SGMT
Sagimet Biosciences Inc.
+0.50 (+4.78%)10.96USD358K成交股數–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 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 5 · 4.5M · 3 |
| 其中 10b5-1 計畫賣出 | 3 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 4.5M |
| 近 180 天 淨額 | −4.5M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-14 | 08-17 | Kemble George | Director | M 選擇權執行 | 327K | 6.36 | 2.1M | 389K | SEC |
| 2026-08-14 | 08-17 | Kemble George | Director | M 選擇權執行 | 24.4K | 6.36 | 155K | 413K | SEC |
| 2026-08-14 | 08-17 | Kemble George | Director | S 公開市場賣出(10b5-1) | 351K | 10.23 | 3.6M | 62.2K | SEC |
| 2026-08-11 | 08-12 | Kemble George | Director | M 選擇權執行 | 9.8K | 6.36 | 62K | 71.9K | SEC |
| 2026-08-11 | 08-12 | Kemble George | Director | M 選擇權執行 | 10.5K | 6.36 | 66K | 82.4K | SEC |
| 2026-08-11 | 08-12 | Kemble George | Director | S 公開市場賣出(10b5-1) | 20.2K | 9.95 | 201K | 62.2K | SEC |
| 2026-07-20 | 07-22 | Rozek Elizabeth | Chief Legal & Admin. Officer | S 公開市場賣出 | 10.5K | 7.76 | 82K | 224K | SEC |
| 2026-07-20 | 07-22 | Kemble George | Director | S 公開市場賣出(10b5-1) | 18.8K | 7.46 | 141K | 62.2K | SEC |
| 2026-07-20 | 07-22 | Happel David | President & CEO | S 公開市場賣出 | 64.1K | 7.76 | 497K | 742K | SEC |
| 2026-02-19 | 02-20 | Chauche Thierry | Chief Financial Officer | A 獲配股票 | 44.0K | – | – | 59.7K | SEC |
| 2026-02-19 | 02-20 | Happel David | President & CEO | A 獲配股票 | 128K | – | – | 806K | SEC |
| 2026-02-19 | 02-20 | Martins Eduardo Bruno | Chief Medical Officer | A 獲配股票 | 44.0K | – | – | 147K | SEC |
| 2026-02-19 | 02-20 | Rozek Elizabeth | Chief Legal & Admin. Officer | A 獲配股票 | 44.0K | – | – | 235K | SEC |
| 2026-02-10 | 02-12 | Rozek Elizabeth | Chief Legal & Admin. Officer | S 公開市場賣出 | 2.6K | 5.36 | 14K | 191K | SEC |
| 2026-02-10 | 02-12 | Martins Eduardo Bruno | Chief Medical Officer | S 公開市場賣出 | 3.6K | 5.36 | 20K | 103K | SEC |
| 2026-02-10 | 02-12 | Chauche Thierry | Chief Financial Officer | S 公開市場賣出 | 1.3K | 5.36 | 7K | 15.7K | SEC |
| 2026-02-10 | 02-12 | Happel David | President & CEO | S 公開市場賣出 | 12.1K | 5.36 | 65K | 678K | SEC |
| 2025-11-20 | 11-21 | Kemble George | Executive Chairman | S 公開市場賣出(10b5-1) | 37.7K | 7.69 | 290K | 81.0K | SEC |
| 2025-11-04 | 11-06 | Rozek Elizabeth | Chief Legal & Admin. Officer | A 獲配股票 | 9.9K | – | – | 194K | SEC |
| 2025-07-21 | 07-23 | Rozek Elizabeth | General Counsel and CCO | S 公開市場賣出 | 10.8K | 9.13 | 98K | 184K | SEC |
| 2025-07-21 | 07-23 | Martins Eduardo Bruno | Chief Medical Officer | S 公開市場賣出 | 8.3K | 9.13 | 76K | 107K | SEC |
| 2025-07-21 | 07-23 | Happel David | President & CEO | S 公開市場賣出 | 65.5K | 9.13 | 598K | 690K | SEC |
| 2025-02-06 | 02-07 | Chauche Thierry | Chief Financial Officer | A 獲配股票 | 17.0K | – | – | 17.0K | SEC |
| 2025-02-06 | 02-07 | Rozek Elizabeth | General Counsel and CCO | A 獲配股票 | 34.0K | – | – | 195K | SEC |
| 2025-02-06 | 02-07 | Happel David | President & CEO | A 獲配股票 | 116K | – | – | 755K | SEC |
| 2025-02-06 | 02-07 | Martins Eduardo Bruno | Chief Medical Officer | A 獲配股票 | 34.0K | – | – | 115K | SEC |
| 2024-07-23 | 07-25 | Kemble George | Executive Chairman | S 公開市場賣出(10b5-1) | 23.6K | 3.17 | 75K | 119K | SEC |
| 2024-07-19 | 07-23 | Kemble George | Executive Chairman | S 公開市場賣出 | 14.1K | 3.10 | 44K | 142K | SEC |
| 2024-07-19 | 07-23 | Rozek Elizabeth | General Counsel and CCO | S 公開市場賣出 | 10.9K | 3.10 | 34K | 161K | SEC |
| 2024-07-19 | 07-23 | Martins Eduardo Bruno | Chief Medical Officer | S 公開市場賣出 | 8.4K | 3.10 | 26K | 81.2K | SEC |
| 2024-03-26 | 03-28 | Happel David | President & CEO | P 公開市場買進 | 12.1K | 5.27 | 64K | 639K | SEC |
| 2024-01-29 | 01-31 | NEW ENTERPRISE ASSOCIATES 13 LP | TenPercentOwner | J 其他 | 850K | – | – | 3.0M | SEC |
| 2024-01-29 | 01-31 | NEA 13 GP, Ltd | TenPercentOwner | J 其他 | 850K | – | – | 3.0M | SEC |
| 2024-01-29 | 01-31 | NEA 13 GP, Ltd | TenPercentOwner | J 其他 | 261K | – | – | 261K | SEC |
| 2024-01-29 | 01-31 | NEA 13 GP, Ltd | TenPercentOwner | J 其他 | 261K | – | – | 0 | SEC |
| 2024-01-29 | 01-31 | NEA Partners 13, Limited Partnership | TenPercentOwner | J 其他 | 850K | – | – | 3.0M | SEC |
| 2024-01-29 | 01-31 | NEA Partners 13, Limited Partnership | TenPercentOwner | J 其他 | 261K | – | – | 261K | SEC |
| 2024-01-29 | 01-31 | NEA Partners 13, Limited Partnership | TenPercentOwner | J 其他 | 261K | – | – | 0 | SEC |
| 2024-01-29 | 01-31 | BASKETT FOREST | TenPercentOwner | J 其他 | 850K | – | – | 3.0M | SEC |
| 2024-01-29 | 01-31 | BASKETT FOREST | TenPercentOwner | J 其他 | 261K | – | – | 261K | SEC |
| 2024-01-29 | 01-31 | BASKETT FOREST | TenPercentOwner | J 其他 | 261K | – | – | 0 | SEC |
| 2024-01-29 | 01-31 | BASKETT FOREST | TenPercentOwner | J 其他 | 11.3K | – | – | 11.3K | SEC |
| 2024-01-29 | 01-31 | KERINS PATRICK J | TenPercentOwner | J 其他 | 850K | – | – | 3.0M | SEC |
| 2024-01-29 | 01-31 | KERINS PATRICK J | TenPercentOwner | J 其他 | 261K | – | – | 261K | SEC |
| 2024-01-29 | 01-31 | KERINS PATRICK J | TenPercentOwner | J 其他 | 261K | – | – | 0 | SEC |
| 2024-01-29 | 01-31 | KERINS PATRICK J | TenPercentOwner | J 其他 | 13.1K | – | – | 13.1K | SEC |
| 2024-01-29 | 01-31 | SANDELL SCOTT D | TenPercentOwner | J 其他 | 850K | – | – | 3.0M | SEC |
| 2024-01-29 | 01-31 | SANDELL SCOTT D | TenPercentOwner | J 其他 | 261K | – | – | 261K | SEC |
| 2024-01-29 | 01-31 | SANDELL SCOTT D | TenPercentOwner | J 其他 | 261K | – | – | 0 | SEC |
| 2024-01-29 | 01-31 | SANDELL SCOTT D | TenPercentOwner | J 其他 | 7.0K | – | – | 7.0K | SEC |
| 2023-12-07 | 12-08 | Happel David | President & CEO | P 公開市場買進 | 1.6K | 4.10 | 7K | 627K | SEC |
| 2023-11-17 | 11-21 | Happel David | President & CEO | A 獲配股票 | 625K | – | – | 626K | SEC |
| 2023-11-17 | 11-21 | Kemble George | Executive Chairman | A 獲配股票 | 151K | – | – | 156K | SEC |
| 2023-11-17 | 11-21 | Martins Eduardo Bruno | Chief Medical Officer | A 獲配股票 | 89.6K | – | – | 89.6K | SEC |
| 2023-11-17 | 11-21 | Rozek Elizabeth | General Counsel and CCO | A 獲配股票 | 171K | – | – | 171K | SEC |
| 2023-11-16 | 11-20 | Happel David | President & CEO | P 公開市場買進 | 590 | 2.35 | 1K | 590 | SEC |
| 2023-09-07 | 09-08 | Kemble George | Executive Chairman | M 選擇權執行 | 5.6K | 0.79 | 4K | 5.6K | SEC |
| 2023-07-18 | 07-20 | Parsey Merdad | Director | D 處分 | 8.7K | – | – | 0 | SEC |
| 2023-07-18 | 07-20 | Parsey Merdad | Director | A 獲配股票 | 8.7K | – | – | 8.7K | SEC |
| 2023-07-18 | 07-20 | Parsey Merdad | Director | C 轉換 | 4.1K | – | – | 12.8K | SEC |
| 2023-07-18 | 07-20 | Wu Jinzi Jason | Director | C 轉換 | 1.7M | – | – | 1.7M | SEC |
| 2023-07-18 | 07-20 | SEIDENBERG BETH C | Director | D 處分 | 38.8K | – | – | 0 | SEC |
| 2023-07-18 | 07-20 | SEIDENBERG BETH C | Director | A 獲配股票 | 38.8K | – | – | 38.8K | SEC |
| 2023-07-18 | 07-20 | SEIDENBERG BETH C | Director | C 轉換 | 1.9M | – | – | 1.9M | SEC |
| 2023-07-18 | 07-20 | SEIDENBERG BETH C | Director | C 轉換 | 84.8K | – | – | 84.8K | SEC |
| 2023-07-18 | 07-20 | SEIDENBERG BETH C | Director | P 公開市場買進 | 46.9K | 16.00 | 750K | 46.9K | SEC |
| 2023-07-18 | 07-20 | KPCB PANDEMIC & BIO DEFENSE FUND LLC | TenPercentOwner | J 其他 | 38.8K | – | – | 0 | SEC |
| 2023-07-18 | 07-20 | KPCB PANDEMIC & BIO DEFENSE FUND LLC | TenPercentOwner | J 其他 | 38.8K | – | – | 38.8K | SEC |
| 2023-07-18 | 07-20 | KPCB PANDEMIC & BIO DEFENSE FUND LLC | TenPercentOwner | C 轉換 | 1.9M | – | – | 1.9M | SEC |
| 2023-07-18 | 07-20 | KPCB PBD Associates, LLC | TenPercentOwner | J 其他 | 38.8K | – | – | 0 | SEC |
| 2023-07-18 | 07-20 | KPCB PBD Associates, LLC | TenPercentOwner | J 其他 | 38.8K | – | – | 38.8K | SEC |
| 2023-07-18 | 07-20 | KPCB PBD Associates, LLC | TenPercentOwner | C 轉換 | 1.9M | – | – | 1.9M | SEC |
| 2023-07-18 | 07-20 | KERINS PATRICK J | TenPercentOwner | J 其他 | 37.7K | – | – | 0 | SEC |
| 2023-07-18 | 07-20 | KERINS PATRICK J | TenPercentOwner | J 其他 | 37.7K | – | – | 37.7K | SEC |
| 2023-07-18 | 07-20 | KERINS PATRICK J | TenPercentOwner | C 轉換 | 3.8M | – | – | 3.8M | SEC |
| 2023-07-18 | 07-20 | KERINS PATRICK J | TenPercentOwner | X 選擇權履約 | 13.4K | 0.79 | 11K | 3.8M | SEC |
| 2023-07-18 | 07-20 | KERINS PATRICK J | TenPercentOwner | S 公開市場賣出 | 662 | 16.00 | 11K | 3.8M | SEC |
| 2023-07-18 | 07-20 | KERINS PATRICK J | TenPercentOwner | P 公開市場買進 | 30.0K | 16.00 | 480K | 3.9M | SEC |
| 2023-07-18 | 07-20 | SANDELL SCOTT D | TenPercentOwner | J 其他 | 37.7K | – | – | 0 | SEC |
| 2023-07-18 | 07-20 | SANDELL SCOTT D | TenPercentOwner | J 其他 | 37.7K | – | – | 37.7K | 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. | 6.6M | 50.8M | +5.8M (+722%) | 加碼 |
| Balyasny Asset Management L.P. | 3.6M | 28.0M | 新進 | 新進 |
| Woodline Partners LP | 3.0M | 23.2M | +2.0M (+200%) | 加碼 |
| SILVERARC CAPITAL MANAGEMENT, LLC | 2.9M | 22.6M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | 19.8M | +1.5M (+134%) | 加碼 |
| Caligan Partners LP | 2.5M | 19.3M | 新進 | 新進 |
| BVF INC/IL | 2.5M | 19.3M | 新進 | 新進 |
| Affinity Asset Advisors, LLC | 2.5M | 19.3M | +1.6M (+188%) | 加碼 |
| FEDERATED HERMES, INC. | 2.1M | 16.1M | +2.1M (+267085%) | 加碼 |
| GREAT POINT PARTNERS LLC | 2.0M | 15.7M | 新進 | 新進 |
| STATE STREET CORP | 2.0M | 15.4M | +1.9M (+1449%) | 加碼 |
| Saturn V Capital Management LP | 1.5M | 11.4M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4M | 11.2M | +1.1M (+367%) | 加碼 |
| Blue Owl Capital Holdings LP | 1.3M | 9.7M | +927K (+278%) | 加碼 |
| BAKER BROS. ADVISORS LP | 953K | 7.4M | 不變 | 持平 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 937K | 7.2M | +74.7K (+9%) | 加碼 |
| Aberdeen Group plc | 848K | 6.6M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 759K | 5.9M | +590K (+348%) | 加碼 |
| HHLR ADVISORS, LTD. | 725K | 5.6M | 不變 | 持平 |
| AMERIPRISE FINANCIAL INC | 581K | 4.5M | 新進 | 新進 |
| Vestal Point Capital, LP | 535K | 4.1M | 新進 | 新進 |
| NORTHERN TRUST CORP | 468K | 3.6M | +413K (+744%) | 加碼 |
| BOOTHBAY FUND MANAGEMENT, LLC | 464K | 3.6M | 新進 | 新進 |
| ADAR1 Capital Management, LLC | 438K | 3.4M | 新進 | 新進 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 415K | 3.2M | 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 | 122 +34 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 58 / 24 / 36 / 10 |
| 機構合計持股 · 佔流通股 | 51.0M · 100.0% |
| 合計季末市值 | 393M |
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 | 10.1M |
|---|---|
| 與上期比 | -13.9% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 1.1M |
| 回補天數 | 9.6 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 | 10.1M | -13.9% | – | 1.1M | 9.6 |
| 2026-08-14 | 11.7M | +1.3% | – | 1.7M | 6.9 |
| 2026-07-31 | 11.6M | +19.0% | – | 711K | 16.3 |
| 2026-07-15 | 9.7M | +18.1% | – | 1.1M | 9.2 |
| 2026-06-30 | 8.3M | +41.6% | – | 2.1M | 3.9 |
| 2026-06-15 | 5.8M | +21.4% | – | 647K | 9.0 |
| 2026-05-29 | 4.8M | +14.1% | – | 826K | 5.8 |
| 2026-05-15 | 4.2M | -7.1% | – | 985K | 4.3 |
| 2026-04-30 | 4.5M | +26.0% | – | 5.3M | 1.0 |
| 2026-04-15 | 3.6M | +11.6% | – | 346K | 10.4 |
| 2026-03-31 | 3.2M | -15.2% | – | 411K | 7.9 |
| 2026-03-13 | 3.8M | +3.9% | – | 303K | 12.6 |
| 2026-02-27 | 3.7M | -5.8% | – | 393K | 9.3 |
| 2026-02-13 | 3.9M | +14.1% | – | 833K | 4.7 |
| 2026-01-30 | 3.4M | +6.3% | – | 791K | 4.3 |
| 2026-01-15 | 3.2M | +16.4% | – | 657K | 4.9 |
| 2025-12-31 | 2.8M | -7.2% | – | 590K | 4.7 |
| 2025-12-15 | 3.0M | -3.4% | – | 586K | 5.1 |
| 2025-11-28 | 3.1M | +2.6% | – | 470K | 6.5 |
| 2025-11-14 | 3.0M | -4.4% | – | 480K | 6.2 |
| 2025-10-31 | 3.1M | +13.7% | – | 656K | 4.8 |
| 2025-10-15 | 2.8M | +0.7% | – | 546K | 5.0 |
| 2025-09-30 | 2.7M | -12.1% | – | 567K | 4.8 |
| 2025-09-15 | 3.1M | +28.8% | – | 392K | 7.9 |
| 2025-08-29 | 2.4M | -13.8% | – | 646K | 3.7 |
| 2025-08-15 | 2.8M | -12.9% | – | 654K | 4.3 |