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Redfin Corp

RDFN2025/7/1 下市
產業
Real Estate Agents & Managers (For Others)
SEC CIK
0001382821

Redfin Corp 已在 2025/7/1 下市;內部人最後一份 Form 4 在 2025/7/3 申報;2025 年第 2 季末有 232 家機構在 13F 申報持有,市值合計 $12.6 億;ValueAct 資本和索羅斯基金管理兩位大師持有。

四種放空資料,量的東西都不一樣:

  • 空單餘額:某個結算日還沒回補的放空股數。FINRA 每月公布兩次,在結算日後約 8 個工作天。
  • 每日放空量:每天在場外成交、申報給 FINRA 的放空股數。算的是成交,不是未平倉的部位;隔天公布。
  • 交割失敗:到了交割日還沒交付的股數。SEC 每月公布兩次,晚約 2 週。
  • 暗池(ATS)成交量:每週在另類交易系統與其他場外市場的成交量。FINRA 在那一週之後 2~4 週公布。

更多說明見術語頁。

空單餘額

還沒回補的放空股數,取自 FINRA,近兩年的每一個結算日。

空單餘額
2,829 萬
股,結算日 2025/6/30
變化
+106.0 萬
較 2025/6/13 +3.9%
回補天數
3.49
空單餘額 ÷ 平均日成交量
平均日成交量
809.7 萬
股,FINRA 公布的
各結算日的空單餘額
2023/6/30:17,955,465 股2023/7/14:17,596,643 股2023/7/31:16,786,306 股2023/8/15:14,898,250 股2023/8/31:15,766,484 股2023/9/15:16,068,610 股2023/9/29:17,594,318 股2023/10/13:18,552,227 股2023/10/31:19,572,523 股2023/11/15:21,847,423 股2023/11/30:19,997,672 股2023/12/15:19,742,476 股2023/12/29:21,838,681 股2024/1/12:21,953,475 股2024/1/31:20,247,081 股2024/2/15:21,805,850 股2024/2/29:21,458,687 股2024/3/15:20,081,326 股2024/3/28:20,519,421 股2024/4/15:17,847,826 股2024/4/30:19,433,823 股2024/5/15:16,859,534 股2024/5/31:17,753,142 股2024/6/14:17,826,215 股2024/6/28:19,884,824 股2024/7/15:20,407,339 股2024/7/31:19,608,724 股2024/8/15:18,451,696 股2024/8/30:20,619,462 股2024/9/13:22,481,182 股2024/9/30:20,075,867 股2024/10/15:21,316,592 股2024/10/31:21,660,990 股2024/11/15:18,429,247 股2024/11/29:17,117,367 股2024/12/13:15,906,498 股2024/12/31:16,563,460 股2025/1/15:18,240,166 股2025/1/31:18,250,512 股2025/2/14:18,462,076 股2025/2/28:18,938,554 股2025/3/14:18,651,974 股2025/3/31:15,533,141 股2025/4/15:11,429,345 股2025/4/30:11,797,502 股2025/5/15:20,530,105 股2025/5/30:26,729,250 股2025/6/13:27,233,596 股2025/6/30:28,293,536 股
RDFN 各結算日的空單餘額
結算日空單餘額變化變化 %平均日成交量回補天數
2025/6/302,829 萬+106.0 萬+3.9%809.7 萬3.49
2025/6/132,723 萬+50.4 萬+1.9%760.9 萬3.58
2025/5/302,673 萬+619.9 萬+30.2%579.8 萬4.61
2025/5/152,053 萬+873.3 萬+74.0%851.3 萬2.41
2025/4/301,180 萬+36.8 萬+3.2%493.6 萬2.39
2025/4/151,143 萬−410.4 萬−26.4%710.7 萬1.61
2025/3/311,553 萬−311.9 萬−16.7%646.2 萬2.40
2025/3/141,865 萬−28.7 萬−1.5%1,979 萬1.00
2025/2/281,894 萬+47.6 萬+2.6%861.9 萬2.20
2025/2/141,846 萬+21.2 萬+1.2%515.9 萬3.58
2025/1/311,825 萬+1.03 萬+0.1%425.8 萬4.29
2025/1/151,824 萬+167.7 萬+10.1%449.2 萬4.06
2024/12/311,656 萬+65.7 萬+4.1%411.4 萬4.03
2024/12/131,591 萬−121.1 萬−7.1%419.7 萬3.79
2024/11/291,712 萬−131.2 萬−7.1%562.2 萬3.04
2024/11/151,843 萬−323.2 萬−14.9%699.5 萬2.63
2024/10/312,166 萬+34.4 萬+1.6%490.3 萬4.42
2024/10/152,132 萬+124.1 萬+6.2%551.0 萬3.87
2024/9/302,008 萬−240.5 萬−10.7%850.7 萬2.36
2024/9/132,248 萬+186.2 萬+9.0%871.9 萬2.58
2024/8/302,062 萬+216.8 萬+11.8%878.0 萬2.35
2024/8/151,845 萬−115.7 萬−5.9%455.8 萬4.05
2024/7/311,961 萬−79.9 萬−3.9%441.0 萬4.45
2024/7/152,041 萬+52.3 萬+2.6%518.5 萬3.94
2024/6/281,988 萬+205.9 萬+11.6%355.6 萬5.59
2024/6/141,783 萬+7.31 萬+0.4%437.1 萬4.08
2024/5/311,775 萬+89.4 萬+5.3%348.0 萬5.10
2024/5/151,686 萬−257.4 萬−13.3%605.1 萬2.79
2024/4/301,943 萬+158.6 萬+8.9%429.0 萬4.53
2024/4/151,785 萬−267.2 萬−13.0%432.4 萬4.13
2024/3/282,052 萬+43.8 萬+2.2%635.2 萬3.23
2024/3/152,008 萬−137.7 萬−6.4%522.3 萬3.84
2024/2/292,146 萬−34.7 萬−1.6%552.3 萬3.89
2024/2/152,181 萬+155.9 萬+7.7%490.4 萬4.45
2024/1/312,025 萬−170.6 萬−7.8%473.5 萬4.28
2024/1/122,195 萬+11.5 萬+0.5%590.6 萬3.72
2023/12/292,184 萬+209.6 萬+10.6%682.1 萬3.20
2023/12/151,974 萬−25.5 萬−1.3%726.0 萬2.72
2023/11/302,000 萬−185.0 萬−8.5%444.7 萬4.50
2023/11/152,185 萬+227.5 萬+11.6%611.6 萬3.57
2023/10/311,957 萬+102.0 萬+5.5%520.9 萬3.76
2023/10/131,855 萬+95.8 萬+5.4%312.5 萬5.94
2023/9/291,759 萬+152.6 萬+9.5%292.4 萬6.02
2023/9/151,607 萬+30.2 萬+1.9%223.0 萬7.21
2023/8/311,577 萬+86.8 萬+5.8%283.0 萬5.57
2023/8/151,490 萬−188.8 萬−11.3%481.2 萬3.10
2023/7/311,679 萬−81.0 萬−4.6%387.2 萬4.34
2023/7/141,760 萬−35.9 萬−2.0%521.7 萬3.37
2023/6/301,796 萬−39.0 萬−2.1%342.3 萬5.24

交割失敗

到了交割日還沒交付的股數,取自 SEC,最近 30 個有交割失敗的日子。價格是 SEC 公布的前一天收盤價。

RDFN 各交割日的交割失敗
交割日股數價格金額
2025/7/27,557$11.19$8.46 萬
2025/7/112,790,142$11.19$1.43 億
2025/6/272,110$11.40$2.41 萬
2025/6/265,935$11.30$6.71 萬
2025/6/25222,853$11.74$261.6 萬
2025/6/241,898$11.54$2.19 萬
2025/6/2345,163$11.24$50.8 萬
2025/6/2027,771$10.82$30.0 萬
2025/6/1874,569$10.35$77.2 萬
2025/6/1714,840$10.78$16.0 萬
2025/6/167,046$10.80$7.61 萬
2025/6/1313,590$11.04$15.0 萬
2025/6/1227,168$10.74$29.2 萬
2025/6/1118,047$10.26$18.5 萬
2025/6/92,084$9.96$2.08 萬
2025/6/651,234$9.98$51.1 萬
2025/6/45,315$10.05$5.34 萬
2025/6/29$9.99$89.91
2025/5/3055,787$10.26$57.2 萬
2025/5/282,092$10.20$2.13 萬
2025/5/21134,744$10.26$138.2 萬
2025/5/20108,276$10.12$109.6 萬
2025/5/1958,461$10.35$60.5 萬
2025/5/1635,815$10.02$35.9 萬
2025/5/1533,992$9.90$33.7 萬
2025/5/13230,092$9.18$211.2 萬
2025/5/12516,493$8.72$450.4 萬
2025/5/9111$9.06$1,005.66
2025/5/525$9.59$239.75
2025/5/110,484$9.51$9.97 萬

每日放空量

場外成交裡的放空量,不是空單餘額:每天申報給 FINRA 的場外成交中放空的股數,最近 30 個交易日。

放空量比例不能當成市場情緒:造市商為了接買單、避險本來就會放空,放空通常就佔場外成交量的一半上下。

RDFN 各交易日的場外放空量
交易日放空量豁免放空量場外總成交量放空量比例
2025/6/30723,09601,564,40846.2%
2025/6/27531,3581,0001,651,15932.2%
2025/6/261,043,0422,9162,581,29640.4%
2025/6/251,083,1774,2362,413,44044.9%
2025/6/241,149,0106321,990,90457.7%
2025/6/231,226,25012,6782,233,07954.9%
2025/6/201,394,8575,6723,009,29546.4%
2025/6/18780,5341,0361,931,24940.4%
2025/6/17941,5801,4211,761,31853.5%
2025/6/161,046,2118,2891,894,17955.2%
2025/6/13785,8124,1761,316,49359.7%
2025/6/121,567,0093,1783,010,69752.0%
2025/6/11916,9295,6402,373,37338.6%
2025/6/101,058,2404,6182,453,41743.1%
2025/6/91,435,9241042,240,14764.1%
2025/6/61,189,7513,1412,038,82658.4%
2025/6/51,702,3051,6433,888,41743.8%
2025/6/42,174,5131,4133,820,85156.9%
2025/6/3986,103301,866,10752.8%
2025/6/21,007,01025,1991,951,22651.6%
2025/5/30799,0679251,623,45449.2%
2025/5/291,197,6881512,073,07057.8%
2025/5/281,389,3131,2002,262,59761.4%
2025/5/271,313,3707292,324,89256.5%
2025/5/23867,8451,1011,631,36253.2%
2025/5/221,660,5286892,410,99768.9%
2025/5/211,708,613432,1842,284,49474.8%
2025/5/201,228,37613,0571,806,09968.0%
2025/5/191,311,6246362,159,67660.7%
2025/5/161,959,16812,0313,852,72550.9%

暗池(ATS)成交量

每週在另類交易系統(ATS)與其他場外市場(OTC)的成交量,取自 FINRA,最近 12 週。ATS 佔比 = ATS 成交量 ÷(ATS + OTC 成交量),不是佔全市場成交量。

RDFN 每週的 ATS 與場外成交量
週(起日)層級ATS 股數ATS 筆數其他場外股數其他場外筆數ATS 佔比
2025/6/30T2789,9275,8359,511,9442,4817.7%
2025/6/23T23,369,19425,0959,534,10712,82126.1%
2025/6/16T22,980,72121,1296,644,85710,81331.0%
2025/6/9T25,050,62433,1016,663,09112,29543.1%
2025/6/2T26,371,18442,17313,799,42013,84531.6%
2025/5/26T22,410,61320,7038,505,37510,34422.1%
2025/5/19T23,281,79026,4017,154,84613,46931.4%
2025/5/12T26,556,97549,8349,457,99919,69340.9%
2025/5/5T26,856,63948,22118,792,97919,88926.7%
2025/4/28T24,480,03835,46515,221,71717,79422.7%
2025/4/21T23,186,00622,19710,695,04314,96023.0%
2025/4/14T21,663,26515,7676,573,8739,47620.2%