SBAC
SBA COMMUNICATIONS CORP
+2.36 (+1.31%)182.38USD131K成交股數19.3B市值18.7本益比(近四季)–股價營收比-23.5%營收年增(近四季)2026-11-02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 | 1 · 55K · 1 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 55K |
| 近 180 天 淨額 | −55K |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-17 | 08-19 | Krouse George R Jr | Director | S 公開市場賣出 | 300 | 182.67 | 55K | 8.5K | SEC |
| 2026-08-01 | 08-04 | DAY DONALD | EVP - SITE LEASING | M 選擇權執行 | 457 | – | – | 10.2K | SEC |
| 2026-08-01 | 08-04 | DAY DONALD | EVP - SITE LEASING | F 繳稅扣股 | 171 | 180.98 | 31K | 10.0K | SEC |
| 2026-05-13 | 05-15 | LANGER JACK | Director | M 選擇權執行 | 1.5K | 212.31 | 319K | 10.2K | SEC |
| 2026-05-13 | 05-15 | BEEBE KEVIN L | Director | F 繳稅扣股 | 1.5K | 213.61 | 319K | 16.6K | SEC |
| 2026-05-13 | 05-15 | BERNSTEIN STEVEN E | Director | M 選擇權執行 | 1.5K | 212.31 | 319K | 8.6K | SEC |
| 2026-05-13 | 05-15 | Krouse George R Jr | Director | F 繳稅扣股 | 500 | 213.61 | 107K | 8.8K | SEC |
| 2026-05-13 | 05-15 | Krouse George R Jr | Director | M 選擇權執行 | 501 | 212.31 | 106K | 9.3K | SEC |
| 2026-05-13 | 05-15 | BEEBE KEVIN L | Director | M 選擇權執行 | 1.5K | 212.31 | 319K | 18.1K | SEC |
| 2026-05-13 | 05-15 | BERNSTEIN STEVEN E | Director | F 繳稅扣股 | 1.5K | 213.61 | 320K | 7.1K | SEC |
| 2026-05-13 | 05-15 | LANGER JACK | Director | F 繳稅扣股 | 1.5K | 213.61 | 320K | 8.7K | SEC |
| 2026-05-01 | 05-05 | BERNSTEIN STEVEN E | Director | M 選擇權執行 | 302 | – | – | 6.8K | SEC |
| 2026-05-01 | 05-05 | BERNSTEIN STEVEN E | Director | M 選擇權執行 | 248 | – | – | 6.5K | SEC |
| 2026-05-01 | 05-05 | Chan Mary S | Director | M 選擇權執行 | 248 | – | – | 6.1K | SEC |
| 2026-05-01 | 05-05 | Krouse George R Jr | Director | M 選擇權執行 | 248 | – | – | 8.5K | SEC |
| 2026-05-01 | 05-05 | Chan Mary S | Director | M 選擇權執行 | 302 | – | – | 6.4K | SEC |
| 2026-05-01 | 05-05 | LANGER JACK | Director | F 繳稅扣股 | 326 | 221.20 | 72K | 8.7K | SEC |
| 2026-05-01 | 05-05 | STOOPS JEFFREY | Director,Other | M 選擇權執行 | 302 | – | – | 141K | SEC |
| 2026-05-01 | 05-05 | LANGER JACK | Director | M 選擇權執行 | 302 | – | – | 8.7K | SEC |
| 2026-05-01 | 05-05 | BOWEN LAURIE | Director | M 選擇權執行 | 302 | – | – | 1.1K | SEC |
| 2026-05-01 | 05-05 | STOOPS JEFFREY | Director,Other | M 選擇權執行 | 331 | – | – | 141K | SEC |
| 2026-05-01 | 05-05 | Chan Mary S | Director | F 繳稅扣股 | 326 | 221.20 | 72K | 6.4K | SEC |
| 2026-05-01 | 05-05 | Krouse George R Jr | Director | M 選擇權執行 | 302 | – | – | 8.8K | SEC |
| 2026-05-01 | 05-05 | Chan Mary S | Director | M 選擇權執行 | 331 | – | – | 6.7K | SEC |
| 2026-05-01 | 05-05 | Krouse George R Jr | Director | M 選擇權執行 | 331 | – | – | 9.1K | SEC |
| 2026-05-01 | 05-05 | Krouse George R Jr | Director | F 繳稅扣股 | 326 | 221.20 | 72K | 8.8K | SEC |
| 2026-05-01 | 05-05 | BERNSTEIN STEVEN E | Director | M 選擇權執行 | 331 | – | – | 7.1K | SEC |
| 2026-05-01 | 05-05 | LANGER JACK | Director | M 選擇權執行 | 248 | – | – | 8.4K | SEC |
| 2026-05-01 | 05-05 | LANGER JACK | Director | M 選擇權執行 | 331 | – | – | 9.0K | SEC |
| 2026-05-01 | 05-05 | Johnson Jay LeCoryelle | Director | M 選擇權執行 | 331 | – | – | 2.0K | SEC |
| 2026-05-01 | 05-05 | BEEBE KEVIN L | Director | M 選擇權執行 | 302 | – | – | 16.3K | SEC |
| 2026-05-01 | 05-05 | Johnson Jay LeCoryelle | Director | F 繳稅扣股 | 326 | 221.20 | 72K | 1.7K | SEC |
| 2026-05-01 | 05-05 | Wilson Amy E | Director | M 選擇權執行 | 302 | – | – | 1.4K | SEC |
| 2026-05-01 | 05-05 | BEEBE KEVIN L | Director | M 選擇權執行 | 331 | – | – | 16.6K | SEC |
| 2026-05-01 | 05-05 | Wilson Amy E | Director | M 選擇權執行 | 248 | – | – | 1.1K | SEC |
| 2026-05-01 | 05-05 | Wilson Amy E | Director | M 選擇權執行 | 331 | – | – | 1.7K | SEC |
| 2026-05-01 | 05-05 | BEEBE KEVIN L | Director | M 選擇權執行 | 248 | – | – | 16.0K | SEC |
| 2026-05-01 | 05-05 | Johnson Jay LeCoryelle | Director | M 選擇權執行 | 302 | – | – | 1.7K | SEC |
| 2026-05-01 | 05-05 | Johnson Jay LeCoryelle | Director | M 選擇權執行 | 248 | – | – | 1.4K | SEC |
| 2026-05-01 | 05-05 | BOWEN LAURIE | Director | M 選擇權執行 | 331 | – | – | 1.4K | SEC |
| 2026-05-01 | 05-05 | BOWEN LAURIE | Director | M 選擇權執行 | 248 | – | – | 765 | SEC |
| 2026-05-01 | 05-05 | BOWEN LAURIE | Director | F 繳稅扣股 | 326 | 221.20 | 72K | 1.1K | SEC |
| 2026-04-13 | 04-14 | Chan Mary S | Director | F 繳稅扣股 | 1.5K | 223.75 | 325K | 5.9K | SEC |
| 2026-04-13 | 04-14 | Chan Mary S | Director | M 選擇權執行 | 1.5K | 212.31 | 319K | 7.3K | SEC |
| 2026-03-06 | 03-09 | Ciarfella Mark R | EVP - OPERATIONS | F 繳稅扣股 | 265 | 195.69 | 52K | 38.1K | SEC |
| 2026-03-06 | 03-09 | Ciarfella Mark R | EVP - OPERATIONS | M 選擇權執行 | 715 | – | – | 38.3K | SEC |
| 2026-03-06 | 03-09 | Montagner Marc | EVP - CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 979 | 195.69 | 192K | 6.1K | SEC |
| 2026-03-06 | 03-09 | Montagner Marc | EVP - CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 815 | 195.69 | 160K | 4.6K | SEC |
| 2026-03-06 | 03-09 | Montagner Marc | EVP - CHIEF FINANCIAL OFFICER | M 選擇權執行 | 2.1K | – | – | 5.4K | SEC |
| 2026-03-06 | 03-09 | Cavanagh Brendan Thomas | PRESIDENT AND CEO | F 繳稅扣股 | 2.0K | 195.69 | 385K | 63.8K | SEC |
| 2026-03-06 | 03-09 | Cavanagh Brendan Thomas | PRESIDENT AND CEO | M 選擇權執行 | 5.0K | – | – | 65.8K | SEC |
| 2026-03-06 | 03-09 | Cavanagh Brendan Thomas | PRESIDENT AND CEO | F 繳稅扣股 | 1.6K | 195.69 | 305K | 60.7K | SEC |
| 2026-03-06 | 03-09 | Cavanagh Brendan Thomas | PRESIDENT AND CEO | M 選擇權執行 | 4.0K | – | – | 62.3K | SEC |
| 2026-03-06 | 03-09 | Cavanagh Brendan Thomas | PRESIDENT AND CEO | F 繳稅扣股 | 3.1K | 195.69 | 615K | 58.3K | SEC |
| 2026-03-06 | 03-09 | Cavanagh Brendan Thomas | PRESIDENT AND CEO | M 選擇權執行 | 8.7K | – | – | 61.5K | SEC |
| 2026-03-06 | 03-09 | Cavanagh Brendan Thomas | PRESIDENT AND CEO | F 繳稅扣股 | 569 | 195.69 | 111K | 52.8K | SEC |
| 2026-03-06 | 03-09 | Cavanagh Brendan Thomas | PRESIDENT AND CEO | M 選擇權執行 | 1.4K | – | – | 53.4K | SEC |
| 2026-03-06 | 03-09 | Montagner Marc | EVP - CHIEF FINANCIAL OFFICER | M 選擇權執行 | 2.5K | – | – | 7.0K | SEC |
| 2026-03-06 | 03-09 | STOOPS JEFFREY | Director,Other | F 繳稅扣股 | 8.2K | 195.69 | 1.6M | 141K | SEC |
| 2026-03-06 | 03-09 | CANE RICHARD M | EVP; PRES. - INTERNATIONAL | F 繳稅扣股 | 1.0K | 195.69 | 202K | 10.2K | SEC |
| 2026-03-06 | 03-09 | STOOPS JEFFREY | Director,Other | M 選擇權執行 | 20.8K | – | – | 149K | SEC |
| 2026-03-06 | 03-09 | Ciarfella Mark R | EVP - OPERATIONS | M 選擇權執行 | 4.3K | – | – | 42.3K | SEC |
| 2026-03-06 | 03-09 | CANE RICHARD M | EVP; PRES. - INTERNATIONAL | F 繳稅扣股 | 273 | 195.69 | 53K | 7.0K | SEC |
| 2026-03-06 | 03-09 | CANE RICHARD M | EVP; PRES. - INTERNATIONAL | M 選擇權執行 | 694 | – | – | 7.3K | SEC |
| 2026-03-06 | 03-09 | KOENIG JOSHUA | EXECUTIVE VP/GENERAL COUNSEL | F 繳稅扣股 | 756 | 195.69 | 148K | 10.7K | SEC |
| 2026-03-06 | 03-09 | KOENIG JOSHUA | EXECUTIVE VP/GENERAL COUNSEL | F 繳稅扣股 | 582 | 195.69 | 114K | 9.6K | SEC |
| 2026-03-06 | 03-09 | KOENIG JOSHUA | EXECUTIVE VP/GENERAL COUNSEL | M 選擇權執行 | 1.5K | – | – | 10.1K | SEC |
| 2026-03-06 | 03-09 | KOENIG JOSHUA | EXECUTIVE VP/GENERAL COUNSEL | F 繳稅扣股 | 1.5K | 195.69 | 303K | 8.7K | SEC |
| 2026-03-06 | 03-09 | KOENIG JOSHUA | EXECUTIVE VP/GENERAL COUNSEL | M 選擇權執行 | 3.9K | – | – | 10.2K | SEC |
| 2026-03-06 | 03-09 | KOENIG JOSHUA | EXECUTIVE VP/GENERAL COUNSEL | F 繳稅扣股 | 258 | 195.69 | 50K | 6.3K | SEC |
| 2026-03-06 | 03-09 | KOENIG JOSHUA | EXECUTIVE VP/GENERAL COUNSEL | M 選擇權執行 | 655 | – | – | 6.5K | SEC |
| 2026-03-06 | 03-09 | Ciarfella Mark R | EVP - OPERATIONS | F 繳稅扣股 | 676 | 195.69 | 132K | 42.8K | SEC |
| 2026-03-06 | 03-09 | Ciarfella Mark R | EVP - OPERATIONS | M 選擇權執行 | 1.8K | – | – | 43.5K | SEC |
| 2026-03-06 | 03-09 | KOENIG JOSHUA | EXECUTIVE VP/GENERAL COUNSEL | M 選擇權執行 | 1.9K | – | – | 11.5K | SEC |
| 2026-03-06 | 03-09 | Ciarfella Mark R | EVP - OPERATIONS | F 繳稅扣股 | 567 | 195.69 | 111K | 41.6K | SEC |
| 2026-03-06 | 03-09 | Ciarfella Mark R | EVP - OPERATIONS | M 選擇權執行 | 1.5K | – | – | 42.2K | SEC |
| 2026-03-06 | 03-09 | Ciarfella Mark R | EVP - OPERATIONS | F 繳稅扣股 | 1.7K | 195.69 | 326K | 40.7K | SEC |
| 2026-03-06 | 03-09 | CANE RICHARD M | EVP; PRES. - INTERNATIONAL | M 選擇權執行 | 4.2K | – | – | 11.2K | SEC |
| 2026-03-06 | 03-09 | STOOPS JEFFREY | Director,Other | F 繳稅扣股 | 1.3K | 195.69 | 251K | 128K | SEC |
| 2026-03-06 | 03-09 | STOOPS JEFFREY | Director,Other | M 選擇權執行 | 3.5K | – | – | 129K | 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 |
|---|---|---|---|---|
| Dodge & Cox | 12.3M | 2.2B | 新進 | 新進 |
| BlackRock, Inc. | 10.1M | 1.8B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.8M | 1.7B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | 1.2B | 新進 | 新進 |
| STATE STREET CORP | 5.1M | 903M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.2M | 558M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 2.7M | 486M | 新進 | 新進 |
| Invesco Ltd. | 1.9M | 341M | 新進 | 新進 |
| DEUTSCHE BANK AG\ | 1.8M | 320M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | 302M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 1.6M | 284M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.6M | 277M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 1.5M | 262M | 新進 | 新進 |
| Legal & General Group Plc | 1.4M | 252M | 新進 | 新進 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.3M | 228M | 新進 | 新進 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.3M | 228M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 1.3M | 228M | 新進 | 新進 |
| MORGAN STANLEY | 1.3M | 225M | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 1.2M | 203M | 新進 | 新進 |
| FMR LLC | 1.0M | 182M | 新進 | 新進 |
| NORTHERN TRUST CORP | 995K | 176M | 新進 | 新進 |
| Alyeska Investment Group, L.P. | 992K | 175M | 新進 | 新進 |
| CANADA PENSION PLAN INVESTMENT BOARD | 908K | 160M | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 901K | 159M | 新進 | 新進 |
| Long Pond Capital, LP | 899K | 159M | 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 | 684 +15 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 684 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 105M · 98.9% |
| 合計季末市值 | 17.7B |
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 | 3.7M |
|---|---|
| 與上期比 | +18.2% |
| 佔流通股數 | 3.53% |
| 日均成交量 | 726K |
| 回補天數 | 5.2 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 | 3.7M | +18.2% | 3.53% | 726K | 5.2 |
| 2026-08-14 | 3.2M | +13.4% | 2.98% | 1.2M | 2.7 |
| 2026-07-31 | 2.8M | -5.8% | 2.63% | 1.0M | 2.8 |
| 2026-07-15 | 3.0M | +12.0% | 2.79% | 1.1M | 2.8 |
| 2026-06-30 | 2.6M | +13.6% | 2.49% | 1.0M | 2.6 |
| 2026-06-15 | 2.3M | -4.3% | 2.20% | 1.0M | 2.3 |
| 2026-05-29 | 2.4M | +1.2% | 2.29% | 734K | 3.3 |
| 2026-05-15 | 2.4M | -13.8% | 2.27% | 804K | 3.0 |
| 2026-04-30 | 2.8M | -19.1% | 2.63% | 1.0M | 2.7 |
| 2026-04-15 | 3.4M | +23.8% | 3.25% | 2.4M | 1.5 |
| 2026-03-31 | 2.8M | +8.9% | 2.62% | 905K | 3.1 |
| 2026-03-13 | 2.6M | +0.8% | 2.41% | 1.0M | 2.5 |
| 2026-02-27 | 2.5M | +10.5% | 2.39% | 1.1M | 2.4 |
| 2026-02-13 | 2.3M | -10.7% | 2.16% | 950K | 2.4 |
| 2026-01-30 | 2.6M | +0.7% | 2.42% | 751K | 3.4 |
| 2026-01-15 | 2.6M | +2.3% | 2.41% | 801K | 3.2 |
| 2025-12-31 | 2.5M | +17.2% | 2.35% | 658K | 3.8 |
| 2025-12-15 | 2.1M | -2.7% | 2.01% | 790K | 2.7 |
| 2025-11-28 | 2.2M | -12.7% | 2.06% | 792K | 2.8 |
| 2025-11-14 | 2.5M | +25.6% | 2.36% | 1.0M | 2.4 |
| 2025-10-31 | 2.0M | +8.8% | 1.88% | 1.1M | 1.8 |
| 2025-10-15 | 1.8M | -17.6% | 1.73% | 1.0M | 1.8 |
| 2025-09-30 | 2.2M | +10.2% | 2.10% | 1.3M | 1.7 |
| 2025-09-15 | 2.0M | -15.1% | 1.90% | 1.7M | 1.2 |
| 2025-08-29 | 2.4M | +18.6% | 2.24% | 973K | 2.5 |
| 2025-08-15 | 2.0M | +8.8% | 1.89% | 937K | 2.1 |