GUTS
FRACTYL HEALTH, INC.
+0.03 (+5.31%)0.59USD399K成交股數94.4M市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-11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 | 1 · 40K · 1 |
|---|---|
| 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 | 167K · 0 |
| 近 180 天 淨額 | 167K |
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 | BRADLEY WILLIAM | Director | P 公開市場買進 | 64.5K | 0.62 | 40K | 149K | SEC |
| 2026-06-12 | 06-15 | Royan Ajay | Director | P 公開市場買進 | 23.0K | 0.85 | 20K | 40.9K | SEC |
| 2026-06-10 | 06-11 | Sheffield Ian | Director | P 公開市場買進 | 35.0K | 0.73 | 26K | 35.0K | SEC |
| 2026-06-10 | 06-11 | Rajagopalan Harith | Chief Executive Officer | P 公開市場買進 | 25.0K | 0.73 | 18K | 541K | SEC |
| 2026-06-10 | 06-11 | BRADLEY WILLIAM | Director | P 公開市場買進 | 68.5K | 0.73 | 50K | 84.6K | SEC |
| 2026-06-08 | 06-09 | Smith Weber Lara | Chief Financial Officer | P 公開市場買進 | 20.0K | 0.69 | 14K | 20.0K | SEC |
| 2025-12-04 | 12-08 | Rajagopalan Harith | Chief Executive Officer | P 公開市場買進 | 10.4K | 1.92 | 20K | 502K | SEC |
| 2025-03-14 | 03-18 | Barnes Kelly Ann | Director | P 公開市場買進 | 31.0K | 1.30 | 40K | 31.0K | SEC |
| 2025-03-14 | 03-18 | Royan Ajay | Director,TenPercentOwner | P 公開市場買進 | 17.9K | 1.28 | 23K | 17.9K | SEC |
| 2025-03-13 | 03-17 | Conaway Samuel | Director | P 公開市場買進 | 8.6K | 1.17 | 10K | 8.6K | SEC |
| 2025-03-13 | 03-17 | BRADLEY WILLIAM | Director | P 公開市場買進 | 16.1K | 1.26 | 20K | 16.1K | SEC |
| 2025-03-13 | 03-17 | SCHULMAN AMY W | Director | P 公開市場買進 | 8.6K | 1.17 | 10K | 8.6K | SEC |
| 2025-01-31 | 02-03 | Caplan Jay David | President, Chief Product Off. | S 公開市場賣出(10b5-1) | 22.3K | 1.81 | 40K | 154K | SEC |
| 2025-01-31 | 02-03 | Rajagopalan Harith | Chief Executive Officer | M 選擇權執行 | 91.0K | 1.70 | 155K | 582K | SEC |
| 2025-01-31 | 02-03 | Rajagopalan Harith | Chief Executive Officer | S 公開市場賣出(10b5-1) | 91.0K | 1.82 | 166K | 491K | SEC |
| 2025-01-31 | 02-03 | Caplan Jay David | President, Chief Product Off. | M 選擇權執行 | 22.3K | 1.70 | 38K | 176K | SEC |
| 2025-01-30 | 02-03 | Rajagopalan Harith | Chief Executive Officer | M 選擇權執行 | 20.9K | 1.70 | 36K | 512K | SEC |
| 2025-01-30 | 02-03 | Caplan Jay David | President, Chief Product Off. | S 公開市場賣出(10b5-1) | 21.5K | 1.95 | 42K | 154K | SEC |
| 2025-01-30 | 02-03 | Rajagopalan Harith | Chief Executive Officer | S 公開市場賣出(10b5-1) | 20.9K | 1.95 | 41K | 491K | SEC |
| 2025-01-30 | 02-03 | Caplan Jay David | President, Chief Product Off. | M 選擇權執行 | 21.5K | 1.70 | 37K | 175K | SEC |
| 2024-11-11 | 11-13 | Caplan Jay David | President, Chief Product Off. | S 公開市場賣出 | 64.2K | 2.47 | 159K | 154K | SEC |
| 2024-11-11 | 11-13 | Rajagopalan Harith | Chief Executive Officer | S 公開市場賣出 | 96.5K | 2.47 | 238K | 491K | SEC |
| 2024-11-10 | 11-13 | Caplan Jay David | President, Chief Product Off. | M 選擇權執行 | 187K | – | – | 218K | SEC |
| 2024-11-10 | 11-13 | Rajagopalan Harith | Chief Executive Officer | M 選擇權執行 | 217K | – | – | 588K | SEC |
| 2024-09-12 | 09-13 | Caplan Jay David | President, Chief Product Off. | S 公開市場賣出 | 65.0K | 2.90 | 189K | 30.5K | SEC |
| 2024-09-12 | 09-13 | Caplan Jay David | President, Chief Product Off. | M 選擇權執行 | 95.5K | 1.70 | 162K | 95.5K | SEC |
| 2024-02-06 | 02-08 | Mithril II GP LP | TenPercentOwner | C 轉換 | 919K | – | – | 919K | SEC |
| 2024-02-06 | 02-08 | Mithril II GP LP | TenPercentOwner | P 公開市場買進 | 333K | 15.00 | 5.0M | 1.3M | SEC |
| 2024-02-06 | 02-08 | Mithril GP LP | TenPercentOwner | C 轉換 | 5.2M | – | – | 5.2M | SEC |
| 2024-02-06 | 02-08 | Mithril GP LP | TenPercentOwner | C 轉換 | 919K | – | – | 919K | SEC |
| 2024-02-06 | 02-08 | Mithril GP LP | TenPercentOwner | P 公開市場買進 | 333K | 15.00 | 5.0M | 1.3M | SEC |
| 2024-02-06 | 02-08 | Rajagopalan Harith | Chief Executive Officer | C 轉換 | 6.5K | – | – | 663K | SEC |
| 2024-02-06 | 02-08 | Rajagopalan Harith | Chief Executive Officer | C 轉換 | 2.8K | – | – | 292K | SEC |
| 2024-02-06 | 02-08 | Caplan Jay David | President, Chief Product Off. | C 轉換 | 23.3K | – | – | 359K | SEC |
| 2024-02-06 | 02-08 | Caplan Jay David | President, Chief Product Off. | C 轉換 | 119K | – | – | 119K | SEC |
| 2024-02-06 | 02-08 | Royan Ajay | Director,TenPercentOwner | C 轉換 | 5.2M | – | – | 5.2M | SEC |
| 2024-02-06 | 02-08 | Royan Ajay | Director,TenPercentOwner | C 轉換 | 919K | – | – | 919K | SEC |
| 2024-02-06 | 02-08 | Royan Ajay | Director,TenPercentOwner | P 公開市場買進 | 333K | 15.00 | 5.0M | 1.3M | SEC |
| 2024-02-06 | 02-08 | MEANWELL CLIVE | Director | C 轉換 | 278K | – | – | 278K | SEC |
| 2024-02-06 | 02-08 | AMERICAN HOME ASSURANCE CO | TenPercentOwner | C 轉換 | 284K | – | – | 284K | SEC |
| 2024-02-06 | 02-08 | Corebridge DECO II, LLC | TenPercentOwner | C 轉換 | 673K | – | – | 673K | SEC |
| 2024-02-06 | 02-08 | AMERICAN INTERNATIONAL GROUP, INC. | TenPercentOwner | C 轉換 | 284K | – | – | 284K | SEC |
| 2024-02-06 | 02-08 | AMERICAN INTERNATIONAL GROUP, INC. | TenPercentOwner | C 轉換 | 183K | – | – | 183K | SEC |
| 2024-02-06 | 02-08 | AMERICAN INTERNATIONAL GROUP, INC. | TenPercentOwner | C 轉換 | 199K | – | – | 199K | SEC |
| 2024-02-06 | 02-08 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | TenPercentOwner,Other | C 轉換 | 758K | – | – | 758K | SEC |
| 2024-02-06 | 02-08 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | TenPercentOwner,Other | C 轉換 | 76.7K | – | – | 834K | SEC |
| 2024-02-06 | 02-08 | Flynn James E | TenPercentOwner,Other | C 轉換 | 758K | – | – | 758K | SEC |
| 2024-02-06 | 02-08 | Flynn James E | TenPercentOwner,Other | C 轉換 | 76.7K | – | – | 834K | SEC |
| 2024-02-06 | 02-08 | Deerfield Private Design Fund III, L.P. | TenPercentOwner,Other | C 轉換 | 758K | – | – | 758K | SEC |
| 2024-02-06 | 02-08 | Deerfield Private Design Fund III, L.P. | TenPercentOwner,Other | C 轉換 | 76.7K | – | – | 834K | SEC |
| 2024-02-06 | 02-08 | Deerfield Mgmt III, L.P. | TenPercentOwner,Other | C 轉換 | 758K | – | – | 758K | SEC |
| 2024-02-06 | 02-08 | Deerfield Mgmt III, L.P. | TenPercentOwner,Other | C 轉換 | 76.7K | – | – | 834K | SEC |
| 2024-02-06 | 02-08 | Bessemer Venture Partners VII Institutional L.P. | TenPercentOwner | C 轉換 | 4.8M | – | – | 4.8M | SEC |
| 2024-02-06 | 02-08 | BVP VII SPECIAL OPPORTUNITY FUND LP | TenPercentOwner | C 轉換 | 4.8M | – | – | 4.8M | SEC |
| 2024-02-06 | 02-08 | Bessemer Venture Partners VII L.P. | TenPercentOwner | C 轉換 | 4.8M | – | – | 4.8M | SEC |
| 2024-02-06 | 02-08 | Deer VII & Co. Ltd. | TenPercentOwner | C 轉換 | 4.8M | – | – | 4.8M | SEC |
| 2024-02-06 | 02-08 | Deer VII & Co. L.P. | TenPercentOwner | C 轉換 | 4.8M | – | – | 4.8M | SEC |
| 2024-02-06 | 02-08 | AMERICAN INTERNATIONAL GROUP, INC. | TenPercentOwner | C 轉換 | 673K | – | – | 673K | SEC |
| 2024-02-06 | 02-08 | M28 Capital Management LP | Director | C 轉換 | 1.4M | – | – | 1.4M | SEC |
| 2024-02-06 | 02-08 | M28 Capital Management LP | Director | P 公開市場買進 | 467K | 15.00 | 7.0M | 1.9M | SEC |
| 2024-02-06 | 02-08 | Elia Marc | Director | C 轉換 | 1.4M | – | – | 1.4M | SEC |
| 2024-02-06 | 02-08 | Elia Marc | Director | P 公開市場買進 | 467K | 15.00 | 7.0M | 1.9M | SEC |
| 2024-02-06 | 02-08 | General Catalyst Group V LP | TenPercentOwner | C 轉換 | 4.7M | – | – | 4.8M | SEC |
| 2024-02-06 | 02-08 | General Catalyst Group V LP | TenPercentOwner | C 轉換 | 98.1K | – | – | 99.9K | SEC |
| 2024-02-06 | 02-08 | GC Entrepreneurs Fund V, LP | TenPercentOwner | C 轉換 | 4.7M | – | – | 4.8M | SEC |
| 2024-02-06 | 02-08 | GC Entrepreneurs Fund V, LP | TenPercentOwner | C 轉換 | 98.1K | – | – | 99.9K | SEC |
| 2024-02-06 | 02-08 | General Catalyst GP V, LLC | TenPercentOwner | C 轉換 | 4.7M | – | – | 4.8M | SEC |
| 2024-02-06 | 02-08 | General Catalyst GP V, LLC | TenPercentOwner | C 轉換 | 98.1K | – | – | 99.9K | SEC |
| 2024-02-06 | 02-08 | General Catalyst Partners V, L.P. | TenPercentOwner | C 轉換 | 4.7M | – | – | 4.8M | SEC |
| 2024-02-06 | 02-08 | General Catalyst Partners V, L.P. | TenPercentOwner | C 轉換 | 98.1K | – | – | 99.9K | SEC |
| 2024-02-06 | 02-08 | THIEL PETER | TenPercentOwner | C 轉換 | 5.2M | – | – | 5.2M | SEC |
| 2024-02-06 | 02-08 | THIEL PETER | TenPercentOwner | C 轉換 | 919K | – | – | 919K | SEC |
| 2024-02-06 | 02-08 | THIEL PETER | TenPercentOwner | P 公開市場買進 | 333K | 15.00 | 5.0M | 1.3M | SEC |
| 2024-02-06 | 02-08 | Mithril LP | TenPercentOwner | C 轉換 | 5.2M | – | – | 5.2M | SEC |
| 2024-02-06 | 02-08 | Mithril LP | TenPercentOwner | C 轉換 | 919K | – | – | 919K | SEC |
| 2024-02-06 | 02-08 | Mithril LP | TenPercentOwner | P 公開市場買進 | 333K | 15.00 | 5.0M | 1.3M | SEC |
| 2024-02-06 | 02-08 | MITHRIL II LP | TenPercentOwner | C 轉換 | 5.2M | – | – | 5.2M | SEC |
| 2024-02-06 | 02-08 | MITHRIL II LP | TenPercentOwner | C 轉換 | 919K | – | – | 919K | SEC |
| 2024-02-06 | 02-08 | MITHRIL II LP | TenPercentOwner | P 公開市場買進 | 333K | 15.00 | 5.0M | 1.3M | SEC |
| 2024-02-06 | 02-08 | Mithril II UGP LLC | TenPercentOwner | C 轉換 | 5.2M | – | – | 5.2M | 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 |
|---|---|---|---|---|
| Nantahala Capital Management, LLC | 22.6M | 17.9M | +9.2M (+69%) | 加碼 |
| Catalio Capital Management, LP | 6.2M | 4.9M | +677K (+12%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.1M | 4.8M | +564K (+10%) | 加碼 |
| BANK OF AMERICA CORP /DE/ | 6.0M | 4.8M | +5.9M (+4728%) | 加碼 |
| Pale Fire Capital SE | 5.0M | 4.0M | −918K (-16%) | 減碼 |
| General Catalyst Group Management, LLC | 4.9M | 3.9M | −7 (-0%) | 減碼 |
| Deer Management Co. LLC | 4.8M | 3.8M | 不變 | 持平 |
| MAVERICK CAPITAL LTD | 4.0M | 3.2M | 不變 | 持平 |
| M28 Capital Management LP | 1.9M | 1.5M | 不變 | 持平 |
| BlackRock, Inc. | 1.8M | 1.4M | −339K (-16%) | 減碼 |
| Woodline Partners LP | 1.8M | 1.4M | −458K (-20%) | 減碼 |
| JANE STREET GROUP, LLC | 1.7M | 1.4M | +1.7M (+4261%) | 加碼 |
| SILVERARC CAPITAL MANAGEMENT, LLC | 1.6M | 1.3M | −63.6K (-4%) | 減碼 |
| UBS Group AG | 1.6M | 1.3M | −42.3K (-3%) | 減碼 |
| CM Management, LLC | 1.4M | 1.1M | 不變 | 持平 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3M | 1.0M | −119K (-8%) | 減碼 |
| Ikarian Capital, LLC | 1.1M | 874K | 不變 | 持平 |
| MARSHALL WACE, LLP | 1.1M | 854K | +273K (+34%) | 加碼 |
| Logos Global Management LP | 1.0M | 794K | 不變 | 持平 |
| Brevan Howard Capital Management LP | 916K | 719K | +684K (+294%) | 加碼 |
| 683 Capital Management, LLC | 757K | 601K | −6.0M (-89%) | 減碼 |
| VANGUARD FIDUCIARY TRUST CO | 722K | 573K | +116K (+19%) | 加碼 |
| STATE STREET CORP | 516K | 410K | +51.3K (+11%) | 加碼 |
| MORGAN STANLEY | 427K | 339K | −69.4K (-14%) | 減碼 |
| Mink Brook Asset Management LLC | 353K | 280K | 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 | 76 -7 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 12 / 19 / 17 / 15 |
| 機構合計持股 · 佔流通股 | 82.1M · 51.6% |
| 合計季末市值 | 65.1M |
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 | 2.2M |
|---|---|
| 與上期比 | -16.6% |
| 佔流通股數 | 1.39% |
| 日均成交量 | 1.5M |
| 回補天數 | 1.5 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 | 2.2M | -16.6% | 1.39% | 1.5M | 1.5 |
| 2026-08-14 | 2.7M | -14.8% | 1.67% | 977K | 2.7 |
| 2026-07-31 | 3.1M | +23.8% | 1.96% | 1.8M | 1.8 |
| 2026-07-15 | 2.5M | +9.0% | 1.58% | 1.9M | 1.3 |
| 2026-06-30 | 2.3M | -0.5% | 1.45% | 1.7M | 1.4 |
| 2026-06-15 | 2.3M | -3.6% | 1.46% | 1.6M | 1.4 |
| 2026-05-29 | 2.4M | -22.1% | 1.52% | 1.6M | 1.5 |
| 2026-05-15 | 3.1M | +3.0% | 1.95% | 3.0M | 1.0 |
| 2026-04-30 | 3.0M | -22.7% | 1.89% | 1.9M | 1.6 |
| 2026-04-15 | 3.9M | -34.7% | 2.44% | 1.3M | 3.0 |
| 2026-03-31 | 6.0M | +2.1% | 3.74% | 2.9M | 2.1 |
| 2026-03-13 | 5.8M | -55.7% | 3.66% | 2.4M | 2.5 |
| 2026-02-27 | 13.2M | -7.2% | 8.27% | 2.7M | 4.9 |
| 2026-02-13 | 14.2M | -4.8% | 8.91% | 6.5M | 2.2 |
| 2026-01-30 | 14.9M | +22.6% | 9.36% | 16.2M | 1.0 |
| 2026-01-15 | 12.2M | +2.2% | 7.63% | 3.0M | 4.0 |
| 2025-12-31 | 11.9M | +24.0% | 7.47% | 3.2M | 3.7 |
| 2025-12-15 | 9.6M | +5.7% | 6.02% | 5.2M | 1.9 |
| 2025-11-28 | 9.1M | +27.1% | 5.70% | 2.4M | 3.8 |
| 2025-11-14 | 7.1M | -1.3% | 4.48% | 2.0M | 3.6 |
| 2025-10-31 | 7.2M | +5.5% | 4.54% | 1.3M | 5.5 |
| 2025-10-15 | 6.9M | +46.9% | 4.30% | 3.7M | 1.8 |
| 2025-09-30 | 4.7M | +175.6% | 2.93% | 9.5M | 1.0 |
| 2025-09-15 | 1.7M | -33.5% | 1.06% | 859K | 2.0 |
| 2025-08-29 | 2.5M | +5.8% | 1.60% | 696K | 3.7 |
| 2025-08-15 | 2.4M | +20.2% | 1.51% | 2.1M | 1.2 |