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Invivyd, Inc. (IVVD)
USD0.78
-0.02 (-2.10%)
US NASDAQ Healthcare Biotechnology
Address
1601 Trapelo Road 2451
Waltham, MA, US
Waltham, MA, US
CEO
William E. Duke Jr.
Website
adagiotx.com
IPO
2021-08-06
CIK 1832038 ISIN US00534A1025
Also trades on
NASDAQ Global Market · ADGI (USD)
NASDAQ Global Market · IVVD (USD)
Description
Adagio Therapeutics, Inc., a biopharmaceutical firm in its clinical development phase, operates within the United States, specializing in the discovery, progression, and marketing of antibody-derived solutions for infectious diseases. The company's leading drug candidate, ADG20 (adintrevimab), is a neutralizing antibody currently undergoing Phase 3 clinical investigation for both the management and prevention of coronavirus disease. Adagio Therapeutics maintains collaborative agreements with Adimab, LLC to facilitate the identification and enhancement of its exclusive antibodies. Furthermore, it partners with the Scripps Research Institute to conduct studies aimed at uncovering potential vaccine solutions for the prophylaxis, detection, or therapy of influenza or beta coronaviruses. Incorporated in 2020, the company's base of operations is in Waltham, Massachusetts.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD0.78
-0.02 (-2.10%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.63
Float Shares
87.82M
Free Float %
66.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -21.09% | -18.88% | -27.95% | -25.64% | -50.64% | -53.04% | +38.77% | -24.18% | -94.44% | -94.44% | -94.44% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (7 ratings, all time)
Buy
Price Targets & DCF
Current price
0.78
Low
9.00
+1,048.0%
Consensus
9.50
+1,111.7%
Median
9.50
+1,111.7%
High
10.00
+1,175.5%
DCF (Unlevered)
11.69
+1,391.2%
DCF (Levered)
4.30
+449.0%
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)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 2 |
9.50
+1,111.7%
|
Quality scores
Altman Z-Score
-2.76
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Biotechnology: +1.6%+110.5% ★ Q1'26: +21.6% (vs Q1'25)
-
EPS growth Biotechnology: +29.7%+79.0% ★ Q1'26: +7.1% (vs Q1'25)
-
FCF margin FCF growth · Biotechnology: +16.2%-137.2% Q1'26: -308.8% (vs Q1'25)
-
EBIT margin Biotechnology: +0.0%-104.0% Q1'26: +0.0% (vs Q1'25)
-
ROIC Biotechnology: -16.1%-320.3% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Biotechnology: -3.4%+45.3% Q1'26: +158.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×-0.05× Q1'26: -0.05× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 1 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
—
est: 2.26M (-100.0%)
|
25.38M
est: 25.15M (+0.9%)
|
53.43M
est: 51.72M (+3.3%)
|
84.82M
73.02M – 92.28M
+64.0% YoY
|
93.63M
80.60M – 101.86M
+10.4% YoY
|
206.41M
206.41M – 206.41M
+120.5% YoY
|
368.36M
317.11M – 400.77M
+78.5% YoY
|
571.30M
491.82M – 621.57M
+55.1% YoY
|
| EBITDA |
-205.76M
est: 452.8K (-45,540.7%)
|
-173.76M
est: 5.03M (-3,553.9%)
|
-53.45M
est: 10.34M (-616.7%)
|
16.96M
14.60M – 18.46M
+64.0% YoY
|
18.72M
16.12M – 20.37M
+10.4% YoY
|
41.28M
41.28M – 41.28M
+120.5% YoY
|
73.67M
63.42M – 80.15M
+78.5% YoY
|
114.26M
98.36M – 124.31M
+55.1% YoY
|
| EBIT |
-207.78M
est: 452.8K (-45,988.6%)
|
-176.88M
est: 5.03M (-3,615.8%)
|
-55.56M
est: 10.34M (-637.1%)
|
16.96M
14.60M – 18.46M
+64.0% YoY
|
18.72M
16.12M – 20.37M
+10.4% YoY
|
41.28M
41.28M – 41.28M
+120.5% YoY
|
73.67M
63.42M – 80.15M
+78.5% YoY
|
114.26M
98.36M – 124.31M
+55.1% YoY
|
| Net Income |
-198.64M
est: -298.44M (+33.4%)
|
-169.93M
est: -231.42M (+26.6%)
|
-52.49M
est: -66.51M (+21.1%)
|
-59.46M
-65.16M – -53.76M
+10.6% YoY
|
-70.77M
-81.58M – -59.96M
-19.0% YoY
|
-46.64M
-116.05M – 41.57M
+34.1% YoY
|
20.09M
16.46M – 22.39M
+143.1% YoY
|
87.83M
71.94M – 97.87M
+337.1% YoY
|
| SGA |
49.13M
est: 3.06M (+1,507.3%)
|
63.39M
est: 33.96M (+86.7%)
|
66.93M
est: 69.83M (-4.1%)
|
114.51M
98.57M – 124.58M
+64.0% YoY
|
126.39M
108.81M – 137.51M
+10.4% YoY
|
278.65M
278.65M – 278.65M
+120.5% YoY
|
497.28M
428.10M – 541.03M
+78.5% YoY
|
771.25M
663.95M – 839.11M
+55.1% YoY
|
| EPS |
-1.81
est: -1.79 (-1.0%)
|
-1.43
est: -1.39 (-2.9%)
|
-0.30
est: -0.39 (+23.2%)
|
-0.35
-0.38 – -0.31
+10.4% YoY
|
-0.43
-0.47 – -0.35
-21.4% YoY
|
-0.16
-0.67 – 0.24
+62.1% YoY
|
0.12
0.10 – 0.13
+172.5% YoY
|
0.51
0.42 – 0.57
+337.1% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-24 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-52.74M
OE per share TTM
-0.38
Owner's Yield
-20.28%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
21.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
31
Total invested
3.68M
Insider transactions (90d)
0
Beneficial owners (>5%)
28
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Adimab, LLC | 26.69M | 24.30% | 26.69M | — | 26.69M | — | OO | — | 2022-06-24 | ↗ |
| 2 | Mithril II LP | 11.24M | 10.20% | — | 11.24M | — | 11.24M | PN | — | 2022-06-24 | ↗ |
| 3 | Lee S. Ainslie III | 9.34M | 8.50% | — | 9.34M | — | 9.34M | IN | Texas | 2024-02-14 | ↗ |
| 4 | Maverick Capital Management, LLC | 9.34M | 8.50% | — | 9.34M | — | 9.34M | HC | Texas | 2024-02-14 | ↗ |
| 5 | Maverick Capital, Ltd. | 9.34M | 8.50% | — | 9.34M | — | 9.34M | IA | Texas | 2024-02-14 | ↗ |
| 6 | M28 Capital Management LP | 9.25M | 8.50% | — | 9.25M | — | 10.00 | IA | — | 2022-08-19 | ↗ |
| 7 | Marc Elia | 9.25M | 8.50% | — | 9.25M | — | 10.00 | IN | — | 2022-08-19 | ↗ |
| 8 | David Kroin | 9.00M | 7.56% | — | 9.00M | — | — | HC, IN | — | 2024-02-12 | ↗ |
| 9 | Deep Track Biotechnology Master Fund, Ltd. | 9.00M | 7.56% | — | 9.00M | — | — | CO | Cayman Islands | 2024-02-12 | ↗ |
| 10 | Deep Track Capital, LP | 9.00M | 7.56% | — | 9.00M | — | — | IA, OO | — | 2024-02-12 | ↗ |
| 11 | Terrance McGuire | 8.53M | 7.80% | — | 8.53M | — | 8.53M | IN | — | 2022-06-24 | ↗ |
| 12 | Alphabet Holdings LLC | 5.68M | 5.11% | 5.68M | — | 5.68M | — | OO | Delaware | 2022-02-14 | ↗ |
| 13 | Polaris Partners GP IX, L.L.C. | 4.80M | 4.40% | — | 4.80M | — | 4.80M | OO | — | 2022-06-24 | ↗ |
| 14 | Polaris Partners IX, L.P. | 4.80M | 4.40% | — | 4.80M | — | 4.80M | PN | — | 2022-06-24 | ↗ |
| 15 | Jonathan Flint | 3.23M | 2.90% | — | 3.23M | — | 3.23M | IN | — | 2022-06-24 | ↗ |
| 16 | Polaris Venture Management Co. V, L.L.C. | 3.23M | 2.90% | — | 3.23M | — | 3.23M | OO | — | 2022-06-24 | ↗ |
| 17 | Polaris Venture Partners V, L.P. | 3.12M | 2.80% | — | 3.12M | — | 3.12M | PN | — | 2022-06-24 | ↗ |
| 18 | Clive Meanwell | 1.20M | 1.10% | 521.9K | 679.8K | 521.9K | 679.8K | IN | United Kingdom | 2022-06-24 | ↗ |
| 19 | Christopher Cox | 679.8K | 0.62% | — | 679.8K | — | 679.8K | IN | United States of America | 2022-06-24 | ↗ |
| 20 | Polaris Healthcare Technology Opportunities Fund GP, L.L.C. | 497.7K | 0.50% | — | 497.7K | — | 497.7K | OO | — | 2022-06-24 | ↗ |
| 21 | Polaris Healthcare Technology Opportunities Fund, L.P. | 497.7K | 0.50% | — | 497.7K | — | 497.7K | PN | — | 2022-06-24 | ↗ |
| 22 | Population Health Equity Partners III GP, LLC | 359.7K | 0.33% | — | 359.7K | — | 359.7K | OO | Delaware | 2022-06-24 | ↗ |
| 23 | Population Health Equity Partners III, L.P. | 359.7K | 0.33% | — | 359.7K | — | 359.7K | PN | Delaware | 2022-06-24 | ↗ |
| 24 | Population Health Equity Partners VII GP, LLC | 320.2K | 0.29% | — | 320.2K | — | 320.2K | OO | Delaware | 2022-06-24 | ↗ |
| 25 | Population Health Equity Partners VII, L.P. | 320.2K | 0.29% | — | 320.2K | — | 320.2K | PN | Delaware | 2022-06-24 | ↗ |
| 26 | Polaris Venture Partners Entrepreneurs’ Fund V, L.P. | 60.8K | 0.10% | — | 60.8K | — | 60.8K | PN | — | 2022-06-24 | ↗ |
| 27 | Polaris Venture Partners Special Founders’ Fund V, L.P. | 31.2K | 0.00% | — | 31.2K | — | 31.2K | PN | — | 2022-06-24 | ↗ |
| 28 | Polaris Venture Partners Founders’ Fund V, L.P. | 21.4K | 0.00% | — | 21.4K | — | 21.4K | PN | — | 2022-06-24 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
31
-89 vs prev Q
New positions
9
Closed positions
93
Increased
16
Reduced
3
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 | JANUS HENDERSON GROUP PLC | 32.54M +7.2M (+28.2%) | 80.87M +52.8M (+188.3%) | 19.12% +4.208 pp | 0.04% +0.023 pp | USD1.40 +76.4% | 2 qtrs — |
| 2 | PERCEPTIVE ADVISORS LLC | 21.79M +21.8M (+100.0%) | 53.81M +53.8M (+100.0%) | 12.80% +12.802 pp | 0.96% +0.959 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 3 | BVF INC/IL | 19.53M +19.5M (+100.0%) | 48.23M +48.2M (+100.0%) | 11.47% +11.474 pp | 1.62% +1.623 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 4 | MAVERICK CAPITAL LTD | 18.97M +— (+0.0%) | 46.86M +26.0M (+124.5%) | 11.15% +0.000 pp | 0.50% +0.224 pp | USD2.07 +19.3% | 12 qtrs — |
| 5 | RA CAPITAL MANAGEMENT, L.P. | 17.12M +— (+0.0%) | 42.28M +23.5M (+124.5%) | 10.06% +0.000 pp | 0.43% +0.201 pp | USD1.10 +124.5% | 2 qtrs — |
| 6 | POINT72 ASSET MANAGEMENT, L.P. | 16.65M -3.6M (-18.0%) | 41.13M +18.8M (+84.2%) | 9.79% -2.144 pp | 0.05% +0.009 pp | USD1.10 +124.5% | 2 qtrs — |
| 7 | DRIEHAUS CAPITAL MANAGEMENT LLC | 13.06M +3.0M (+29.3%) | 32.27M +21.1M (+190.3%) | 7.68% +1.738 pp | 0.22% +0.140 pp | USD1.41 +75.2% | 2 qtrs — |
| 8 | VANGUARD GROUP INC | 10.70M +4.9M (+85.7%) | 26.44M +20.1M (+317.1%) | 6.29% +2.904 pp | 0.00% +0.000 pp | USD4.38 -43.6% | 18 qtrs — |
| 9 | M28 CAPITAL MANAGEMENT LP | 9.25M +— (+0.0%) | 22.84M +12.7M (+124.5%) | 5.43% +0.000 pp | 16.60% +1.646 pp | USD5.77 -57.2% | 17 qtrs — |
| 10 | SATURN V CAPITAL MANAGEMENT LLC | 7.74M +7.7M (+100.0%) | 19.11M +19.1M (+100.0%) | 4.55% +4.546 pp | 3.51% +3.506 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 11 | SOLEUS CAPITAL MANAGEMENT, L.P. | 7.71M +7.7M (+100.0%) | 19.04M +19.0M (+100.0%) | 4.53% +4.530 pp | 0.70% +0.702 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 12 | EVENTIDE ASSET MANAGEMENT, LLC | 5.81M +5.8M (+100.0%) | 14.35M +14.3M (+100.0%) | 3.41% +3.414 pp | 0.22% +0.224 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 13 | STATE STREET CORP | 5.64M +5.3M (+1,636.7%) | 13.92M +13.6M (+3,799.8%) | 3.31% +3.122 pp | 0.00% +0.001 pp | USD2.47 +0.0% | 18 qtrs — |
| 14 | SIREN, L.L.C. | 4.00M +4.0M (+100.0%) | 9.88M +9.9M (+100.0%) | 2.35% +2.351 pp | 0.29% +0.295 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 15 | ADAR1 CAPITAL MANAGEMENT, LLC | 3.90M -3.5M (-47.1%) | 9.63M +1.5M (+18.8%) | 2.29% -2.040 pp | 0.71% -0.054 pp | USD1.10 +124.5% | 2 qtrs — |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | 3.81M +3.8M (+100.0%) | 9.40M +9.4M (+100.0%) | 2.24% +2.237 pp | 0.01% +0.012 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 17 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.66M +3.7M (+100.0%) | 9.04M +9.0M (+100.0%) | 2.15% +2.152 pp | 0.01% +0.014 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 18 | BLACKROCK, INC. | 3.55M +2.8M (+393.4%) | 8.76M +8.0M (+1,007.9%) | 2.08% +1.662 pp | 0.00% +0.000 pp | USD2.17 +13.8% | 6 qtrs — |
| 19 | 683 CAPITAL MANAGEMENT, LLC | 2.90M -3.4M (-54.0%) | 7.16M +233.0K (+3.4%) | 1.70% -1.998 pp | 0.31% -0.050 pp | USD2.29 +7.9% | 17 qtrs — |
| 20 | REDMILE GROUP, LLC | 2.68M +395.8K (+17.3%) | 6.62M +4.1M (+163.4%) | 1.58% +0.233 pp | 0.49% +0.243 pp | USD17.83 -86.1% | 18 qtrs — |
| 21 | IKARIAN CAPITAL, LLC | 2.66M +577.9K (+27.8%) | 6.56M +4.3M (+187.0%) | 1.56% +0.340 pp | 0.51% +0.281 pp | USD1.40 +76.4% | 2 qtrs — |
| 22 | TWO SIGMA INVESTMENTS, LP | 2.19M +1.9M (+554.3%) | 5.41M +5.0M (+1,369.2%) | 1.29% +1.091 pp | 0.01% +0.007 pp | USD2.28 +8.3% | 9 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 2.17M +2.1M (+4,964.4%) | 5.37M +5.3M (+11,272.0%) | 1.28% +1.252 pp | 0.00% +0.001 pp | USD2.46 +0.4% | 17 qtrs — |
| 24 | EVERSEPT PARTNERS, LP | 2.14M +92.9K (+4.5%) | 5.29M +3.0M (+134.7%) | 1.26% +0.055 pp | 0.27% +0.111 pp | USD1.16 +112.9% | 2 qtrs — |
| 25 | GEODE CAPITAL MANAGEMENT, LLC | 2.06M +1.3M (+180.8%) | 5.08M +4.3M (+530.6%) | 1.21% +0.778 pp | 0.00% +0.000 pp | USD3.61 -31.6% | 18 qtrs — |
| 26 | MORGAN STANLEY | 1.64M +858.2K (+110.0%) | 4.05M +3.2M (+371.6%) | 0.96% +0.504 pp | 0.00% +0.000 pp | USD1.75 +41.1% | 18 qtrs — |
| 27 | BOXER CAPITAL MANAGEMENT, LLC | 1.50M +1.5M (+100.0%) | 3.71M +3.7M (+100.0%) | 0.88% +0.882 pp | 0.81% +0.811 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 28 | MILLENNIUM MANAGEMENT LLC | 1.29M -160.2K (-11.1%) | 3.18M +1.6M (+99.7%) | 0.76% -0.094 pp | 0.00% +0.001 pp | USD0.77 +220.8% | 18 qtrs — |
| 29 | UBS GROUP AG | 1.05M +916.8K (+683.8%) | 2.60M +2.4M (+1,660.0%) | 0.62% +0.539 pp | 0.00% +0.000 pp | USD2.24 +10.3% | 17 qtrs — |
| 30 | RENAISSANCE TECHNOLOGIES LLC | 1.03M +1.0M (+100.0%) | 2.54M +2.5M (+100.0%) | 0.60% +0.603 pp | 0.00% +0.004 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 31 | STEMPOINT CAPITAL LP | 989.8K +711.2K (+255.3%) | 2.44M +2.1M (+697.8%) | 0.58% +0.418 pp | 0.42% +0.358 pp | USD2.08 +18.8% | 2 qtrs — |
| 32 | AMERIPRISE FINANCIAL INC | 985.2K +985.2K (+100.0%) | 2.43M +2.4M (+100.0%) | 0.58% +0.579 pp | 0.00% +0.001 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 33 | TWO SIGMA ADVISERS, LP | 916.6K +916.6K (+100.0%) | 2.26M +2.3M (+100.0%) | 0.54% +0.539 pp | 0.00% +0.004 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 34 | BOOTHBAY FUND MANAGEMENT, LLC | 774.6K -38.1K (-4.7%) | 1.91M +1.0M (+114.0%) | 0.46% -0.022 pp | 0.03% +0.016 pp | USD1.10 +124.5% | 2 qtrs — |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 625.8K +558.8K (+834.2%) | 1.55M +1.5M (+1,997.7%) | 0.37% +0.328 pp | 0.00% +0.000 pp | USD2.30 +7.4% | 17 qtrs — |
| 36 | DEUTSCHE BANK AG\ | 585.4K +— (+0.0%) | 1.45M +802.0K (+124.5%) | 0.34% +0.000 pp | 0.00% +0.000 pp | USD3.04 -18.8% | 18 qtrs — |
| 37 | JANE STREET GROUP, LLC | 513.9K -251.6K (-32.9%) | 1.27M +427.3K (+50.7%) | 0.30% -0.148 pp | 0.00% +0.000 pp | USD1.00 +147.0% | 16 qtrs — |
| 38 | EMERALD MUTUAL FUND ADVISERS TRUST | 428.8K +428.8K (+100.0%) | 1.06M +1.1M (+100.0%) | 0.25% +0.252 pp | 0.05% +0.052 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 39 | NORTHERN TRUST CORP | 392.4K +281.5K (+253.8%) | 969.3K +847.3K (+694.5%) | 0.23% +0.165 pp | 0.00% +0.000 pp | USD2.91 -15.1% | 18 qtrs — |
| 40 | BANK OF AMERICA CORP /DE/ | 380.6K +331.4K (+672.8%) | 940.1K +885.9K (+1,635.2%) | 0.22% +0.183 pp | 0.00% +0.000 pp | USD2.31 +6.9% | 18 qtrs — |
| 41 | GSA CAPITAL PARTNERS LLP | 376.6K -428.6K (-53.2%) | 930.0K +44.0K (+5.0%) | 0.22% -0.252 pp | 0.08% +0.006 pp | USD0.83 +197.6% | 7 qtrs — |
| 42 | CITADEL ADVISORS LLC | 331.1K +331.1K (+100.0%) | 817.8K +817.8K (+100.0%) | 0.19% +0.195 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 43 | BARCLAYS PLC | 295.1K +177.1K (+150.2%) | 728.9K +608.6K (+505.8%) | 0.17% +0.075 pp | 0.00% +0.000 pp | USD2.03 +21.7% | 9 qtrs — |
| 44 | INVESCO LTD. | 293.6K +118.4K (+67.6%) | 725.1K +532.5K (+276.3%) | 0.17% +0.070 pp | 0.00% +0.000 pp | USD1.50 +64.7% | 7 qtrs — |
| 45 | RAFFERTY ASSET MANAGEMENT, LLC | 284.6K +284.6K (+100.0%) | 702.9K +702.9K (+100.0%) | 0.17% +0.167 pp | 0.00% +0.002 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 46 | QUBE RESEARCH & TECHNOLOGIES LTD | 210.6K +210.6K (+100.0%) | 520.3K +520.3K (+100.0%) | 0.12% +0.124 pp | 0.00% +0.001 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 47 | SCIENTECH RESEARCH LLC | 209.3K +195.3K (+1,390.3%) | 517.0K +501.6K (+3,246.4%) | 0.12% +0.115 pp | 0.33% +0.320 pp | USD2.38 +3.8% | 2 qtrs — |
| 48 | SQUAREPOINT OPS LLC | 204.6K +96.8K (+89.7%) | 505.3K +386.7K (+326.0%) | 0.12% +0.057 pp | 0.00% +0.000 pp | USD1.68 +47.0% | 3 qtrs — |
| 49 | VIRTU FINANCIAL LLC | 202.3K +202.3K (+100.0%) | 500.0K +500.0K (+100.0%) | 0.12% +0.119 pp | 0.02% +0.019 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 50 | XTX TOPCO LTD | 147.6K -90.9K (-38.1%) | 364.7K +102.3K (+39.0%) | 0.09% -0.053 pp | 0.01% -0.004 pp | USD0.98 +152.0% | 4 qtrs — |
| 51 | FMR LLC | 141.9K -1.0K (-0.7%) | 350.6K +193.3K (+122.9%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD40.64 -93.9% | 18 qtrs — |
| 52 | CITIGROUP INC | 138.0K +91.7K (+198.2%) | 340.8K +289.9K (+569.6%) | 0.08% +0.054 pp | 0.00% +0.000 pp | USD2.01 +22.9% | 18 qtrs — |
| 53 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 117.9K +117.9K (+100.0%) | 291.3K +291.3K (+100.0%) | 0.07% +0.069 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 54 | VIRTUS INVESTMENT ADVISERS, INC. | 114.7K +114.7K (+100.0%) | 283.2K +283.2K (+100.0%) | 0.07% +0.067 pp | 0.08% +0.077 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 55 | PROFUND ADVISORS LLC | 102.6K +102.6K (+100.0%) | 253.4K +253.4K (+100.0%) | 0.06% +0.060 pp | 0.01% +0.008 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 56 | KNOTT DAVID M JR | 100.0K +— (+0.0%) | 247.0K +137.0K (+124.5%) | 0.06% +0.000 pp | 0.11% +0.070 pp | USD1.10 +124.5% | 2 qtrs — |
| 57 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 99.2K +— (+0.0%) | 245.0K +135.9K (+124.5%) | 0.06% +0.000 pp | 0.01% +0.003 pp | USD1.10 +124.5% | 2 qtrs — |
| 58 | OMERS ADMINISTRATION CORP | 98.1K +98.1K (+100.0%) | 242.3K +242.3K (+100.0%) | 0.06% +0.058 pp | 0.00% +0.002 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 59 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 96.5K +— (+0.0%) | 238.4K +132.2K (+124.5%) | 0.06% +0.000 pp | 0.00% +0.001 pp | USD0.61 +304.9% | 4 qtrs — |
| 60 | QUADRATURE CAPITAL LTD | 91.2K +45.2K (+98.3%) | 225.4K +174.8K (+345.3%) | 0.05% +0.027 pp | 0.00% +0.002 pp | USD1.78 +38.8% | 2 qtrs — |
| 61 | EMERALD ADVISERS, LLC | 89.9K +89.9K (+100.0%) | 222.1K +222.1K (+100.0%) | 0.05% +0.053 pp | 0.01% +0.007 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 62 | JEFFERIES FINANCIAL GROUP INC. | 87.7K -4.6K (-5.0%) | 216.6K +115.1K (+113.3%) | 0.05% -0.003 pp | 0.00% +0.001 pp | USD1.10 +124.5% | 2 qtrs — |
| 63 | HUDSON BAY CAPITAL MANAGEMENT LP | 87.0K +87.0K (+100.0%) | 215.0K +215.0K (+100.0%) | 0.05% +0.051 pp | 0.00% +0.001 pp | USD2.47 +0.0% | 3 qtrs — |
| 64 | A16Z PERENNIAL MANAGEMENT, L.P. | 79.9K +— (+0.0%) | 197.3K +109.4K (+124.5%) | 0.05% +0.000 pp | 0.01% +0.008 pp | USD3.94 -37.3% | 9 qtrs — |
| 65 | PERSISTENT ASSET PARTNERS LTD | 68.8K +68.8K (+100.0%) | 170.0K +170.0K (+100.0%) | 0.04% +0.041 pp | 0.08% +0.076 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 66 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 63.0K +63.0K (+100.0%) | 155.6K +155.6K (+100.0%) | 0.04% +0.037 pp | 0.00% +0.005 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 67 | MILLER FINANCIAL SERVICES LLC | 51.0K +14.0K (+37.8%) | 126.0K +85.3K (+209.5%) | 0.03% +0.008 pp | 0.15% +0.101 pp | USD1.25 +97.6% | 4 qtrs — |
| 68 | GILDER GAGNON HOWE & CO LLC | 49.9K +49.9K (+100.0%) | 123.3K +123.3K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.001 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 69 | JAIN GLOBAL LLC | 49.3K +49.3K (+100.0%) | 121.7K +121.7K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.001 pp | USD2.47 +0.0% | 3 qtrs — |
| 70 | CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. | 45.2K +45.2K (+100.0%) | 111.5K +111.5K (+100.0%) | 0.03% +0.027 pp | 0.01% +0.009 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 71 | MANGROVE PARTNERS | 42.1K +42.1K (+100.0%) | 104.1K +104.1K (+100.0%) | 0.02% +0.025 pp | 0.01% +0.009 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 72 | AMERICAN CENTURY COMPANIES INC | 39.9K +39.9K (+100.0%) | 98.6K +98.6K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 73 | TOWER RESEARCH CAPITAL LLC (TRC) | 39.8K +29.2K (+275.1%) | 98.3K +86.6K (+742.3%) | 0.02% +0.017 pp | 0.00% +0.002 pp | USD2.09 +18.2% | 18 qtrs — |
| 74 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 38.8K -811.0 (-2.0%) | 95.8K +52.3K (+119.9%) | 0.02% -0.001 pp | 0.00% +0.001 pp | USD0.68 +263.2% | 10 qtrs — |
| 75 | VICTORY CAPITAL MANAGEMENT INC | 26.0K +6.9K (+36.2%) | 64.2K +43.2K (+205.7%) | 0.02% +0.004 pp | 0.00% +0.000 pp | USD1.46 +69.2% | 2 qtrs — |
| 76 | FORTRESS PRIVATE LEDGER, LLC | 25.0K +25.0K (+100.0%) | 61.8K +61.8K (+100.0%) | 0.01% +0.015 pp | 0.02% +0.020 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 77 | SG AMERICAS SECURITIES, LLC | 24.1K +24.1K (+100.0%) | 60.0K +60.0K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 78 | OXFORD FINANCIAL GROUP LTD | 23.1K +— (+0.0%) | 57.0K +31.6K (+124.5%) | 0.01% +0.000 pp | 0.00% +0.002 pp | USD0.61 +304.9% | 4 qtrs — |
| 79 | JPMORGAN CHASE & CO | 22.2K +20.5K (+1,273.9%) | 54.7K +53.0K (+2,985.6%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD2.35 +5.1% | 18 qtrs — |
| 80 | LAZARD ASSET MANAGEMENT LLC | 20.9K +— (+0.0%) | 51.7K +28.7K (+124.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD1.10 +124.5% | 2 qtrs — |
| 81 | BANK OF NEW YORK MELLON CORP | 17.6K +17.6K (+100.0%) | 43.5K +43.5K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 82 | BNP PARIBAS ARBITRAGE, SNC | 16.8K +15.8K (+1,538.7%) | 41.5K +40.4K (+3,578.1%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD2.35 +5.1% | 5 qtrs — |
| 83 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 16.6K +16.6K (+100.0%) | 40.3K +40.3K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 84 | CIBC ASSET MANAGEMENT INC | 15.2K +15.2K (+100.0%) | 37.5K +37.5K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 85 | SCHONFELD STRATEGIC ADVISORS LLC | 14.5K +14.5K (+100.0%) | 35.7K +35.7K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 86 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 13.5K +13.5K (+100.0%) | 33.3K +33.3K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 87 | GOTHAM ASSET MANAGEMENT, LLC | 13.1K +13.1K (+100.0%) | 32.5K +32.5K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 88 | STATE OF WYOMING | 12.3K +12.3K (+100.0%) | 30.4K +30.4K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.003 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 89 | PROSHARE ADVISORS LLC | 12.2K +12.2K (+100.0%) | 30.2K +30.2K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 90 | ETHIC INC. | 11.7K -30.0 (-0.3%) | 28.9K +16.0K (+124.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD0.71 +247.9% | 3 qtrs — |
| 91 | DGS CAPITAL MANAGEMENT, LLC | 11.3K +— (+0.0%) | 27.9K +15.5K (+124.5%) | 0.01% -0.003 pp | 0.00% +0.003 pp | USD1.10 +124.5% | 2 qtrs — |
| 92 | DRW SECURITIES, LLC | 11.1K +11.1K (+100.0%) | 27.5K +27.5K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.001 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 93 | BRONTE CAPITAL MANAGEMENT PTY LTD. | 11.0K +11.0K (+100.0%) | 27.2K +27.2K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.003 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 94 | COURIER CAPITAL LLC | 10.0K +10.0K (+100.0%) | 24.7K +24.7K (+100.0%) | 0.01% +0.006 pp | 0.00% +0.001 pp | USD2.47 +0.0% | 1 qtrs NEW |
| 95 | NAPLES GLOBAL ADVISORS, LLC | 10.0K +— (+0.0%) | 24.7K +13.7K (+124.5%) | 0.01% +0.000 pp | 0.00% +0.001 pp | USD1.70 +45.3% | 10 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 27 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Virtus Biotech Clinical Trials ETF BBC | 0.63% | 360.5K | 0.65% |
| 2 | ProShares Ultra Nasdaq Biotechnology BIB | 0.01% | 7.7K | 1.19% |
| 3 | Global X - Russell 2000 ETF RSSL | 0.01% | 77.1K | 0.08% |
| 4 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.01% | 28.0K | 0.36% |
| 5 | Vanguard Extended Market ETF VXF | 0.00% | 2.66M | 0.05% |
| 6 | ProShares - Ultra Russell2000 UWM | 0.00% | 6.5K | 1.07% |
| 7 | ProShares - UltraPro Russell2000 URTY | 0.00% | 6.2K | 1.08% |
| 8 | ProShares - Hedge Replication ETF HDG | 0.00% | 157.47 | 0.95% |
| 9 | Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO | 0.00% | 3.6K | 0.17% |
| 10 | Vanguard U.S. Total Market Index ETF VUN.TO | 0.00% | 49.0K | 0.17% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
3.00
Bullish
Buys
10
Sells
15
Shares acquired
3.98M
Shares disposed
788.2K
Cash buys
—
Cash sales
10.00
Net activity
+3,192,828
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-18 | Lee Timothy Edward | Officer | S-Sale | D | Common Stock | 20,964 | 1.58 | 33.1K | 117,717 | D | ↗ |
| 2026-02-18 | Green Julie | Officer | S-Sale | D | Common Stock | 20,964 | 1.58 | 33.1K | 107,717 | D | ↗ |
| 2026-02-18 | Duke William E. | Officer | S-Sale | D | Common Stock | 20,964 | 1.58 | 33.1K | 107,717 | D | ↗ |
| 2026-02-18 | Andersen Jill | Officer | S-Sale | D | Common Stock | 34,939 | 1.58 | 55.1K | 181,736 | D | ↗ |
| 2026-02-18 | Allen Robert D. III | Officer | S-Sale | D | Common Stock | 19,392 | 1.58 | 30.6K | 114,487 | D | ↗ |
| 2026-02-17 | Lee Timothy Edward | Officer | S-Sale | D | Common Stock | 19,663 | 1.54 | 30.3K | 138,681 | D | ↗ |
| 2026-02-17 | Green Julie | Officer | S-Sale | D | Common Stock | 19,663 | 1.54 | 30.3K | 128,681 | D | ↗ |
| 2026-02-17 | Duke William E. | Officer | S-Sale | D | Common Stock | 19,663 | 1.54 | 30.3K | 128,681 | D | ↗ |
| 2026-02-17 | Andersen Jill | Officer | S-Sale | D | Common Stock | 32,771 | 1.54 | 50.5K | 216,675 | D | ↗ |
| 2026-02-17 | Allen Robert D. III | Officer | S-Sale | D | Common Stock | 18,189 | 1.54 | 28.0K | 133,879 | D | ↗ |
| 2026-02-15 | Lee Timothy Edward | Officer | M-Exempt | D | Restricted Stock Units | 99,000 | 0.00 | — | 102,000 | D | ↗ |
| 2026-02-15 | Green Julie | Officer | M-Exempt | D | Restricted Stock Units | 99,000 | 0.00 | — | 102,000 | D | ↗ |
| 2026-02-15 | Duke William E. | Officer | M-Exempt | D | Restricted Stock Units | 99,000 | 0.00 | — | 102,000 | D | ↗ |
| 2026-02-15 | Andersen Jill | Officer | M-Exempt | A | Common Stock | 165,000 | 0.00 | — | 249,446 | D | ↗ |
| 2026-02-15 | Allen Robert D. III | Officer | M-Exempt | A | Common Stock | 99,000 | 0.00 | — | 152,068 | D | ↗ |
| 2026-01-29 | Lee Timothy Edward | Officer | A-Award | A | Stock Option (Right to Buy) | 675,000 | 1.85 | 1.25M | 675,000 | D | ↗ |
| 2026-01-29 | Green Julie | Officer | A-Award | A | Stock Option (Right to Buy) | 675,000 | 1.85 | 1.25M | 675,000 | D | ↗ |
| 2026-01-29 | Duke William E. | Officer | A-Award | A | Stock Option (Right to Buy) | 625,000 | 1.85 | 1.16M | 625,000 | D | ↗ |
| 2026-01-29 | Andersen Jill | Officer | A-Award | A | Stock Option (Right to Buy) | 820,000 | 1.85 | 1.52M | 820,000 | D | ↗ |
| 2026-01-29 | Allen Robert D. III | Officer | A-Award | A | Stock Option (Right to Buy) | 625,000 | 1.85 | 1.16M | 625,000 | D | ↗ |
| 2025-11-19 | MCLAUGHLIN KEVIN F | Director | P-Purchase | A | Common Stock | 50,000 | 2.50 | 125.0K | 50,000 | D | ↗ |
| 2025-09-22 | BOLNO PAUL | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-19 | Lee Timothy Edward | Officer | S-Sale | D | Common Stock | 29,643 | 0.57 | 16.8K | 59,344 | D | ↗ |
| 2025-08-19 | Green Julie | Officer | S-Sale | D | Common Stock | 29,643 | 0.57 | 16.8K | 49,344 | D | ↗ |
| 2025-08-19 | Duke William E. | Officer | S-Sale | D | Common Stock | 29,643 | 0.57 | 16.8K | 49,344 | D | ↗ |
| 2025-08-19 | Andersen Jill | Officer | S-Sale | D | Common Stock | 49,402 | 0.57 | 28.0K | 84,446 | D | ↗ |
| 2025-08-19 | Allen Robert D. III | Officer | S-Sale | D | Common Stock | 27,420 | 0.57 | 15.5K | 53,068 | D | ↗ |
| 2025-08-18 | Lee Timothy Edward | Officer | S-Sale | D | Common Stock | 20,013 | 0.65 | 13.0K | 88,987 | D | ↗ |
| 2025-08-18 | Green Julie | Officer | S-Sale | D | Common Stock | 20,013 | 0.65 | 13.0K | 78,987 | D | ↗ |
| 2025-08-18 | Duke William E. | Officer | S-Sale | D | Common Stock | 20,013 | 0.65 | 13.0K | 78,987 | D | ↗ |
| 2025-08-18 | Andersen Jill | Officer | S-Sale | D | Common Stock | 33,352 | 0.65 | 21.7K | 133,848 | D | ↗ |
| 2025-08-18 | Allen Robert D. III | Officer | S-Sale | D | Common Stock | 18,512 | 0.65 | 12.0K | 80,488 | D | ↗ |
| 2025-08-15 | Lee Timothy Edward | Officer | M-Exempt | A | Common Stock | 99,000 | 0.00 | — | 109,000 | D | ↗ |
| 2025-08-15 | Green Julie | Officer | M-Exempt | D | Restricted Stock Units | 99,000 | 0.00 | — | 201,000 | D | ↗ |
| 2025-08-15 | Duke William E. | Officer | M-Exempt | D | Restricted Stock Units | 99,000 | 0.00 | — | 201,000 | D | ↗ |
| 2025-08-15 | Andersen Jill | Officer | M-Exempt | A | Common Stock | 165,000 | 0.00 | — | 167,200 | D | ↗ |
| 2025-08-15 | Allen Robert D. III | Officer | M-Exempt | A | Common Stock | 99,000 | 0.00 | — | 99,000 | D | ↗ |
| 2025-05-20 | Royan Ajay | Director | A-Award | A | Stock Option (Right to Buy) | 8,219 | 0.81 | 6.7K | 8,219 | D | ↗ |
| 2025-05-20 | MCLAUGHLIN KEVIN F | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 0.81 | 40.5K | 50,000 | D | ↗ |
| 2025-05-20 | MCGUIRE TERRANCE | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 0.81 | 40.5K | 50,000 | D | ↗ |
| 2025-05-20 | Lindenboom Christine | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 0.81 | 40.5K | 50,000 | D | ↗ |
| 2025-05-20 | Elia Marc | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 0.81 | 40.5K | 50,000 | D | ↗ |
| 2025-05-20 | Berry Tamsin | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 0.81 | 40.5K | 50,000 | D | ↗ |
| 2025-03-24 | Royan Ajay | Director | A-Award | A | Stock Option (Right to Buy) | 100,000 | 0.72 | 72.4K | 100,000 | D | ↗ |
| 2025-03-22 | Royan Ajay | Director | — | — | Common Stock | 0 | 0.00 | — | 11,241,580 | I | ↗ |
| 2025-02-15 | Lee Timothy Edward | Officer | A-Award | A | Restricted Stock Units | 300,000 | 0.00 | — | 300,000 | D | ↗ |
| 2025-02-15 | Green Julie | Officer | A-Award | A | Stock Option (Right to Buy) | 950,000 | 1.61 | 1.53M | 950,000 | D | ↗ |
| 2025-02-15 | Duke William E. | Officer | A-Award | A | Stock Option (Right to Buy) | 950,000 | 1.61 | 1.53M | 950,000 | D | ↗ |
| 2025-02-15 | Andersen Jill | Officer | A-Award | A | Stock Option (Right to Buy) | 950,000 | 1.61 | 1.53M | 950,000 | D | ↗ |
| 2025-02-15 | Allen Robert D. III | Officer | A-Award | A | Stock Option (Right to Buy) | 950,000 | 1.61 | 1.53M | 950,000 | D | ↗ |
| 2024-12-31 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 103,474 | 0.45 | 46.1K | 3,066,757 | I | ↗ |
| 2024-12-30 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 86,545 | 0.48 | 41.8K | 3,170,231 | I | ↗ |
| 2024-12-27 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 83,744 | 0.52 | 43.6K | 3,256,776 | I | ↗ |
| 2024-12-26 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 83,817 | 0.54 | 45.6K | 3,340,520 | I | ↗ |
| 2024-12-24 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 68,161 | 0.51 | 34.5K | 3,424,337 | I | ↗ |
| 2024-12-23 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 75,776 | 0.45 | 34.1K | 3,492,498 | I | ↗ |
| 2024-12-20 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 119,805 | 0.42 | 50.7K | 3,568,274 | I | ↗ |
| 2024-12-19 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 152,067 | 0.43 | 66.0K | 3,688,079 | I | ↗ |
| 2024-12-18 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 74,764 | 0.47 | 35.1K | 3,840,146 | I | ↗ |
| 2024-12-17 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 97,410 | 0.48 | 46.8K | 3,914,910 | I | ↗ |
| 2024-12-16 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 65,359 | 0.47 | 30.5K | 4,012,320 | I | ↗ |
| 2024-12-12 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 125,000 | 0.58 | 72.9K | 4,077,679 | I | ↗ |
| 2024-12-11 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 160,400 | 0.59 | 94.8K | 4,202,679 | I | ↗ |
| 2024-12-10 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 175,000 | 0.59 | 103.0K | 4,363,079 | I | ↗ |
| 2024-12-09 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 150,000 | 0.61 | 91.6K | 4,538,079 | I | ↗ |
| 2024-06-05 | Lee Timothy Edward | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-29 | MCGUIRE TERRANCE | Director | S-Sale | D | Common Stock | 112,381 | 1.66 | 186.6K | 4,688,079 | — | ↗ |
| 2024-05-21 | MCLAUGHLIN KEVIN F | Director | A-Award | A | Stock Option (Right to Buy) | 100,000 | 2.21 | 221.0K | 100,000 | — | ↗ |
| 2024-05-21 | MCGUIRE TERRANCE | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 2.21 | 110.5K | 50,000 | — | ↗ |
| 2024-05-21 | Lindenboom Christine | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 2.21 | 110.5K | 50,000 | — | ↗ |
| 2024-05-21 | Gupta Srishti | Director | A-Award | A | Stock Option (Right to Buy) | 100,000 | 2.21 | 221.0K | 100,000 | — | ↗ |
| 2024-05-21 | Elia Marc | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 2.21 | 110.5K | 50,000 | — | ↗ |
| 2024-05-21 | Cotter Sara | Director | A-Award | A | Stock Option (Right to Buy) | 41,369 | 2.21 | 91.4K | 41,369 | — | ↗ |
| 2024-05-21 | Berry Tamsin | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 2.21 | 110.5K | 50,000 | — | ↗ |
| 2024-01-24 | Green Julie | Officer | A-Award | A | Stock Option (Right to Buy) | 240,000 | 4.43 | 1.06M | 240,000 | — | ↗ |
| 2024-01-19 | Adimab, LLC | 10% Owner | S-Sale | D | Common Stock | 5,000,000 | 3.95 | 19.75M | 21,687,906 | — | ↗ |
| 2023-12-18 | Schmidt Peter | Officer | A-Award | A | Stock Option (Right to Buy) | 400,000 | 3.59 | 1.44M | 400,000 | — | ↗ |
| 2023-12-18 | Price Stacy | Officer | A-Award | A | Stock Option (Right to Buy) | 400,000 | 3.59 | 1.44M | 400,000 | — | ↗ |
| 2023-12-18 | Hering David | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 950,000 | 3.59 | 3.41M | 950,000 | — | ↗ |
| 2023-12-18 | Gowler Jeremy | Officer | A-Award | A | Stock Option (Right to Buy) | 400,000 | 3.59 | 1.44M | 400,000 | — | ↗ |
| 2023-12-18 | Duke William E. | Officer | A-Award | A | Stock Option (Right to Buy) | 200,000 | 3.59 | 718.0K | 200,000 | — | ↗ |
| 2023-12-18 | Andersen Jill | Officer | A-Award | A | Stock Option (Right to Buy) | 400,000 | 3.59 | 1.44M | 400,000 | — | ↗ |
| 2023-12-18 | Allen Robert D. III | Officer | A-Award | A | Stock Option (Right to Buy) | 400,000 | 3.59 | 1.44M | 400,000 | — | ↗ |
| 2023-11-17 | Andersen Jill | Officer | A-Award | A | Stock Option (Right to Buy) | 325,000 | 1.44 | 468.0K | 325,000 | — | ↗ |
| 2023-09-01 | Duke William E. | Officer | A-Award | A | Stock Option (Right to Buy) | 750,000 | 1.83 | 1.37M | 750,000 | — | ↗ |
| 2023-07-25 | Cotter Sara | Director | A-Award | A | Stock Option (Right to Buy) | 100,000 | 1.39 | 139.0K | 100,000 | — | ↗ |
| 2023-05-23 | WYZGA MICHAEL S | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 1.70 | 85.0K | 50,000 | — | ↗ |
| 2023-05-23 | MEANWELL CLIVE | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 1.70 | 85.0K | 50,000 | — | ↗ |
| 2023-05-23 | MCGUIRE TERRANCE | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 1.70 | 85.0K | 50,000 | — | ↗ |
| 2023-05-23 | Lindenboom Christine | Director | A-Award | A | Stock Option (Right to Buy) | 29,589 | 1.70 | 50.3K | 29,589 | — | ↗ |
| 2023-05-23 | Heyman Tomas J. | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 1.70 | 85.0K | 50,000 | — | ↗ |
| 2023-05-23 | Elia Marc | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 1.70 | 85.0K | 50,000 | — | ↗ |
| 2023-05-23 | Berry Tamsin | Director | A-Award | A | Stock Option (Right to Buy) | 50,000 | 1.70 | 85.0K | 50,000 | — | ↗ |
| 2023-04-11 | Allen Robert D. III | Officer | A-Award | A | Stock Option (Right to Buy) | 600,000 | 1.21 | 723.0K | 600,000 | — | ↗ |
| 2023-03-27 | Price Stacy | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-16 | Gowler Jeremy | Officer | A-Award | A | Stock Option (Right to Buy) | 625,000 | 0.00 | — | 625,000 | — | ↗ |
| 2022-12-14 | Schmidt Peter | Officer | A-Award | A | Stock Option (Right to Buy) | 200,000 | 0.00 | — | 200,000 | — | ↗ |
| 2022-12-14 | Hering David | Officer | A-Award | A | Stock Option (Right to Buy) | 700,000 | 0.00 | — | 700,000 | — | ↗ |
| 2022-12-14 | Dabora Rebecca | Officer | A-Award | A | Stock Option (Right to Buy) | 100,000 | 0.00 | — | 100,000 | — | ↗ |
| 2022-12-14 | Andersen Jill | Officer | A-Award | A | Stock Option (Right to Buy) | 300,000 | 0.00 | — | 300,000 | — | ↗ |
| 2022-12-06 | Schmidt Peter | Officer | A-Award | A | Stock Option (Right to Buy) | 300,000 | 0.00 | — | 300,000 | — | ↗ |
| 2022-11-03 | Andersen Jill | Officer | A-Award | A | Stock Option (Right to Buy) | 175,000 | 0.00 | — | 175,000 | — | ↗ |
| 2022-10-20 | Lindenboom Christine | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-13 | DRISCOLL FREDERICK W | — | — | — | — | — | — | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-561.2K
Shares Outstanding
132.73M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jill Andersen, J.D. Chief Legal Officer | 500.0K | 264.0K | 805.0K | 905.4K | — | 11.7K | 2.49M | 68.80% | ↗ |
| 2 | 2025 | William Duke, Jr., M.B.A. Chief Financial Officer | 485.0K | 256.1K | 483.0K | 905.4K | — | 11.7K | 2.14M | 64.84% | ↗ |
| 3 | 2025 | Timothy Lee Chief Commercial Officer | 455.0K | 240.2K | 483.0K | 905.4K | — | 11.6K | 2.10M | 66.26% | ↗ |
| 4 | 2024 | Julie Green, M.B.A. Chief Human Resources Officer | 398.9K | 132.0K | — | 1.04M | — | 11.5K | 1.59M | 65.81% | ↗ |
| 5 | 2024 | David Hering, M.B.A. Former Chief Executive Officer | 227.2K | — | — | — | — | 1.02M | 1.24M | 0.00% | ↗ |
| 6 | 2024 | Timothy Lee Chief Commercial Officer | 240.4K | 126.0K | — | 643.4K | — | 7.8K | 1.02M | 63.22% | ↗ |
| 7 | 2024 | William Duke, Jr., M.B.A. Chief Financial Officer | 480.0K | 144.0K | — | — | — | 11.5K | 635.5K | 0.00% | ↗ |
| 8 | 2024 | Jeremy Gowler Former Interim Chief Executive Officer and former Chief Operating and Commercial Officer | 245.7K | — | — | — | — | 359.7K | 605.4K | 0.00% | ↗ |
| 9 | 2023 | David Hering, M.B.A. Former Chief Executive Officer | 600.0K | — | — | 2.05M | 900.0K | 119.7K | 3.67M | 55.83% | ↗ |
| 10 | 2023 | Jill Andersen, J.D. Chief Legal Officer | 460.0K | — | — | 1.15M | 460.0K | 11.7K | 2.08M | 55.27% | ↗ |
| 11 | 2023 | Robert Allen, Ph.D. Chief Scientific Officer | 325.7K | — | — | 1.33M | 315.7K | 61.1K | 2.03M | 65.39% | ↗ |
| 12 | 2022 | David Hering, M.B.A. Former Chief Executive Officer | 579.3K | — | — | 8.40M | 342.0K | 11.2K | 9.34M | 90.01% | ↗ |
| 13 | 2022 | David Hering, M.B.A. Chief Executive Officer | 579.3K | — | — | 8.40M | 342.0K | 11.2K | 9.34M | 90.01% | ↗ |
| 14 | 2022 | Jill Andersen, J.D. Chief Legal Officer | 433.3K | — | — | 3.25M | 174.8K | 11.2K | 3.86M | 83.97% | ↗ |
| 15 | 2022 | Jane Pritchett Henderson Former Chief Financial and Business Officer | 459.9K | — | — | 764.8K | 186.7K | 411.8K | 1.82M | 41.95% | ↗ |
| 16 | 2022 | Rebecca Dabora, Ph.D. Former Chief Technology and Manufacturing Officer | 418.0K | — | — | 874.8K | 158.8K | 11.2K | 1.46M | 59.80% | ↗ |
| 17 | 2022 | Tillman U. Gerngross, Ph.D. Former Chief Executive Officer | 94.6K | — | — | 764.8K | — | 6.4K | 865.7K | 88.34% | ↗ |
| 18 | 2021 | Tillman U. Gerngross, Ph.D. Former Chief Executive Officer | 221.1K | — | — | 30.32M | 106.6K | 7.7K | 30.65M | 98.91% | ↗ |
| 19 | 2021 | David Hering, M.B.A. Chief Executive Officer | 206.6K | — | — | 10.59M | 92.3K | 7.4K | 10.90M | 97.19% | ↗ |
| 20 | 2021 | Jill Andersen, J.D. Chief Legal Officer | 66.7K | — | — | 10.14M | 177.6K | 2.5K | 10.39M | 97.62% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Robert D. Allen | Chief Scientific Officer | 828.2K | — |
| Jill Andersen | Chief Legal Officer & Corporate Secretary | 775.7K | female |
| William E. Duke Jr. | Chief Financial Officer, Principal Accounting Officer & Principal Executive Officer | 752.8K | male |
| Timothy Lee | Chief Commercial Officer | 706.9K | male |
| Julie Green | Chief Human Resources Officer | 542.4K | female |
| Michael J. Mina | Chief Medical Officer | — | — |
| Rachael Gerlach | Senior Vice President of Regulatory Affairs | — | female |
| Kristie Coneys Kuhl | Chief Communications Officer | — | female |
| Scott Young | Senior Vice President of Investor Relations & Corporate Communications | — | male |
| Katie Falzone | Senior Vice President of Finance | — | female |
| Mark A. Wingertzahn | Senior Vice President of Clinical Development & Medical Affairs | — | — |
ESG Rating
ESG Score History BIOTECHNOLOGY
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for IVVD
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
