MANE
Veradermics, Inc
+6.30 (+6.15%)108.72USD311K成交股數4.5B市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-12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 | 21 · 344M · 7 |
| 其中 10b5-1 計畫賣出 | 10 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 344M |
| 近 180 天 淨額 | −344M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | 09-03 | Hollander David | Chief R&D Officer | A 獲配股票 | 9.7K | – | – | 9.7K | SEC |
| 2026-08-20 | 08-21 | Averill Master Fund, Ltd. | Director | X 選擇權履約 | 149K | – | – | 3.1M | SEC |
| 2026-08-20 | 08-21 | Averill Master Fund, Ltd. | Director | X 選擇權履約 | 151K | – | – | 612K | SEC |
| 2026-08-20 | 08-21 | MONTANOVA CAPITAL, LLC | Director | X 選擇權履約 | 149K | – | – | 3.1M | SEC |
| 2026-08-20 | 08-21 | Cowen Aaron | Other | X 選擇權履約 | 149K | – | – | 3.1M | SEC |
| 2026-08-20 | 08-21 | Averill Madison Master Fund, Ltd. | Director | X 選擇權履約 | 149K | – | – | 3.1M | SEC |
| 2026-08-20 | 08-21 | Averill Madison Master Fund, Ltd. | Director | X 選擇權履約 | 151K | – | – | 612K | SEC |
| 2026-08-20 | 08-21 | MONTANOVA CAPITAL, LLC | Director | X 選擇權履約 | 151K | – | – | 612K | SEC |
| 2026-08-20 | 08-21 | Cowen Aaron | Other | X 選擇權履約 | 151K | – | – | 612K | SEC |
| 2026-08-19 | 08-21 | MONTANOVA CAPITAL, LLC | Director | S 公開市場賣出 | 691K | 107.25 | 74.1M | 3.0M | SEC |
| 2026-08-19 | 08-21 | MONTANOVA CAPITAL, LLC | Director | S 公開市場賣出 | 59.4K | 107.25 | 6.4M | 461K | SEC |
| 2026-08-19 | 08-21 | Cowen Aaron | Other | S 公開市場賣出 | 691K | 107.25 | 74.1M | 3.0M | SEC |
| 2026-08-19 | 08-21 | Cowen Aaron | Other | S 公開市場賣出 | 59.4K | 107.25 | 6.4M | 461K | SEC |
| 2026-08-19 | 08-21 | Averill Master Fund, Ltd. | Director | S 公開市場賣出 | 691K | 107.25 | 74.1M | 3.0M | SEC |
| 2026-08-19 | 08-21 | Averill Master Fund, Ltd. | Director | S 公開市場賣出 | 59.4K | 107.25 | 6.4M | 461K | SEC |
| 2026-08-19 | 08-21 | Averill Madison Master Fund, Ltd. | Director | S 公開市場賣出 | 691K | 107.25 | 74.1M | 3.0M | SEC |
| 2026-08-19 | 08-21 | Averill Madison Master Fund, Ltd. | Director | S 公開市場賣出 | 59.4K | 107.25 | 6.4M | 461K | SEC |
| 2026-08-17 | 08-18 | Durso Timothy August | Chief Technical Officer | M 選擇權執行 | 3.5K | 12.19 | 42K | 122K | SEC |
| 2026-08-17 | 08-18 | Durso Timothy August | Chief Technical Officer | S 公開市場賣出(10b5-1) | 7.9K | 106.71 | 845K | 114K | SEC |
| 2026-08-17 | 08-18 | Durso Timothy August | Chief Technical Officer | S 公開市場賣出(10b5-1) | 16.3K | 107.52 | 1.8M | 97.4K | SEC |
| 2026-08-17 | 08-18 | Durso Timothy August | Chief Technical Officer | S 公開市場賣出(10b5-1) | 16.8K | 108.38 | 1.8M | 80.7K | SEC |
| 2026-08-17 | 08-18 | Durso Timothy August | Chief Technical Officer | S 公開市場賣出(10b5-1) | 2.3K | 109.34 | 257K | 78.3K | SEC |
| 2026-08-17 | 08-18 | Durso Timothy August | Chief Technical Officer | S 公開市場賣出(10b5-1) | 161 | 111.28 | 18K | 78.1K | SEC |
| 2026-08-17 | 08-18 | Waldman Reid Alexander | Chief Executive Officer | M 選擇權執行 | 3.5K | 12.19 | 42K | 238K | SEC |
| 2026-08-17 | 08-18 | Waldman Reid Alexander | Chief Executive Officer | S 公開市場賣出(10b5-1) | 11.5K | 106.72 | 1.2M | 227K | SEC |
| 2026-08-17 | 08-18 | Waldman Reid Alexander | Chief Executive Officer | S 公開市場賣出(10b5-1) | 25.2K | 107.53 | 2.7M | 202K | SEC |
| 2026-08-17 | 08-18 | Waldman Reid Alexander | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 108.45 | 3.0M | 174K | SEC |
| 2026-08-17 | 08-18 | Waldman Reid Alexander | Chief Executive Officer | S 公開市場賣出(10b5-1) | 3.0K | 109.38 | 328K | 171K | SEC |
| 2026-08-17 | 08-18 | Waldman Reid Alexander | Chief Executive Officer | S 公開市場賣出(10b5-1) | 249 | 111.28 | 28K | 171K | SEC |
| 2026-08-12 | 08-14 | CHILDS JOHN W | Director | S 公開市場賣出 | 80.0K | 107.23 | 8.6M | 199K | SEC |
| 2026-08-12 | 08-14 | CHILDS JOHN W | Director | S 公開市場賣出 | 15.0K | 106.14 | 1.6M | 279K | SEC |
| 2026-08-12 | 08-14 | CHILDS JOHN W | Director | S 公開市場賣出 | 5.0K | 108.24 | 541K | 194K | SEC |
| 2026-02-06 | 02-09 | Averill Master Fund, Ltd. | Director,TenPercentOwner | P 公開市場買進 | 11.2K | 35.97 | 402K | 501K | SEC |
| 2026-02-06 | 02-09 | Averill Madison Master Fund, Ltd. | TenPercentOwner | P 公開市場買進 | 11.2K | 35.97 | 402K | 501K | SEC |
| 2026-02-06 | 02-09 | Averill Madison Master Fund, Ltd. | TenPercentOwner | P 公開市場買進 | 19.3K | 36.55 | 707K | 520K | SEC |
| 2026-02-06 | 02-09 | Cowen Aaron | Director,TenPercentOwner | P 公開市場買進 | 19.3K | 36.55 | 707K | 520K | SEC |
| 2026-02-06 | 02-09 | Cowen Aaron | Director,TenPercentOwner | P 公開市場買進 | 11.2K | 35.97 | 402K | 501K | SEC |
| 2026-02-06 | 02-09 | Averill Master Fund, Ltd. | Director,TenPercentOwner | P 公開市場買進 | 19.3K | 36.55 | 707K | 520K | SEC |
| 2026-02-06 | 02-09 | SUVRETTA CAPITAL MANAGEMENT, LLC | Director,TenPercentOwner | P 公開市場買進 | 11.2K | 35.97 | 402K | 501K | SEC |
| 2026-02-06 | 02-09 | SUVRETTA CAPITAL MANAGEMENT, LLC | Director,TenPercentOwner | P 公開市場買進 | 19.3K | 36.55 | 707K | 520K | SEC |
| 2026-02-05 | 02-27 | CHILDS JOHN W | Director | P 公開市場買進 | 294K | 17.00 | 5.0M | 294K | SEC |
| 2026-02-05 | 02-09 | SUVRETTA CAPITAL MANAGEMENT, LLC | Director,TenPercentOwner | P 公開市場買進 | 3.8K | 36.07 | 138K | 398K | SEC |
| 2026-02-05 | 02-09 | SUVRETTA CAPITAL MANAGEMENT, LLC | Director,TenPercentOwner | P 公開市場買進 | 19.2K | 36.93 | 709K | 417K | SEC |
| 2026-02-05 | 02-09 | SUVRETTA CAPITAL MANAGEMENT, LLC | Director,TenPercentOwner | P 公開市場買進 | 38.8K | 37.63 | 1.5M | 456K | SEC |
| 2026-02-05 | 02-09 | SUVRETTA CAPITAL MANAGEMENT, LLC | Director,TenPercentOwner | P 公開市場買進 | 17.8K | 38.67 | 690K | 473K | SEC |
| 2026-02-05 | 02-09 | SUVRETTA CAPITAL MANAGEMENT, LLC | Director,TenPercentOwner | P 公開市場買進 | 16.6K | 39.80 | 659K | 490K | SEC |
| 2026-02-05 | 02-09 | Averill Master Fund, Ltd. | Director,TenPercentOwner | P 公開市場買進 | 38.8K | 37.63 | 1.5M | 456K | SEC |
| 2026-02-05 | 02-09 | Averill Master Fund, Ltd. | Director,TenPercentOwner | P 公開市場買進 | 19.2K | 36.93 | 709K | 417K | SEC |
| 2026-02-05 | 02-09 | Averill Master Fund, Ltd. | Director,TenPercentOwner | P 公開市場買進 | 3.8K | 36.07 | 138K | 398K | SEC |
| 2026-02-05 | 02-09 | Cowen Aaron | Director,TenPercentOwner | P 公開市場買進 | 16.6K | 39.80 | 659K | 490K | SEC |
| 2026-02-05 | 02-09 | Cowen Aaron | Director,TenPercentOwner | P 公開市場買進 | 17.8K | 38.67 | 690K | 473K | SEC |
| 2026-02-05 | 02-09 | Cowen Aaron | Director,TenPercentOwner | P 公開市場買進 | 38.8K | 37.63 | 1.5M | 456K | SEC |
| 2026-02-05 | 02-09 | Cowen Aaron | Director,TenPercentOwner | P 公開市場買進 | 19.2K | 36.93 | 709K | 417K | SEC |
| 2026-02-05 | 02-09 | Cowen Aaron | Director,TenPercentOwner | P 公開市場買進 | 3.8K | 36.07 | 138K | 398K | SEC |
| 2026-02-05 | 02-09 | Averill Madison Master Fund, Ltd. | TenPercentOwner | P 公開市場買進 | 16.6K | 39.80 | 659K | 490K | SEC |
| 2026-02-05 | 02-09 | Averill Madison Master Fund, Ltd. | TenPercentOwner | P 公開市場買進 | 17.8K | 38.67 | 690K | 473K | SEC |
| 2026-02-05 | 02-09 | Averill Madison Master Fund, Ltd. | TenPercentOwner | P 公開市場買進 | 38.8K | 37.63 | 1.5M | 456K | SEC |
| 2026-02-05 | 02-09 | Averill Madison Master Fund, Ltd. | TenPercentOwner | P 公開市場買進 | 19.2K | 36.93 | 709K | 417K | SEC |
| 2026-02-05 | 02-09 | Averill Madison Master Fund, Ltd. | TenPercentOwner | P 公開市場買進 | 3.8K | 36.07 | 138K | 398K | SEC |
| 2026-02-05 | 02-09 | Averill Master Fund, Ltd. | Director,TenPercentOwner | P 公開市場買進 | 16.6K | 39.80 | 659K | 490K | SEC |
| 2026-02-05 | 02-09 | Averill Master Fund, Ltd. | Director,TenPercentOwner | P 公開市場買進 | 17.8K | 38.67 | 690K | 473K | SEC |
| 2026-02-05 | 02-05 | Grant-Kels Jane M. | Director | C 轉換 | 2.5K | – | – | 2.5K | SEC |
| 2026-02-05 | 02-05 | Waldman Reid Alexander | Chief Executive Officer | C 轉換 | 1.4K | – | – | 235K | SEC |
| 2026-02-05 | 02-05 | Durso Timothy August | Chief Technical Officer | C 轉換 | 1.5K | – | – | 118K | SEC |
| 2026-02-05 | 02-05 | ENRIGHT PATRICK G | Director,TenPercentOwner | C 轉換 | 1.2M | – | – | 1.2M | SEC |
| 2026-02-05 | 02-05 | ENRIGHT PATRICK G | Director,TenPercentOwner | C 轉換 | 1.2M | – | – | 2.4M | SEC |
| 2026-02-05 | 02-05 | ENRIGHT PATRICK G | Director,TenPercentOwner | C 轉換 | 1.2M | – | – | 1.2M | SEC |
| 2026-02-05 | 02-05 | ENRIGHT PATRICK G | Director,TenPercentOwner | P 公開市場買進 | 193K | 17.00 | 3.3M | 2.6M | SEC |
| 2026-02-05 | 02-05 | ENRIGHT PATRICK G | Director,TenPercentOwner | P 公開市場買進 | 882K | 17.00 | 15.0M | 2.1M | SEC |
| 2026-02-05 | 02-05 | Longitude Venture Partners V, L.P. | TenPercentOwner | C 轉換 | 1.2M | – | – | 1.2M | SEC |
| 2026-02-05 | 02-05 | Longitude Venture Partners V, L.P. | TenPercentOwner | C 轉換 | 1.2M | – | – | 2.4M | SEC |
| 2026-02-05 | 02-05 | Longitude Venture Partners V, L.P. | TenPercentOwner | C 轉換 | 1.2M | – | – | 1.2M | SEC |
| 2026-02-05 | 02-05 | Longitude Venture Partners V, L.P. | TenPercentOwner | P 公開市場買進 | 193K | 17.00 | 3.3M | 2.6M | SEC |
| 2026-02-05 | 02-05 | Longitude Venture Partners V, L.P. | TenPercentOwner | P 公開市場買進 | 882K | 17.00 | 15.0M | 2.1M | SEC |
| 2026-02-05 | 02-05 | Longitude Capital Partners V, LLC | TenPercentOwner | C 轉換 | 1.2M | – | – | 1.2M | SEC |
| 2026-02-05 | 02-05 | Longitude Capital Partners V, LLC | TenPercentOwner | C 轉換 | 1.2M | – | – | 2.4M | SEC |
| 2026-02-05 | 02-05 | Longitude Capital Partners V, LLC | TenPercentOwner | C 轉換 | 1.2M | – | – | 1.2M | SEC |
| 2026-02-05 | 02-05 | Longitude Capital Partners V, LLC | TenPercentOwner | P 公開市場買進 | 193K | 17.00 | 3.3M | 2.6M | SEC |
| 2026-02-05 | 02-05 | Longitude Capital Partners V, LLC | TenPercentOwner | P 公開市場買進 | 882K | 17.00 | 15.0M | 2.1M | SEC |
| 2026-02-05 | 02-05 | Longitude 103.8 East, L.P. | TenPercentOwner | C 轉換 | 1.2M | – | – | 1.2M | 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 |
|---|---|---|---|---|
| MONTANOVA CAPITAL, LLC | 4.2M | 513M | 新進 | 新進 |
| FMR LLC | 3.2M | 394M | 新進 | 新進 |
| SR One Capital Management, LP | 2.4M | 295M | 新進 | 新進 |
| Deep Track Capital, LP | 2.0M | 246M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 1.9M | 231M | 新進 | 新進 |
| Siren, L.L.C. | 1.7M | 204M | 新進 | 新進 |
| BlackRock, Inc. | 1.6M | 196M | 新進 | 新進 |
| 維京環球 VIKING GLOBAL INVESTORS LP | 1.6M | 192M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 1.2M | 144M | 新進 | 新進 |
| Aberdeen Group plc | 1.1M | 135M | 新進 | 新進 |
| 德劭 D. E. Shaw & Co., Inc. | 1.0M | 125M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 869K | 107M | 新進 | 新進 |
| MAVERICK CAPITAL LTD | 790K | 97.1M | 新進 | 新進 |
| JENNISON ASSOCIATES LLC | 749K | 92.0M | 新進 | 新進 |
| INFINITUM ASSET MANAGEMENT, LLC | 731K | 89.9M | 新進 | 新進 |
| UBS Group AG | 671K | 82.5M | 新進 | 新進 |
| MARSHALL WACE, LLP | 586K | 72.0M | 新進 | 新進 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 550K | 67.6M | 新進 | 新進 |
| STATE STREET CORP | 544K | 66.9M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 508K | 62.5M | 新進 | 新進 |
| Woodline Partners LP | 502K | 61.7M | 新進 | 新進 |
| Bank of New York Mellon Corp | 347K | 42.6M | 新進 | 新進 |
| STIFEL FINANCIAL CORP | 294K | 36.2M | 新進 | 新進 |
| Kalehua Capital Management LLC | 291K | 35.8M | 新進 | 新進 |
| EMERALD ADVISERS, LLC | 288K | 35.5M | 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 | 164 +83 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 164 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 34.1M · 81.6% |
| 合計季末市值 | 4.2B |
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 | 4.0M |
|---|---|
| 與上期比 | +0.3% |
| 佔流通股數 | 9.63% |
| 日均成交量 | 609K |
| 回補天數 | 6.6 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 | 4.0M | +0.3% | 9.63% | 609K | 6.6 |
| 2026-08-14 | 4.0M | -16.8% | 9.60% | 1.0M | 4.0 |
| 2026-07-31 | 4.8M | +22.5% | 11.54% | 697K | 6.9 |
| 2026-07-15 | 3.9M | +3.3% | 9.42% | 561K | 7.0 |
| 2026-06-30 | 3.8M | +52.9% | 9.12% | 1.1M | 3.6 |
| 2026-06-15 | 2.5M | +5.5% | 5.97% | 418K | 6.0 |
| 2026-05-29 | 2.4M | +15.3% | 5.66% | 490K | 4.8 |
| 2026-05-15 | 2.1M | -0.4% | 4.91% | 632K | 3.2 |
| 2026-04-30 | 2.1M | +15.0% | 4.93% | 838K | 2.5 |
| 2026-04-15 | 1.8M | -22.8% | 4.29% | 495K | 3.6 |
| 2026-03-31 | 2.3M | +66.1% | 5.55% | 565K | 4.1 |
| 2026-03-13 | 1.4M | +10.2% | 3.34% | 261K | 5.4 |
| 2026-02-27 | 1.3M | +22.6% | 3.03% | 266K | 4.8 |
| 2026-02-13 | 1.0M | +100.0% | 2.47% | 605K | 1.7 |