VERA
Vera Therapeutics, Inc.
+2.01 (+6.33%)33.78USD1.6M成交股數2.4B市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-05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 | 13 · 6.0M · 1 |
| 其中 10b5-1 計畫賣出 | 13 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 8.3M |
| 近 180 天 淨額 | −8.3M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | 09-14 | Young Joseph R | SVP, FINANCE, CHIEF ACCT OFFCR | M 選擇權執行 | 5.0K | 3.94 | 20K | 80.8K | SEC |
| 2026-09-02 | 09-04 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 18.5K | 2.90 | 54K | 254K | SEC |
| 2026-09-02 | 09-04 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 18.5K | 35.12 | 650K | 235K | SEC |
| 2026-08-03 | 08-05 | Boman Nancy Lee | Chief Regulatory Officer | A 獲配股票 | 45.0K | – | – | 45.0K | SEC |
| 2026-07-07 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 2.2K | 43.59 | 96K | 235K | SEC |
| 2026-07-07 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 10.5K | 42.86 | 450K | 237K | SEC |
| 2026-07-07 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 32.5K | 42.07 | 1.4M | 248K | SEC |
| 2026-07-07 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 1.0K | 40.78 | 41K | 280K | SEC |
| 2026-07-07 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 46.3K | 2.90 | 134K | 281K | SEC |
| 2026-07-07 | 07-09 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 2.2K | 43.59 | 96K | 152K | SEC |
| 2026-07-07 | 07-09 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 1.0K | 40.78 | 41K | 197K | SEC |
| 2026-07-07 | 07-09 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 10.5K | 42.86 | 450K | 154K | SEC |
| 2026-07-07 | 07-09 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 32.5K | 42.07 | 1.4M | 165K | SEC |
| 2026-06-23 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 18.5K | 2.90 | 54K | 254K | SEC |
| 2026-06-23 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 88 | 38.43 | 3K | 235K | SEC |
| 2026-06-23 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 18.4K | 37.93 | 698K | 235K | SEC |
| 2026-06-23 | 06-24 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 88 | 38.43 | 3K | 198K | SEC |
| 2026-06-23 | 06-24 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 18.4K | 37.93 | 698K | 198K | SEC |
| 2026-05-12 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 4.3K | 37.09 | 159K | 235K | SEC |
| 2026-05-12 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 14.2K | 36.64 | 521K | 240K | SEC |
| 2026-05-12 | 08-12 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 18.5K | 2.90 | 54K | 254K | SEC |
| 2026-05-12 | 05-13 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 14.2K | 36.64 | 521K | 221K | SEC |
| 2026-05-12 | 05-13 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 4.3K | 37.09 | 159K | 217K | SEC |
| 2026-04-14 | 04-15 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 14.1K | 43.66 | 617K | 244K | SEC |
| 2026-04-14 | 04-15 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 900 | 45.51 | 41K | 235K | SEC |
| 2026-04-14 | 04-15 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 7.9K | 44.58 | 353K | 236K | SEC |
| 2026-03-23 | 03-25 | Wright-Mitchell Jane | Chief Legal Officer | A 獲配股票 | 42.4K | – | – | 42.4K | SEC |
| 2026-03-13 | 03-16 | Young Joseph R | SVP, FINANCE, CHIEF ACCT OFFCR | M 選擇權執行 | 10.0K | 3.94 | 39K | 75.8K | SEC |
| 2026-02-23 | 02-25 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出 | 16.9K | 41.98 | 711K | 257K | SEC |
| 2026-02-23 | 02-25 | Turner William D. | Chief Regulatory Officer | S 公開市場賣出 | 2.2K | 41.98 | 92K | 45.3K | SEC |
| 2026-02-23 | 02-25 | Young Joseph R | SVP, FINANCE, CHIEF ACCT OFFCR | S 公開市場賣出 | 3.1K | 41.98 | 131K | 64.7K | SEC |
| 2026-02-23 | 02-25 | JOHNSON DAVID LEE | Chief Operating Officer | S 公開市場賣出 | 2.6K | 41.98 | 108K | 45.7K | SEC |
| 2026-02-23 | 02-25 | Skelton Laurence Matthew | Chief Commercial Officer | S 公開市場賣出 | 1.6K | 41.98 | 66K | 64.2K | SEC |
| 2026-02-23 | 02-25 | Grant Sean | CHIEF FINANCIAL OFFICER | S 公開市場賣出 | 4.9K | 41.98 | 208K | 114K | SEC |
| 2026-02-23 | 02-25 | Brenner Robert | Chief Medical Officer | S 公開市場賣出 | 2.2K | 41.98 | 90K | 50.9K | SEC |
| 2026-02-04 | 02-06 | JOHNSON DAVID LEE | Chief Operating Officer | A 獲配股票 | 20.0K | – | – | 48.3K | SEC |
| 2026-02-04 | 02-06 | Turner William D. | Chief Regulatory Officer | A 獲配股票 | 25.0K | – | – | 47.5K | SEC |
| 2026-02-04 | 02-06 | Skelton Laurence Matthew | Chief Commercial Officer | A 獲配股票 | 20.0K | – | – | 65.8K | SEC |
| 2026-02-04 | 02-06 | Brenner Robert | Chief Medical Officer | A 獲配股票 | 25.0K | – | – | 53.1K | SEC |
| 2026-02-04 | 02-06 | Grant Sean | CHIEF FINANCIAL OFFICER | A 獲配股票 | 25.0K | – | – | 119K | SEC |
| 2026-02-04 | 02-06 | Young Joseph R | SVP, FINANCE, CHIEF ACCT OFFCR | A 獲配股票 | 10.0K | – | – | 67.8K | SEC |
| 2026-02-04 | 02-06 | Fordyce Marshall | PRESIDENT AND CEO | A 獲配股票 | 68.8K | – | – | 274K | SEC |
| 2025-12-15 | 12-17 | Turner William D. | Chief Regulatory Officer | S 公開市場賣出(10b5-1) | 10.0K | 50.08 | 501K | 22.5K | SEC |
| 2025-12-15 | 12-17 | Turner William D. | Chief Regulatory Officer | M 選擇權執行 | 10.0K | 15.53 | 155K | 32.5K | SEC |
| 2025-12-11 | 12-15 | ENRIGHT PATRICK G | Director | P 公開市場買進 | 5.9K | 42.50 | 250K | 5.9K | SEC |
| 2025-12-08 | 12-10 | Turner William D. | Chief Regulatory Officer | M 選擇權執行 | 10.0K | 15.53 | 155K | 32.5K | SEC |
| 2025-12-08 | 12-10 | Turner William D. | Chief Regulatory Officer | S 公開市場賣出(10b5-1) | 10.0K | 45.31 | 453K | 22.5K | SEC |
| 2025-12-03 | 12-04 | Turner William D. | Chief Regulatory Officer | M 選擇權執行 | 10.0K | 15.53 | 155K | 32.5K | SEC |
| 2025-12-03 | 12-04 | Turner William D. | Chief Regulatory Officer | S 公開市場賣出(10b5-1) | 10.0K | 40.00 | 400K | 22.5K | SEC |
| 2025-11-21 | 11-25 | Carter Jason S | Chief Legal Officer | S 公開市場賣出 | 3.9K | 27.82 | 107K | 49.1K | SEC |
| 2025-11-13 | 11-13 | Young Joseph R | SVP, FINANCE, CHIEF ACCT OFFCR | M 選擇權執行 | 10.0K | 3.94 | 39K | 57.8K | SEC |
| 2025-11-11 | 11-13 | Young Joseph R | SVP, FINANCE, CHIEF ACCT OFFCR | S 公開市場賣出 | 15.0K | 29.06 | 436K | 47.8K | SEC |
| 2025-06-24 | 06-25 | ENRIGHT PATRICK G | Director | P 公開市場買進 | 27.1K | 22.35 | 605K | 3.6M | SEC |
| 2025-06-24 | 06-25 | ENRIGHT PATRICK G | Director | P 公開市場買進 | 13.5K | 22.35 | 303K | 1.8M | SEC |
| 2025-06-23 | 06-25 | ENRIGHT PATRICK G | Director | P 公開市場買進 | 140K | 20.87 | 2.9M | 3.6M | SEC |
| 2025-06-23 | 06-25 | ENRIGHT PATRICK G | Director | P 公開市場買進 | 69.8K | 20.87 | 1.5M | 1.8M | SEC |
| 2025-02-26 | 02-27 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 8.0K | 27.55 | 220K | 206K | SEC |
| 2025-02-26 | 02-27 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 1.1K | 28.32 | 31K | 205K | SEC |
| 2025-02-21 | 02-27 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 10.6K | 27.89 | 296K | 214K | SEC |
| 2025-02-18 | 02-20 | Brenner Robert | Chief Medical Officer | A 獲配股票 | 26.9K | – | – | 27.5K | SEC |
| 2025-02-18 | 02-20 | Grant Sean | CHIEF FINANCIAL OFFICER | A 獲配股票 | 26.9K | – | – | 93.2K | SEC |
| 2025-02-18 | 02-20 | Fordyce Marshall | PRESIDENT AND CEO | A 獲配股票 | 80.8K | – | – | 224K | SEC |
| 2025-02-18 | 02-20 | JOHNSON DAVID LEE | Chief Operating Officer | A 獲配股票 | 26.9K | – | – | 26.9K | SEC |
| 2025-02-18 | 02-20 | Turner William D. | Chief Development Officer | A 獲配股票 | 22.5K | – | – | 22.5K | SEC |
| 2025-02-18 | 02-20 | Young Joseph R | SVP, FINANCE, CHIEF ACCT OFFCR | A 獲配股票 | 10.7K | – | – | 61.9K | SEC |
| 2025-01-08 | 01-10 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 5.7K | 2.90 | 16K | 149K | SEC |
| 2025-01-08 | 01-10 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 10.0K | 41.53 | 414K | 144K | SEC |
| 2025-01-08 | 01-10 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 10.0K | 2.90 | 29K | 154K | SEC |
| 2025-01-08 | 01-10 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 1.9K | 42.00 | 79K | 144K | SEC |
| 2025-01-08 | 01-10 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 1.9K | 2.90 | 5K | 145K | SEC |
| 2025-01-08 | 01-10 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 5.7K | 42.03 | 237K | 144K | SEC |
| 2024-12-19 | 12-20 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 57.7K | 2.90 | 167K | 144K | SEC |
| 2024-12-18 | 12-20 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 1.9K | 2.90 | 5K | 87.8K | SEC |
| 2024-12-18 | 12-20 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 4.6K | 44.03 | 204K | 85.9K | SEC |
| 2024-12-18 | 12-20 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 4.6K | 2.90 | 13K | 90.6K | SEC |
| 2024-12-18 | 12-20 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 5.0K | 43.52 | 219K | 85.9K | SEC |
| 2024-12-18 | 12-20 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 5.0K | 2.90 | 15K | 91.0K | SEC |
| 2024-12-18 | 12-20 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 2.2K | 42.35 | 93K | 85.9K | SEC |
| 2024-12-18 | 12-20 | Fordyce Marshall | PRESIDENT AND CEO | M 選擇權執行 | 2.2K | 2.90 | 6K | 88.1K | SEC |
| 2024-12-18 | 12-20 | Fordyce Marshall | PRESIDENT AND CEO | S 公開市場賣出(10b5-1) | 3.8K | 41.33 | 156K | 85.9K | 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. | 5.7M | 247M | +660K (+13%) | 加碼 |
| Avoro Capital Advisors LLC | 5.7M | 246M | −165K (-3%) | 減碼 |
| STATE STREET CORP | 4.1M | 178M | +785K (+23%) | 加碼 |
| Deep Track Capital, LP | 4.0M | 172M | −106K (-3%) | 減碼 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 3.9M | 168M | +194K (+5%) | 加碼 |
| Kynam Capital Management, LP | 2.9M | 124M | −508K (-15%) | 減碼 |
| MORGAN STANLEY | 2.8M | 120M | +2.4M (+659%) | 加碼 |
| Sofinnova Investments, Inc. | 2.8M | 120M | 不變 | 持平 |
| FMR LLC | 2.8M | 119M | +97.6K (+4%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | 118M | +71.8K (+3%) | 加碼 |
| Eversept Partners, LP | 2.2M | 94.9M | +39.5K (+2%) | 加碼 |
| Logos Global Management LP | 2.2M | 94.4M | 新進 | 新進 |
| Integral Health Asset Management, LLC | 1.8M | 75.1M | +150K (+9%) | 加碼 |
| Bellevue Group AG | 1.7M | 73.4M | +37 (+0%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7M | 72.6M | +122K (+8%) | 加碼 |
| ALLIANCEBERNSTEIN L.P. | 1.6M | 64.0M | +277K (+21%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 1.4M | 59.3M | +247K (+22%) | 加碼 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1.3M | 55.6M | +744K (+135%) | 加碼 |
| Pictet Asset Management Holding SA | 1.2M | 53.6M | +198K (+19%) | 加碼 |
| DEUTSCHE BANK AG\ | 1.1M | 47.3M | +570K (+107%) | 加碼 |
| Qube Research & Technologies Ltd | 1.1M | 46.5M | +541K (+100%) | 加碼 |
| Woodline Partners LP | 1.0M | 43.0M | 不變 | 持平 |
| AMERICAN CENTURY COMPANIES INC | 866K | 37.2M | +138K (+19%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 643K | 27.6M | +89.9K (+16%) | 加碼 |
| VOYA INVESTMENT MANAGEMENT LLC | 643K | 27.6M | +352K (+121%) | 加碼 |
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 | 220 -10 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 30 / 40 / 95 / 65 |
| 機構合計持股 · 佔流通股 | 77.9M · 100.0% |
| 合計季末市值 | 3.2B |
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 | 19.9M |
|---|---|
| 與上期比 | +18.2% |
| 佔流通股數 | 27.58% |
| 日均成交量 | 1.8M |
| 回補天數 | 10.8 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 | 19.9M | +18.2% | 27.58% | 1.8M | 10.8 |
| 2026-08-14 | 16.8M | +10.0% | 23.33% | 2.4M | 7.0 |
| 2026-07-31 | 15.3M | +1.3% | 21.21% | 1.6M | 9.4 |
| 2026-07-15 | 15.1M | +11.6% | 20.93% | 3.0M | 5.0 |
| 2026-06-30 | 13.5M | +14.2% | 18.76% | 2.3M | 5.9 |
| 2026-06-15 | 11.8M | +9.3% | 16.43% | 1.1M | 10.4 |
| 2026-05-29 | 10.8M | +7.5% | 15.03% | 969K | 11.2 |
| 2026-05-15 | 10.1M | +7.4% | 13.98% | 1.0M | 10.0 |
| 2026-04-30 | 9.4M | -4.9% | 13.02% | 988K | 9.5 |
| 2026-04-15 | 9.9M | +1.1% | 13.70% | 1.4M | 6.9 |
| 2026-03-31 | 9.8M | +18.3% | 13.55% | 1.2M | 7.9 |
| 2026-03-13 | 8.3M | +8.0% | 11.45% | 1.3M | 6.2 |
| 2026-02-27 | 7.6M | -4.9% | 10.60% | 937K | 8.2 |
| 2026-02-13 | 8.0M | -0.8% | 11.15% | 970K | 8.3 |
| 2026-01-30 | 8.1M | +0.6% | 11.23% | 1.0M | 7.8 |
| 2026-01-15 | 8.0M | -4.9% | 11.16% | 1.1M | 7.0 |
| 2025-12-31 | 8.5M | -7.5% | 11.74% | 1.2M | 7.1 |
| 2025-12-15 | 9.1M | -15.5% | 12.69% | 2.3M | 4.1 |
| 2025-11-28 | 10.8M | +8.6% | 15.01% | 1.4M | 7.8 |
| 2025-11-14 | 10.0M | +7.6% | 13.82% | 2.0M | 4.9 |
| 2025-10-31 | 9.3M | -5.1% | 12.85% | 1.1M | 8.3 |
| 2025-10-15 | 9.8M | -1.8% | 13.54% | 1.1M | 9.2 |
| 2025-09-30 | 9.9M | +6.2% | 13.79% | 1.7M | 5.8 |
| 2025-09-15 | 9.4M | +10.3% | 12.99% | 1.8M | 5.1 |
| 2025-08-29 | 8.5M | +9.2% | 11.77% | 1.9M | 4.4 |
| 2025-08-15 | 7.8M | +2.6% | 10.78% | 1.6M | 5.0 |