4.3M | 105M | 新進 | 新進 |
| STATE STREET CORP | 3.7M | 90.3M | 新進 | 新進 |
| MONTANOVA CAPITAL, LLC | 3.5M | 85.9M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | 82.6M | 新進 | 新進 |
| Versant Venture Management, LLC | 3.2M | 77.0M | 新進 | 新進 |
| BRAIDWELL LP | 2.5M | 59.3M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9M | 45.1M | 新進 | 新進 |
| AMERICAN CENTURY COMPANIES INC | 1.6M | 39.3M | 新進 | 新進 |
| MARSHALL WACE, LLP | 1.6M | 38.6M | 新進 | 新進 |
| Aisling Capital Management LP | 1.6M | 37.6M | 新進 | 新進 |
| Nantahala Capital Management, LLC | 1.3M | 31.6M | 新進 | 新進 |
| Bellevue Group AG | 1.2M | 28.8M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 1.2M | 28.5M | 新進 | 新進 |
| MPM BIOIMPACT LLC | 1.2M | 28.1M | 新進 | 新進 |
| SILVERARC CAPITAL MANAGEMENT, LLC | 1.1M | 26.8M | 新進 | 新進 |
| Jupiter Topco LLC | 1.1M | 26.0M | 新進 | 新進 |
| Frazier Life Sciences Management, L.P. | 1.0M | 24.2M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 998K | 24.2M | 新進 | 新進 |
| Woodline Partners LP | 963K | 23.3M | 新進 | 新進 |
| FMR LLC | 934K | 22.6M | 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 | 193 +2 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 193 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 93.3M · 100.0% |
| 合計季末市值 | 2.0B |
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 | 18.1M |
|---|---|
| 與上期比 | +3.5% |
| 佔流通股數 | 21.19% |
| 日均成交量 | 1.1M |
| 回補天數 | 16.6 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 | 18.1M | +3.5% | 21.19% | 1.1M | 16.6 |
| 2026-08-14 | 17.5M | +6.1% | 20.46% | 1.2M | 14.0 |
| 2026-07-31 | 16.5M | -4.3% | 19.29% | 1.6M | 10.6 |
| 2026-07-15 | 17.2M | -7.7% | 20.16% | 1.3M | 13.1 |
| 2026-06-30 | 18.6M | +8.5% | 21.84% | 2.2M | 8.5 |
| 2026-06-15 | 17.2M | +7.3% | 20.13% | 1.0M | 16.6 |
| 2026-05-29 | 16.0M | +7.0% | 18.76% | 833K | 19.2 |
| 2026-05-15 | 15.0M | -1.2% | 17.54% | 725K | 20.6 |
| 2026-04-30 | 15.1M | -4.4% | 17.75% | 849K | 17.9 |
| 2026-04-15 | 15.8M | +18.2% | 18.56% | 990K | 16.0 |
| 2026-03-31 | 13.4M | +22.2% | 15.71% | 1.5M | 8.8 |
| 2026-03-13 | 11.0M | +8.4% | 12.85% | 868K | 12.6 |
| 2026-02-27 | 10.1M | +8.4% | 11.86% | 945K | 10.7 |
| 2026-02-13 | 9.3M | +21.8% | 10.94% | 1.0M | 9.3 |
| 2026-01-30 | 7.7M | +38.0% | 8.98% | 1.1M | 6.7 |
| 2026-01-15 | 5.6M | -34.3% | 6.51% | 4.0M | 1.4 |
| 2025-12-31 | 8.5M | +20.8% | 9.91% | 1.5M | 5.8 |
| 2025-12-15 | 7.0M | -0.1% | 8.21% | 740K | 9.5 |
| 2025-11-28 | 7.0M | -5.3% | 8.21% | 813K | 8.6 |
| 2025-11-14 | 7.4M | -7.4% | 8.67% | 1.1M | 6.8 |
| 2025-10-31 | 8.0M | -1.2% | 9.36% | 1.0M | 7.6 |
| 2025-10-15 | 8.1M | +3.2% | 9.47% | 1.4M | 6.0 |
| 2025-09-30 | 7.8M | -5.0% | 9.18% | 1.4M | 5.8 |
| 2025-09-15 | 8.2M | -0.0% | 9.66% | 3.4M | 2.4 |
| 2025-08-29 | 8.2M | -1.0% | 9.66% | 330K | 25.0 |
| 2025-08-15 | 8.3M | -4.4% | 9.75% | 411K | 20.3 |