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Cogent Biosciences, Inc. (COGT)

USD37.37 -0.09 (-0.23%)
US NASDAQ Healthcare Biotechnology
Address 200 Cambridge Park Drive 2140
Waltham, MA, US
CEO Andrew R. Robbins
IPO 2018-03-29
CIK 1622229 ISIN US19240Q2012

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Description

Cogent Biosciences, Inc. is a biotechnology firm dedicated to creating targeted treatments for illnesses rooted in specific genetic anomalies. The company's primary therapeutic candidate is CGT9486, a selective tyrosine kinase inhibitor engineered to block the KIT D816V mutation, a key driver of systemic mastocytosis, along with other KIT exon 17 mutations observed in individuals suffering from advanced gastrointestinal stromal tumors (GIST). Furthermore, Cogent holds a licensing pact with Plexxikon Inc., granting it rights for the investigation, advancement, and marketing of bezuclastinib. Previously known as Unum Therapeutics Inc., the company adopted its current name, Cogent Biosciences, Inc., in October 2020. Established in 2014, Cogent Biosciences is headquartered in Cambridge, Massachusetts.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD37.37 -0.09 (-0.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.35
Float Shares
137.07M
Free Float %
84.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.26% -1.17% -5.45% -5.47% +2.07% -2.79% +591.98% +190.17% +334.34% -22.30% -22.30%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Buy
Price Targets & DCF
Current price
37.37
Low 35.00 -6.4%
Consensus 50.00 +33.8%
Median 52.00 +39.1%
High 60.00 +60.5%
DCF (Unlevered) 0.74 -98.0%
DCF (Levered) 0.87 -97.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 85% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 9 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
55.00
+47.2%
Last Quarter 3
47.33
+26.6%
Last Year 12
42.17
+12.8%
All Time 20
32.30
-13.6%
Quality scores
Altman Z-Score
9.61
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
2 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
  • EPS growth Biotechnology: +29.7%
    -3.7% Q1'26: -15.4% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
  • EBIT margin Biotechnology: +0.0%
  • ROIC Biotechnology: -16.1%
    Q1'26: +2,068.8% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    -34.9% Q1'26: -40.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.77× Q1'26: -0.58× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.37) × ERP
WACC = 90% × Ke + 10% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.74 Current price: 37.37
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
8 EPS Ana.
Dec 2027
8 Rev. Ana.
7 EPS Ana.
Dec 2028
8 Rev. Ana.
7 EPS Ana.
Dec 2029
7 Rev. Ana.
2 EPS Ana.
Dec 2030
7 Rev. Ana.
5 EPS Ana.
Revenue
9.73M
est: 8.52M (+14.2%)
22.50M
est: 10.71M (+110.0%)
7.87M
est: 7.92M (-0.7%)
est: 1.51M (-100.0%)
11.23M
5.01M – 25.71M
+641.7% YoY
348.34M
110.71M – 748.82M
+3,001.5% YoY
768.00M
752.65M – 783.34M
+120.5% YoY
1.34B
583.78M – 2.86B
+74.1% YoY
1.73B
755.14M – 3.70B
+29.4% YoY
EBITDA
-34.68M
est: 5.11M (-778.3%)
-30.89M
est: 6.43M (-580.5%)
-34.57M
est: 4.75M (-827.2%)
-271.59M
-328.74M
— – —
— – —
— – —
— – —
— – —
EBIT
-36.01M
est: 5.11M (-804.2%)
-32.18M
est: 6.43M (-600.6%)
-35.29M
est: 4.75M (-842.4%)
-275.94M
-333.36M
— – —
— – —
— – —
— – —
— – —
Net Income
-34.53M
est: -612.34M (+94.4%)
-30.27M
est: -561.86M (+94.6%)
-74.81M
est: -398.98M (+81.3%)
-255.86M
est: -250.19M (-2.3%)
-328.94M
est: -155.68M (-111.3%)
-155.12M
-185.59M – -124.65M
+0.4% YoY
-153.58M
-172.60M – 117.58M
+1.0% YoY
77.94M
13.65M – 142.23M
+150.7% YoY
194.76M
52.14M – 483.12M
+149.9% YoY
294.51M
78.85M – 730.58M
+51.2% YoY
SGA
7.45M
est: 10.59M (-29.6%)
10.97M
est: 13.31M (-17.6%)
17.42M
est: 9.85M (+77.0%)
43.28M
63.58M
— – —
— – —
— – —
— – —
— – —
EPS
-5.55
est: -5.90 (+5.9%)
-3.97
est: -5.41 (+26.6%)
-6.00
est: -3.84 (-56.2%)
-2.46
est: -2.42 (-1.7%)
-2.55
est: -2.27 (-12.5%)
-2.24
-2.75 – -1.84
+1.0% YoY
-0.77
-2.55 – 1.74
+65.7% YoY
0.87
0.20 – 2.10
+213.6% YoY
2.88
0.77 – 7.15
+229.8% YoY
4.36
1.17 – 10.81
+51.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 HC Wainwright & Co. Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-08 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-07 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-06 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-05 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-04 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-01 C- 1/5 2/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C- 1/5 2/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C- 1/5 2/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C- 1/5 2/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 C- 1/5 2/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C- 1/5 2/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-15 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-284.82M
OE per share TTM
-3.50
Owner's Yield
-12.24%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
421.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
44
Total invested
208.13M
Insider transactions (90d)
0
Beneficial owners (>5%)
49
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Fairmount Funds Management LLC 15.23M 19.99% 15.23M 15.23M IA Delaware 2022-06-21
2 Fairmount Healthcare Fund II GP LLC 14.94M 19.61% 14.94M 14.94M OO Delaware 2022-06-21
3 Company, L.P. 5.88M 9.64% 5.88M PN Delaware 2022-06-17
4 Deerfield Mgmt, L.P. 5.88M 9.64% 5.88M PN Delaware 2022-06-17
5 Deerfield Partners, L.P. 5.88M 9.64% 5.88M PN Delaware 2022-06-17
6 James E. Flynn 5.88M 9.64% 5.88M IN United States 2022-06-17
7 Kynam Capital Management GP, LLC 5.85M 6.80% 5.85M OO Delaware 2024-02-14
8 Kynam Capital Management, LP 5.85M 6.80% 5.85M IA Delaware 2024-02-14
9 Yue Tang 5.85M 6.80% 5.85M IN U.S. 2024-02-14
10 Aaron Cowen 5.48M 6.40% 5.48M 5.48M HC, IN U.S.A. 2024-02-05
11 Suvretta Capital Management, LLC 5.48M 6.40% 5.48M 5.48M IA, OO U.S.A. 2024-02-05
12 Abigail P. Johnson 5.30M 6.16% 5.30M IN United States of America 2024-02-09
13 FMR LLC 5.30M 6.16% 5.30M 5.30M HC Delaware 2024-02-09
14 (1) BlackRock, Inc. 4.95M 7.10% 4.84M 4.95M HC Delaware 2023-02-03
15 Averill Master Fund, Ltd. 4.87M 5.70% 4.87M 4.87M CO U.S.A. 2024-02-05
16 The Vanguard Group - 23-1945930 4.53M 5.27% 107.1K 4.37M 160.4K IA Pennsylvania 2024-02-13
17 VHCP Co-Investment Holdings II, LLC 4.30M 9.99% 4.30M 4.30M OO Delaware 2022-02-14
18 Venrock Healthcare Capital Partners II, L.P. 4.30M 9.99% 4.30M 4.30M PN Delaware 2022-02-14
19 STATE STREET CORPORATION 4.26M 6.10% 4.20M 4.26M HC BOSTON, MASSACHUSETTS 2023-02-03
20 Peter Kolchinsky 3.61M 5.49% 3.61M HC, IN Delaware 2022-09-06
21 RA Capital Healthcare Fund, L.P. 3.61M 5.49% 3.61M PN Delaware 2022-09-06
22 RA Capital Management, L.P. 3.61M 5.49% 3.61M IA, PN Delaware 2022-09-06
23 Rajeev Shah 3.61M 5.49% 3.61M HC, IN Delaware 2022-09-06
24 Point72 Asset Management, L.P. 3.56M 5.00% 3.56M PN Delaware 2023-06-01
25 Point72 Capital Advisors, Inc. 3.56M 5.00% 3.56M CO Delaware 2023-06-01
26 Steven A. Cohen 3.56M 5.00% 3.56M IN Delaware 2023-06-01
27 Eventide Asset Management, LLC 3.51M 8.80% 3.51M 3.51M IA Delaware 2022-02-14
28 Robin C. John 3.51M 8.80% 3.51M HC, IN United States 2022-02-14
29 Fairmount Healthcare Fund GP LLC 3.27M 4.90% 3.27M 3.27M OO Delaware 2022-06-21
30 BVF Partners L.P. 3.11M 7.50% 3.11M IA, PN 2022-02-14
31 Commodore Capital LP 2.28M 5.70% 2.28M IA Delaware, USA 2022-02-14
32 Commodore Capital Master LP 2.28M 5.70% 2.28M OO Delaware, USA 2022-02-14
33 James Brush 2.19M 9.00% 2.19M 2.19M IN Delaware 2022-03-01
34 Albert Cha 2.19M 5.50% 2.19M 2.19M IN Delaware 2022-03-01
35 FHMLSP, L.L.C 2.19M 5.50% 2.19M 2.19M OO Delaware 2022-03-01
36 FHMLSP, L.P. 2.19M 5.50% 2.19M 2.19M PN Delaware 2022-03-01
37 Frazier Life Sciences Public Fund L.P. 2.19M 5.50% 2.19M 2.19M PN Delaware 2022-03-01
38 James N. Topper 2.19M 5.50% 2.19M 2.19M IN Delaware 2022-03-01
39 Patrick J. Heron 2.19M 5.50% 2.19M 2.19M IN Delaware 2022-03-01
40 BVF I GP LLC 1.70M 4.20% 1.70M OO 2022-02-14
41 Biotechnology Value Fund, L.P. 1.70M 4.20% 1.70M PN 2022-02-14
42 Arsani William 150.0K 11.00% 150.0K 150.0K HC, IN United States 2022-02-14
43 Graham Walmsley 150.0K 11.00% 150.0K 150.0K HC, IN United States 2022-02-14
44 Logos Global Management GP LLC 150.0K 11.00% 150.0K 150.0K HC, OO Delaware 2022-02-14
45 Logos Global Management LP 150.0K 11.00% 150.0K 150.0K IA, PN Delaware 2022-02-14
46 Logos Global Opportunities Fund II LP 150.0K 11.00% 150.0K 150.0K PN Delaware 2022-02-14
47 Logos Opportunities GP LLC 150.0K 11.00% 150.0K 150.0K OO Delaware 2022-02-14
48 Ridgeback Capital Investments LLC            72-1614961 0.00% OO Delaware 2022-02-14
49 Ridgeback Capital Management LLC         42-1684320 0.00% OO Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
44
-230 vs prev Q
New positions
14
Closed positions
238
Increased
29
Reduced
11
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 1.17M +1.2M (+100.0%) 41.58B +41.6B (+100.0%) 1.73% +1.732 pp 12.27% +12.272 pp USD35.52 +0.0% 1 qtrs NEW
2 MACQUARIE MANAGEMENT HOLDINGS, INC. 305.9K +305.9K (+100.0%) 10.87B +10.9B (+100.0%) 0.45% +0.453 pp 0.02% +0.016 pp USD35.52 +0.0% 1 qtrs NEW
3 FMR LLC 23.09M +678.7K (+3.0%) 820.05M +498.3M (+154.8%) 20.17% +0.593 pp 0.04% +0.025 pp USD10.49 +238.6% 18 qtrs
4 BLACKROCK, INC. 12.97M +2.6M (+25.1%) 460.86M +312.0M (+209.5%) 19.19% +10.134 pp 0.01% +0.005 pp USD16.04 +121.4% 6 qtrs
5 VANGUARD GROUP INC 11.51M +3.8M (+48.4%) 408.99M +297.6M (+267.1%) 17.03% +10.256 pp 0.01% +0.004 pp USD18.57 +91.3% 21 qtrs
6 DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 9.04M -9.2K (-0.1%) 321.24M +191.2M (+147.1%) 13.38% +5.470 pp 4.10% +2.118 pp USD12.76 +178.4% 21 qtrs
7 FAIRMOUNT FUNDS MANAGEMENT LLC 9.00M +— (+0.0%) 319.80M +190.5M (+147.4%) 7.87% +0.000 pp 24.34% +12.709 pp USD11.01 +222.6% 21 qtrs
8 RTW INVESTMENTS, LP 7.59M +4.1M (+119.0%) 269.68M +219.9M (+441.6%) 11.23% +8.202 pp 2.70% +2.088 pp USD25.86 +37.4% 2 qtrs
9 KYNAM CAPITAL MANAGEMENT, LP 6.17M -1.7M (-21.8%) 218.99M +105.7M (+93.4%) 5.39% -1.504 pp 13.99% +5.557 pp USD7.59 +368.0% 17 qtrs
10 TCG CROSSOVER MANAGEMENT, LLC 5.87M -930.0K (-13.7%) 208.44M +110.8M (+113.5%) 5.13% -0.813 pp 6.90% +2.096 pp USD9.47 +275.1% 17 qtrs
11 STATE STREET CORP 4.94M +164.9K (+3.5%) 175.48M +106.9M (+155.9%) 7.31% +3.136 pp 0.01% +0.004 pp USD11.27 +215.2% 21 qtrs
12 JANUS HENDERSON GROUP PLC 4.54M +1.4M (+42.8%) 161.11M +115.5M (+253.3%) 3.96% +1.188 pp 0.07% +0.051 pp USD16.15 +119.9% 21 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 3.51M +240.4K (+7.3%) 124.86M +77.8M (+165.5%) 5.20% +2.339 pp 0.01% +0.005 pp USD12.59 +182.1% 21 qtrs
14 WELLINGTON MANAGEMENT GROUP LLP 2.71M +2.3M (+566.6%) 96.34M +90.5M (+1,548.8%) 2.37% +2.014 pp 0.02% +0.016 pp USD31.53 +12.7% 9 qtrs
15 PRICE T ROWE ASSOCIATES INC /MD/ 2.56M +2.5M (+2,758.0%) 91.08M +89.8M (+6,965.6%) 3.79% +3.715 pp 0.01% +0.010 pp USD34.64 +2.5% 14 qtrs
16 VIVO CAPITAL, LLC 2.40M -390.1K (-14.0%) 85.21M +45.2M (+112.8%) 3.55% +1.112 pp 5.51% +2.285 pp USD12.20 +191.1% 18 qtrs
17 OCTAGON CAPITAL ADVISORS LP 2.35M -524.1K (-18.2%) 83.47M +42.2M (+102.2%) 3.48% +0.965 pp 10.13% +3.878 pp USD9.42 +277.1% 6 qtrs
18 D. E. SHAW & CO., INC. 2.25M +716.9K (+46.8%) 79.84M +57.9M (+263.2%) 1.96% +0.626 pp 0.04% +0.031 pp USD20.39 +74.2% 17 qtrs
19 DUQUESNE FAMILY OFFICE LLC 2.21M +1.2M (+109.0%) 78.66M +63.4M (+416.9%) 3.28% +2.350 pp 1.75% +1.376 pp USD25.40 +39.8% 2 qtrs
20 COMMODORE CAPITAL LP 2.20M -5.1M (-69.7%) 78.03M -26.1M (-25.0%) 3.25% -3.084 pp 5.19% +0.112 pp USD12.44 +185.5% 21 qtrs
21 VR ADVISER, LLC 2.00M -2.0M (-50.0%) 71.04M +13.6M (+23.7%) 1.75% -1.747 pp 3.51% +0.276 pp USD9.50 +273.9% 21 qtrs
22 SOFINNOVA INVESTMENTS, INC. 1.97M -154.3K (-7.3%) 70.10M +39.5M (+129.4%) 1.72% -0.135 pp 3.02% +1.352 pp USD6.49 +447.3% 8 qtrs
23 LORD, ABBETT & CO. LLC 1.87M +1.9M (+100.0%) 66.44M +66.4M (+100.0%) 1.63% +1.634 pp 0.20% +0.204 pp USD35.52 +0.0% 1 qtrs NEW
24 GOLDMAN SACHS GROUP INC 1.71M +45.5K (+2.7%) 60.57M +36.7M (+154.1%) 2.52% +1.073 pp 0.01% +0.005 pp USD11.08 +220.6% 21 qtrs
25 MARSHALL WACE, LLP 1.66M +1.0M (+158.5%) 58.99M +49.8M (+539.4%) 2.46% +1.895 pp 0.05% +0.044 pp USD27.33 +30.0% 2 qtrs
26 SIREN, L.L.C. 1.63M -95.0K (-5.5%) 57.87M +33.1M (+133.7%) 1.42% -0.083 pp 1.73% +0.758 pp USD10.80 +228.9% 3 qtrs
27 EMERALD ADVISERS, LLC 1.58M +3.9K (+0.2%) 56.24M +33.6M (+148.0%) 1.38% +0.003 pp 1.73% +1.006 pp USD7.86 +351.9% 3 qtrs
28 BALYASNY ASSET MANAGEMENT L.P. 1.44M -1.2M (-46.1%) 51.16M +12.8M (+33.4%) 1.26% -1.075 pp 0.06% +0.016 pp USD14.36 +147.4% 7 qtrs
29 CITADEL ADVISORS LLC 1.44M -228.8K (-13.7%) 51.11M +27.2M (+113.4%) 2.13% +0.672 pp 0.01% +0.004 pp USD11.44 +210.5% 21 qtrs
30 REDMILE GROUP, LLC 1.44M -771.2K (-34.9%) 51.07M +19.4M (+61.0%) 1.26% -0.674 pp 3.76% +0.675 pp USD10.97 +223.8% 11 qtrs
31 CANDRIAM S.C.A. 1.30M +342.3K (+35.9%) 46.05M +32.4M (+236.1%) 1.92% +1.084 pp 0.23% +0.158 pp USD17.58 +102.0% 3 qtrs
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.28M +90.1K (+7.6%) 45.49M +28.4M (+166.1%) 1.12% +0.079 pp 0.01% +0.004 pp USD12.65 +180.8% 19 qtrs
33 SILVERARC CAPITAL MANAGEMENT, LLC 1.25M +430.2K (+52.8%) 44.23M +32.5M (+277.9%) 1.09% +0.376 pp 6.14% +4.565 pp USD21.67 +63.9% 2 qtrs
34 SATURN V CAPITAL MANAGEMENT LLC 1.22M -808.0K (-39.9%) 43.23M +14.2M (+48.7%) 1.06% -0.706 pp 7.93% +1.556 pp USD8.31 +327.4% 11 qtrs
35 MILLENNIUM MANAGEMENT LLC 1.21M +793.3K (+191.2%) 42.92M +37.0M (+620.2%) 1.79% +1.425 pp 0.02% +0.016 pp USD25.59 +38.8% 17 qtrs
36 NORTHERN TRUST CORP 1.20M +17.6K (+1.5%) 42.60M +25.6M (+151.0%) 1.05% +0.015 pp 0.01% +0.003 pp USD11.52 +208.3% 21 qtrs
37 BANK OF AMERICA CORP /DE/ 1.19M -1.0M (-46.8%) 42.34M +10.2M (+31.7%) 1.76% -0.193 pp 0.00% +0.001 pp USD9.34 +280.3% 21 qtrs
38 HOLOCENE ADVISORS, LP 1.18M +1.1M (+899.2%) 41.85M +40.2M (+2,371.5%) 1.74% +1.640 pp 0.09% +0.084 pp USD33.40 +6.3% 2 qtrs
39 FRED ALGER MANAGEMENT, LLC 1.10M +1.1M (+100.0%) 39.15M +39.1M (+100.0%) 1.63% +1.630 pp 0.15% +0.154 pp USD35.52 +0.0% 1 qtrs NEW
40 EMERALD MUTUAL FUND ADVISERS TRUST 1.04M +15.6K (+1.5%) 36.89M +22.2M (+151.1%) 0.91% +0.014 pp 1.80% +1.039 pp USD8.49 +318.4% 3 qtrs
41 NUVEEN, LLC 932.6K -7.0K (-0.7%) 33.13M +19.6M (+145.5%) 1.38% +0.559 pp 0.01% +0.005 pp USD12.31 +188.5% 4 qtrs
42 AMERICAN CENTURY COMPANIES INC 892.9K +892.9K (+100.0%) 31.72M +31.7M (+100.0%) 1.32% +1.321 pp 0.02% +0.016 pp USD35.52 +0.0% 1 qtrs NEW
43 ROCK SPRINGS CAPITAL MANAGEMENT LP 849.0K -159.3K (-15.8%) 30.16M +15.7M (+108.3%) 0.74% -0.139 pp 1.55% +0.700 pp USD8.66 +310.2% 3 qtrs
44 POINT72 ASSET MANAGEMENT, L.P. 827.5K -410.3K (-33.1%) 29.39M +11.6M (+65.4%) 0.72% -0.359 pp 0.03% +0.003 pp USD9.10 +290.3% 21 qtrs
45 FIRST TURN MANAGEMENT, LLC 824.3K +824.3K (+100.0%) 29.28M +29.3M (+100.0%) 0.72% +0.720 pp 3.35% +3.345 pp USD35.52 +0.0% 1 qtrs NEW
46 WOODLINE PARTNERS LP 818.8K +305.4K (+59.5%) 29.08M +21.7M (+294.5%) 1.21% +0.763 pp 0.11% +0.078 pp USD17.12 +107.5% 10 qtrs
47 MORGAN STANLEY 726.8K -561.4K (-43.6%) 25.82M +7.3M (+39.6%) 1.08% -0.050 pp 0.00% +0.000 pp USD6.86 +417.8% 21 qtrs
48 RENAISSANCE TECHNOLOGIES LLC 689.1K +456.1K (+195.8%) 24.48M +21.1M (+631.6%) 1.02% +0.816 pp 0.04% +0.034 pp USD28.37 +25.2% 5 qtrs
49 VOLORIDGE INVESTMENT MANAGEMENT, LLC 669.0K +669.0K (+100.0%) 23.76M +23.8M (+100.0%) 0.99% +0.990 pp 0.08% +0.084 pp USD35.52 +0.0% 1 qtrs NEW
50 INVESCO LTD. 585.8K +213.5K (+57.3%) 20.81M +15.5M (+289.2%) 0.87% +0.541 pp 0.00% +0.002 pp USD20.83 +70.5% 21 qtrs
51 ATIKA CAPITAL MANAGEMENT LLC 506.0K +506.0K (+100.0%) 17.97M +18.0M (+100.0%) 0.75% +0.749 pp 1.89% +1.892 pp USD35.52 +0.0% 1 qtrs NEW
52 ALYESKA INVESTMENT GROUP, L.P. 493.9K +393.9K (+393.9%) 17.54M +16.1M (+1,121.8%) 0.73% +0.643 pp 0.05% +0.045 pp USD31.24 +13.7% 2 qtrs
53 DEEP TRACK CAPITAL, LP 453.1K +453.1K (+100.0%) 16.09M +16.1M (+100.0%) 0.40% +0.396 pp 0.29% +0.287 pp USD35.52 +0.0% 1 qtrs NEW
54 J. GOLDMAN & CO LP 439.3K +439.3K (+100.0%) 15.60M +15.6M (+100.0%) 0.65% +0.650 pp 0.41% +0.411 pp USD35.52 +0.0% 1 qtrs NEW
55 FEDERATED HERMES, INC. 426.8K +333.6K (+357.8%) 15.16M +13.8M (+1,032.4%) 0.37% +0.291 pp 0.03% +0.023 pp USD30.90 +15.0% 7 qtrs
56 ENSIGN PEAK ADVISORS, INC 421.5K +395.9K (+1,545.0%) 14.97M +14.6M (+3,969.1%) 0.37% +0.346 pp 0.03% +0.026 pp USD33.77 +5.2% 4 qtrs
57 JPMORGAN CHASE & CO 400.9K +326.1K (+435.9%) 14.24M +13.2M (+1,225.6%) 0.35% +0.285 pp 0.00% +0.001 pp USD30.63 +16.0% 21 qtrs
58 RUSSELL INVESTMENTS GROUP, LTD. 385.5K +264.5K (+218.7%) 13.69M +12.0M (+688.3%) 0.34% +0.231 pp 0.01% +0.013 pp USD27.05 +31.3% 12 qtrs
59 SPHERA FUNDS MANAGEMENT LTD. 378.5K +280.0K (+284.2%) 13.44M +12.0M (+850.2%) 0.56% +0.474 pp 2.60% +2.301 pp USD27.83 +27.6% 4 qtrs
60 BANK OF NEW YORK MELLON CORP 376.3K +13.3K (+3.7%) 13.37M +8.2M (+156.4%) 0.33% +0.012 pp 0.00% +0.001 pp USD13.42 +164.7% 14 qtrs
61 RAYMOND JAMES FINANCIAL INC 375.9K +86.5K (+29.9%) 13.35M +9.2M (+221.3%) 0.33% +0.076 pp 0.00% +0.003 pp USD19.23 +84.7% 3 qtrs
62 ASSENAGON ASSET MANAGEMENT S.A. 375.6K -201.4K (-34.9%) 13.34M +5.1M (+61.0%) 0.33% -0.176 pp 0.02% +0.007 pp USD12.55 +183.0% 15 qtrs
63 ORBIMED ADVISORS LLC 371.0K +371.0K (+100.0%) 13.18M +13.2M (+100.0%) 0.55% +0.549 pp 0.27% +0.270 pp USD35.52 +0.0% 1 qtrs NEW
64 SUPERSTRING CAPITAL MANAGEMENT LP 366.2K +4.8K (+1.3%) 13.01M +7.8M (+150.7%) 0.54% +0.226 pp 6.96% +1.852 pp USD8.05 +341.2% 5 qtrs
65 KENNEDY CAPITAL MANAGEMENT LLC 352.4K -231.5K (-39.6%) 12.52M +4.1M (+49.3%) 0.52% +0.011 pp 0.27% +0.080 pp USD9.43 +276.7% 14 qtrs
66 AFFINITY ASSET ADVISORS, LLC 350.0K +350.0K (+100.0%) 12.43M +12.4M (+100.0%) 0.31% +0.306 pp 0.71% +0.708 pp USD35.52 +0.0% 1 qtrs NEW
67 HENNION & WALSH ASSET MANAGEMENT, INC. 338.1K +37.9K (+12.6%) 12.01M +7.7M (+178.6%) 0.30% +0.033 pp 0.41% +0.258 pp USD11.57 +207.0% 7 qtrs
68 HIGHVISTA STRATEGIES LLC 336.7K -125.7K (-27.2%) 11.96M +5.3M (+80.1%) 0.50% +0.094 pp 3.08% +1.452 pp USD12.01 +195.8% 14 qtrs
69 BURKEHILL GLOBAL MANAGEMENT, LP 325.0K +125.0K (+62.5%) 11.54M +8.7M (+301.9%) 0.48% +0.306 pp 0.76% +0.597 pp USD22.50 +57.9% 2 qtrs
70 BARCLAYS PLC 321.6K +145.9K (+83.1%) 11.42M +9.5M (+502.1%) 0.48% +0.322 pp 0.00% +0.002 pp USD20.92 +69.8% 16 qtrs
71 PATIENT SQUARE CAPITAL LP 317.4K +317.4K (+100.0%) 11.27M +11.3M (+100.0%) 0.28% +0.277 pp 2.41% +2.413 pp USD35.52 +0.0% 1 qtrs NEW
72 EXOME ASSET MANAGEMENT LLC 305.6K -138.0K (-31.1%) 10.85M +4.5M (+70.4%) 0.45% +0.065 pp 5.19% +1.333 pp USD5.99 +493.0% 4 qtrs
73 MAN GROUP PLC 292.1K +292.1K (+100.0%) 10.37M +10.4M (+100.0%) 0.26% +0.255 pp 0.02% +0.018 pp USD35.52 +0.0% 1 qtrs NEW
74 QUBE RESEARCH & TECHNOLOGIES LTD 276.7K +163.1K (+143.5%) 9.83M +8.2M (+502.2%) 0.24% +0.143 pp 0.01% +0.008 pp USD26.34 +34.9% 3 qtrs
75 UBS GROUP AG 264.0K -1.6M (-85.8%) 9.38M -17.2M (-64.8%) 0.39% -1.229 pp 0.00% -0.003 pp USD6.23 +470.1% 18 qtrs
76 SUMMITTX CAPITAL, L.P. 257.2K -38.6K (-13.1%) 9.13M +4.9M (+115.0%) 0.38% +0.122 pp 0.28% +0.100 pp USD6.00 +492.0% 4 qtrs
77 EVERGREEN QUALITY FUND GP, LTD. 250.0K +250.0K (+100.0%) 8.88M +8.9M (+100.0%) 0.22% +0.218 pp 0.18% +0.175 pp USD35.52 +0.0% 1 qtrs NEW
78 NANTAHALA CAPITAL MANAGEMENT, LLC 250.0K -1.3M (-83.4%) 8.88M -12.8M (-59.0%) 0.22% -1.098 pp 0.29% -0.458 pp USD8.09 +339.1% 11 qtrs
79 NWI MANAGEMENT LP 241.7K +241.7K (+100.0%) 8.58M +8.6M (+100.0%) 0.36% +0.358 pp 0.40% +0.395 pp USD35.52 +0.0% 1 qtrs NEW
80 F/M INVESTMENTS LLC 235.8K +15.6K (+7.1%) 8.38M +5.2M (+164.9%) 0.21% +0.014 pp 0.32% +0.196 pp USD12.11 +193.3% 3 qtrs
81 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 229.8K +— (+0.0%) 8.16M +4.9M (+147.4%) 0.34% +0.139 pp 0.13% +0.074 pp USD11.37 +212.4% 3 qtrs
82 ALGERT GLOBAL LLC 227.9K -39.3K (-14.7%) 8.09M +4.3M (+111.0%) 0.34% +0.104 pp 0.13% +0.062 pp USD7.29 +387.2% 14 qtrs
83 BOXER CAPITAL MANAGEMENT, LLC 225.0K +225.0K (+100.0%) 7.99M +8.0M (+100.0%) 0.20% +0.197 pp 1.75% +1.749 pp USD35.52 +0.0% 1 qtrs NEW
84 CORMORANT ASSET MANAGEMENT, LP 225.0K +225.0K (+100.0%) 7.99M +8.0M (+100.0%) 0.20% +0.197 pp 0.37% +0.370 pp USD35.52 +0.0% 1 qtrs NEW
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 211.6K +12.5K (+6.3%) 7.52M +4.7M (+162.9%) 0.31% +0.139 pp 0.00% +0.001 pp USD12.30 +188.8% 10 qtrs
86 BNP PARIBAS ARBITRAGE, SNC 199.0K -499.0K (-71.5%) 7.07M -3.0M (-29.5%) 0.29% -0.315 pp 0.00% -0.002 pp USD12.15 +192.3% 5 qtrs
87 AMERIPRISE FINANCIAL INC 188.3K +188.3K (+100.0%) 6.69M +6.7M (+100.0%) 0.16% +0.165 pp 0.00% +0.002 pp USD35.52 +0.0% 1 qtrs NEW
88 RHUMBLINE ADVISERS 180.2K +3.5K (+2.0%) 6.40M +3.9M (+152.2%) 0.27% +0.112 pp 0.01% +0.003 pp USD10.50 +238.3% 19 qtrs
89 ALLIANCEBERNSTEIN L.P. 155.5K +30.9K (+24.8%) 5.52M +3.7M (+208.7%) 0.23% +0.121 pp 0.00% +0.001 pp USD15.39 +130.8% 15 qtrs
90 WELLS FARGO & COMPANY/MN 153.6K +72.6K (+89.7%) 5.46M +4.3M (+369.1%) 0.23% +0.157 pp 0.00% +0.001 pp USD22.40 +58.6% 21 qtrs
91 JANE STREET GROUP, LLC 135.3K +121.6K (+887.6%) 4.81M +4.6M (+2,342.8%) 0.20% +0.188 pp 0.00% +0.001 pp USD33.38 +6.4% 2 qtrs
92 DIADEMA PARTNERS LP 131.9K +34.0K (+34.8%) 4.68M +3.3M (+233.4%) 0.20% +0.110 pp 0.81% +0.448 pp USD13.92 +155.2% 5 qtrs
93 PERCEPTIVE ADVISORS LLC 121.1K +121.1K (+100.0%) 4.30M +4.3M (+100.0%) 0.18% +0.179 pp 0.08% +0.077 pp USD35.52 +0.0% 1 qtrs NEW
94 PRUDENTIAL FINANCIAL INC 120.2K +104.8K (+680.6%) 4.27M +4.0M (+1,830.9%) 0.18% +0.164 pp 0.01% +0.005 pp USD32.04 +10.9% 3 qtrs
95 RAFFERTY ASSET MANAGEMENT, LLC 111.1K -37.7K (-25.3%) 3.95M +1.8M (+84.7%) 0.16% +0.034 pp 0.01% +0.007 pp USD10.62 +234.5% 14 qtrs
96 NEOS INVESTMENT MANAGEMENT LLC 107.9K +18.0K (+20.0%) 3.83M +2.5M (+196.9%) 0.16% +0.081 pp 0.02% +0.013 pp USD12.03 +195.3% 9 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
686.00
Shares disposed
Cash buys
Cash sales
Net activity
+686
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 686 35.24 24.2K 686 D
2026-03-31 Fairmount Funds Management LLC Director C-Conversion A Common Stock 7,000,000 0.00 12,503,418 I
2026-01-22 Fairmount Funds Management LLC Director S-Sale D Common Stock 3,500,000 36.40 127.40M 5,503,418 I
2026-01-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 643 34.74 22.3K 643 D
2025-12-26 Sachs Jessica Officer S-Sale D Common Stock 82,642 38.70 3.20M 133,938 D
2025-12-26 Robinson John Edward Officer S-Sale D Common Stock 90,000 38.74 3.49M 140,002 D
2025-12-26 Kearns Evan Officer S-Sale D Common Stock 65,000 38.70 2.52M 109,398 D
2025-12-26 Green John L. Officer S-Sale D Common Stock 77,000 38.68 2.98M 131,834 D
2025-12-17 Sachs Jessica Officer A-Award A Stock Option (Right to Buy) 65,000 39.45 2.56M 65,000 D
2025-12-17 Robinson John Edward Officer A-Award A Common Stock 320,000 0.00 370,000 D
2025-12-17 Robbins Andrew R Director / Officer A-Award A Common Stock 185,000 0.00 185,000 D
2025-12-17 Pinnow Cole Officer A-Award A Stock Option (Right to Buy) 65,000 39.45 2.56M 65,000 D
2025-12-17 Kearns Evan Officer A-Award A Stock Option (Right to Buy) 55,000 39.45 2.17M 55,000 D
2025-12-17 Green John L. Officer A-Award A Common Stock 50,000 0.00 53,841 D
2025-10-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 1,642 14.13 23.2K 1,642 D
2025-07-10 Fairmount Funds Management LLC Director P-Purchase A Common Stock 2,777,777 9.00 25.00M 9,003,418 I
2025-07-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 3,314 7.22 23.9K 3,314 D
2025-06-04 Shegog Todd Director A-Award A Stock Option (Right to Buy) 44,700 5.64 252.1K 44,700 D
2025-06-04 Ros Matthew Director A-Award A Stock Option (Right to Buy) 44,700 5.64 252.1K 44,700 D
2025-06-04 Morris Arlene Director A-Award A Stock Option (Right to Buy) 44,700 5.64 252.1K 44,700 D
2025-06-04 Harwin Peter Evan Director A-Award A Stock Option (Right to Buy) 44,700 5.64 252.1K 44,700 D
2025-06-04 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 44,700 5.64 252.1K 44,700 D
2025-06-04 CAIN CHRISTOPHER W. Director A-Award A Stock Option (Right to Buy) 44,700 5.64 252.1K 44,700 D
2025-04-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 3,788 5.79 21.9K 3,788 D
2025-01-23 Sachs Jessica Officer A-Award A Stock Option (Right to Buy) 270,000 8.89 2.40M 270,000 D
2025-01-23 Robinson John Edward Officer A-Award A Stock Option (Right to Buy) 270,000 8.89 2.40M 270,000 D
2025-01-23 Robbins Andrew R Director / Officer A-Award A Stock Option (Right to Buy) 915,000 8.89 8.13M 915,000 D
2025-01-23 Pinnow Cole Officer A-Award A Stock Option (Right to Buy) 240,000 8.89 2.13M 240,000 D
2025-01-23 Kearns Evan Officer A-Award A Stock Option (Right to Buy) 230,000 8.89 2.04M 230,000 D
2025-01-23 Green John L. Officer A-Award A Stock Option (Right to Buy) 270,000 8.89 2.40M 270,000 D
2025-01-14 Pinnow Cole Officer P-Purchase A Common Stock 43,750 7.60 332.4K 45,848 D
2025-01-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,785 7.80 21.7K 2,785 D
2024-10-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,034 10.75 21.9K 2,034 D
2024-07-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,462 8.94 22.0K 2,462
2024-06-10 Fairmount Funds Management LLC Director M-Exempt D Series B Convertible Preferred Stock 1,500 0.00 0
2024-06-05 Shegog Todd Director A-Award A Stock Option (Right to Buy) 44,700 8.92 398.7K 44,700
2024-06-05 Ros Matthew Director A-Award A Stock Option (Right to Buy) 44,700 8.92 398.7K 44,700
2024-06-05 Morris Arlene Director A-Award A Stock Option (Right to Buy) 44,700 8.92 398.7K 44,700
2024-06-05 Harwin Peter Evan Director A-Award A Stock Option (Right to Buy) 44,700 8.92 398.7K 44,700
2024-06-05 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 44,700 8.92 398.7K 44,700
2024-06-05 CAIN CHRISTOPHER W. Director A-Award A Stock Option (Right to Buy) 44,700 8.92 398.7K 44,700
2024-05-25 Pinnow Cole Officer A-Award A Stock Option (Right to Buy) 525,000 8.22 4.32M 525,000
2024-04-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 3,213 6.90 22.2K 3,213
2024-03-28 Fairmount Funds Management LLC Director J-Other A Common Stock 286,851 0.00 4,725,641
2024-02-16 Fairmount Funds Management LLC 10% Owner A-Award A Series B Convertible Preferred Stock 1,500 0.00 1,500
2024-01-23 Sachs Jessica Officer A-Award A Stock Option (Right to Buy) 300,000 4.63 1.39M 300,000
2024-01-23 Robinson John Edward Officer A-Award A Stock Option (Right to Buy) 300,000 4.63 1.39M 300,000
2024-01-23 Robbins Andrew R Director / Officer A-Award A Stock Option (Right to Buy) 1,100,000 4.63 5.09M 1,100,000
2024-01-23 Kearns Evan Officer A-Award A Stock Option (Right to Buy) 255,000 4.63 1.18M 255,000
2024-01-23 Green John L. Officer A-Award A Stock Option (Right to Buy) 300,000 4.63 1.39M 300,000
2024-01-02 Ros Matthew Director A-Award A Stock Option (Right to Buy) 3,051 6.24 19.0K 3,051
2024-01-02 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 3,298 6.24 20.6K 3,298
2023-10-02 Ros Matthew Director A-Award A Stock Option (Right to Buy) 2,170 9.55 20.7K 2,170
2023-10-02 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,345 9.55 22.4K 2,345
2023-07-03 Ros Matthew Director A-Award A Stock Option (Right to Buy) 1,743 11.96 20.8K 1,743
2023-07-03 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 1,884 11.96 22.5K 1,884
2023-06-09 Fairmount Funds Management LLC 10% Owner P-Purchase A Common Stock 800,000 12.00 9.60M 3,272,124
2023-06-07 Shegog Todd Director A-Award A Stock Option (Right to Buy) 36,700 11.70 429.4K 36,700
2023-06-07 Ros Matthew Director A-Award A Stock Option (Right to Buy) 36,700 11.70 429.4K 36,700
2023-06-07 Morris Arlene Director A-Award A Stock Option (Right to Buy) 36,700 11.70 429.4K 36,700
2023-06-07 Harwin Peter Evan Director A-Award A Stock Option (Right to Buy) 36,700 11.70 429.4K 36,700
2023-06-07 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 36,700 11.70 429.4K 36,700
2023-06-07 CAIN CHRISTOPHER W. Director A-Award A Stock Option (Right to Buy) 36,700 11.70 429.4K 36,700
2023-04-03 Ros Matthew Director A-Award A Stock Option (Right to Buy) 1,900 10.75 20.4K 1,900
2023-04-03 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,053 10.75 22.1K 2,053
2023-02-13 Sachs Jessica Officer A-Award A Stock Option (Right to Buy) 160,000 13.63 2.18M 160,000
2023-02-13 Robinson John Edward Officer A-Award A Stock Option (Right to Buy) 160,000 13.63 2.18M 160,000
2023-02-13 Robbins Andrew R Director / Officer A-Award A Stock Option (Right to Buy) 525,000 13.63 7.16M 525,000
2023-02-13 Kearns Evan Officer A-Award A Stock Option (Right to Buy) 140,000 13.63 1.91M 140,000
2023-02-13 Green John L. Officer A-Award A Stock Option (Right to Buy) 150,000 13.63 2.04M 150,000
2023-01-03 Ros Matthew Director A-Award A Stock Option (Right to Buy) 1,792 7.19 12.9K 1,792
2023-01-03 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 1,862 7.19 13.4K 1,862
2022-10-03 Ros Matthew Director A-Award A Stock Option (Right to Buy) 1,419 9.08 12.9K 1,419
2022-10-03 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 1,474 9.08 13.4K 1,474
2022-07-01 Ros Matthew Director A-Award A Stock Option (Right to Buy) 2,194 9.39 20.6K 2,194
2022-07-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,279 9.39 21.4K 2,279
2022-06-30 Sachs Jessica Officer A-Award A Common Stock 622 7.40 4.6K 622
2022-06-16 Fairmount Funds Management LLC Director P-Purchase A Common Stock 1,200,000 8.25 9.90M 2,472,124
2022-06-07 Shegog Todd Director A-Award A Stock Option (Right to Buy) 30,700 0.00 30,700
2022-06-07 Ros Matthew Director A-Award A Stock Option (Right to Buy) 30,700 0.00 30,700
2022-06-07 Morris Arlene Director A-Award A Stock Option (Right to Buy) 30,700 0.00 30,700
2022-06-07 Harwin Peter Evan Director A-Award A Stock Option (Right to Buy) 30,700 4.59 140.9K 30,700
2022-06-07 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 30,700 4.59 140.9K 30,700
2022-06-07 CAIN CHRISTOPHER W. Director A-Award A Stock Option (Right to Buy) 30,700 0.00 30,700
2022-04-01 Ros Matthew Director A-Award A Stock Option (Right to Buy) 2,650 7.92 21.0K 2,650
2022-04-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,753 4.86 13.4K 2,753
2022-01-25 Sachs Jessica Officer A-Award A Stock Option (Right to Buy) 250,000 7.60 1.90M 250,000
2022-01-25 Robinson John Edward Officer A-Award A Stock Option (Right to Buy) 250,000 7.60 1.90M 250,000
2022-01-25 Robbins Andrew R Director / Officer A-Award A Stock Option (Right to Buy) 690,000 7.60 5.24M 690,000
2022-01-25 Kearns Evan Officer A-Award A Stock Option (Right to Buy) 202,250 7.60 1.54M 202,250
2022-01-25 Green John L. Officer A-Award A Stock Option (Right to Buy) 225,000 7.60 1.71M 225,000
2022-01-03 Ros Matthew Director A-Award A Stock Option (Right to Buy) 2,256 8.70 19.6K 2,256
2022-01-03 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,329 8.70 20.3K 2,329
2021-12-31 Sachs Jessica Officer A-Award A Common Stock 674 6.82 4.6K 674
2021-10-01 Ros Matthew Director A-Award A Stock Option (Right to Buy) 2,463 8.54 21.0K 2,463
2021-10-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,385 8.54 20.4K 2,385
2021-07-01 Ros Matthew Director A-Award A Stock Option (Right to Buy) 2,225 8.02 17.8K 2,225
2021-07-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,513 8.02 20.2K 2,513
2021-05-03 Kearns Evan Officer A-Award A Stock Option (Right to Buy) 260,000 8.93 2.32M 260,000
2021-04-26 Green John L. Officer S-Sale D Common Stock 17,813 8.86 157.8K 3,841
2021-04-01 Ros Matthew Director A-Award A Stock Option (Right to Buy) 2,068 9.08 18.8K 2,068
2021-04-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 2,121 9.08 19.3K 2,121
2021-03-31 Robinson John Edward Officer D Stock Option (Right to Buy) 500,000 8.78 4.39M 0
2021-03-11 Shegog Todd Director A-Award A Stock Option (Right to Buy) 22,500 8.45 190.1K 22,500
2021-03-11 Ros Matthew Director A-Award A Stock Option (Right to Buy) 60,000 8.45 507.0K 60,000
2021-03-11 Morris Arlene Director A-Award A Stock Option (Right to Buy) 60,000 8.45 507.0K 60,000
2021-03-11 Harwin Peter Evan Director A-Award A Stock Option (Right to Buy) 60,000 8.45 507.0K 60,000
2021-03-11 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 60,000 8.45 507.0K 60,000
2021-03-11 CAIN CHRISTOPHER W. Director A-Award A Stock Option (Right to Buy) 60,000 8.45 507.0K 60,000
2021-02-25 Green John L. Officer A-Award A Common Stock 524 0.00 21,654
2021-02-22 Shegog Todd Director A-Award A Stock Option (Right to Buy) 37,500 8.59 322.1K 37,500
2021-02-10 Sachs Jessica Officer A-Award A Stock Option (Right to Buy) 126,500 10.17 1.29M 126,500
2021-02-10 Robbins Andrew R Director / Officer A-Award A Stock Option (Right to Buy) 315,200 10.17 3.21M 315,200
2021-02-10 Green John L. Officer A-Award A Stock Option (Right to Buy) 270,746 10.17 2.75M 270,746
2021-02-01 Sachs Jessica Officer A-Award A Stock Option (Right to Buy) 400,000 9.10 3.64M 400,000
2021-01-04 Ros Matthew Director A-Award A Stock Option (Right to Buy) 1,641 7.62 12.5K 1,641
2021-01-04 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 1,575 7.62 12.0K 1,575
2020-12-07 Robbins Andrew R Director / Officer A-Award A Stock Option (Right to Buy) 456,693 12.76 5.83M 456,693
2020-12-01 Green John L. Officer A-Award A Common Stock 1,748 0.00 1,748
2020-10-23 Robbins Andrew R Officer A-Award A Stock Option (Right to Buy) 7,442,421 2.79 20.76M 7,442,421
2020-10-13 Green John L. Officer A-Award A Stock Option (Right to Buy) 695,700 2.89 2.01M 695,700
2020-10-01 Ros Matthew Director A-Award A Stock Option (Right to Buy) 9,247 2.26 20.9K 9,247
2020-10-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 8,878 2.26 20.1K 8,878
2020-08-27 Harwin Peter Evan Director A-Award A Director Stock Option (Right to Buy) 28,661 2.77 79.4K 28,661
2020-08-27 CAIN CHRISTOPHER W. Director A-Award A Director Stock Option (Right to Buy) 28,661 2.77 79.4K 28,661
2020-08-13 Venrock Healthcare Capital Partners III, L.P. 10% Owner I Series A Non-Voting Convertible Preferred Stock 13,636,000 0.00 0
2020-07-06 Harwin Peter Evan Director 0 0.00 0
2020-07-06 Green John L. Officer F-InKind D Common Stock 31,873 2.20 70.1K 77,586
2020-07-06 Fairmount Funds Management LLC 10% Owner J-Other A Series A Convertible Preferred Stock 36,465 0.00 36,465
2020-07-06 CAIN CHRISTOPHER W. Director 0 0.00 0
2020-07-01 Ros Matthew Director A-Award A Stock Option (Right to Buy) 35,280 0.47 16.6K 35,280
2020-07-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 38,487 0.47 18.1K 38,487
2020-07-01 Booth Bruce Director A-Award A Stock Option (Right to Buy) 61,338 0.47 28.8K 61,338
2020-07-01 Aldag Jorn Director A-Award A Stock Option (Right to Buy) 40,090 0.47 18.8K 40,090
2020-06-09 Ros Matthew Director A-Award A Stock Option (Right to Buy) 14,331 0.63 9.0K 14,331
2020-06-09 Morris Arlene Director A-Award A Stock Option (Right to Buy) 14,331 0.63 9.0K 14,331
2020-06-09 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 14,331 0.63 9.0K 14,331
2020-06-09 Booth Bruce Director A-Award A Stock Option (Right to Buy) 14,331 0.63 9.0K 14,331
2020-06-09 Aldag Jorn Director A-Award A Stock Option (Right to Buy) 14,331 0.63 9.0K 14,331
2020-05-12 CAMPANA DARIO 10% Owner S-Sale D Common Stock 98,200 0.46 45.5K 3,095,114
2020-05-11 CAMPANA DARIO 10% Owner S-Sale D Common Stock 22,281 0.46 10.3K 3,271,033
2020-05-08 CAMPANA DARIO 10% Owner S-Sale D Common Stock 100,000 0.46 46.4K 3,293,314
2020-05-07 CAMPANA DARIO 10% Owner S-Sale D Common Stock 100,000 0.41 41.4K 3,393,314
2020-05-06 CAMPANA DARIO 10% Owner S-Sale D Common Stock 1,800 0.40 721.62 3,493,314
2020-05-05 CAMPANA DARIO 10% Owner S-Sale D Common Stock 135,484 0.40 54.4K 3,495,114
2020-05-04 CAMPANA DARIO 10% Owner S-Sale D Common Stock 4,795 0.40 1.9K 3,630,598
2020-05-01 CAMPANA DARIO 10% Owner S-Sale D Common Stock 800 0.41 328.00 3,635,393
2020-04-30 CAMPANA DARIO 10% Owner S-Sale D Common Stock 75,994 0.40 30.6K 3,636,193
2020-04-29 CAMPANA DARIO 10% Owner S-Sale D Common Stock 382,927 0.41 155.5K 3,712,187
2020-04-28 CAMPANA DARIO 10% Owner S-Sale D Common Stock 15,048 0.41 6.2K 4,095,114
2020-04-27 CAMPANA DARIO 10% Owner S-Sale D Common Stock 242,579 0.40 97.8K 4,110,162
2020-04-20 CAMPANA DARIO 10% Owner S-Sale D Common Stock 12,606 0.40 5.0K 4,352,741
2020-04-17 CAMPANA DARIO 10% Owner S-Sale D Common Stock 65,540 0.39 25.6K 4,365,347
2020-04-16 CAMPANA DARIO 10% Owner S-Sale D Common Stock 600 0.38 229.56 4,430,887
2020-04-15 CAMPANA DARIO 10% Owner S-Sale D Common Stock 82,782 0.38 31.8K 4,431,487
2020-04-14 CAMPANA DARIO 10% Owner S-Sale D Common Stock 44,006 0.40 17.6K 4,514,269
2020-04-09 CAMPANA DARIO 10% Owner S-Sale D Common Stock 420,292 0.33 138.1K 4,613,242
2020-04-08 CAMPANA DARIO 10% Owner S-Sale D Common Stock 100 0.35 35.10 5,033,534
2020-04-07 CAMPANA DARIO 10% Owner S-Sale D Common Stock 11,400 0.35 4.0K 5,033,634
2020-04-06 Ros Matthew Director A-Award A Stock Option (Right to Buy) 49,887 0.35 17.4K 49,887
2020-04-06 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 54,422 0.35 19.0K 54,422
2020-04-06 CAMPANA DARIO 10% Owner S-Sale D Common Stock 50,080 0.35 17.5K 5,045,034
2020-04-06 Booth Bruce Director A-Award A Stock Option (Right to Buy) 86,735 0.35 30.3K 86,735
2020-04-06 Aldag Jorn Director A-Award A Stock Option (Right to Buy) 56,690 0.35 19.8K 56,690
2020-02-11 Sachs Jessica Officer A-Award A Stock Option 133,200 0.80 106.6K 133,200
2020-02-11 Osborne Matthew Scott Officer A-Award A Stock Option 160,400 0.80 128.3K 160,400
2020-02-11 HODGE GEOFFREY Officer A-Award A Stock Option 112,400 0.80 89.9K 112,400
2020-02-11 Green John L. Officer A-Award A Stock Option 64,400 0.80 51.5K 64,400
2020-02-11 Ettenberg Seth Officer A-Award A Stock Option 153,600 0.80 122.9K 153,600
2020-01-02 Ros Matthew Director A-Award A Stock Option (Right to Buy) 24,274 0.72 17.5K 24,274
2020-01-02 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 26,480 0.72 19.1K 26,480
2020-01-02 Booth Bruce Director A-Award A Stock Option (Right to Buy) 39,996 0.72 28.8K 39,996
2020-01-02 Aldag Jorn Director A-Award A Stock Option (Right to Buy) 29,790 0.72 21.4K 29,790
2019-11-19 Green John L. Officer A-Award A Restricted Stock Units 109,459 0.00 109,459
2019-11-19 Ettenberg Seth Officer A-Award A Stock Option (Right to Buy) 280,000 0.69 193.2K 280,000
2019-10-01 Ros Matthew Director A-Award A Stock Option (Right to Buy) 12,509 1.41 17.6K 12,509
2019-10-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 13,646 1.41 19.2K 13,646
2019-10-01 Booth Bruce Director A-Award A Stock Option (Right to Buy) 20,611 1.41 29.1K 20,611
2019-10-01 Aldag Jorn Director A-Award A Stock Option (Right to Buy) 15,352 1.41 21.6K 15,352
2019-07-26 Ros Matthew Director A-Award A Stock Option (Right to Buy) 28,661 2.05 58.8K 28,661
2019-07-26 Morris Arlene Director A-Award A Stock Option (Right to Buy) 28,661 2.05 58.8K 28,661
2019-07-19 Sachs Jessica Officer A-Award A Stock Option (Right to Buy) 123,800 2.61 323.1K 123,800
2019-07-15 Sachs Jessica Officer D Stock Option (Right to Buy) 22,419 3.52 78.9K 0
2019-07-01 Booth Bruce Director A-Award A Stock Option (Right to Buy) 10,285 2.41 24.8K 10,285
2019-07-01 Aldag Jorn Director A-Award A Stock Option (Right to Buy) 7,608 2.41 18.3K 7,608
2019-06-24 Osborne Matthew Scott Officer A-Award A Stock Option (Right to Buy) 190,000 2.44 463.6K 190,000
2019-06-18 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 14,331 2.70 38.7K 14,331
2019-06-18 Booth Bruce Director A-Award A Stock Option (Right to Buy) 14,331 2.70 38.7K 14,331
2019-06-14 Ratcliffe Liam Director A-Award A Stock Option (Right to Buy) 7,881 2.43 19.2K 7,881
2019-06-14 PEREZ ROBERT J Director A-Award A Stock Option (Right to Buy) 7,131 2.43 17.3K 7,131
2019-04-24 Green John L. Officer A-Award A Stock Option (Right to Buy) 16,814 3.52 59.2K 16,814
2019-04-19 Green John L. Officer A-Award A Stock Option (Right to Buy) 21,017 3.60 75.7K 21,017
2019-04-01 Ratcliffe Liam Director A-Award A Stock Option (Right to Buy) 4,829 4.40 21.2K 4,829
2019-04-01 PEREZ ROBERT J Director A-Award A Stock Option (Right to Buy) 4,369 4.40 19.2K 4,369
2019-04-01 Ferrante Karen Jean Director A-Award A Stock Option (Right to Buy) 4,047 4.40 17.8K 4,047
2019-04-01 Booth Bruce Director A-Award A Stock Option (Right to Buy) 6,714 4.40 29.5K 6,714
2019-04-01 Aldag Jorn Director A-Award A Stock Option (Right to Buy) 4,966 4.40 21.9K 4,966
2019-03-25 Ettenberg Seth Officer M-Exempt D Stock Option (Right to Buy) 11,485 0.18 2.1K 329,145
2019-03-01 WILSON CHARLES Director / Officer A-Award A Stock Option (Right to Buy) 174,400 4.36 760.4K 174,400
2019-03-01 VASCONCELLES MICHAEL Officer A-Award A Stock Option (Right to Buy) 61,900 4.36 269.9K 61,900

Executive team

Top executives
Shares Outstanding
162.31M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Andrew Robbins Chief Executive Officer 724.6K 21.6K 12.99M 13.45M 561.6K 14.0K 27.76M 95.24%
2 2025 Jessica Sachs Chief Medical Officer 549.4K 12.3K 4.54M 3.75M 320.9K 14.0K 9.18M 90.23%
3 2025 John Robinson Chief Scientific Officer 532.0K 12.0K 4.54M 3.75M 310.8K 14.0K 9.15M 90.51%
4 2025 Cole Pinnow Chief Commercial Officer 482.3K 9.6K 4.54M 3.55M 248.8K 14.0K 8.84M 91.46%
5 2025 John Green Chief Financial Officer 510.7K 11.5K 3.97M 3.75M 298.1K 14.0K 8.55M 90.24%
6 2024 Andrew Robbins Chief Executive Officer 692.0K 3.73M 477.5K 13.8K 4.92M 75.94%
7 2024 Cole Pinnow Chief Commercial Officer 265.4K 50.0K 263.0K 3.26M 127.8K 3.97M 88.84%
8 2024 Jessica Sachs Chief Medical Officer 527.4K 1.02M 272.9K 13.8K 1.83M 55.57%
9 2024 John Robinson Chief Scientific Officer 510.8K 1.02M 264.3K 13.8K 1.81M 56.35%
10 2024 John Green Chief Financial Officer 490.0K 1.02M 225.4K 13.8K 1.75M 58.28%
11 2023 Andrew Robbins Chief Executive Officer 656.1K 393.7K 1.87M 4.96M 13.2K 7.90M 86.54%
12 2023 Jessica Sachs Chief Medical Officer 507.2K 253.6K 713.6K 1.51M 13.2K 3.00M 74.20%
13 2023 Jessica Sachs, M.D. Chief Medical Officer 507.2K 253.6K 713.6K 1.51M 13.2K 3.00M 74.20%
14 2023 John Robinson, Ph.D. Chief Scientific Officer 491.1K 245.6K 713.6K 1.51M 13.2K 2.98M 74.80%
15 2023 John Robinson Chief Scientific Officer 491.1K 245.6K 713.6K 1.51M 13.2K 2.98M 74.80%
16 2022 Andrew Robbins Chief Executive Officer 624.3K 344.9K 3.41M 12.2K 4.39M 77.65%
17 2022 Jessica Sachs, M.D. Chief Medical Officer 482.6K 177.7K 1.24M 12.2K 1.91M 64.75%
18 2022 John Robinson, Ph.D. Chief Scientific Officer 454.2K 167.3K 1.24M 12.2K 1.87M 66.10%
19 2021 Jessica Sachs, M.D. Chief Medical Officer 415.8K 167.9K 3.21M 11.6K 3.81M 84.37%
20 2021 John Robinson, Ph.D. Chief Scientific Officer 315.5K 128.1K 3.02M 11.6K 3.47M 86.89%
21 2021 Andrew Robbins Chief Executive Officer 592.6K 357.1K 1.90M 11.6K 2.86M 66.42%
22 2020 Andrew Robbins Chief Executive Officer 101.7K 65.2K 17.69M 17.86M 99.07%
23 2020 John Green Chief Financial Officer 324.0K 440.0K 1.38M 2.14M 64.29%
24 2020 Charles Wilson, Ph.D. Former Chief Executive Officer 481.3K 1.32M 1.80M 0.00%
25 2020 Jessica Sachs, M.D. Chief Medical Officer 278.7K 115.4K 795.3K 1.19M 9.70%
26 2019 Charles Wilson, Ph.D. Former Chief Executive Officer 543.4K 232.3K 941.7K 1.72M 54.83%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2025-04-22 DEFA14A
2025-04-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-23 ARS
2026-04-03 4
2026-03-31 SC 13D/A
2026-03-31 4
2026-03-26 SC 13G/A
2026-02-17 SC 13G/A

Executive team

NameTitleCompensationGender
Andrew R. Robbins President, Chief Executive Officer & Director 1M male
Jessica Sachs Chief Medical Officer 896.6K
John Edward Robinson Chief Scientific Officer 868.7K
Cole Pinnow Chief Commercial Officer 754.6K male
John L. Green Chief Financial Officer & Principal Accounting Officer 729.2K male
Erin Schellhammer Chief People Officer female
Evan D. Kearns Chief Legal Officer & Corporate Secretary male
Abb Hayden Senior Vice President of Sales male
Rachael Easton Senior Vice President of Clinical Development
Brad Barnett Chief Technology Officer male
Brad Fell Senior Vice President of Chemistry
Christi Waarich Senior Director of Investor Relations female
ESG Rating
B-
BIOTECHNOLOGY
2026
E (Environmental)
43.1 / 56.3
Company / Sector avg.
S (Social)
71.1 / 62.4
Company / Sector avg.
G (Governance)
69.7 / 60.9
Company / Sector avg.
ESG Total
61.3 / 59.9
Company / Sector avg.
ESG Score History BIOTECHNOLOGY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-12-12 2023-01-20 Christopher L. Jacobs NY27 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits