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Q32 Bio Inc. (QTTB)

USD16.75 -1.71 (-9.26%)
US NASDAQ Healthcare Biotechnology
Address 830 Winter Street 2451
Waltham, MA, US
CEO Jodie Pope Morrison
Website q32bio.com
IPO 2018-03-28
CIK 1661998 ISIN US7469641051

Explore sections of this company profile

Also trades on London Stock Exchange · 0T6G.L (USD) NASDAQ Global Market · QTTB (USD) NASDAQ Global Select · FIXX (USD)
Description

Operating as a clinical-stage biotechnology firm, Q32 Bio Inc. is dedicated to developing biologic therapies aimed at re-establishing healthy immune equilibrium in patients across the United States suffering from autoimmune and inflammatory disorders stemming from dysfunctional immune responses. The company's primary investigational therapy, ADX-097, is a humanized anti-C3d monoclonal antibody fusion protein designed to normalize complement regulation. This candidate has successfully finished its Phase I clinical trial, targeting severe renal and other complement-driven conditions where patient needs are largely unmet, such as lupus nephritis, IgA nephropathy, C3 glomerulopathy, and ANCA-associated vasculitis. Additionally, Q32 Bio is advancing Bempikibart (ADX-914), a fully human monoclonal antibody antagonist against interleukin-7 receptor alpha. Currently in Phase II trials, Bempikibart aims to recalibrate adaptive immune responses by inhibiting signaling pathways involving interleukin-7 and thymic stromal lymphopoietin, offering potential treatment for atopic dermatitis and alopecia areata. Founded in 2017 and headquartered in Waltham, Massachusetts, Q32 Bio Inc. adopted its current name in April 2020, having previously operated as AdMIRx Inc.

News Sentiment (7d)
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
USD16.75 -1.71 (-9.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
758.0K
Beta
-0.23
Float Shares
6.40M
Free Float %
50.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.47% -5.39% +112.79% +85.34% +327.03% +280.72% +656.89% -32.48% -90.50% -96.24% -96.24%
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 (8 ratings, all time) Hold
Price Targets & DCF
Current price
16.75
Low 13.00 -22.4%
Consensus 13.50 -19.4%
Median 13.50 -19.4%
High 14.00 -16.4%
DCF (Unlevered) 3.20 -80.9%
DCF (Levered) 2.25 -86.5%

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) 80% Bullish
Rating 2026-06 Change
Strong Buy 0 0
Buy 4 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
14.00
-16.4%
Last Quarter 1
14.00
-16.4%
Last Year 2
13.50
-19.4%
All Time 9
51.11
+205.1%
Quality scores
Altman Z-Score
3.86
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✓ MOAT relativo
  • Revenue growth Biotechnology: +1.6%
  • EPS growth Biotechnology: +29.7%
    +136.8% Q1'26: +40.0% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
    +22.6%
  • EBIT margin Biotechnology: +0.0%
    +31.5%
  • ROIC Biotechnology: -16.1%
    +186.5% Q1'26: -471.2% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +1.0% Q1'26: +15.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    0.89× Q1'26: -0.36× (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 (-0.23) × ERP
WACC = 91% × Ke + 9% × Kd (7.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.20 Current price: 16.75
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 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
4 EPS Ana.
Dec 2027
5 Rev. Ana.
4 EPS Ana.
Dec 2028
5 Rev. Ana.
5 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
5.32M
est: 2.94M (+80.9%)
1.67M
est: 2.30M (-27.6%)
2.70M
est: 2.90M (-6.8%)
33.97M
est: 33.82M (+0.4%)
6.65M
est: 2.95M (+125.2%)
-6.65M
est: 1.16M (-675.3%)
est: 2.00M (-100.0%)
53.74M
est: 2.00M (+2,586.9%)
1.25M
1.25M – 1.25M
-37.5% YoY
1.25M
1.25M – 1.25M
+0.0% YoY
3.00M
3.00M – 3.00M
+140.0% YoY
45.71M
45.71M – 45.71M
+1,423.7% YoY
154.93M
154.93M – 154.93M
+238.9% YoY
EBITDA
-58.64M
est: -588.4K (-9,864.8%)
-97.60M
est: -460.1K (-21,113.0%)
-119.79M
est: -579.8K (-20,558.8%)
-86.22M
est: -6.76M (-1,174.6%)
-38.86M
est: -590.6K (-6,478.9%)
-47.76M
est: -231.2K (-20,555.8%)
-45.30M
est: 128.7K (-35,291.8%)
17.29M
est: 128.7K (+13,334.3%)
80.5K
80.5K – 80.5K
-37.5% YoY
80.5K
80.5K – 80.5K
+0.0% YoY
193.1K
193.1K – 193.1K
+140.0% YoY
2.94M
2.94M – 2.94M
+1,423.7% YoY
9.97M
9.97M – 9.97M
+238.9% YoY
EBIT
-55.58M
est: -588.4K (-9,344.8%)
-103.92M
est: -460.1K (-22,486.3%)
-128.69M
est: -579.8K (-22,094.4%)
-95.76M
est: -6.76M (-1,315.7%)
-39.23M
est: -590.6K (-6,541.6%)
-48.26M
est: -231.2K (-20,771.6%)
-45.79M
est: 125.8K (-36,493.2%)
16.90M
est: 125.8K (+13,334.3%)
78.6K
78.6K – 78.6K
-37.5% YoY
78.6K
78.6K – 78.6K
+0.0% YoY
188.7K
188.7K – 188.7K
+140.0% YoY
2.88M
2.88M – 2.88M
+1,423.7% YoY
9.75M
9.75M – 9.75M
+238.9% YoY
Net Income
-55.58M
est: -371.60M (+85.0%)
-103.92M
est: -568.97M (+81.7%)
-128.69M
est: -624.09M (+79.4%)
-95.76M
est: -366.66M (+73.9%)
-42.81M
est: -1.81M (-2,262.4%)
-53.74M
est: -434.72M (+87.6%)
-47.73M
est: -68.79M (+30.6%)
29.82M
est: -34.56M (+186.3%)
-22.65M
-25.10M – -20.20M
+34.5% YoY
-26.89M
-29.47M – -24.30M
-18.7% YoY
-27.64M
-36.53M – -18.74M
-2.8% YoY
-19.86M
-19.86M – -19.86M
+28.1% YoY
-9.98M
-9.98M – -9.98M
+49.8% YoY
SGA
16.01M
est: 6.23M (+156.9%)
15.89M
est: 4.87M (+226.2%)
23.67M
est: 6.14M (+285.4%)
27.29M
est: 71.65M (-61.9%)
10.06M
est: 6.26M (+60.9%)
9.88M
est: 2.45M (+303.3%)
17.47M
est: 864.2K (+1,921.8%)
17.68M
est: 864.2K (+1,945.7%)
540.1K
540.1K – 540.1K
-37.5% YoY
540.1K
540.1K – 540.1K
+0.0% YoY
1.30M
1.30M – 1.30M
+140.0% YoY
19.75M
19.75M – 19.75M
+1,423.7% YoY
66.95M
66.95M – 66.95M
+238.9% YoY
EPS
-35.04
est: -30.47 (-15.0%)
-44.41
est: -46.65 (+4.8%)
-50.46
est: -51.17 (+1.4%)
-31.18
est: -30.06 (-3.7%)
-13.42
est: -0.15 (-8,933.4%)
-16.70
est: -35.64 (+53.1%)
-5.12
est: -5.61 (+8.8%)
2.42
est: -2.81 (+186.2%)
-1.82
-2.04 – -1.64
+35.3% YoY
-2.23
-2.39 – -1.97
-22.8% YoY
-2.09
-2.97 – -1.52
+6.3% YoY
-1.61
-1.61 – -1.61
+22.8% YoY
-0.81
-0.81 – -0.81
+49.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 HC Wainwright & Co. Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-12 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-06-11 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-06-10 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-06-09 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-06-08 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-06-05 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-06-04 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-06-03 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-06-02 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-06-01 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-28 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-27 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-26 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-22 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-21 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-20 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-19 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-18 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-15 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-14 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-13 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-12 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-11 A- 4/5 3/5 5/5 5/5 2/5 3/5 3/5
2026-05-08 A 4/5 3/5 5/5 5/5 2/5 4/5 3/5
2026-05-07 A 4/5 3/5 5/5 5/5 2/5 4/5 3/5
2026-05-06 A 4/5 3/5 5/5 5/5 2/5 4/5 3/5
2026-05-05 A 4/5 3/5 5/5 5/5 2/5 4/5 3/5
2026-05-04 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-05-01 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-30 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-29 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-28 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-27 A 4/5 3/5 5/5 5/5 2/5 4/5 4/5
2026-04-24 A 4/5 3/5 5/5 5/5 1/5 4/5 4/5
2026-04-23 A 4/5 3/5 5/5 5/5 1/5 4/5 4/5
2026-04-22 A 4/5 3/5 5/5 5/5 1/5 4/5 4/5
2026-04-21 A- 4/5 3/5 5/5 5/5 1/5 3/5 4/5
2026-04-20 A- 4/5 3/5 5/5 5/5 1/5 3/5 4/5
2026-04-17 A- 4/5 3/5 5/5 5/5 1/5 3/5 4/5
2026-04-16 A- 4/5 3/5 5/5 5/5 1/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-105.32M
OE per share TTM
-7.69
Owner's Yield
-59.12%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
145.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
53
Total invested
60.62M
Insider transactions (90d)
3
Beneficial owners (>5%)
36
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 ORBIMED ADVISORS LLC 4.13M 17.40% 4.13M 4.13M IA DE 2026-06-01
2 ORBIMED CAPITAL GP VII LLC 3.50M 14.80% 3.50M 3.50M OO DE 2026-06-01
3 RA Capital Management, L.P. 2.33M 9.80% 2.33M 2.33M 2.33M IA, PN DELAWARE 2026-06-04
4 Sirenia Capital Management LP 2.06M 9.90% 2.06M 2.06M 2.06M IA, PN DELAWARE 2026-05-15
5 Opaleye Management Inc. 1.26M 8.59% 1.26M 1.26M 1.26M IA, CO MASSACHUSETTS 2026-05-06
6 BIOTECHNOLOGY VALUE FUND L P 1.25M 5.30% 1.25M 1.25M 1.25M PN DELAWARE 2026-06-04
7 Abingworth Bioventures VII LP 1.10M 9.20% 1.10M 1.10M PN England and Wales 2024-03-29
8 Abingworth LLP 1.10M 9.20% 1.10M 1.10M PN England and Wales 2024-03-29
9 CG Subsidiary Holdings L.L.C. 1.10M 9.20% 1.10M 1.10M OO Delaware 2024-03-29
10 Carlyle Genesis UK LLC 1.10M 9.20% 1.10M 1.10M OO Delaware 2024-03-29
11 Carlyle Holdings I GP Inc. 1.10M 9.20% 1.10M 1.10M CO Delaware 2024-03-29
12 Carlyle Holdings I GP Sub L.L.C. 1.10M 9.20% 1.10M 1.10M OO Delaware 2024-03-29
13 Carlyle Investment Management L.L.C. 1.10M 9.20% 1.10M 1.10M OO Delaware 2024-03-29
14 TC Group, L.L.C. 1.10M 9.20% 1.10M 1.10M OO Delaware 2024-03-29
15 Point72 Asset Management, L.P. 958.8K 5.70% 958.8K 958.8K 958.8K PN DELAWARE 2026-05-15
16 ATLAS VENTURE FUND X, L.P. 864.3K 7.20% 864.3K 10.00 PN Delaware 2024-04-01
17 L.P. 864.3K 7.20% 864.3K 10.00 PN Delaware 2024-04-01
18 LLC 864.3K 7.20% 864.3K 10.00 OO Delaware 2024-04-01
19 ATLAS VENTURE ASSOCIATES X, L.P. 864.3K 3.60% 864.3K 864.3K PN DE 2026-05-28
20 Acorn Bioventures, L.P. 803.4K 6.70% 803.4K 10.00 PN Delaware 2024-04-04
21 Acorn Capital Advisors, GP, LLC 803.4K 6.70% 803.4K 10.00 OO Delaware 2024-04-04
22 Anders Hove 803.4K 6.70% 803.4K 10.00 IN United States 2024-04-04
23 Bristol-Myers Squibb Company 759.1K 6.23% 759.1K 759.1K CO Delaware 2024-11-13
24 FUND II, L.P. 724.5K 6.10% 724.5K 10.00 PN Delaware 2024-04-01
25 II, L.P. 724.5K 6.10% 724.5K 10.00 PN Delaware 2024-04-01
26 Atlas Venture Associates Opportunity II, L.P. 724.5K 3.10% 724.5K 724.5K PN DE 2026-05-28
27 Atlas Venture Opportunity Fund II, L.P. 724.5K 3.10% 724.5K 724.5K PN DE 2026-05-28
28 Atlas Venture Associates Opportunity III, L.P. 625.0K 2.60% 625.0K 625.0K PN DE 2026-05-28
29 Atlas Venture Opportunity Fund Ill, L.P. 625.0K 2.60% 625.0K 625.0K PN DE 2026-05-28
30 OrbiMed Genesis GP LLC 625.0K 2.60% 625.0K 625.0K OO DE 2026-06-01
31 FUND I, L.P. 503.3K 4.20% 503.3K 10.00 PN Delaware 2024-04-01
32 I, L.P. 503.3K 4.20% 503.3K 10.00 PN Delaware 2024-04-01
33 Atlas Venture Associates Opportunity I, L.P. 503.3K 2.10% 503.3K 503.3K PN DE 2026-05-28
34 Atlas Venture Opportunity Fund I, L.P. 503.3K 2.10% 503.3K 503.3K PN DE 2026-05-28
35 BRISTOL MYERS SQUIBB CO 200.2K 1.64% CO DELAWARE 2025-02-14
36 Sio Capital Management, LLC 0.00% IA DELAWARE 2025-04-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
53
+2 vs prev Q
New positions
12
Closed positions
10
Increased
26
Reduced
8
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 ORBIMED ADVISORS LLC 2.25M +— (+0.0%) 7.48M +3.0M (+67.7%) 18.41% -0.065 pp 0.15% +0.048 pp USD18.00 -81.6% 8 qtrs
2 ATLAS VENTURE LIFE SCIENCE ADVISORS, LLC 2.09M +— (+0.0%) 6.95M +2.8M (+67.7%) 17.09% -0.060 pp 0.80% +0.253 pp USD18.00 -81.6% 8 qtrs
3 CARLYLE GROUP INC. 1.10M +— (+0.0%) 3.62M +1.5M (+69.9%) 9.01% -0.032 pp 0.03% -0.022 pp USD18.00 -81.6% 8 qtrs
4 ACORN CAPITAL ADVISORS, LLC 493.4K -310.0K (-38.6%) 1.64M +47.4K (+3.0%) 4.03% -2.556 pp 0.56% -0.253 pp USD3.44 -3.5% 5 qtrs
5 VANGUARD GROUP INC 321.1K +25.6K (+8.7%) 1.07M +481.0K (+82.2%) 2.62% +0.201 pp 0.00% +0.000 pp USD24.79 -86.6% 8 qtrs
6 ARCH VENTURE MANAGEMENT, LLC 320.5K +— (+0.0%) 1.06M +429.4K (+67.7%) 2.62% -0.009 pp 0.16% +0.034 pp USD18.00 -81.6% 8 qtrs
7 PFIZER INC 277.8K +— (+0.0%) 922.2K +372.2K (+67.7%) 2.27% -0.008 pp 0.39% +0.264 pp USD3.44 -3.5% 5 qtrs
8 SANOFI 244.1K +— (+0.0%) 810.4K +327.1K (+67.7%) 1.99% -0.007 pp 0.26% +0.075 pp USD3.44 -3.5% 5 qtrs
9 OPALEYE MANAGEMENT INC. 213.4K +213.4K (+100.0%) 708.4K +708.4K (+100.0%) 1.74% +1.743 pp 0.09% +0.094 pp USD3.32 +0.0% 1 qtrs NEW
10 GEODE CAPITAL MANAGEMENT, LLC 106.1K +17.6K (+19.9%) 352.4K +177.1K (+101.0%) 0.87% +0.141 pp 0.00% +0.000 pp USD14.20 -76.6% 8 qtrs
11 RENAISSANCE TECHNOLOGIES LLC 99.6K +52.3K (+110.6%) 330.7K +237.0K (+253.1%) 0.81% +0.426 pp 0.00% +0.000 pp USD2.45 +35.5% 3 qtrs
12 BLACKROCK, INC. 59.9K -33.1K (-35.6%) 199.0K +14.8K (+8.0%) 0.49% -0.273 pp 0.00% +0.000 pp USD39.44 -91.6% 6 qtrs
13 MILLENNIUM MANAGEMENT LLC 51.3K -53.5K (-51.1%) 170.2K -37.2K (-18.0%) 0.42% -0.440 pp 0.00% +0.000 pp USD1.49 +122.8% 6 qtrs
14 MONACO ASSET MANAGEMENT SAM 50.9K -260.2K (-83.6%) 169.1K -447.0K (-72.6%) 0.42% -2.135 pp 0.03% -0.008 pp USD3.16 +5.1% 5 qtrs
15 ACADIAN ASSET MANAGEMENT LLC 48.4K +18.6K (+62.7%) 159.0K +101.0K (+174.1%) 0.40% +0.151 pp 0.00% +0.000 pp USD2.29 +45.0% 4 qtrs
16 TWO SIGMA INVESTMENTS, LP 46.8K +15.3K (+48.6%) 155.5K +93.1K (+149.2%) 0.38% +0.124 pp 0.00% +0.000 pp USD2.42 +37.2% 2 qtrs
17 CITADEL ADVISORS LLC 45.7K +35.6K (+352.0%) 151.8K +131.8K (+657.9%) 0.37% +0.291 pp 0.00% +0.000 pp USD3.02 +9.9% 2 qtrs
18 AFFINITY ASSET ADVISORS, LLC 27.8K +— (+0.0%) 92.2K +37.2K (+67.7%) 0.23% -0.001 pp 0.01% +0.001 pp USD18.00 -81.6% 8 qtrs
19 JANE STREET GROUP, LLC 25.4K +25.4K (+100.0%) 84.2K +84.2K (+100.0%) 0.21% +0.207 pp 0.00% +0.000 pp USD3.32 +0.0% 3 qtrs
20 NORTHERN TRUST CORP 25.0K -6.9K (-21.7%) 83.1K +19.8K (+31.4%) 0.20% -0.058 pp 0.00% +0.000 pp USD36.75 -91.0% 6 qtrs
21 HRT FINANCIAL LP 24.7K +9.9K (+66.5%) 81.0K +52.0K (+179.3%) 0.20% +0.080 pp 0.00% +0.000 pp USD2.52 +31.7% 2 qtrs
22 STATE STREET CORP 21.2K +— (+0.0%) 70.5K +28.5K (+67.7%) 0.17% -0.001 pp 0.00% +0.000 pp USD20.99 -84.2% 7 qtrs
23 XTX TOPCO LTD 20.4K +20.4K (+100.0%) 67.6K +67.6K (+100.0%) 0.17% +0.166 pp 0.00% +0.002 pp USD3.32 +0.0% 1 qtrs NEW
24 ADAR1 CAPITAL MANAGEMENT, LLC 20.0K +20.0K (+100.0%) 66.4K +66.4K (+100.0%) 0.16% +0.163 pp 0.00% +0.005 pp USD3.32 +0.0% 1 qtrs NEW
25 SCIENTECH RESEARCH LLC 15.5K +15.5K (+100.0%) 51.5K +51.5K (+100.0%) 0.13% +0.127 pp 0.03% +0.032 pp USD3.32 +0.0% 1 qtrs NEW
26 UBS GROUP AG 13.6K +8.4K (+159.4%) 45.2K +34.8K (+334.9%) 0.11% +0.068 pp 0.00% +0.000 pp USD4.02 -17.4% 8 qtrs
27 MORGAN STANLEY 5.5K -5.9K (-51.7%) 18.2K -4.3K (-19.0%) 0.04% -0.048 pp 0.00% +0.000 pp USD8.48 -60.8% 8 qtrs
28 EVERSOURCE WEALTH ADVISORS, LLC 4.6K -385.0 (-7.7%) 15.4K +5.5K (+54.8%) 0.04% -0.003 pp 0.00% +0.000 pp USD1.49 +122.8% 5 qtrs
29 FMR LLC 3.4K -12.5K (-78.8%) 11.2K -20.2K (-64.5%) 0.03% -0.103 pp 0.00% +0.000 pp USD27.00 -87.7% 8 qtrs
30 FEDERATED HERMES, INC. 2.3K -101.0 (-4.3%) 7.5K +2.8K (+60.5%) 0.02% -0.001 pp 0.00% +0.000 pp USD3.77 -11.9% 6 qtrs
31 GLOBAL RETIREMENT PARTNERS, LLC 1.5K -3.5K (-70.0%) 5.0K -4.9K (-49.7%) 0.01% -0.029 pp 0.00% 0.000 pp USD1.98 +67.7% 2 qtrs
32 SRS CAPITAL ADVISORS, INC. 1.1K -104.0 (-8.6%) 3.7K +1.3K (+53.4%) 0.01% -0.001 pp 0.00% +0.000 pp USD1.53 +117.0% 3 qtrs
33 BANK OF AMERICA CORP /DE/ 1.0K -490.0 (-32.1%) 3.4K +416.0 (+13.8%) 0.01% -0.004 pp 0.00% +0.000 pp USD17.69 -81.2% 8 qtrs
34 TOWER RESEARCH CAPITAL LLC (TRC) 976.00 -5.5K (-84.9%) 3.2K -9.6K (-74.8%) 0.01% -0.045 pp 0.00% 0.000 pp USD2.45 +35.5% 7 qtrs
35 ROCKEFELLER CAPITAL MANAGEMENT L.P. 577.00 +— (+0.0%) 1.9K +774.0 (+67.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.98 +67.7% 2 qtrs
36 JONES FINANCIAL COMPANIES LLLP 500.00 +500.0 (+100.0%) 1.7K +1.7K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD3.32 +0.0% 1 qtrs NEW
37 RUSSELL INVESTMENTS GROUP, LTD. 454.00 +— (+0.0%) 1.5K +608.0 (+67.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.08 -34.6% 6 qtrs
38 JPMORGAN CHASE & CO 324.00 +320.0 (+8,000.0%) 1.1K +1.1K (+13,350.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD3.30 +0.6% 8 qtrs
39 BNP PARIBAS ARBITRAGE, SNC 308.00 -124.0 (-28.7%) 1.0K +168.0 (+19.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD33.75 -90.2% 7 qtrs
40 ROYAL BANK OF CANADA 235.00 -818.0 (-77.7%) 1.0K -1.0K (-50.0%) 0.00% -0.007 pp 0.00% +0.000 pp USD4.02 -17.4% 8 qtrs
41 NISA INVESTMENT ADVISORS, LLC 166.00 +— (+0.0%) 551.00 +222.0 (+67.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.49 +122.8% 6 qtrs
42 SBI SECURITIES CO., LTD. 157.00 -8.0K (-98.1%) 521.00 -15.6K (-96.8%) 0.00% -0.066 pp 0.00% 0.000 pp USD1.52 +118.4% 5 qtrs
43 ADVISOR GROUP HOLDINGS, INC. 132.00 -55.0 (-29.4%) 437.00 +70.0 (+19.1%) 0.00% -0.001 pp 0.00% +0.000 pp USD25.70 -87.1% 8 qtrs
44 ALLWORTH FINANCIAL LP 98.00 -512.0 (-83.9%) 326.00 -882.0 (-73.0%) 0.00% -0.004 pp 0.00% +0.000 pp USD2.01 +65.2% 5 qtrs
45 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 70.00 +— (+0.0%) 231.00 +94.0 (+68.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.51 -68.4% 8 qtrs
46 GROUP ONE TRADING, L.P. 34.00 +— (+0.0%) 113.00 +46.0 (+68.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.97 +68.5% 2 qtrs
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30.00 +30.0 (+100.0%) 100.00 +100.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.30 +0.6% 1 qtrs NEW
48 BARCLAYS PLC 19.00 -10.4K (-99.8%) 63.00 -465.9K (-100.0%) 0.00% -0.086 pp 0.00% 0.000 pp USD4.53 -26.7% 8 qtrs
49 HARBOUR INVESTMENTS, INC. 11.00 +— (+0.0%) 37.00 +15.0 (+68.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD18.91 -82.4% 7 qtrs
50 ADVISORNET FINANCIAL, INC 2.00 +— (+0.0%) 7.00 +3.0 (+75.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.50 -81.0% 8 qtrs
51 DANSKE BANK A/S 1.00 +— (+0.0%) 3.00 +1.0 (+50.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD44.00 -92.5% 6 qtrs
52 GF FUND MANAGEMENT CO. LTD. -227.0 (-100.0%) -449.0 (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 5 qtrs SOLD
53 CITIGROUP INC -236.0 (-100.0%) -467.0 (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 7 qtrs SOLD
54 DLK INVESTMENT MANAGEMENT, LLC -10.3K (-100.0%) -20.5K (-100.0%) 0.00% -0.085 pp 0.00% -0.008 pp USD 3 qtrs SOLD
55 ST GERMAIN D J CO INC -11.0 (-100.0%) -22.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 8 qtrs SOLD
56 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. -472.0 (-100.0%) -935.0 (-100.0%) 0.00% -0.004 pp 0.00% +0.000 pp USD 5 qtrs SOLD
57 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK -133.9K (-100.0%) -265.1K (-100.0%) 0.00% -1.098 pp 0.00% -0.041 pp USD 5 qtrs SOLD
58 TWO SIGMA SECURITIES, LLC -13.7K (-100.0%) -27.2K (-100.0%) 0.00% -0.113 pp 0.00% -0.004 pp USD 2 qtrs SOLD
59 CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. -2.1K (-100.0%) -4.2K (-100.0%) 0.00% -0.018 pp 0.00% 0.000 pp USD 5 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 21 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco NASDAQ Future Gen 200 ETF QQQS 0.51% 111.3K 0.20%
2 iShares Micro-Cap ETF IWC 0.02% 330.3K 0.60%
3 Avantis U.S. Small Cap Value ETF AVUV 0.01% 2.83M 0.25%
4 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.00% 53.4K 0.39%
5 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 107.1K 0.25%
6 Avantis U.S. Equity ETF AVUS 0.00% 200.1K 0.15%
7 Vanguard Extended Market ETF VXF 0.00% 1.29M 0.05%
8 Dimensional - US Small Cap ETF DFAS 0.00% 184.6K 0.26%
9 U.S. Micro Cap Portfolio ETF DFMC 0.00% 62.9K 0.43%
10 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 891.89 0.17%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
3.00
Bullish
Buys
3
Sells
3
Shares acquired
60.0K
Shares disposed
16.7K
Cash buys
Cash sales
3.00
Net activity
+43,292
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
2026-05-28 Xu Diyong Director / 10% Owner P-Purchase A Common Stock 1,250,000 8.00 10.00M 3,502,987 I
2026-05-28 ORBIMED ADVISORS LLC Director / 10% Owner P-Purchase A Common Stock 1,250,000 8.00 10.00M 3,502,987 I
2026-05-26 Atlas Venture Opportunity Fund Ill, L.P. Other Common Stock 0 0.00 625,000 D
2026-02-25 Violette Shelia M. Officer S-Sale D Common Stock 2,815 4.51 12.7K 55,569 D
2026-02-25 Morrison Jodie Pope Director / Officer S-Sale D Common Stock 9,896 4.51 44.7K 89,104 D
2026-02-25 Kalowski Lee Officer S-Sale D Common Stock 3,995 4.51 18.0K 35,943 D
2026-02-24 Violette Shelia M. Officer A-Award A Common Stock 37,500 0.00 93,069 D
2026-02-24 Morrison Jodie Pope Director / Officer A-Award A Common Stock 132,000 0.00 221,104 D
2026-02-24 Kalowski Lee Officer A-Award A Common Stock 53,250 0.00 89,193 D
2026-01-15 Lundberg Sven Ante Director A-Award A Stock Option (Right to Buy) 20,363 3.60 73.3K 20,363 D
2026-01-15 LAPORTE KATHLEEN Director A-Award A Stock Option (Right to Buy) 23,272 3.60 83.8K 23,272 D
2026-01-15 GRAYZEL DAVID S. Director A-Award A Stock Option (Right to Buy) 16,363 3.60 58.9K 16,363 D
2025-12-02 Morrison Jodie Pope Director / Officer S-Sale D Common Stock 22,506 3.46 77.9K 99,000 D
2025-12-02 Kalowski Lee Officer S-Sale D Common Stock 9,072 3.46 31.4K 39,938 D
2025-10-23 Xu Diyong Director A-Award A Stock Option (Right to Buy) 53,521 2.80 149.9K 53,521 D
2025-10-23 Thistle Mary Director A-Award A Stock Option (Right to Buy) 53,521 2.80 149.9K 53,521 D
2025-10-23 TZIANABOS ARTHUR Director A-Award A Stock Option (Right to Buy) 53,521 2.80 149.9K 53,521 D
2025-10-23 Manke Isaac Director A-Award A Stock Option (Right to Buy) 53,521 2.80 149.9K 53,521 D
2025-10-23 Lundberg Sven Ante Director A-Award A Stock Option (Right to Buy) 53,521 2.80 149.9K 53,521 D
2025-10-23 LAPORTE KATHLEEN Director A-Award A Stock Option (Right to Buy) 53,521 2.80 149.9K 53,521 D
2025-10-23 Iwicki Mark T Director A-Award A Stock Option (Right to Buy) 53,521 2.80 149.9K 53,521 D
2025-10-23 GRAYZEL DAVID S. Director A-Award A Stock Option (Right to Buy) 53,521 2.80 149.9K 53,521 D
2025-08-26 Violette Shelia M. Officer S-Sale D Common Stock 2,990 1.80 5.4K 58,384 D
2025-08-26 Morrison Jodie Pope Director / Officer S-Sale D Common Stock 10,494 1.80 18.9K 121,506 D
2025-08-26 Kalowski Lee Officer S-Sale D Common Stock 4,240 1.80 7.6K 49,010 D
2025-02-24 Xu Diyong Director A-Award A Stock Option (Right to Buy) 12,767 2.54 32.4K 12,767 D
2025-02-24 Violette Shelia M. Officer D-Return D Stock Option (Right to Buy) 17,506 7.50 131.3K 0 D
2025-02-24 Thistle Mary Director D-Return D Stock Option (Right to Buy) 12,767 16.82 214.7K 0 D
2025-02-24 TZIANABOS ARTHUR Director D-Return D Stock Option (Right to Buy) 25,674 7.09 182.0K 0 D
2025-02-24 Morrison Jodie Pope Director / Officer A-Award A Stock Option (Right to Buy) 16,901 2.54 42.9K 16,901 D
2025-02-24 Manke Isaac Director A-Award A Stock Option (Right to Buy) 19,008 2.53 48.1K 19,008 D
2025-02-24 Lundberg Sven Ante Director D-Return D Stock Option (Right to Buy) 23,140 3.20 74.0K 0 D
2025-02-24 LAPORTE KATHLEEN Director A-Award A Stock Option (Right to Buy) 12,767 2.54 32.4K 12,767 D
2025-02-24 Kalowski Lee Officer A-Award A Common Stock 53,250 0.00 53,250 D
2025-02-24 Iwicki Mark T Director D-Return D Stock Option (Right to Buy) 25,534 16.82 429.5K 0 D
2025-02-24 GRAYZEL DAVID S. Director A-Award A Stock Option (Right to Buy) 18,595 2.54 47.2K 18,595 D
2025-02-24 Campagna Jason Officer A-Award A Stock Option (Right to Buy) 70,687 2.54 179.5K 70,687 D
2025-01-15 Manke Isaac Director A-Award A Stock Option (Right to Buy) 19,008 3.20 60.8K 19,008 D
2025-01-15 Lundberg Sven Ante Director A-Award A Stock Option (Right to Buy) 23,140 3.20 74.0K 23,140 D
2025-01-15 GRAYZEL DAVID S. Director A-Award A Stock Option (Right to Buy) 18,595 3.20 59.5K 18,595 D
2024-10-15 Violette Shelia M. Officer M-Exempt D Stock Option (Right to Buy) 6,000 7.29 43.7K 32,891 D
2024-10-11 Violette Shelia M. Officer M-Exempt D Stock Option (Right to Buy) 4,361 3.12 13.6K 0 D
2024-10-08 Violette Shelia M. Officer M-Exempt A Common Stock 13,300 3.12 41.5K 13,300 D
2024-09-25 Lundberg Sven Ante Director A-Award A Stock Option (Right to Buy) 1,316 44.40 58.4K 1,316 D
2024-04-01 Manke Isaac Director A-Award A Stock Option (Right to Buy) 2,627 18.00 47.3K 2,627 D
2024-04-01 GRAYZEL DAVID S. Director A-Award A Stock Option (Right to Buy) 2,569 18.00 46.2K 2,569
2024-03-25 Xu Diyong Director / 10% Owner I Common Stock 0 0.00 2,252,987
2024-03-25 Violette Shelia M. Officer D Stock Option (Right to Buy) 13,513 3.13 42.3K 0
2024-03-25 Thistle Mary Director A-Award A Stock Option (Right to Buy) 12,767 16.82 214.7K 12,767
2024-03-25 TZIANABOS ARTHUR Director M-Exempt A Common Stock 1,095 0.00 8,248
2024-03-25 ORBIMED ADVISORS LLC Director / 10% Owner I Common Stock 0 0.00 2,252,987
2024-03-25 Morrison Jodie Pope Director / Officer D Stock Option (Right to Buy) 16,901 17.08 288.7K 0
2024-03-25 Michaud Charles Jr Officer S-Sale D Common Stock 75 24.20 1.8K 927
2024-03-25 Manke Isaac 0 0.00 0
2024-03-25 Lundberg Sven Ante Director D Stock Option (Right to Buy) 6,238 3.13 19.5K 0
2024-03-25 LAPORTE KATHLEEN Director D Stock Option (Right to Buy) 1,947 7.29 14.2K 0
2024-03-25 Kalowski Lee Officer D Stock Option (Right to Buy) 16,901 17.08 288.7K 0
2024-03-25 Iwicki Mark T Director D Stock Option (Right to Buy) 7,615 7.29 55.5K 0
2024-03-25 GRAYZEL DAVID S. Director I Common Stock 0 0.00 724,549
2024-03-25 Campagna Jason Officer D Stock Option (Right to Buy) 17,951 7.29 130.9K 0
2024-03-25 Atlas Venture Fund X, L.P. 10% Owner D Common Stock 0 0.00 864,261
2024-03-25 Alloway Paul Officer S-Sale D Common Stock 268 24.21 6.5K 2,596

Executive team

Top executives
EBIT / Employee
603.6K
Shares Outstanding
12.78M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-04-29 DEFA14A
2025-04-29 DEF 14A
2025-04-11 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-06-08 3
2026-06-04 SC 13G
2026-06-04 SC 13G
2026-06-01 SC 13D/A
2026-06-01 4
2026-06-01 4
2026-05-28 SC 13D/A
2026-05-27 8-K
2026-05-15 SC 13G/A
2026-05-15 SC 13G

Executive team

NameTitleCompensationGender
Jodie Pope Morrison Chief Executive Officer & Director 1M female
Lee H. Kalowski Chief Financial Officer & President 792.8K male
Shelia Violette Co-founder, Chief Scientific Officer & President of Research 641.9K
David Appugliese Senior Vice President & Head of People male
Maria Marzilli Chief Business Officer female
ESG Rating
B
BIOTECHNOLOGY
Rank: 209 out of 715
2026
E (Environmental)
59.3 / 56.3
Company / Sector avg.
S (Social)
62.6 / 62.4
Company / Sector avg.
G (Governance)
61.0 / 60.9
Company / Sector avg.
ESG Total
61.0 / 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

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits