MARA
MARA Holdings, Inc.
+0.60 (+5.43%)11.64USD32.6M成交股數4.5B市值–本益比(近四季)75.0股價營收比-9.3%營收年增(近四季)2026-11-04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 | 7 · 1.2M · 4 |
| 其中 10b5-1 計畫賣出 | 7 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 3.5M |
| 近 180 天 淨額 | −3.5M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-21 | 08-21 | Nowaid Zabi | General Counsel | S 公開市場賣出(10b5-1) | 8.4K | 12.00 | 101K | 899K | SEC |
| 2026-08-17 | 08-19 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 9.21 | 253K | 4.3M | SEC |
| 2026-08-17 | 08-19 | Khan Salman Hassan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 16.0K | 9.21 | 147K | 377K | SEC |
| 2026-08-03 | 08-04 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 4.1K | 11.75 | 49K | 907K | SEC |
| 2026-08-03 | 08-04 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 27.3K | 11.75 | 321K | 4.4M | SEC |
| 2026-07-31 | 08-04 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 40.4K | 11.32 | 457K | 4.4M | SEC |
| 2026-07-31 | 08-04 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 9.7K | 11.32 | 110K | 911K | SEC |
| 2026-07-31 | 08-04 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 30.2K | 11.32 | 342K | 1.6M | SEC |
| 2026-07-30 | 08-03 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 33.6K | 11.82 | 397K | 1.6M | SEC |
| 2026-07-30 | 08-03 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 40.5K | 11.82 | 479K | 4.4M | SEC |
| 2026-07-30 | 08-03 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 13.4K | 11.82 | 159K | 921K | SEC |
| 2026-07-20 | 07-20 | Nowaid Zabi | General Counsel | S 公開市場賣出(10b5-1) | 8.4K | 12.00 | 101K | 934K | SEC |
| 2026-07-17 | 07-20 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 10.90 | 300K | 4.5M | SEC |
| 2026-07-17 | 07-20 | Khan Salman Hassan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 16.0K | 10.90 | 174K | 393K | SEC |
| 2026-07-01 | 07-02 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 20.9K | 13.89 | 291K | 943K | SEC |
| 2026-07-01 | 07-02 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 61.5K | 13.89 | 854K | 1.7M | SEC |
| 2026-07-01 | 07-02 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 63.1K | 13.89 | 876K | 4.5M | SEC |
| 2026-06-22 | 06-24 | MELLINGER DOUGLAS K | Director | S 公開市場賣出(10b5-1) | 7.0K | 16.00 | 112K | 232K | SEC |
| 2026-06-17 | 06-22 | Khan Salman Hassan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 16.0K | 14.25 | 228K | 409K | SEC |
| 2026-06-17 | 06-22 | Nowaid Zabi | General Counsel | S 公開市場賣出(10b5-1) | 7.0K | 14.25 | 100K | 964K | SEC |
| 2026-06-17 | 06-22 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 14.25 | 392K | 4.6M | SEC |
| 2026-05-18 | 05-20 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 27.3K | 11.46 | 313K | 4.6M | SEC |
| 2026-05-18 | 05-20 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 12.00 | 330K | 4.6M | SEC |
| 2026-05-18 | 05-20 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 4.2K | 11.46 | 49K | 979K | SEC |
| 2026-05-18 | 05-20 | Khan Salman Hassan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 16.0K | 12.00 | 192K | 425K | SEC |
| 2026-05-18 | 05-20 | Nowaid Zabi | General Counsel | S 公開市場賣出(10b5-1) | 8.3K | 12.00 | 99K | 971K | SEC |
| 2026-04-30 | 05-04 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 65.5K | 11.99 | 785K | 1.7M | SEC |
| 2026-04-30 | 05-04 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 80.9K | 11.99 | 970K | 4.6M | SEC |
| 2026-04-30 | 05-04 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 23.8K | 11.99 | 285K | 983K | SEC |
| 2026-04-17 | 04-21 | Khan Salman Hassan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 16.0K | 11.68 | 187K | 441K | SEC |
| 2026-04-17 | 04-21 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 11.68 | 321K | 4.7M | SEC |
| 2026-04-17 | 04-21 | Nowaid Zabi | General Counsel | S 公開市場賣出(10b5-1) | 42.1K | 12.00 | 505K | 1.0M | SEC |
| 2026-04-01 | 04-03 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 36.2K | 8.16 | 296K | 4.8M | SEC |
| 2026-04-01 | 04-03 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 30.8K | 8.16 | 251K | 1.9M | SEC |
| 2026-04-01 | 04-03 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 12.3K | 8.16 | 101K | 1.0M | SEC |
| 2026-04-01 | 04-03 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 9.5K | 8.04 | 76K | 1.9M | SEC |
| 2026-03-17 | 03-19 | Khan Salman Hassan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 16.0K | 9.18 | 147K | 343K | SEC |
| 2026-03-17 | 03-19 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 9.18 | 252K | 4.8M | SEC |
| 2026-02-20 | 02-24 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 31.1K | 7.50 | 233K | 1.1M | SEC |
| 2026-02-20 | 02-24 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 91.4K | 7.50 | 685K | 4.8M | SEC |
| 2026-02-20 | 02-24 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 77.7K | 7.50 | 583K | 2.0M | SEC |
| 2026-02-20 | 02-20 | Thiel Frederick G | Chief Executive Officer | A 獲配股票 | 752K | – | – | 4.9M | SEC |
| 2026-02-20 | 02-20 | Nowaid Zabi | General Counsel | A 獲配股票 | 198K | – | – | 1.1M | SEC |
| 2026-02-20 | 02-20 | Khan Salman Hassan | Chief Financial Officer | A 獲配股票 | 495K | – | – | 2.0M | SEC |
| 2026-02-18 | 02-19 | Khan Salman Hassan | Chief Financial Officer | A 獲配股票 | 509K | – | – | 1.5M | SEC |
| 2026-02-18 | 02-19 | Nowaid Zabi | General Counsel | A 獲配股票 | 204K | – | – | 895K | SEC |
| 2026-02-18 | 02-19 | Thiel Frederick G | Chief Executive Officer | A 獲配股票 | 774K | – | – | 4.2M | SEC |
| 2026-02-17 | 02-19 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 7.66 | 211K | 3.4M | SEC |
| 2026-02-17 | 02-19 | Khan Salman Hassan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 16.0K | 7.66 | 123K | 359K | SEC |
| 2026-02-13 | 02-13 | MELLINGER DOUGLAS K | Director | A 獲配股票 | 82.8K | – | – | 254K | SEC |
| 2026-02-13 | 02-13 | GEORGE JANET | Director | A 獲配股票 | 82.8K | – | – | 136K | SEC |
| 2026-02-13 | 02-13 | Mealer-Burke Vicki | Director | A 獲配股票 | 82.8K | – | – | 141K | SEC |
| 2026-02-13 | 02-13 | Leupp Jay P | Director | A 獲配股票 | 82.8K | – | – | 262K | SEC |
| 2026-02-13 | 02-13 | Humpton Barbara | Director | A 獲配股票 | 82.8K | – | – | 136K | SEC |
| 2026-02-13 | 02-13 | ANTOUN GEORGES | Director | A 獲配股票 | 82.8K | – | – | 251K | SEC |
| 2026-02-05 | 02-06 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 14.2K | 9.12 | 130K | 691K | SEC |
| 2026-02-05 | 02-06 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 31.0K | 9.12 | 283K | 1.1M | SEC |
| 2026-02-05 | 02-06 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 67.7K | 9.12 | 617K | 3.4M | SEC |
| 2026-01-30 | 02-03 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 34.4K | 9.50 | 327K | 1.1M | SEC |
| 2026-01-30 | 02-03 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 40.5K | 9.50 | 385K | 3.5M | SEC |
| 2026-01-30 | 02-03 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 14.3K | 9.50 | 136K | 705K | SEC |
| 2026-01-20 | 01-22 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 10.80 | 297K | 3.5M | SEC |
| 2026-01-08 | 01-09 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 10.4K | 8.98 | 94K | 3.5M | SEC |
| 2026-01-08 | 01-09 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 9.5K | 9.91 | 94K | 1.2M | SEC |
| 2026-01-08 | 01-09 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 9.0K | 8.98 | 81K | 1.2M | SEC |
| 2026-01-08 | 01-09 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 3.6K | 8.98 | 32K | 720K | SEC |
| 2025-12-17 | 12-19 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 10.77 | 296K | 3.6M | SEC |
| 2025-12-15 | 12-17 | Khan Salman Hassan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 34.7K | 11.48 | 399K | 249K | SEC |
| 2025-11-17 | 11-19 | Thiel Frederick G | Chief Executive Officer | S 公開市場賣出(10b5-1) | 27.5K | 11.99 | 330K | 3.6M | SEC |
| 2025-11-17 | 11-19 | Khan Salman Hassan | Chief Financial Officer | S 公開市場賣出(10b5-1) | 34.7K | 11.99 | 416K | 283K | SEC |
| 2025-11-10 | 11-12 | MELLINGER DOUGLAS K | Director | S 公開市場賣出(10b5-1) | 1.0K | 16.55 | 17K | 171K | SEC |
| 2025-11-10 | 11-10 | Nowaid Zabi | General Counsel | S 公開市場賣出 | 25.0K | 15.87 | 397K | 723K | SEC |
| 2025-11-10 | 11-10 | Nowaid Zabi | General Counsel | S 公開市場賣出 | 90 | 16.58 | 1K | 723K | SEC |
| 2025-11-06 | 11-10 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 27.3K | 17.81 | 486K | 3.6M | SEC |
| 2025-11-06 | 11-10 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 4.2K | 17.81 | 76K | 748K | SEC |
| 2025-11-06 | 11-10 | Nowaid Zabi | General Counsel | S 公開市場賣出 | 4.9K | 16.70 | 82K | 752K | SEC |
| 2025-11-03 | 11-04 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 40.4K | 18.27 | 738K | 3.6M | SEC |
| 2025-11-03 | 11-04 | Khan Salman Hassan | Chief Financial Officer | F 繳稅扣股 | 30.9K | 18.27 | 565K | 1.3M | SEC |
| 2025-11-03 | 11-04 | Nowaid Zabi | General Counsel | F 繳稅扣股 | 10.0K | 18.27 | 182K | 757K | SEC |
| 2025-10-31 | 11-04 | Thiel Frederick G | Chief Executive Officer | F 繳稅扣股 | 40.5K | 17.76 | 719K | 3.7M | 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 |
|---|---|---|---|---|
| BlackRock, Inc. | 64.1M | 890M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27.4M | 381M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 16.5M | 230M | 新進 | 新進 |
| STATE STREET CORP | 15.9M | 221M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 10.9M | 188M | 新進 | 新進 |
| 德劭 D. E. Shaw & Co., Inc. | 10.4M | 144M | 新進 | 新進 |
| Marex Group Ltd | 8.0M | 110M | 新進 | 新進 |
| MORGAN STANLEY | 6.8M | 94.0M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 6.1M | 84.7M | 新進 | 新進 |
| UBS Group AG | 5.6M | 77.5M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 5.0M | 69.1M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.7M | 65.7M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 4.5M | 62.7M | 新進 | 新進 |
| NORTHERN TRUST CORP | 3.7M | 51.4M | 新進 | 新進 |
| VAN ECK ASSOCIATES CORP | 3.5M | 48.3M | 新進 | 新進 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3.4M | 46.6M | 新進 | 新進 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.3M | 46.3M | 新進 | 新進 |
| SEGALL BRYANT & HAMILL, LLC | 2.8M | 38.3M | 新進 | 新進 |
| Bank of New York Mellon Corp | 2.7M | 37.3M | 新進 | 新進 |
| Clear Street Group Inc. | 2.7M | 36.9M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 2.6M | 35.7M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 2.5M | 35.2M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 2.5M | 35.0M | 新進 | 新進 |
| Quadrature Capital Ltd | 2.4M | 33.2M | 新進 | 新進 |
| CANADA PENSION PLAN INVESTMENT BOARD | 2.3M | 32.2M | 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 | 413 +26 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 413 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 280M · 72.5% |
| 合計季末市值 | 3.9B |
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 | 110M |
|---|---|
| 與上期比 | -0.2% |
| 佔流通股數 | 28.50% |
| 日均成交量 | 56.6M |
| 回補天數 | 2.0 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 | 110M | -0.2% | 28.50% | 56.6M | 2.0 |
| 2026-08-14 | 110M | +3.6% | 28.55% | 36.1M | 3.1 |
| 2026-07-31 | 106M | -3.5% | 27.56% | 52.7M | 2.0 |
| 2026-07-15 | 110M | +3.1% | 28.55% | 44.5M | 2.5 |
| 2026-06-30 | 107M | +4.3% | 27.68% | 45.9M | 2.3 |
| 2026-06-15 | 103M | +4.0% | 26.55% | 38.1M | 2.7 |
| 2026-05-29 | 98.6M | -0.7% | 25.53% | 39.3M | 2.5 |
| 2026-05-15 | 99.3M | -0.8% | 25.71% | 44.7M | 2.2 |
| 2026-04-30 | 100M | -4.3% | 25.92% | 46.3M | 2.2 |
| 2026-04-15 | 105M | -7.5% | 27.10% | 42.8M | 2.4 |
| 2026-03-31 | 113M | -1.0% | 29.30% | 47.8M | 2.4 |
| 2026-03-13 | 114M | +0.0% | 29.61% | 49.8M | 2.3 |
| 2026-02-27 | 114M | +3.0% | 29.60% | 43.3M | 2.6 |
| 2026-02-13 | 111M | -3.0% | 28.73% | 56.3M | 2.0 |
| 2026-01-30 | 114M | +8.7% | 29.61% | 41.7M | 2.7 |
| 2026-01-15 | 105M | +1.4% | 27.24% | 39.7M | 2.7 |
| 2025-12-31 | 104M | -0.0% | 26.87% | 35.1M | 3.0 |
| 2025-12-15 | 104M | +0.6% | 26.88% | 40.6M | 2.6 |
| 2025-11-28 | 103M | +5.5% | 26.71% | 48.3M | 2.1 |
| 2025-11-14 | 97.8M | +4.0% | 25.32% | 45.3M | 2.2 |
| 2025-10-31 | 94.0M | -3.9% | 24.34% | 40.0M | 2.4 |
| 2025-10-15 | 97.8M | -3.3% | 25.33% | 60.2M | 1.6 |
| 2025-09-30 | 101M | -6.1% | 26.19% | 77.7M | 1.3 |
| 2025-09-15 | 108M | +5.7% | 27.90% | 61.7M | 1.8 |
| 2025-08-29 | 102M | -2.7% | 26.40% | 53.6M | 1.9 |
| 2025-08-15 | 105M | -1.2% | 27.13% | 32.8M | 3.2 |