Breakdown13F · 13D/G · Form 4
| Institutions61 holders · as of Mar 31, 2026 | 33.20% | 14.73M shares |
| Insiders5 holders · as of Jul 2, 2026 | 0.35% | 155.5K shares |
| Strategic holders1 holder · as of Feb 17, 2026 | 9.88% | 4.38M shares |
| Otherremainder | 56.57% | 25.11M shares |
44.38M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|
Commodore Capital LP1,2Strategic10 percent owner | 9.88% | 4.38M | 13Gfiled Feb 17, 2026 ↗ |
Orbimed Advisors LLCInstitution | 6.90% | 3.06M | 13Fas of Mar 31, 2026 |
TCG Crossover Management, LLCInstitution | 6.03% | 2.68M | 13Fas of Mar 31, 2026 |
Vanguard Capital Management LLCInstitution | 3.55% | 1.57M | 13Fas of Mar 31, 2026 |
Adar1 Capital Management, LLCInstitution | 1.69% | 751,141 | 13Fas of Mar 31, 2026 |
Stempoint Capital LPInstitution | 1.39% | 616,749 | 13Fas of Mar 31, 2026 |
Acadian Asset Management LLCInstitution | 1.33% | 589,663 | 13Fas of Mar 31, 2026 |
Ikarian Capital, LLCInstitution | 1.17% | 519,077 | 13Fas of Mar 31, 2026 |
Two Sigma Investments, LPInstitution | 1.06% | 469,619 | 13Fas of Mar 31, 2026 |
Geode Capital Management, LLCInstitution | 1.02% | 453,391 | 13Fas of Mar 31, 2026 |
BlackRock, Inc.Institution | 1.01% | 448,507 | 13Fas of Mar 31, 2026 |
Millennium Management LLCInstitution | 0.97% | 430,404 | 13Fas of Mar 31, 2026 |
Luminus Management LLCInstitution | 0.89% | 396,053 | 13Fas of Mar 31, 2026 |
Renaissance Technologies LLCInstitution | 0.66% | 291,300 | 13Fas of Mar 31, 2026 |
Advisorshares Investments LLCInstitution | 0.62% | 277,110 | 13Fas of Mar 31, 2026 |
Jane Street Group, LLCInstitution | 0.61% | 272,811 | 13Fas of Mar 31, 2026 |
Vanguard Fiduciary Trust CoInstitution | 0.49% | 217,700 | 13Fas of Mar 31, 2026 |
Verdad Advisers, LPInstitution | 0.42% | 184,938 | 13Fas of Mar 31, 2026 |
XTX Topco LtdInstitution | 0.34% | 152,849 | 13Fas of Mar 31, 2026 |
Shay Capital LLCInstitution | 0.33% | 144,452 | 13Fas of Mar 31, 2026 |
Susquehanna International Group, LLPInstitution | 0.32% | 142,607 | 13Fas of Mar 31, 2026 |
Boothbay Fund Management, LLCInstitution | 0.30% | 134,571 | 13Fas of Mar 31, 2026 |
State Street CorpInstitution | 0.27% | 121,114 | 13Fas of Mar 31, 2026 |
Tudor Investment Corp et alInstitution | 0.24% | 106,172 | 13Fas of Mar 31, 2026 |
Diadema Partners LPInstitution | 0.24% | 105,428 | 13Fas of Mar 31, 2026 |
- Commodore Capital LP's transaction reports restate only vehicles that traded; the 2026 ownership statement (4.38M) is used instead.
- Commodore Capital LP reports a block also reported by Vanguard Capital Management LLC; it is counted once, under Vanguard Capital Management LLC.
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Institutions13F, as of Mar 31, 2026
61 holders · 14.73M shares · 16 new positions · 31 increased · 11 reduced · 15 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|
| Orbimed Advisors LLC | 3.06M | 6.90% | 0 | May 15, 2026 |
| TCG Crossover Management, LLC | 2.68M | 6.03% | 0 | May 15, 2026 |
| Vanguard Capital Management LLC | 1.57M | 3.55% | +1.57Mnew | May 15, 2026 |
| Adar1 Capital Management, LLC | 751.1K | 1.69% | +127.6K | May 18, 2026 |
| Stempoint Capital LP | 616.7K | 1.39% | 0 | May 18, 2026 |
| Acadian Asset Management LLC | 589.7K | 1.33% | +589.7Knew | May 13, 2026 |
| Ikarian Capital, LLC | 519.1K | 1.17% | 0 | May 15, 2026 |
| Two Sigma Investments, LP | 469.6K | 1.06% | +274.0K | May 15, 2026 |
Ownership statements13D/G · 5% or more, as filed
Insider tradesForm 4
Latest trades
No open-market trades in the last 12 months.
CongressHouse and Senate disclosures
Not reported.