BEAM Beam Therapeutics Inc. - Common Stock

NASDAQ · Biotechnology · View on SEC EDGAR ↗
$26.76
Price · Aug 18, 2026
Fundamentals as of Aug 4, 2026

BEAM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$26.76
Market Cap
$2.72B
P/E (TTM)
-33.0
EPS (TTM)
$-0.81
Revenue (TTM)
$140M
Div Yield
ROE
-7.0%
Debt/Equity
52W Range
$16 – $38

BEAM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $140M
7-point trend, +776250.0%
2019-12-31 2025-12-31
EPS $-0.81
7-point trend, +94.2%
2019-12-31 2025-12-31
Free Cash Flow $-360M
6-point trend, -221.2%
2020-12-31 2025-12-31
Margins -57.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
BEAM
Peer Median
P/E (TTM)
5-point trend, -147.8%
-33.0
P/S (TTM)
5-point trend, -80.8%
19.5
18.3
P/B
5-point trend, -65.4%
2.2
3.3
Price / FCF
5-point trend, +83.7%
-7.6

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
BEAM
Peer Median
Operating Margin
5-point trend, +63.7%
-274.6%
Net Profit Margin
5-point trend, +92.0%
-57.2%
-180.4%
ROA
5-point trend, +83.9%
-6.2%
-36.2%
ROE
5-point trend, +84.1%
-7.0%
-43.7%
ROIC
4-point trend, +33.7%
-31.0%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
BEAM
Peer Median
Current Ratio
5-point trend, +119.4%
13.1
9.7
Quick Ratio
5-point trend, +389.6%
12.8

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
BEAM
Peer Median
Revenue YoY
5-point trend, +169.5%
120.0%
Revenue CAGR 3Y
5-point trend, +169.5%
31.9%
Revenue CAGR 5Y
5-point trend, +169.5%
466.3%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
BEAM
Peer Median
EPS (Diluted)
5-point trend, +86.0%
$-0.81

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
BEAM
Peer Median

BEAM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 23 analysts
  • Strong Buy 9 39.1%
  • Buy 11 47.8%
  • Hold 3 13.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

13 analysts · 2026-08-15
Median target $45.00 +68.2%
Mean target $52.15 +94.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.19%
Period EPS Actual EPS Est Surprise
June 30, 2026 $-1.18 $-1.13 -0.05%
March 31, 2026 $-0.91 $-1.12 0.21%
Dec. 31, 2025 $-0.10 $-1.01 0.91%
Sept. 30, 2025 $-1.10 $-1.06 -0.04%
June 30, 2025 $-1.00 $-1.13 0.13%
March 31, 2025 $-1.24 $-1.23 -0.01%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BEAM $2.82B -34.2 120.0% -57.2% -7.0%
IMNM $2.43B -8.8 -23.2% -3060.0% -47.0%
IRON $3.01B -13.2 -31.3%
NRIX $1.80B -5.8 53.9% -314.9% -53.6%
SLS $577M -15.1 -55.4%
RARE $2.22B -3.9 20.2% -85.4% -1613.2%
BCRX $1.66B 6.4 94.1% 30.2% -97.6%
COAG
KOD $1.73B -6.5 -202.0%
KLRA

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 14
Annual Income Statement data for BEAM
Metric Trend 2025202420232022202120202019
Revenue 7-point trend, +776250.0% $140M $64M $378M $61M $52M $24.0K $18.0K
R&D Expense 7-point trend, +650.0% $410M $368M $437M $312M $387M $103M $55M
SG&A Expense 7-point trend, +453.8% $114M $112M $117M $88M $57M $30M $21M
Operating Expenses 7-point trend, +596.3% $523M $479M $554M $399M $444M $133M $75M
Operating Income 7-point trend, -410.5% $-384M $-416M $-176M $-338M $-392M $-133M $-75M
Other Non-op 7-point trend, +9674.4% $304M $39M $45M $78M $22M $-62M $-3M
Pretax Income 6-point trend, +58.9% $-80M $-377M $-131M $-260M $-371M $-195M ·
Income Tax 7-point trend, +0.00 $0 $39.0K $1M $3M $0 $0 $0
Net Income 7-point trend, -2.1% $-80M $-377M $-133M $-289M $-371M $-195M $-78M
EPS (Basic) 7-point trend, +94.2% $-0.81 $-4.58 $-1.72 $-4.13 $-5.77 $-4.19 $-14.05
EPS (Diluted) 7-point trend, +94.2% $-0.81 $-4.58 $-1.72 $-4.13 $-5.77 $-4.19 $-14.05
Shares (Basic) 7-point trend, +1426.4% 98,905,577 82,313,008 77,151,771 70,015,305 64,227,676 46,733,221 6,479,591
Shares (Diluted) 7-point trend, +1426.4% 98,905,577 82,313,008 77,151,771 70,015,305 64,227,676 46,733,221 6,479,591
EBITDA 6-point trend, -172.2% $-361M $-394M $-156M $-324M $-385M $-133M ·
Balance Sheet 21
Annual Balance Sheet data for BEAM
Metric Trend 2025202420232022202120202019
Cash & Equivalents 7-point trend, +692.4% $295M $282M $436M $233M $560M $162M $37M
Short-term Investments 4-point trend, +12.4% $950M $569M $754M $845M · · ·
Prepaid Expense 7-point trend, +770.8% $23M $27M $21M $15M $7M $9M $3M
Current Assets 7-point trend, +1241.9% $1.27B $878M $1.21B $1.09B $1.27B $308M $95M
PP&E (Net) 7-point trend, +330.2% $104M $111M $125M $116M $84M $39M $24M
PP&E (Gross) 7-point trend, +598.1% $199M $184M $175M $146M $100M $47M $28M
Accum. Depreciation 7-point trend, +2160.5% $94M $72M $50M $30M $16M $9M $4M
Other Non-current Assets 7-point trend, -87.3% $634.0K $1M $2M $2M $2M $3M $5M
Total Assets 7-point trend, +848.9% $1.48B $1.10B $1.46B $1.34B $1.47B $452M $156M
Accounts Payable 7-point trend, +30.4% $10M $4M $2M $9M $7M $6M $8M
Current Liabilities 7-point trend, +232.7% $97M $182M $206M $224M $213M $102M $29M
Capital Leases 7-point trend, +559.6% $140M $148M $160M $169M $135M $96M $21M
Other Non-current Liabilities 7-point trend, -58.6% $173.0K $504.0K $298.0K $1M $3M $2M $418.0K
Total Liabilities 7-point trend, +340.3% $243M $370M $478M $608M $648M $206M $55M
Common Stock 7-point trend, +1293.2% $1M $836.0K $816.0K $712.0K $684.0K $573.0K $73.0K
Paid-in Capital 7-point trend, +155353.8% $2.88B $2.30B $2.17B $1.79B $1.59B $643M $2M
Retained Earnings 7-point trend, -708.3% $-1.64B $-1.57B $-1.19B $-1.06B $-768M $-398M $-203M
AOCI 7-point trend, +6843.8% $1M $679.0K $604.0K $-2M $-50.0K $-9.0K $16.0K
Stockholders' Equity 7-point trend, +715.8% $1.24B $734M $981M $733M $827M $246M $-201M
Liabilities + Equity 7-point trend, +848.9% $1.48B $1.10B $1.46B $1.34B $1.47B $452M $156M
Shares Outstanding 7-point trend, +1288.8% 101,748,962 83,633,069 81,632,496 71,277,339 68,389,425 57,254,178 7,326,185
Cash Flow 13
Annual Cash Flow data for BEAM
Metric Trend 2025202420232022202120202019
D&A 7-point trend, +536.4% $22M $22M $20M $14M $7M $5M $4M
Stock-based Comp 7-point trend, +1241.0% $94M $121M $99M $84M $44M $15M $7M
Restructuring · · $6M · · · ·
Other Non-cash 5-point trend, -250.6% $-382M $-113M $-135M $213M $253M · ·
Operating Cash Flow 7-point trend, -379.3% $-345M $-347M $-149M $23M $-66M $-96M $-72M
CapEx 7-point trend, +19.4% $15M $9M $34M $49M $47M $16M $13M
Investing Cash Flow 7-point trend, -82.2% $-121M $185M $72M $-461M $-294M $-100M $-67M
Stock Issued 3-point trend, -68.8% · · $237M $108M $757M · ·
Net Stock Activity 3-point trend, -68.8% · · $237M $108M $757M · ·
Financing Cash Flow 7-point trend, +1058.1% $478M $8M $276M $112M $756M $322M $41M
Net Change in Cash 7-point trend, +111.8% $12M $-155M $199M $-327M $396M $126M $-97M
Taxes Paid 2-point trend, +200.0% · · · · · $561.0K $187.0K
Free Cash Flow 6-point trend, -221.2% $-360M $-356M $-183M $-26M $-113M $-112M ·
Profitability 7
Annual Profitability data for BEAM
Metric Trend 2025202420232022202120202019
Operating Margin 6-point trend, +100.0% -274.6% -654.2% -46.7% -555.6% -757.0% -553166.7% ·
Net Margin 6-point trend, +100.0% -57.2% -593.1% -35.1% -474.5% -714.9% -810800.0% ·
Pretax Margin 4-point trend, +86.6% -57.2% -593.1% -34.7% -427.1% · · ·
EBITDA Margin 6-point trend, +100.0% -258.6% -619.7% -41.4% -532.4% -742.6% -553166.7% ·
ROA 6-point trend, +90.3% -6.2% -29.4% -9.5% -20.5% -38.5% -64.0% ·
ROE 6-point trend, +92.0% -7.0% -49.4% -15.1% -39.9% -44.1% -87.3% ·
ROIC 4-point trend, +33.7% -31.0% -56.7% -18.2% -46.8% · · ·
Liquidity & Solvency 2
Annual Liquidity & Solvency data for BEAM
Metric Trend 2025202420232022202120202019
Current Ratio 6-point trend, +334.4% 13.1 4.8 5.9 4.9 6.0 3.0 ·
Quick Ratio 6-point trend, +710.6% 12.8 1.5 2.1 1.0 2.6 1.6 ·
Efficiency 1
Annual Efficiency data for BEAM
Metric Trend 2025202420232022202120202019
Asset Turnover 6-point trend, +108000.0% 0.1 0.0 0.3 0.0 0.1 0.0 ·
Per Share 5
Annual Per Share data for BEAM
Metric Trend 2025202420232022202120202019
Book Value / Share 6-point trend, +183.8% $12.17 $8.77 $12.02 $10.29 $12.09 $4.29 ·
Revenue / Share 5-point trend, +75.0% $1.41 $0.77 $4.90 $0.87 $0.81 · ·
Cash Flow / Share 5-point trend, -238.2% $-3.49 $-4.22 $-1.93 $0.32 $-1.03 · ·
Cash / Share 6-point trend, +2.3% $2.90 $3.37 $5.34 $3.27 $8.19 $2.83 ·
EPS (TTM) 7-point trend, +94.2% $-0.81 $-4.58 $-1.72 $-4.13 $-5.77 $-4.19 $-14.05
Growth Rates 3
Annual Growth Rates data for BEAM
Metric Trend 2025202420232022202120202019
Revenue YoY 5-point trend, -99.9% 120.0% -83.2% 520.0% 17.5% 215916.7% · ·
Revenue CAGR 3Y 3-point trend, -98.7% 31.9% 7.0% 2406.0% · · · ·
Revenue CAGR 5Y 466.3% · · · · · ·
Valuation (TTM) 10
Annual Valuation (TTM) data for BEAM
Metric Trend 2025202420232022202120202019
Revenue TTM 7-point trend, +776250.0% $140M $64M $378M $61M $52M $24.0K $18.0K
Net Income TTM 7-point trend, -2.1% $-80M $-377M $-133M $-289M $-371M $-195M $-78M
Market Cap 6-point trend, -39.7% $2.82B $2.07B $2.22B $2.79B $5.45B $4.67B ·
P/E 6-point trend, -75.6% -34.2 -5.4 -15.8 -9.5 -13.8 -19.5 ·
P/S 6-point trend, -100.0% 20.2 32.7 5.9 45.8 105.1 194759.6 ·
P/B 6-point trend, -88.0% 2.3 2.8 2.3 3.8 6.6 19.0 ·
P / Tangible Book 6-point trend, -88.0% 2.3 2.8 2.3 3.8 6.6 19.0 ·
P / Cash Flow 6-point trend, +83.3% -8.2 -6.0 -14.9 123.7 -82.2 -48.8 ·
P / FCF 6-point trend, +81.2% -7.8 -5.8 -12.1 -105.5 -48.2 -41.7 ·
Earnings Yield 6-point trend, +43.1% -2.9% -18.5% -6.3% -10.6% -7.2% -5.1% ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $140M$64M$378M$61M$52M
Operating Margin % -274.6%-654.2%-46.7%-555.6%-757.0%
Net Income $-80M$-377M$-133M$-289M$-371M
Diluted EPS $-0.81$-4.58$-1.72$-4.13$-5.77
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Current Ratio 13.14.85.94.96.0
Quick Ratio 12.81.52.11.02.6
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $-360M$-356M$-183M$-26M$-113M

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 303 filers · $3.0B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
67 (+13 vs prior Q) 32 (-4 vs prior Q) 83 (-8 vs prior Q) 76 (+16 vs prior Q) +21.4M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
FARALLON CAPITAL MANAGEMENT, L.L.C. $351,313,111 10,236,396 11.85% Shares
ARK Investment Management LLC $351,260,447 10,234,862 11.85% Shares
FMR LLC $221,202,387 6,445,291 7.46% Shares
STATE STREET CORP $199,986,827 5,827,122 6.75% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $168,897,609 4,921,259 5.70% Shares
VANGUARD CAPITAL MANAGEMENT LLC $157,852,678 4,599,437 5.33% Shares
ARCH Venture Management, LLC $155,771,929 4,540,132 5.26% Shares
Sumitomo Mitsui Trust Group, Inc. $118,577,076 3,455,043 4.00% Shares
Amova Asset Management Americas, Inc. $118,542,525 3,455,043 4.00% Shares
Kynam Capital Management, LP $97,495,981 2,840,792 3.29% Shares
GEODE CAPITAL MANAGEMENT, LLC $76,525,381 2,229,275 2.58% Shares
DIMENSIONAL FUND ADVISORS LP $71,674,952 2,088,431 2.42% Shares
Contrarius Group Holdings Ltd $55,410,944 1,614,538 1.87% Shares
MWG Management Ltd. $55,018,488 2,266,934 1.86% Shares
TWO SIGMA INVESTMENTS, LP $47,643,951 1,388,227 1.61% Shares
Casdin Capital, LLC $46,332,000 1,350,000 1.56% Shares
Redmile Group, LLC $39,957,369 1,164,259 1.35% Shares
BNP PARIBAS FINANCIAL MARKETS $36,649,745 1,067,883 1.24% Shares
MWG Caph Ltd $35,119,410 1,266,934 1.18% Shares
Deep Track Capital, LP $34,320,000 1,000,000 1.16% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $30,404,157 885,902 1.03% Shares
GOLDMAN SACHS GROUP INC $28,044,794 817,156 0.95% Shares
VANGUARD FIDUCIARY TRUST CO $24,391,636 710,712 0.82% Shares
RTW INVESTMENTS, LP $19,575,922 570,394 0.66% Shares
VANGUARD GROUP INC $18,570,543 669,933 0.63% Shares
MARSHALL WACE, LLP $16,438,594 478,980 0.55% Shares
Elmind Capital, LP $16,347,920 476,338 0.55% Shares
IQ EQ FUND MANAGEMENT (IRELAND) Ltd $15,648,341 455,954 0.53% Shares
JUPITER ASSET MANAGEMENT LTD $15,297,042 445,718 0.52% Shares
RENAISSANCE TECHNOLOGIES LLC $15,272,400 445,000 0.52% Shares
TWO SIGMA ADVISERS, LP $14,630,671 527,802 0.49% Shares
Foresite Capital Management VI LLC $11,325,600 330,000 0.38% Shares
Alphabet Inc. $11,037,449 321,604 0.37% Shares
Integral Health Asset Management, LLC $10,296,000 300,000 0.35% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $10,168,810 296,294 0.34% Shares
Pictet Asset Management Holding SA $8,757,044 250,797 0.30% Shares
CITADEL ADVISORS LLC $8,449,584 246,200 0.29% Call option
BANK OF AMERICA CORP /DE/ $8,347,242 243,218 0.28% Shares
JPMORGAN CHASE & CO $8,278,292 232,574 0.28% Shares
AMERICAN CENTURY COMPANIES INC $7,025,201 204,697 0.24% Shares
Qube Research & Technologies Ltd $6,660,929 194,083 0.22% Shares
MACKENZIE FINANCIAL CORP $6,366,326 185,499 0.21% Shares
FIRST TRUST ADVISORS LP $6,141,392 178,945 0.21% Shares
Swiss National Bank $6,139,848 178,900 0.21% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5,868,720 171,000 0.20% Call option
Eversept Partners, LP $5,707,038 166,289 0.19% Shares
Vestmark Advisory Solutions, Inc. $5,634,108 164,164 0.19% Shares
Susquehanna Portfolio Strategies, LLC $5,189,733 151,216 0.18% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $5,014,941 146,123 0.17% Shares
Liontrust Investment Partners LLP $4,723,599 170,404 0.16% Shares
TD Asset Management Inc $4,703,144 137,038 0.16% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,622,183 134,679 0.16% Shares
RHUMBLINE ADVISERS $4,538,016 132,227 0.15% Shares
Man Group plc $4,455,422 129,820 0.15% Shares
FEDERATED HERMES, INC. $4,284,028 124,826 0.14% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $4,235,946 123,425 0.14% Shares
JANE STREET GROUP, LLC $4,176,744 121,700 0.14% Call option
ALGERT GLOBAL LLC $3,840,408 111,900 0.13% Shares
BlackRock, Inc. $3,642,176 106,124 0.12% Shares
D.A. DAVIDSON & CO. $3,453,553 100,628 0.12% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $3,415,732 99,526 0.12% Shares
Edgestream Partners, L.P. $3,317,062 96,651 0.11% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,222,648 93,900 0.11% Put option
Rafferty Asset Management, LLC $3,212,558 93,606 0.11% Shares
Bank of New York Mellon Corp $3,188,980 92,919 0.11% Shares
VANGUARD ASSET MANAGEMENT, Ltd $3,101,087 90,358 0.10% Shares
ExodusPoint Capital Management, LP $3,086,706 89,939 0.10% Shares
ALLIANCEBERNSTEIN L.P. $3,041,423 127,630 0.10% Shares
Russell Investments Group, Ltd. $2,726,071 79,431 0.09% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2,567,468 107,741 0.09% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $2,418,324 70,464 0.08% Shares
Privium Fund Management B.V. $2,412,078 70,282 0.08% Shares
PEREGRINE INVESTMENT MANAGEMENT INC $2,402,400 70,000 0.08% Shares
CITADEL ADVISORS LLC $2,385,240 69,500 0.08% Put option
BARCLAYS PLC $2,299,130 66,991 0.08% Shares
BAILLIE GIFFORD & CO $2,295,836 66,895 0.08% Shares
Clearstead Advisors, LLC $2,080,479 60,620 0.07% Shares
MetLife Investment Management, LLC $1,981,053 57,723 0.07% Shares
Alessandra Capital Management, LLC $1,954,369 56,945 0.07% Shares
LPL Financial LLC $1,944,074 56,646 0.07% Shares
WCG Wealth Advisors LLC $1,927,823 56,172 0.07% Shares
Schonfeld Strategic Advisors LLC $1,843,737 53,722 0.06% Shares
STATE OF WISCONSIN INVESTMENT BOARD $1,731,650 50,456 0.06% Shares
MILLENNIUM MANAGEMENT LLC $1,716,000 50,000 0.06% Call option
TUDOR INVESTMENT CORP ET AL $1,684,837 49,092 0.06% Shares
PROFUND ADVISORS LLC $1,633,083 47,584 0.06% Shares
Raiffeisen Bank International AG $1,572,750 45,000 0.05% Shares
XTX Topco Ltd $1,570,312 45,755 0.05% Shares
Balyasny Asset Management L.P. $1,434,301 41,792 0.05% Shares
Erste Asset Management GmbH $1,432,950 41,000 0.05% Shares
Ishara Investments LP $1,407,120 41,000 0.05% Shares
Invesco Ltd. $1,359,244 39,605 0.05% Shares
Vanguard Global Advisers, LLC $1,306,356 38,064 0.04% Shares
ENVESTNET ASSET MANAGEMENT INC $1,279,741 37,289 0.04% Shares
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. $1,249,900 36,419 0.04% Shares
NEW YORK STATE COMMON RETIREMENT FUND $1,218,429 35,502 0.04% Shares
Clarius Group, LLC $1,183,811 60,615 0.04% Shares
MILLENNIUM MANAGEMENT LLC $1,175,803 34,260 0.04% Shares
GUGGENHEIM CAPITAL LLC $1,149,548 33,495 0.04% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $1,095,799 39,531 0.04% Shares

Company insiders 18 insiders · 7 officers · 10 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John M. Evans CEO June 30, 2026 M 1,047,205 0 13 $-6,284,339
Sravan Kumar Emany Chief Financial Officer March 31, 2026 A 105,456 0 1 $-170,567
Terry-Ann Burrell Chief Financial Officer April 26, 2024 A 82,637 0 0 $0
Giuseppe Ciaramella President June 17, 2026 M 253,911 0 2 $-1,410,290
Amy Simon Chief Medical Officer July 27, 2026 S 85,696 0 3 $-606,649
Bethany J Cavanagh SVP, Finance and Treasurer April 1, 2026 S 51,171 0 4 $-399,458
Christine Bellon Chief Legal Officer April 1, 2026 S 109,711 0 7 $-881,002
Mark Fishman Director June 3, 2026 A 17,007 0 0 $0
Chirfi Guindo Director June 3, 2026 A 0 0 $0
Christi Shaw Director June 3, 2026 A 0 0 $0
Kathleen E Walsh Director June 3, 2026 A 0 0 $0
Graham K Cooper Director June 3, 2026 A 0 0 0 $0
John Maraganore Director June 3, 2026 A 0 0 $0
Carole Ho Director June 4, 2025 A 0 0 $0
Kristina Burow Director June 6, 2023 A 12,067 0 0 $0
Robert Nelsen Director March 31, 2021 J 14,053 0 0 $0
FMR LLC 10% owner June 26, 2026 S 854,583 0 3 $-10,051,738
Beam Therapeutics Inc. June 21, 2021 C 546,970 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 60 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
ARKG · ARK ETF Trust 5.43% 2,212,153 NS April 30, 2026 N-PORT
GNOM · Global X Funds 3.09% 52,306 NS May 31, 2026 N-PORT
ARKK · ARK ETF Trust 3.06% 6,538,304 NS April 30, 2026 N-PORT
LABU · Direxion Shares ETF Trust 1.09% 186,154 NS April 30, 2026 N-PORT
BBC · ETFis Series Trust I 0.82% 10,087 NS April 30, 2026 N-PORT
JSML · Janus Detroit Street Trust 0.48% 50,397 NS April 30, 2026 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0.28% 98,006 NS April 30, 2026 N-PORT
IBB · iShares Trust 0.20% 689,960 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.20% 166,860 NS May 31, 2026 N-PORT
IBBQ · Invesco Exchange-Traded Fund Trust … 0.19% 5,601 SH Aug. 8, 2026 Daily
ESSC · Strategy Shares 0.19% 1,602 NS April 30, 2026 N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS 0.18% 95,285 SH Aug. 8, 2026 Daily
BIB · ProShares Trust 0.17% 3,767 NS May 31, 2026 N-PORT
TMFX · RBB Fund, Inc. 0.16% 1,599 NS May 31, 2026 N-PORT
IWO · iShares Trust 0.15% 800,465 SH Aug. 8, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 35,281 NS April 30, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.15% 58,112 NS April 30, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.13% 134,234 SH Aug. 8, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.13% 3,386 NS April 30, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.10% 1,359,986 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.10% 570,526 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.09% 41,400 NS April 30, 2026 N-PORT
IWM · iShares Trust 0.08% 2,504,124 SH Aug. 8, 2026 Daily
GINN · Goldman Sachs ETF Trust 0.08% 5,406 NS May 31, 2026 N-PORT
ISCG · iShares Trust 0.08% 29,031 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.08% 4,499 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.07% 320,746 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.07% 476,273 NS May 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.06% 9,138 NS April 30, 2026 N-PORT
VHT · VANGUARD WORLD FUND 0.05% 268,231 SH Aug. 8, 2026 Daily
ESML · iShares Trust 0.05% 51,052 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.05% 3,519 NS May 31, 2026 N-PORT
FHLC · FIDELITY COVINGTON TRUST 0.04% 42,166 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.04% 5,824 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.04% 1,141,551 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.04% 2,361,252 SH Aug. 8, 2026 Daily
ISCB · iShares Trust 0.04% 4,083 SH Aug. 8, 2026 Daily
URTY · ProShares Trust 0.03% 3,558 NS May 31, 2026 N-PORT
WSML · iShares Trust 0.02% 5,333 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.02% 8,938 SH Aug. 8, 2026 Daily
DCOR · Dimensional ETF Trust 0.02% 17,257 NS April 30, 2026 N-PORT
IWN · iShares Trust 0.02% 93,242 SH Aug. 8, 2026 Daily
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.02% 3,768 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.02% 239,418 NS April 30, 2026 N-PORT
HDG · ProShares Trust 0.01% 89 NS May 31, 2026 N-PORT
SMLF · iShares Trust 0.01% 18,293 SH Aug. 8, 2026 Daily
ONEQ · Fidelity Commonwealth Trust 0.01% 33,064 NS May 31, 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0.01% 21,853 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.01% 844 SH Aug. 8, 2026 Daily
TILT · FlexShares Trust 0.01% 5,252 NS April 30, 2026 N-PORT