PYXS Pyxis Oncology, Inc. - Common Stock
PYXS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
PYXS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
PYXS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 7 46.7%
- Buy 6 40.0%
- Hold 2 13.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
9 analysts · 2026-08-16Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| March 31, 2026 | $-0.37 | $-0.38 | 0.01% |
| Dec. 31, 2025 | $-0.29 | $-0.34 | 0.05% |
| Sept. 30, 2025 | $-0.35 | $-0.35 | -0.00% |
| June 30, 2025 | $-0.30 | $-0.36 | 0.06% |
| March 31, 2025 | $-0.35 | $-0.30 | -0.05% |
| Dec. 31, 2024 | $-0.25 | $-0.34 | 0.09% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| PYXS | $72M | -0.9 | -14.2% | -574.5% | -112.9% | — |
| CNXU | — | — | — | — | — | — |
| GLSI | $300M | -14.7 | — | — | -2159.7% | — |
| RCEL | $105M | -2.0 | 11.5% | -67.8% | 328.9% | 82.1% |
| TARA | $286M | -4.0 | — | — | -33.7% | — |
| AKBA | $427M | -80.5 | 47.5% | -2.3% | -17.3% | — |
| ALEC | $172M | -1.1 | -79.1% | -679.2% | -280.7% | — |
| EBS | $644M | 13.3 | -28.8% | 7.1% | 9.9% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 15
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue | $14M | $16M | |
| Cost of Revenue | $2M | $475.0K | |
| R&D Expense | $74M | $59M | |
| SG&A Expense | $22M | $25M | |
| Operating Income | $-84M | $-89M | |
| Interest Income | $650.0K | $930.0K | |
| Other Non-op | $6M | $10M | |
| Pretax Income | $-78M | $-79M | |
| Income Tax | $1M | $-2M | |
| Net Income | $-80M | $-77M | |
| EPS (Basic) | $-1.28 | $-1.32 | |
| EPS (Diluted) | $-1.28 | $-1.32 | |
| Shares (Basic) | 62,143,166 | 58,445,765 | |
| Shares (Diluted) | 62,143,166 | 58,445,765 | |
| EBITDA | $-80M | $-86M |
Balance Sheet 23
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $15M | $19M | |
| Short-term Investments | $51M | $107M | |
| Prepaid Expense | $4M | $4M | |
| Other Current Assets | $626.0K | $434.0K | |
| Current Assets | $72M | $132M | |
| PP&E (Net) | $8M | $10M | |
| PP&E (Gross) | $15M | $15M | |
| Accum. Depreciation | $7M | $5M | |
| Intangibles | $0 | $3M | |
| Total Assets | $92M | $157M | |
| Accounts Payable | $11M | $5M | |
| Accrued Liabilities | $9M | $11M | |
| Current Liabilities | $21M | $18M | |
| Capital Leases | $17M | $19M | |
| Deferred Tax | · | $0 | |
| Total Liabilities | $38M | $36M | |
| Common Stock | $63.0K | $60.0K | |
| Paid-in Capital | $496M | $484M | |
| Retained Earnings | $-443M | $-364M | |
| AOCI | $53.0K | $170.0K | |
| Stockholders' Equity | $53M | $121M | |
| Liabilities + Equity | $92M | $157M | |
| Shares Outstanding | 62,690,229 | 59,967,814 |
Cash Flow 11
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| D&A | $5M | $3M | |
| Stock-based Comp | $12M | $13M | |
| Deferred Tax | $0 | $-2M | |
| Other Non-cash | $-193.0K | $4M | |
| Operating Cash Flow | $-64M | $-58M | |
| CapEx | $9.0K | $237.0K | |
| Investing Cash Flow | $59M | $8M | |
| Financing Cash Flow | $594.0K | $59M | |
| Net Change in Cash | $-4M | $10M | |
| Taxes Paid | $1M | $164.0K | |
| Free Cash Flow | $-64M | $-58M |
Profitability 7
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Operating Margin | -609.2% | -554.1% | |
| Net Margin | -574.5% | -479.0% | |
| Pretax Margin | -564.6% | -492.3% | |
| EBITDA Margin | -576.6% | -535.6% | |
| ROA | -64.0% | -46.7% | |
| ROE | -112.9% | -56.4% | |
| ROIC | -160.9% | -72.1% |
Liquidity & Solvency 2
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Current Ratio | 3.4 | 7.5 | |
| Quick Ratio | 3.2 | 7.2 |
Efficiency 1
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 |
Growth Rates 1
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | -14.2% | · |
Valuation (TTM) 10
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $14M | $16M | |
| Net Income TTM | $-80M | $-77M | |
| Market Cap | $72M | $94M | |
| P/E | -0.9 | -1.2 | |
| P/S | 5.2 | 5.8 | |
| P/B | 1.3 | 0.8 | |
| P / Tangible Book | 1.3 | 0.8 | |
| P / Cash Flow | -1.1 | -1.6 | |
| P / FCF | -1.1 | -1.6 | |
| Earnings Yield | -111.3% | -84.6% |
Income Statement 16
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | · | $11M | $0 | $3M | · | $0 | $0 | $0 | $16M | |
| Cost of Revenue | · | · | · | · | · | · | $0 | $0 | $0 | $475.0K | |
| R&D Expense | $16M | $20M | $22M | $18M | $17M | $17M | $14M | $18M | $14M | $13M | |
| SG&A Expense | $10M | $4M | $5M | $6M | $5M | $6M | $5M | $6M | $6M | $8M | |
| Operating Expenses | $26M | $24M | · | · | $23M | $23M | · | · | · | · | |
| Operating Income | $-26M | $-24M | $-18M | $-23M | $-20M | $-23M | $-40M | $-24M | $-20M | $-6M | |
| Interest Income | $61.0K | $218.0K | $225.0K | $242.0K | $99.0K | $84.0K | $87.0K | $194.0K | $387.0K | $262.0K | |
| Other Non-op | $644.0K | $1M | $1M | $1M | $2M | $2M | $2M | $3M | $3M | $2M | |
| Pretax Income | $-25M | · | $-17M | $-22M | $-18M | · | $-38M | $-21M | $-17M | · | |
| Income Tax | $0 | · | $1M | $0 | $283.0K | · | · | · | · | · | |
| Net Income | $-25M | $-23M | $-18M | $-22M | $-18M | $-21M | $-36M | $-21M | $-17M | $-3M | |
| EPS (Basic) | $-0.40 | $-0.37 | $-0.28 | $-0.35 | $-0.30 | $-0.35 | $-0.62 | $-0.35 | $-0.29 | $-0.06 | |
| EPS (Diluted) | $-0.40 | $-0.37 | $-0.28 | $-0.35 | $-0.30 | $-0.35 | $-0.62 | $-0.35 | $-0.29 | $-0.06 | |
| Shares (Basic) | 63,991,609 | 63,469,850 | -123,381,994 | 62,557,386 | 61,918,826 | 61,048,948 | -114,054,235 | 60,715,041 | 60,495,675 | 51,289,284 | |
| Shares (Diluted) | 63,991,609 | 63,469,850 | -123,381,994 | 62,557,386 | 61,918,826 | 61,048,948 | -114,054,235 | 60,715,041 | 60,495,675 | 51,289,284 | |
| EBITDA | $-26M | $-24M | · | $-23M | $-20M | $-22M | · | $-24M | $-20M | $-4M |
Balance Sheet 24
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $19M | $6M | $15M | $9M | $11M | $13M | $19M | $12M | $25M | $28M | |
| Short-term Investments | $14M | $35M | $51M | $67M | $78M | $93M | $107M | $133M | $131M | $129M | |
| Receivables | · | · | · | · | $3M | · | · | · | · | $8M | |
| Prepaid Expense | $2M | $3M | $4M | $5M | $7M | $5M | $4M | $3M | $4M | $6M | |
| Other Current Assets | · | · | $626.0K | · | · | · | $434.0K | · | · | · | |
| Current Assets | $37M | $46M | $72M | $83M | $100M | $112M | $132M | $149M | $161M | $172M | |
| PP&E (Net) | $7M | $8M | $8M | $8M | $9M | $9M | $10M | $10M | $11M | $11M | |
| PP&E (Gross) | · | · | $15M | · | · | · | $15M | · | · | · | |
| Accum. Depreciation | · | · | $7M | · | · | · | $5M | · | · | · | |
| Intangibles | · | · | $0 | $2M | $2M | $3M | $3M | $24M | $24M | $24M | |
| Total Assets | $55M | $64M | $92M | $106M | $123M | $136M | $157M | $195M | $208M | $220M | |
| Accounts Payable | $3M | $5M | $11M | $10M | $9M | $3M | $5M | $5M | $5M | $2M | |
| Accrued Liabilities | $12M | $10M | $9M | $8M | $7M | $10M | $11M | $14M | $10M | $11M | |
| Current Liabilities | $27M | $17M | $21M | $19M | $18M | $14M | $18M | $20M | $17M | $14M | |
| Capital Leases | $16M | $16M | $17M | $17M | $18M | $18M | $19M | $19M | $19M | $20M | |
| Deferred Tax | · | · | · | · | · | · | · | $2M | $2M | $2M | |
| Total Liabilities | $43M | $33M | $38M | $37M | $36M | $33M | $36M | $42M | $39M | $36M | |
| Common Stock | $63.0K | $63.0K | $63.0K | $62.0K | $62.0K | $62.0K | $60.0K | $59.0K | $59.0K | $59.0K | |
| Paid-in Capital | $503M | $498M | $496M | $494M | $491M | $488M | $484M | $481M | $477M | $474M | |
| Retained Earnings | $-492M | $-466M | $-443M | $-425M | $-403M | $-385M | $-364M | $-328M | $-307M | $-289M | |
| AOCI | $-4.0K | $0 | $53.0K | $69.0K | $-5.0K | $49.0K | $170.0K | $351.0K | $-102.0K | $-60.0K | |
| Stockholders' Equity | $11M | $31M | $53M | $69M | $88M | $103M | $121M | $154M | $170M | $184M | |
| Liabilities + Equity | $55M | $64M | $92M | $106M | $123M | $136M | $157M | $195M | $208M | $220M | |
| Shares Outstanding | 63,434,936 | 62,831,246 | 62,690,229 | 62,149,664 | 62,018,135 | 61,631,376 | 59,967,814 | 59,449,998 | 58,914,712 | 58,803,126 |
Cash Flow 9
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $301.0K | $459.0K | $3M | $527.0K | $535.0K | $552.0K | $550.0K | $731.0K | $585.0K | $1M | |
| Stock-based Comp | $6M | $1M | $2M | $3M | $3M | $4M | $3M | $3M | $3M | $4M | |
| Other Non-cash | · | $-4M | · | · | · | $-6M | · | · | · | $-23M | |
| Operating Cash Flow | $-18M | $-26M | $-10M | $-13M | $-17M | $-23M | $-19M | $-15M | $-3M | $-21M | |
| CapEx | · | · | $0 | · | · | · | $0 | $0 | $0 | $237.0K | |
| Investing Cash Flow | $21M | $16M | $16M | $11M | $15M | $16M | $27M | $-8.0K | $4.0K | $-18M | |
| Financing Cash Flow | $10M | $-25.0K | $669.0K | $-8.0K | $-67.0K | $0 | $50.0K | $2M | $110.0K | $58M | |
| Net Change in Cash | $13M | $-10M | $7M | $-2M | $-2M | $-7M | $7M | $-13M | $-3M | $18M | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $-21M |
Profitability 7
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | · | -700.4% | · | · | · | · | -34.7% | |
| Net Margin | · | · | · | · | -650.9% | · | · | · | · | -20.2% | |
| Pretax Margin | · | · | · | · | -640.8% | · | · | · | · | · | |
| EBITDA Margin | · | · | · | · | -700.4% | · | · | · | · | -27.8% | |
| ROA | -28.5% | -23.2% | · | -14.6% | -11.1% | -11.9% | · | -11.1% | -9.0% | -1.6% | |
| ROE | -51.2% | -34.6% | · | -19.8% | -14.3% | -14.7% | · | -14.5% | -11.0% | -1.9% | |
| ROIC | -227.2% | · | · | · | -22.9% | · | · | · | · | · |
Liquidity & Solvency 2
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 2.8 | · | 4.3 | 5.7 | 7.8 | · | 7.3 | 9.5 | 12.2 | |
| Quick Ratio | 1.2 | 2.5 | · | 3.9 | 5.2 | 7.3 | · | 7.1 | 9.2 | 11.7 |
Efficiency 2
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | 0.0 | · | · | · | · | 0.1 | |
| Receivables Turnover | · | · | · | · | 1.9 | · | · | · | · | 4.0 |
Valuation (TTM) 8
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-89M | $-85M | · | $-83M | $-78M | $-63M | · | $-65M | $-60M | $-61M | |
| Market Cap | $191M | $92M | · | $138M | $68M | $60M | · | $218M | $195M | $251M | |
| P/E | -2.1 | -1.1 | · | -1.6 | -0.9 | -0.9 | · | -2.9 | -2.5 | -2.7 | |
| P/B | 16.7 | 2.9 | · | 2.0 | 0.8 | 0.6 | · | 1.4 | 1.1 | 1.4 | |
| P / Tangible Book | 16.7 | 2.9 | · | 2.1 | 0.8 | 0.6 | · | 1.7 | 1.3 | 1.6 | |
| P / Cash Flow | · | -3.5 | · | · | · | -2.7 | · | · | · | -12.1 | |
| P / FCF | · | · | · | · | · | · | · | · | · | -12.0 | |
| Earnings Yield | -47.2% | -93.8% | · | -60.8% | -117.3% | -107.1% | · | -34.3% | -39.9% | -36.9% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $14M | $16M | — | — | — |
| Operating Margin % | -609.2% | -554.1% | — | — | — |
| Net Income | $-80M | $-77M | $-74M | $-121M | $-76M |
| Diluted EPS | $-1.28 | $-1.32 | $-1.85 | $-3.65 | $-8.95 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Current Ratio | 3.4 | 7.5 | 4.8 | — | 14.9 |
| Quick Ratio | 3.2 | 7.2 | 4.6 | — | 14.7 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $-64M | $-58M | $-77M | — | $-36M |
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Institutional owners (13F) 89 filers · $93.5M 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 16 (+4 vs prior Q) | 9 (-2 vs prior Q) | 22 (+10 vs prior Q) | 24 (-11 vs prior Q) | +8.7M |
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 |
|---|---|---|---|---|
| GordonMD Global Investments LP | $30,174,976 | 10,024,909 | 32.28% | Shares |
| Pfizer Inc | $16,487,769 | 5,952,263 | 17.64% | Shares |
| Laurion Capital Management LP | $14,751,673 | 4,900,888 | 15.78% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $6,248,751 | 2,075,997 | 6.68% | Shares |
| Atle Fund Management AB | $2,909,041 | 966,459 | 3.11% | Shares |
| Palo Alto Investors LP | $2,601,474 | 864,277 | 2.78% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $2,324,418 | 772,232 | 2.49% | Shares |
| Woodline Partners LP | $1,577,237 | 523,999 | 1.69% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $1,438,803 | 477,598 | 1.54% | Shares |
| 683 Capital Management, LLC | $1,382,695 | 459,367 | 1.48% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1,290,104 | 428,606 | 1.38% | Shares |
| DIADEMA PARTNERS LP | $1,168,482 | 388,200 | 1.25% | Call option |
| Longaeva Partners L.P. | $1,064,282 | 353,582 | 1.14% | Shares |
| Decheng Capital LLC | $983,698 | 326,810 | 1.05% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $911,988 | 302,986 | 0.98% | Shares |
| STATE STREET CORP | $748,999 | 248,837 | 0.80% | Shares |
| MILLENNIUM MANAGEMENT LLC | $701,342 | 233,004 | 0.75% | Shares |
| JANE STREET GROUP, LLC | $534,594 | 177,606 | 0.57% | Shares |
| Bank of New York Mellon Corp | $384,233 | 127,652 | 0.41% | Shares |
| NORTHERN TRUST CORP | $373,117 | 123,959 | 0.40% | Shares |
| NewEdge Wealth, LLC | $349,178 | 116,006 | 0.37% | Shares |
| VANGUARD GROUP INC | $346,032 | 300,897 | 0.37% | Shares |
| XTX Topco Ltd | $333,926 | 110,939 | 0.36% | Shares |
| TWO SIGMA INVESTMENTS, LP | $252,723 | 83,961 | 0.27% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $244,593 | 81,260 | 0.26% | Shares |
| BANK OF AMERICA CORP /DE/ | $242,197 | 80,464 | 0.26% | Shares |
| JANE STREET GROUP, LLC | $221,837 | 73,700 | 0.24% | Call option |
| Cable Car Capital, LP | $185,434 | 61,606 | 0.20% | Shares |
| MYDA Advisors LLC | $150,500 | 50,000 | 0.16% | Shares |
| Qube Research & Technologies Ltd | $150,295 | 49,932 | 0.16% | Shares |
| UNIVERSITY OF CHICAGO | $146,680 | 48,731 | 0.16% | Shares |
| CITADEL ADVISORS LLC | $142,424 | 47,317 | 0.15% | Shares |
| Quadrature Capital Ltd | $141,672 | 47,067 | 0.15% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $139,062 | 46,200 | 0.15% | Call option |
| GOLDMAN SACHS GROUP INC | $138,159 | 45,900 | 0.15% | Shares |
| Verdad Advisers, LP | $135,146 | 44,899 | 0.14% | Shares |
| LPL Financial LLC | $131,098 | 43,554 | 0.14% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $127,790 | 42,455 | 0.14% | Shares |
| J. Derek Lewis & Associates Inc. | $126,420 | 42,000 | 0.14% | Shares |
| CITIGROUP INC | $114,997 | 38,205 | 0.12% | Shares |
| SIMPLEX TRADING, LLC | $114,085 | 37,902 | 0.12% | Shares |
| Point72 Asset Management, L.P. | $111,647 | 37,092 | 0.12% | Shares |
| Walleye Capital LLC | $110,702 | 36,778 | 0.12% | Shares |
| Nuveen Asset Management, LLC | $95,378 | 61,140 | 0.10% | Shares |
| MARSHALL WACE, LLP | $89,613 | 29,772 | 0.10% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $82,426 | 27,384 | 0.09% | Shares |
| MACKENZIE FINANCIAL CORP | $79,292 | 26,343 | 0.08% | Shares |
| Cetera Investment Advisers | $75,250 | 25,000 | 0.08% | Shares |
| Cubist Systematic Strategies, LLC | $73,395 | 33,061 | 0.08% | Shares |
| Graham Capital Management, L.P. | $68,351 | 22,708 | 0.07% | Shares |
| Vanguard Global Advisers, LLC | $63,938 | 21,242 | 0.07% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $56,889 | 18,900 | 0.06% | Put option |
| OSAIC HOLDINGS, INC. | $53,339 | 17,721 | 0.06% | Shares |
| GROUP ONE TRADING LLC | $49,605 | 16,480 | 0.05% | Shares |
| CITADEL ADVISORS LLC | $44,247 | 14,700 | 0.05% | Call option |
| Point72 Asia (Singapore) Pte. Ltd. | $40,087 | 18,057 | 0.04% | Shares |
| FMR LLC | $35,801 | 11,894 | 0.04% | Shares |
| PACES FERRY WEALTH ADVISORS, LLC | $34,434 | 11,440 | 0.04% | Shares |
| BlackRock, Inc. | $33,941 | 11,276 | 0.04% | Shares |
| NewEdge Advisors, LLC | $30,853 | 10,250 | 0.03% | Shares |
| China Universal Asset Management Co., Ltd. | $30,350 | 10,083 | 0.03% | Shares |
| Tower Research Capital LLC (TRC) | $28,288 | 9,398 | 0.03% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $27,542 | 9,150 | 0.03% | Shares |
| TWO SIGMA ADVISERS, LP | $26,018 | 22,624 | 0.03% | Shares |
| PNC Financial Services Group, Inc. | $19,565 | 6,500 | 0.02% | Shares |
| Persistent Asset Partners Ltd | $16,796 | 224 | 0.02% | Call option |
| JPMORGAN CHASE & CO | $15,081 | 5,273 | 0.02% | Shares |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $15,050 | 5,000 | 0.02% | Shares |
| Federation des caisses Desjardins du Quebec | $13,545 | 4,500 | 0.01% | Shares |
| BARCLAYS PLC | $12,314 | 4,091 | 0.01% | Shares |
| FEDERATED HERMES, INC. | $8,916 | 2,962 | 0.01% | Shares |
| Mirae Asset Global Investments Co., Ltd. | $8,527 | 2,833 | 0.01% | Shares |
| UBS Group AG | $8,428 | 2,800 | 0.01% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $8,094 | 2,689 | 0.01% | Shares |
| FIRST UNITED BANK & TRUST | $7,375 | 2,500 | 0.01% | Shares |
| GF FUND MANAGEMENT CO. LTD. | $3,690 | 1,226 | 0.00% | Shares |
| NISA INVESTMENT ADVISORS, LLC | $2,893 | 961 | 0.00% | Shares |
| Physician Wealth Advisors, Inc. | $2,839 | 943 | 0.00% | Shares |
| SBI Securities Co., Ltd. | $1,532 | 509 | 0.00% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $1,385 | 500 | 0.00% | Shares |
| MORGAN STANLEY | $1,054 | 350 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $858 | 285 | 0.00% | Shares |
| STIFEL FINANCIAL CORP | $713 | 237 | 0.00% | Shares |
| Cornerstone Financial Management LLC | $518 | 172 | 0.00% | Shares |
| ACADIAN ASSET MANAGEMENT LLC | $380 | 126,793 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $105 | 35 | 0.00% | Shares |
| CWM, LLC | $50 | 34 | 0.00% | Shares |
| Arax Advisory Partners | $42 | 14 | 0.00% | Shares |
| Winthrop Capital Management, LLC | $9 | 6,000 | 0.00% | Shares |
Company insiders 16 insiders · 7 officers · 8 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Lara Sullivan, M.D. | President ,CEO & CMO | March 31, 2025 A | 2,403,882 | 0 | 0 | $0 |
| Connealy Pamela Yanchik | CFO & COO | March 31, 2025 A | 1,199,143 | 0 | 0 | $0 |
| Ritu Shah | Chief Operating Officer | Oct. 7, 2021 A | — | 0 | 0 | $0 |
| Jitendra Wadhane | Prin Fin & Acct Officer | March 24, 2026 A | 512,882 | 0 | 0 | $0 |
| Ken Kobayashi | Chief Medical Officer | Dec. 29, 2023 A | — | 0 | 0 | $0 |
| Jay Feingold | Chief Medical Officer | March 24, 2023 A | 730,345 | 0 | 0 | $0 |
| Ronald Herbst | Chief Scientific Officer | Oct. 7, 2021 A | — | 0 | 0 | $0 |
| Jakob Dupont | Director | June 30, 2026 M | 38,741 | 0 | 1 | $-107,100 |
| Santhosh Palani | Director | March 24, 2026 A | 6,000 | 0 | 0 | $0 |
| Darren S Cline | Director | March 24, 2026 A | 251,405 | 0 | 0 | $0 |
| Rachel Humphrey | Director | March 24, 2026 A | 81,309 | 0 | 3 | $-15,865 |
| Michael A Metzger | Director | March 24, 2026 A | — | 0 | 0 | $0 |
| Freda C Lewis-Hall | Director | March 24, 2026 A | 241,405 | 0 | 0 | $0 |
| John L Flavin | Director | March 24, 2026 A | 413,015 | 0 | 0 | $0 |
| Thomas Civik | — | Aug. 12, 2026 A | 206,186 | 0 | 0 | $0 |
| Mark Chin | — | April 21, 2022 S | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Lara Sullivan, M.D. ×2 filings | April 2, 2025 | 11.21% | Amendment | — | SEC |
| Lara Sullivan ×4 filings | April 3, 2024 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 6 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0.04% | 166,564 SH | Aug. 8, 2026 | Daily |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0.02% | 3,408 SH | Aug. 8, 2026 | Daily |
| IBB · iShares Trust | 0.02% | 387,224 SH | Aug. 8, 2026 | Daily |
| BIB · ProShares Trust | 0.01% | 2,303 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 600,185 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,422,296 SH | Aug. 8, 2026 | Daily |