ZBIO
Zenas BioPharma, Inc.
+0.25 (+0.77%)32.57USD180K成交股數2.1B市值–本益比(近四季)2122.8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 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 16.7M · 0.00 |
| 近 180 天 淨額 | 16.7M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 05-18 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 60.0K | 16.88 | 1.0M | 96.9K | SEC |
| 2026-04-29 | 04-29 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 35.0K | 17.62 | 617K | 1.8M | SEC |
| 2026-04-28 | 04-29 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 25.0K | 18.02 | 451K | 1.8M | SEC |
| 2026-03-31 | 04-02 | Lu Hongbo | Director | P 公開市場買進 | 3.8K | 18.63 | 70K | 427K | SEC |
| 2026-03-31 | 04-01 | Fairmount Healthcare Fund II L.P. | Director | P 公開市場買進 | 150K | 20.00 | 3.0M | 2.4M | SEC |
| 2026-03-31 | 04-01 | Kiselak Tomas | Director | P 公開市場買進 | 150K | 20.00 | 3.0M | 2.4M | SEC |
| 2026-03-31 | 04-01 | Harwin Peter Evan | Director | P 公開市場買進 | 150K | 20.00 | 3.0M | 2.4M | SEC |
| 2026-03-31 | 04-01 | Fairmount Funds Management LLC | Director | P 公開市場買進 | 150K | 20.00 | 3.0M | 2.4M | SEC |
| 2026-03-31 | 03-31 | Lu Hongbo | Director | P 公開市場買進 | 75.0K | 20.00 | 1.5M | 423K | SEC |
| 2026-03-31 | 03-31 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 34.0K | 19.31 | 657K | 1.7M | SEC |
| 2026-03-30 | 03-31 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 20.0K | 18.23 | 365K | 1.7M | SEC |
| 2026-02-13 | 02-13 | Allen Patricia L | Director | P 公開市場買進 | 4.2K | 26.36 | 110K | 19.9K | SEC |
| 2026-02-12 | 02-13 | Allen Patricia L | Director | P 公開市場買進 | 5.0K | 23.77 | 119K | 5.0K | SEC |
| 2026-02-12 | 02-13 | Allen Patricia L | Director | P 公開市場買進 | 5.7K | 24.34 | 139K | 10.7K | SEC |
| 2026-02-12 | 02-13 | Allen Patricia L | Director | P 公開市場買進 | 5.0K | 26.50 | 133K | 15.7K | SEC |
| 2026-02-11 | 02-13 | Lu Hongbo | Director | P 公開市場買進 | 26.0K | 22.50 | 585K | 348K | SEC |
| 2026-02-05 | 06-17 | Farmer Joseph L | See Remarks | A 獲配股票 | 974 | 13.35 | 13K | 974 | SEC |
| 2026-02-05 | 06-17 | Fox Jennifer A. | See Remarks | A 獲配股票 | 1.6K | 13.35 | 21K | 1.6K | SEC |
| 2026-02-02 | 02-03 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 57.0K | 17.96 | 1.0M | 423K | SEC |
| 2026-01-09 | 01-09 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 20.0K | 16.55 | 331K | 366K | SEC |
| 2026-01-08 | 01-09 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 30.0K | 16.30 | 489K | 346K | SEC |
| 2026-01-07 | 01-09 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 50.0K | 16.38 | 819K | 316K | SEC |
| 2025-10-09 | 10-14 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | P 公開市場買進 | 63.2K | 19.00 | 1.2M | 1.2M | SEC |
| 2025-10-09 | 10-14 | ENRIGHT PATRICK G | Director | P 公開市場買進 | 105K | 19.00 | 2.0M | 1.8M | SEC |
| 2025-10-09 | 10-14 | ENRIGHT PATRICK G | Director | P 公開市場買進 | 12.0K | 20.85 | 250K | 12.0K | SEC |
| 2025-10-09 | 10-14 | George Simeon | TenPercentOwner | P 公開市場買進 | 63.2K | 19.00 | 1.2M | 1.2M | SEC |
| 2025-10-09 | 10-14 | George Simeon | TenPercentOwner | P 公開市場買進 | 63.2K | 19.00 | 1.2M | 1.9M | SEC |
| 2025-10-09 | 10-14 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | P 公開市場買進 | 63.2K | 19.00 | 1.2M | 1.9M | SEC |
| 2025-10-09 | 10-14 | Nunn Jason Raleigh | Director | P 公開市場買進 | 63.2K | 19.00 | 1.2M | 1.2M | SEC |
| 2025-10-07 | 10-09 | MOULDER LEON O JR | See Remarks | P 公開市場買進 | 36.9K | 20.85 | 770K | 36.9K | SEC |
| 2025-10-07 | 10-09 | Lu Hongbo | Director | P 公開市場買進 | 263K | 19.00 | 5.0M | 322K | SEC |
| 2025-10-07 | 10-09 | Harwin Peter Evan | Director | P 公開市場買進 | 316K | 19.00 | 6.0M | 2.2M | SEC |
| 2025-10-07 | 10-09 | Fairmount Healthcare Fund II L.P. | Director | P 公開市場買進 | 316K | 19.00 | 6.0M | 2.2M | SEC |
| 2025-10-07 | 10-09 | Fairmount Funds Management LLC | Director | P 公開市場買進 | 316K | 19.00 | 6.0M | 2.2M | SEC |
| 2025-10-07 | 10-09 | Kiselak Tomas | Director | P 公開市場買進 | 316K | 19.00 | 6.0M | 2.2M | SEC |
| 2025-02-18 | 02-19 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 25.0K | 6.67 | 167K | 266K | SEC |
| 2025-02-07 | 04-28 | Xiao Ting | Director | P 公開市場買進 | 10.0K | 7.76 | 78K | 10.0K | SEC |
| 2025-02-07 | 02-11 | Xiao Ting | Director | P 公開市場買進 | 10.0K | 7.76 | 78K | 47.0K | SEC |
| 2024-12-04 | 12-04 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 45.0K | 9.98 | 449K | 241K | SEC |
| 2024-12-03 | 12-04 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 25.0K | 10.76 | 269K | 196K | SEC |
| 2024-11-19 | 11-20 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 2.5K | 14.57 | 36K | 171K | SEC |
| 2024-11-18 | 11-20 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 7.5K | 15.00 | 113K | 169K | SEC |
| 2024-09-20 | 09-20 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 2.4K | 17.88 | 42K | 1.7M | SEC |
| 2024-09-20 | 09-20 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 2.6K | 18.97 | 50K | 1.7M | SEC |
| 2024-09-19 | 09-20 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 5.0K | 17.89 | 89K | 1.7M | SEC |
| 2024-09-18 | 09-20 | MOULDER LEON O JR | Chief Executive Officer | P 公開市場買進 | 10.0K | 17.91 | 179K | 1.7M | SEC |
| 2024-09-16 | 09-18 | Zebra Aggregator, LP | TenPercentOwner | C 轉換 | 2.9M | – | – | 2.9M | SEC |
| 2024-09-16 | 09-18 | Wellington Biomedical Innovation Master Investors (Cayman) I L.P. | TenPercentOwner | C 轉換 | 181K | – | – | 181K | SEC |
| 2024-09-16 | 09-18 | Wellington Biomedical Innovation Master Investors (Cayman) I L.P. | TenPercentOwner | C 轉換 | 420K | – | – | 601K | SEC |
| 2024-09-16 | 09-18 | Wellington Biomedical Innovation Master Investors (Cayman) I L.P. | TenPercentOwner | C 轉換 | 201K | – | – | 802K | SEC |
| 2024-09-16 | 09-18 | Enavate Sciences GP, LLC | TenPercentOwner | C 轉換 | 2.9M | – | – | 2.9M | SEC |
| 2024-09-16 | 09-18 | Enavate Sciences GP, LLC | TenPercentOwner | P 公開市場買進 | 882K | 17.00 | 15.0M | 3.8M | SEC |
| 2024-09-16 | 09-18 | Zebra Aggregator, LP | TenPercentOwner | P 公開市場買進 | 882K | 17.00 | 15.0M | 3.8M | SEC |
| 2024-09-16 | 09-17 | Kiselak Tomas | Director | C 轉換 | 710K | – | – | 1.3M | SEC |
| 2024-09-16 | 09-17 | MOULDER LEON O JR | Chief Executive Officer | C 轉換 | 165K | – | – | 1.3M | SEC |
| 2024-09-16 | 09-17 | MOULDER LEON O JR | Chief Executive Officer | C 轉換 | 108K | – | – | 113K | SEC |
| 2024-09-16 | 09-17 | MOULDER LEON O JR | Chief Executive Officer | C 轉換 | 372K | – | – | 1.7M | SEC |
| 2024-09-16 | 09-17 | MOULDER LEON O JR | Chief Executive Officer | C 轉換 | 48.3K | – | – | 161K | SEC |
| 2024-09-16 | 09-17 | Harwin Peter Evan | Director | C 轉換 | 41.1K | – | – | 329K | SEC |
| 2024-09-16 | 09-17 | Harwin Peter Evan | Director | C 轉換 | 253K | – | – | 582K | SEC |
| 2024-09-16 | 09-17 | Harwin Peter Evan | Director | C 轉換 | 710K | – | – | 1.3M | SEC |
| 2024-09-16 | 09-17 | Harwin Peter Evan | Director | C 轉換 | 301K | – | – | 1.6M | SEC |
| 2024-09-16 | 09-17 | Harwin Peter Evan | Director | P 公開市場買進 | 300K | 17.00 | 5.1M | 1.9M | SEC |
| 2024-09-16 | 09-17 | Fairmount Healthcare Fund II L.P. | Director | C 轉換 | 41.1K | – | – | 329K | SEC |
| 2024-09-16 | 09-17 | Fairmount Healthcare Fund II L.P. | Director | C 轉換 | 253K | – | – | 582K | SEC |
| 2024-09-16 | 09-17 | Fairmount Healthcare Fund II L.P. | Director | C 轉換 | 710K | – | – | 1.3M | SEC |
| 2024-09-16 | 09-17 | Fairmount Healthcare Fund II L.P. | Director | C 轉換 | 301K | – | – | 1.6M | SEC |
| 2024-09-16 | 09-17 | Fairmount Healthcare Fund II L.P. | Director | P 公開市場買進 | 300K | 17.00 | 5.1M | 1.9M | SEC |
| 2024-09-16 | 09-17 | Fairmount Funds Management LLC | Director | C 轉換 | 41.1K | – | – | 329K | SEC |
| 2024-09-16 | 09-17 | Fairmount Funds Management LLC | Director | C 轉換 | 253K | – | – | 582K | SEC |
| 2024-09-16 | 09-17 | Fairmount Funds Management LLC | Director | C 轉換 | 710K | – | – | 1.3M | SEC |
| 2024-09-16 | 09-17 | Fairmount Funds Management LLC | Director | C 轉換 | 301K | – | – | 1.6M | SEC |
| 2024-09-16 | 09-17 | Fairmount Funds Management LLC | Director | P 公開市場買進 | 300K | 17.00 | 5.1M | 1.9M | SEC |
| 2024-09-16 | 09-17 | Kiselak Tomas | Director | C 轉換 | 41.1K | – | – | 329K | SEC |
| 2024-09-16 | 09-17 | Kiselak Tomas | Director | C 轉換 | 253K | – | – | 582K | SEC |
| 2024-09-16 | 09-17 | Kiselak Tomas | Director | C 轉換 | 301K | – | – | 1.6M | SEC |
| 2024-09-16 | 09-17 | Kiselak Tomas | Director | P 公開市場買進 | 300K | 17.00 | 5.1M | 1.9M | SEC |
| 2024-09-16 | 09-16 | Fairmount Funds Management LLC | Director | C 轉換 | 710K | – | – | 1.0M | SEC |
| 2024-09-16 | 09-16 | ENRIGHT PATRICK G | Director | P 公開市場買進 | 440K | 17.00 | 7.5M | 775K | SEC |
| 2024-09-16 | 09-16 | George Simeon | TenPercentOwner | C 轉換 | 1.5M | – | – | 1.5M | 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 |
|---|---|---|---|---|
| FMR LLC | 9.5M | 241M | 新進 | 新進 |
| SR One Capital Management, LP | 5.0M | 128M | 新進 | 新進 |
| NEA Management Company, LLC | 4.0M | 102M | 新進 | 新進 |
| ENAVATE SCIENCES GP, LLC | 3.9M | 99.5M | 新進 | 新進 |
| FEDERATED HERMES, INC. | 3.1M | 79.1M | 新進 | 新進 |
| BlackRock, Inc. | 2.7M | 68.2M | 新進 | 新進 |
| Capital International Investors | 2.5M | 63.5M | 新進 | 新進 |
| Polar Capital Holdings Plc | 2.4M | 61.2M | 新進 | 新進 |
| Royalty Pharma Sub-Manager, LLC | 2.4M | 60.6M | 新進 | 新進 |
| Fairmount Funds Management LLC | 2.4M | 59.9M | 新進 | 新進 |
| STATE STREET CORP | 2.1M | 52.2M | 新進 | 新進 |
| NVP ASSOCIATES, LLC | 1.8M | 46.7M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.6M | 40.5M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | 34.4M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 1.2M | 31.2M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 883K | 22.4M | 新進 | 新進 |
| ALLIANCEBERNSTEIN L.P. | 1.1M | 21.6M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 815K | 20.7M | 新進 | 新進 |
| EcoR1 Capital, LLC | 790K | 20.0M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 660K | 16.8M | 新進 | 新進 |
| Woodline Partners LP | 591K | 15.0M | 新進 | 新進 |
| Balyasny Asset Management L.P. | 577K | 14.6M | 新進 | 新進 |
| ArrowMark Colorado Holdings LLC | 573K | 14.6M | 新進 | 新進 |
| SILVERARC CAPITAL MANAGEMENT, LLC | 510K | 12.9M | 新進 | 新進 |
| Rock Springs Capital Management LP | 502K | 12.7M | 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 | 145 +5 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 145 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 61.3M · 94.0% |
| 合計季末市值 | 1.5B |
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 | 11.7M |
|---|---|
| 與上期比 | +0.4% |
| 佔流通股數 | 17.95% |
| 日均成交量 | 825K |
| 回補天數 | 14.2 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 | 11.7M | +0.4% | 17.95% | 825K | 14.2 |
| 2026-08-14 | 11.7M | -0.8% | 17.89% | 554K | 21.1 |
| 2026-07-31 | 11.8M | -3.4% | 18.03% | 850K | 13.8 |
| 2026-07-15 | 12.2M | -0.2% | 18.67% | 977K | 12.5 |
| 2026-06-30 | 12.2M | +9.6% | 18.71% | 1.3M | 9.6 |
| 2026-06-15 | 11.1M | +2.3% | 17.08% | 576K | 19.3 |
| 2026-05-29 | 10.9M | +1.8% | 16.69% | 600K | 18.1 |
| 2026-05-15 | 10.7M | -1.5% | 16.40% | 501K | 21.3 |
| 2026-04-30 | 10.9M | +6.2% | 16.65% | 453K | 24.0 |
| 2026-04-15 | 10.2M | +9.2% | 15.69% | 826K | 12.4 |
| 2026-03-31 | 9.4M | +21.4% | 14.36% | 1.3M | 7.5 |
| 2026-03-13 | 7.7M | -3.9% | 11.83% | 347K | 22.3 |
| 2026-02-27 | 8.0M | +2.9% | 12.31% | 750K | 10.7 |
| 2026-02-13 | 7.8M | +18.8% | 11.97% | 927K | 8.4 |
| 2026-01-30 | 6.6M | +7.9% | 10.08% | 580K | 11.3 |
| 2026-01-15 | 6.1M | +27.4% | 9.34% | 2.0M | 3.0 |
| 2025-12-31 | 4.8M | -3.5% | 7.33% | 402K | 11.9 |
| 2025-12-15 | 5.0M | +1.9% | 7.60% | 286K | 17.3 |
| 2025-11-28 | 4.9M | +5.5% | 7.45% | 338K | 14.4 |
| 2025-11-14 | 4.6M | -3.3% | 7.07% | 373K | 12.3 |
| 2025-10-31 | 4.8M | +9.9% | 7.31% | 702K | 6.8 |
| 2025-10-15 | 4.3M | -22.8% | 6.65% | 440K | 9.9 |
| 2025-09-30 | 5.6M | +1.2% | 8.62% | 280K | 20.1 |
| 2025-09-15 | 5.6M | -3.6% | 8.52% | 310K | 17.9 |
| 2025-08-29 | 5.8M | +9.4% | 8.84% | 209K | 27.6 |
| 2025-08-15 | 5.3M | +0.8% | 8.08% | 118K | 44.7 |