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Revolution Medicines, Inc. (RVMD)

USD183.95 -2.93 (-1.57%)
US NASDAQ Healthcare Biotechnology
Address 700 Saginaw Drive 94063
Redwood City, CA, US
CEO Mark A. Goldsmith
Website revmed.com
IPO 2020-02-13
CIK 1628171 ISIN US76155X1000

Explore sections of this company profile

Also trades on NASDAQ Global Select · RVMD (USD) NASDAQ Global Select · RVMDW (USD)
Description

Revolution Medicines, Inc. is a precision oncology firm operating in the clinical development stage, dedicated to creating innovative treatments that target novel pathways crucial for RAS-driven cancers. Its pipeline includes several promising drug candidates: RMC-4630, an SHP2 inhibitor, is currently undergoing Phase 1/2 clinical trials for various solid tumors, such as gynecological and colorectal cancers. The company's portfolio also features RMC-5845, a selective inhibitor designed to target SOS1, a protein responsible for activating RAS within cells, and RMC-5552, a highly selective inhibitor for hyperactive mTORC1 signaling found in cancerous cells. Further expanding its therapeutic arsenal, Revolution Medicines is advancing RMC-6291, which selectively inhibits mutated forms of KRASG12C(ON) and NRASG12C(ON). Another promising compound, RMC-6236, specifically targets and inhibits a range of active RAS(ON) variants. Its research efforts also encompass other active RAS inhibitors aimed at KRASG13C(ON) and KRASG12D(ON) mutations. Revolution Medicines has established a collaborative partnership with Sanofi to research and develop SHP2 inhibitors, a collaboration that includes the development of RMC-4630. Established in 2014, Revolution Medicines, Inc. operates from its corporate headquarters situated in Redwood City, California.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
EQRx, Inc. EQRX 2023-09-13 View
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
USD183.95 -2.93 (-1.57%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.41
Float Shares
179.91M
Free Float %
84.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.09% -2.07% +51.11% +49.72% +121.36% +82.95% +247.95% +463.28% +360.41% +404.22% +404.22%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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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

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Revenue composition

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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 (22 ratings, all time) Buy
Price Targets & DCF
Current price
183.95
Low 73.00 -60.3%
Consensus 157.80 -14.2%
Median 163.50 -11.1%
High 205.00 +11.4%
DCF (Unlevered) 0.88 -99.5%
DCF (Levered) 1.18 -99.4%

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 4 0
Buy 17 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 5
174.20
-5.3%
Last Quarter 6
169.17
-8.0%
Last Year 20
128.10
-30.4%
All Time 36
95.72
-48.0%
Quality scores
Altman Z-Score
20.84
Safe zone
Piotroski F-Score
1 / 9
Weak
MOAT Score
1 / 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
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
  • EPS growth Biotechnology: +29.7%
    -66.2% Q1'26: -102.7% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
  • EBIT margin Biotechnology: +0.0%
  • ROIC Biotechnology: -16.1%
    Q1'26: +708.0% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +13.4% Q1'26: +5.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.15× Q1'26: -0.09× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.41) × ERP
WACC = 99% × Ke + 1% × Kd (15.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.88 Current price: 183.95
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 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
15 Rev. Ana.
17 EPS Ana.
Dec 2027
13 Rev. Ana.
15 EPS Ana.
Dec 2028
14 Rev. Ana.
14 EPS Ana.
Dec 2029
9 Rev. Ana.
8 EPS Ana.
Dec 2030
13 Rev. Ana.
12 EPS Ana.
Revenue
42.98M
est: 50.97M (-15.7%)
29.39M
est: 28.78M (+2.1%)
35.38M
est: 27.86M (+27.0%)
11.58M
est: 742.0K (+1,460.6%)
est: 300.0K (-100.0%)
est: 3.48M (-100.0%)
97.42M
8.69M – 187.98M
+2,696.1% YoY
781.04M
148.67M – 2.09B
+701.7% YoY
1.76B
1.72B – 1.80B
+125.1% YoY
3.44B
595.50M – 9.27B
+95.7% YoY
5.30B
917.01M – 14.28B
+54.0% YoY
EBITDA
-101.91M
est: -30.58M (-233.3%)
-179.75M
est: -161.41M (-11.4%)
-248.62M
est: -179.09M (-38.8%)
-477.88M
est: -148.4K (-321,921.0%)
-677.70M
est: -60.0K (-1,129,418.8%)
-1.09B
est: -696.8K (-156,393.4%)
-19.48M
-37.60M – -1.74M
-2,696.1% YoY
-156.21M
-417.14M – -29.73M
-701.7% YoY
-351.67M
-359.59M – -343.74M
-125.1% YoY
-688.34M
-1.85B – -119.10M
-95.7% YoY
-1.06B
-2.86B – -183.40M
-54.0% YoY
EBIT
-108.46M
est: -30.58M (-254.7%)
-187.08M
est: -168.88M (-10.8%)
-258.28M
est: -187.48M (-37.8%)
-487.19M
est: -148.4K (-328,194.0%)
-689.52M
est: -60.0K (-1,149,125.8%)
-1.11B
est: -696.8K (-158,769.6%)
-19.48M
-37.60M – -1.74M
-2,696.1% YoY
-156.21M
-417.14M – -29.73M
-701.7% YoY
-351.67M
-359.59M – -343.74M
-125.1% YoY
-688.34M
-1.85B – -119.10M
-95.7% YoY
-1.06B
-2.86B – -183.40M
-54.0% YoY
Net Income
-108.16M
est: -306.29M (+64.7%)
-187.09M
est: -168.05M (-11.3%)
-248.71M
est: -296.23M (+16.0%)
-436.37M
est: -519.21M (+16.0%)
-600.09M
est: -696.21M (+13.8%)
-1.13B
est: -1.05B (-8.1%)
-1.46B
-1.60B – -1.33B
-40.0% YoY
-1.07B
-2.26B – 202.37M
+26.8% YoY
-290.81M
-2.36B – 1.71B
+72.9% YoY
651.36M
-48.90M – 2.09B
+324.0% YoY
1.80B
-134.99M – 5.76B
+176.1% YoY
SGA
21.43M
est: 92.12M (-76.7%)
30.45M
est: 27.45M (+10.9%)
40.59M
est: 50.36M (-19.4%)
75.62M
est: 1.59M (+4,656.4%)
97.30M
est: 642.8K (+15,036.5%)
187.13M
est: 7.47M (+2,406.5%)
208.75M
18.62M – 402.78M
+2,696.1% YoY
1.67B
318.56M – 4.47B
+701.7% YoY
3.77B
3.68B – 3.85B
+125.1% YoY
7.37B
1.28B – 19.87B
+95.7% YoY
11.36B
1.96B – 30.59B
+54.0% YoY
EPS
-1.62
est: -1.83 (+11.3%)
-2.47
est: -2.50 (+1.3%)
-3.08
est: -3.29 (+6.4%)
-3.86
est: -3.58 (-7.9%)
-3.58
est: -3.47 (-3.1%)
-5.95
est: -5.65 (-5.4%)
-7.91
-8.40 – -7.00
-40.1% YoY
-5.54
-11.91 – 1.06
+29.9% YoY
-1.99
-12.42 – 8.99
+64.2% YoY
3.43
-0.26 – 10.97
+272.5% YoY
9.46
-0.71 – 30.29
+176.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-22 Leerink Partners Outperform Outperform Maintain
2026-04-20 Needham Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C- 1/5 2/5 1/5 1/5 3/5 1/5 1/5
2026-05-11 C- 1/5 2/5 1/5 1/5 3/5 1/5 1/5
2026-05-08 C- 1/5 2/5 1/5 1/5 3/5 1/5 1/5
2026-05-07 C- 1/5 2/5 1/5 1/5 3/5 1/5 1/5
2026-05-06 C- 1/5 2/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C- 1/5 2/5 1/5 1/5 3/5 1/5 1/5
2026-05-04 C- 1/5 2/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C- 1/5 2/5 1/5 1/5 2/5 1/5 1/5
2026-04-30 C- 1/5 2/5 1/5 1/5 2/5 1/5 1/5
2026-04-29 C- 1/5 2/5 1/5 1/5 2/5 1/5 1/5
2026-04-28 C- 1/5 2/5 1/5 1/5 2/5 1/5 1/5
2026-04-27 C- 1/5 2/5 1/5 1/5 2/5 1/5 1/5
2026-04-24 C- 1/5 2/5 1/5 1/5 2/5 1/5 1/5
2026-04-23 C- 1/5 2/5 1/5 1/5 2/5 1/5 1/5
2026-04-22 C- 1/5 2/5 1/5 1/5 2/5 1/5 1/5
2026-04-21 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-20 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-17 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-15 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-1.06B
OE per share TTM
-5.51
Owner's Yield
-3.53%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
352.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
104
Total invested
331.94M
Insider transactions (90d)
1
Beneficial owners (>5%)
47
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 BVF Inc. 7.56M 7.10% 7.56M CO Delaware 2023-06-30
2 BVF Partners L.P. 7.56M 7.10% 7.56M IA, PN Delaware 2023-06-30
3 Mark N. Lampert 7.56M 7.10% 7.56M IN Delaware 2023-06-30
4 BVF GP Holdings LLC 7.17M 6.70% 7.17M OO Delaware 2023-06-30
5 Andrew J. M. Spokes 6.76M 6.20% 6.76M IN United Kingdom 2023-11-09
6 Daniel S. Short 6.76M 6.20% 6.76M IN United States 2023-11-09
7 David T. Kim 6.76M 6.20% 6.76M IN United States 2023-11-09
8 Edric C. Saito 6.76M 6.20% 6.76M IN United States 2023-11-09
9 Hannah E. Dunn 6.76M 6.20% 6.76M IN United States 2023-11-09
10 John R. Warren 6.76M 6.20% 6.76M IN United States 2023-11-09
11 Joshua J. Dapice 6.76M 6.20% 6.76M IN United States 2023-11-09
12 Mark C. Wehrly 6.76M 6.20% 6.76M IN United States 2023-11-09
13 Michael G. Linn 6.76M 6.20% 6.76M IN United States 2023-11-09
14 Nicolas Giauque 6.76M 6.20% 6.76M IN France 2023-11-09
15 Philip D. Dreyfuss 6.76M 6.20% 6.76M IN United States 2023-11-09
16 Rajiv A. Patel 6.76M 6.20% 6.76M IN United States 2023-11-09
17 Richard B. Fried 6.76M 6.20% 6.76M IN United States 2023-11-09
18 Thomas G. Roberts, Jr. 6.76M 6.20% 6.76M IN United States 2023-11-09
19 Varun N. Gehani 6.76M 6.20% 6.76M IN United States 2023-11-09
20 William Seybold 6.76M 6.20% 6.76M IN United States 2023-11-09
21 Farallon Partners, L.L.C. 6.50M 5.90% 6.50M OO Delaware 2023-11-09
22 Mark Levin 5.65M 7.70% 129.3K 5.52M 129.3K 5.52M IN 2022-02-14
23 BVF I GP LLC 4.64M 4.40% 4.64M OO Delaware 2023-06-30
24 Biotechnology Value Fund, L.P. 4.64M 4.40% 4.64M PN Delaware 2023-06-30
25 BB Biotech AG 4.60M 5.20% 4.60M 4.60M HC, CO Switzerland 2022-09-30
26 Biotech Growth N.V. 4.60M 5.20% 4.60M 4.60M CO Switzerland 2022-09-30
27 EcoR1 Capital, LLC 4.48M 11.00% 4.48M 4.48M IA, OO Delaware 2023-01-23
28 Oleg Nodelman 4.48M 11.00% 4.48M 4.48M HC, IN Delaware 2023-01-23
29 EcoR1 Capital Fund Qualified, L.P. 4.22M 11.00% 4.22M 4.22M PN Delaware 2023-01-23
30 Farallon Healthcare Partners (GP), L.L.C. 3.77M 3.40% 3.77M OO Delaware 2023-11-09
31 Farallon Healthcare Partners Master, L.P. 3.77M 3.40% 3.77M PN Cayman Islands 2023-11-09
32 BVF II GP LLC 2.53M 2.40% 2.53M OO Delaware 2023-06-30
33 Biotechnology Value Fund II, L.P. 2.53M 2.40% 2.53M PN Delaware 2023-06-30
34 TRV GP IV, LLC 1.42M 1.90% 1.42M 1.42M OO 2022-02-14
35 Third Rock Ventures IV, L.P. 1.42M 1.90% 1.42M 1.42M PN 2022-02-14
36 Farallon Capital Offshore Investors II, L.P. 1.20M 1.10% 1.20M PN Cayman Islands 2023-11-09
37 Farallon Capital Institutional Partners, L.P. 761.7K 0.70% 761.7K PN California 2023-11-09
38 BVF Partners OS Ltd. 294.8K 1.00% 294.8K CO Delaware 2023-06-30
39 Biotechnology Value Trading Fund OS LP 294.8K 1.00% 294.8K PN Delaware 2023-06-30
40 Farallon Capital Partners, L.P. 291.6K 0.30% 291.6K PN California 2023-11-09
41 Farallon Capital F5 Master I, L.P. 261.9K 0.20% 261.9K PN Cayman Islands 2023-11-09
42 Farallon F5 (GP), L.L.C. 261.9K 0.20% 261.9K OO Delaware 2023-11-09
43 Farallon Capital Institutional Partners II, L.P. 205.4K 0.20% 205.4K PN California 2023-11-09
44 Farallon Institutional (GP) V, L.L.C. 118.8K 0.10% 118.8K OO Delaware 2023-11-09
45 Four Crossings Institutional Partners V, L.P. 118.8K 0.10% 118.8K PN Delaware 2023-11-09
46 Farallon Capital Institutional Partners III, L.P. 90.0K 0.10% 90.0K PN Delaware 2023-11-09
47 Farallon Capital (AM) Investors, L.P. 63.9K 0.10% 63.9K PN Delaware 2023-11-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
104
-301 vs prev Q
New positions
38
Closed positions
324
Increased
68
Reduced
19
Put/Call ratio
0.00
Calls held
100.00
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 900.4K +900.4K (+100.0%) 71.72B +71.7B (+100.0%) 0.48% +0.476 pp 67.21% +67.206 pp USD79.65 +0.0% 1 qtrs NEW
2 MASS GENERAL BRIGHAM, INC 344.1K +344.1K (+100.0%) 27.41B +27.4B (+100.0%) 0.18% +0.182 pp 3.38% +3.385 pp USD79.65 +0.0% 1 qtrs NEW
3 VANGUARD GROUP INC 16.72M +1.1M (+6.7%) 1.33B +600.3M (+82.1%) 8.84% +0.511 pp 0.02% +0.008 pp USD33.97 +134.5% 24 qtrs
4 FARALLON CAPITAL MANAGEMENT LLC 14.58M -42.9K (-0.3%) 1.16B +478.5M (+70.1%) 7.71% -0.067 pp 5.48% +2.685 pp USD35.28 +125.8% 20 qtrs
5 JANUS HENDERSON GROUP PLC 12.30M +947.4K (+8.3%) 980.04M +449.7M (+84.8%) 6.50% +0.466 pp 0.44% +0.197 pp USD41.10 +93.8% 13 qtrs
6 BAKER BROS. ADVISORS LP 9.46M +— (+0.0%) 753.12M +311.6M (+70.6%) 5.00% -0.029 pp 4.41% +1.219 pp USD30.02 +165.3% 20 qtrs
7 BLACKROCK, INC. 8.93M +598.9K (+7.2%) 711.01M +322.1M (+82.8%) 4.72% +0.291 pp 0.01% +0.005 pp USD47.56 +67.5% 6 qtrs
8 FMR LLC 8.59M -813.7K (-8.7%) 684.03M +245.0M (+55.8%) 4.54% -0.459 pp 0.03% +0.012 pp USD34.92 +128.1% 24 qtrs
9 NEXTECH INVEST, LTD. 7.60M +— (+0.0%) 605.43M +250.5M (+70.6%) 4.02% -0.023 pp 58.53% +4.497 pp USD35.36 +125.3% 4 qtrs
10 WELLINGTON MANAGEMENT GROUP LLP 6.99M -2.8M (-28.8%) 556.57M +98.3M (+21.4%) 3.69% -1.523 pp 0.10% +0.017 pp USD29.28 +172.0% 24 qtrs
11 PARADIGM BIOCAPITAL ADVISORS LP 6.64M +421.1K (+6.8%) 529.23M +238.6M (+82.1%) 3.51% +0.204 pp 13.51% +5.243 pp USD39.55 +101.4% 8 qtrs
12 BELLEVUE GROUP AG 5.01M -568.1K (-10.2%) 398.71M +138.4M (+53.2%) 2.65% -0.317 pp 7.56% +2.147 pp USD32.88 +142.2% 21 qtrs
13 STATE STREET CORP 4.11M -1.1M (-21.8%) 327.30M +81.9M (+33.4%) 2.17% -0.621 pp 0.01% +0.003 pp USD31.41 +153.6% 24 qtrs
14 PRICE T ROWE ASSOCIATES INC /MD/ 3.40M -469.0K (-12.1%) 271.19M +90.3M (+49.9%) 1.80% -0.260 pp 0.03% +0.010 pp USD26.93 +195.8% 24 qtrs
15 BVF INC/IL 3.36M -618.1K (-15.6%) 267.37M +81.7M (+44.0%) 1.77% -0.339 pp 9.00% +1.475 pp USD30.42 +161.8% 24 qtrs
16 ALPHABET INC. 3.35M -788.2K (-19.1%) 266.44M +73.4M (+38.0%) 1.77% -0.429 pp 10.33% +2.314 pp USD28.69 +177.6% 9 qtrs
17 GEODE CAPITAL MANAGEMENT, LLC 3.16M +16.3K (+0.5%) 251.91M +105.0M (+71.4%) 1.67% -0.001 pp 0.02% +0.006 pp USD33.15 +140.3% 24 qtrs
18 UBS GROUP AG 3.09M +2.0M (+183.6%) 245.95M +195.1M (+383.6%) 1.63% +1.053 pp 0.04% +0.032 pp USD65.95 +20.8% 24 qtrs
19 DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 2.89M -755.7K (-20.7%) 230.56M +60.1M (+35.2%) 1.53% -0.411 pp 2.94% +0.342 pp USD29.54 +169.6% 24 qtrs
20 WESTFIELD CAPITAL MANAGEMENT CO LP 2.85M +331.0K (+13.2%) 226.61M +109.2M (+93.0%) 1.50% +0.167 pp 0.94% +0.451 pp USD44.27 +79.9% 5 qtrs
21 GENERAL ATLANTIC, L.P. 2.81M +338.5K (+13.7%) 224.05M +108.5M (+93.9%) 1.49% +0.171 pp 7.80% +4.330 pp USD50.67 +57.2% 2 qtrs
22 CASDIN CAPITAL, LLC 2.58M -70.0K (-2.6%) 205.28M +81.7M (+66.0%) 1.36% -0.045 pp 12.75% +2.443 pp USD28.23 +182.1% 24 qtrs
23 WOODLINE PARTNERS LP 2.50M -415.0K (-14.2%) 199.20M +63.0M (+46.3%) 1.32% -0.228 pp 0.77% +0.131 pp USD27.48 +189.8% 24 qtrs
24 GOLDMAN SACHS GROUP INC 2.49M +1.8M (+237.6%) 198.45M +164.0M (+475.8%) 1.32% +0.924 pp 0.02% +0.020 pp USD67.27 +18.4% 24 qtrs
25 NORGES BANK 2.46M +2.5M (+100.0%) 195.57M +195.6M (+100.0%) 1.30% +1.298 pp 0.02% +0.021 pp USD79.65 +0.0% 1 qtrs NEW
26 ADAGE CAPITAL PARTNERS GP, L.L.C. 2.21M +1.5M (+197.1%) 175.67M +141.0M (+406.7%) 1.17% +0.771 pp 0.27% +0.211 pp USD67.50 +18.0% 10 qtrs
27 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 2.20M -2.6M (-54.0%) 175.26M -48.1M (-21.5%) 1.16% -1.379 pp 0.11% -0.026 pp USD36.48 +118.3% 4 qtrs
28 LUNATE CAPITAL LTD 2.20M +— (+0.0%) 174.93M +72.4M (+70.6%) 1.16% -0.007 pp 66.20% +50.738 pp USD35.36 +125.3% 4 qtrs
29 AVORO CAPITAL ADVISORS LLC 2.17M +2.2M (+100.0%) 172.84M +172.8M (+100.0%) 1.15% +1.147 pp 1.66% +1.662 pp USD79.65 +0.0% 1 qtrs NEW
30 AMERIPRISE FINANCIAL INC 2.06M +832.1K (+67.9%) 163.83M +106.6M (+186.4%) 1.09% +0.436 pp 0.04% +0.024 pp USD50.54 +57.6% 24 qtrs
31 POLAR CAPITAL HOLDINGS PLC 2.01M +1.5M (+321.2%) 160.40M +138.1M (+618.4%) 1.06% +0.810 pp 0.62% +0.512 pp USD71.12 +12.0% 5 qtrs
32 LOGOS GLOBAL MANAGEMENT LP 2.00M +250.0K (+14.3%) 159.30M +77.6M (+94.9%) 1.06% +0.127 pp 9.63% +2.301 pp USD44.37 +79.5% 10 qtrs
33 HOLOCENE ADVISORS, LP 1.91M -1.5M (-44.5%) 151.97M -8.6M (-5.3%) 1.01% -0.819 pp 0.32% -0.047 pp USD30.38 +162.2% 12 qtrs
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.68M +48.3K (+3.0%) 134.11M +57.7M (+75.6%) 0.89% +0.021 pp 0.02% +0.009 pp USD37.45 +112.7% 24 qtrs
35 D. E. SHAW & CO., INC. 1.61M +801.5K (+98.7%) 128.53M +90.6M (+238.8%) 0.85% +0.421 pp 0.07% +0.049 pp USD59.01 +35.0% 14 qtrs
36 ROCK SPRINGS CAPITAL MANAGEMENT LP 1.34M +— (+0.0%) 106.35M +44.0M (+70.6%) 0.71% -0.004 pp 5.45% +1.810 pp USD29.39 +171.0% 12 qtrs
37 SIREN, L.L.C. 1.34M +291.4K (+27.9%) 106.34M +57.6M (+118.2%) 0.71% +0.151 pp 3.17% +1.265 pp USD50.54 +57.6% 6 qtrs
38 CITADEL ADVISORS LLC 1.30M +122.3K (+10.4%) 103.73M +48.6M (+88.2%) 0.69% +0.061 pp 0.02% +0.007 pp USD40.13 +98.5% 24 qtrs
39 CALIGAN PARTNERS LP 1.28M +219.7K (+20.6%) 102.26M +52.6M (+105.8%) 0.68% +0.113 pp 8.42% +1.909 pp USD46.90 +69.8% 4 qtrs
40 INTEGRAL HEALTH ASSET MANAGEMENT, LLC 1.20M +800.0K (+200.0%) 95.58M +76.9M (+411.7%) 0.63% +0.422 pp 4.75% +3.482 pp USD65.49 +21.6% 12 qtrs
41 DIMENSIONAL FUND ADVISORS LP 1.16M -279.2K (-19.4%) 92.53M +25.2M (+37.5%) 0.61% -0.152 pp 0.02% +0.005 pp USD36.36 +119.1% 18 qtrs
42 JEFFERIES FINANCIAL GROUP INC. 1.14M +1.1M (+8,678.4%) 90.90M +90.3M (+14,872.2%) 0.60% +0.596 pp 0.46% +0.462 pp USD79.16 +0.6% 5 qtrs
43 PICTET ASSET MANAGEMENT HOLDING SA 1.14M -174.6K (-13.3%) 90.65M +29.5M (+48.2%) 0.60% -0.096 pp 0.09% +0.029 pp USD42.67 +86.7% 8 qtrs
44 JANE STREET GROUP, LLC 1.09M +493.0K (+82.5%) 86.85M +59.0M (+211.3%) 0.58% +0.259 pp 0.01% +0.009 pp USD55.94 +42.4% 16 qtrs
45 FRANKLIN RESOURCES INC 1.06M +108.7K (+11.4%) 84.44M +40.0M (+90.0%) 0.56% +0.055 pp 0.02% +0.010 pp USD47.72 +66.9% 3 qtrs
46 CANDRIAM S.C.A. 1.03M +162.3K (+18.7%) 82.12M +41.6M (+102.4%) 0.54% +0.083 pp 0.41% +0.197 pp USD40.15 +98.4% 19 qtrs
47 HOOD RIVER CAPITAL MANAGEMENT LLC 945.6K +17.5K (+1.9%) 75.32M +32.0M (+73.8%) 0.50% +0.006 pp 0.83% +0.314 pp USD42.03 +89.5% 7 qtrs
48 AH CAPITAL MANAGEMENT, L.L.C. 921.1K -1.8M (-66.5%) 73.37M -55.0M (-42.8%) 0.49% -0.974 pp 4.64% -4.558 pp USD28.68 +177.7% 9 qtrs
49 BANK OF AMERICA CORP /DE/ 879.8K +126.0K (+16.7%) 70.08M +34.9M (+99.1%) 0.47% +0.064 pp 0.01% +0.003 pp USD41.52 +91.8% 24 qtrs
50 NORTHERN TRUST CORP 850.3K -9.2K (-1.1%) 67.73M +27.6M (+68.7%) 0.45% -0.008 pp 0.01% +0.004 pp USD32.27 +146.8% 24 qtrs
51 MILLENNIUM MANAGEMENT LLC 800.1K +371.8K (+86.8%) 63.73M +43.7M (+218.6%) 0.42% +0.195 pp 0.03% +0.018 pp USD56.62 +40.7% 4 qtrs
52 FRAZIER LIFE SCIENCES MANAGEMENT, L.P. 797.5K -200.0K (-20.1%) 63.52M +16.9M (+36.4%) 0.42% -0.109 pp 1.71% +0.310 pp USD22.52 +253.7% 12 qtrs
53 CAPTION MANAGEMENT, LLC 736.1K +220.1K (+42.7%) 58.63M +34.5M (+143.3%) 0.39% +0.115 pp 0.40% +0.214 pp USD52.58 +51.5% 5 qtrs
54 MORGAN STANLEY 651.7K -782.9K (-54.6%) 51.91M -15.1M (-22.5%) 0.34% -0.418 pp 0.00% -0.001 pp USD36.66 +117.3% 24 qtrs
55 FIRST TURN MANAGEMENT, LLC 638.4K -4.7K (-0.7%) 50.85M +20.8M (+69.3%) 0.34% -0.004 pp 5.81% +1.301 pp USD43.97 +81.1% 7 qtrs
56 BNP PARIBAS ARBITRAGE, SNC 619.4K +194.7K (+45.8%) 49.33M +29.5M (+148.8%) 0.33% +0.102 pp 0.02% +0.012 pp USD52.69 +51.2% 5 qtrs
57 DAFNA CAPITAL MANAGEMENT LLC 604.5K -52.7K (-8.0%) 48.15M +17.5M (+56.9%) 0.32% -0.030 pp 11.18% +3.602 pp USD31.41 +153.6% 21 qtrs
58 BANK OF NEW YORK MELLON CORP 542.1K +12.8K (+2.4%) 43.18M +18.5M (+74.7%) 0.29% +0.005 pp 0.01% +0.003 pp USD32.91 +142.0% 24 qtrs
59 MIC CAPITAL MANAGEMENT UK LLP 508.6K +— (+0.0%) 40.51M +16.8M (+70.6%) 0.27% -0.002 pp 9.18% +4.433 pp USD28.68 +177.7% 9 qtrs
60 BIOIMPACT CAPITAL LLC 505.7K +190.0K (+60.2%) 40.28M +25.5M (+173.2%) 0.27% +0.099 pp 4.61% +2.195 pp USD47.10 +69.1% 18 qtrs
61 ROYAL BANK OF CANADA 503.7K +311.4K (+161.9%) 40.12M +31.1M (+346.7%) 0.27% +0.164 pp 0.01% +0.005 pp USD65.39 +21.8% 24 qtrs
62 AMERICAN CENTURY COMPANIES INC 467.4K +16.3K (+3.6%) 37.23M +16.2M (+76.7%) 0.25% +0.007 pp 0.02% +0.008 pp USD40.69 +95.7% 13 qtrs
63 POINT72 ASSET MANAGEMENT, L.P. 446.6K +446.6K (+100.0%) 35.57M +35.6M (+100.0%) 0.24% +0.236 pp 0.04% +0.040 pp USD79.65 +0.0% 1 qtrs NEW
64 TCG CROSSOVER MANAGEMENT, LLC 436.5K +— (+0.0%) 34.77M +14.4M (+70.6%) 0.23% -0.001 pp 1.15% +0.148 pp USD46.70 +70.6% 2 qtrs
65 FRONTIER CAPITAL MANAGEMENT CO LLC 430.8K +308.0K (+250.8%) 34.31M +28.6M (+498.4%) 0.23% +0.162 pp 0.36% +0.313 pp USD67.14 +18.6% 4 qtrs
66 TWO SIGMA INVESTMENTS, LP 421.7K +412.6K (+4,530.9%) 33.59M +33.2M (+7,798.3%) 0.22% +0.218 pp 0.05% +0.047 pp USD78.94 +0.9% 2 qtrs
67 JPMORGAN CHASE & CO 421.6K -2.1M (-83.1%) 33.58M -83.1M (-71.2%) 0.22% -1.105 pp 0.00% -0.005 pp USD30.48 +161.3% 24 qtrs
68 NUVEEN, LLC 406.2K +68.8K (+20.4%) 32.36M +16.6M (+105.3%) 0.21% +0.035 pp 0.01% +0.004 pp USD45.09 +76.6% 4 qtrs
69 BOXER CAPITAL MANAGEMENT, LLC 400.0K +— (+0.0%) 31.86M +13.2M (+70.6%) 0.21% -0.001 pp 6.97% +1.019 pp USD43.74 +82.1% 5 qtrs
70 LORD, ABBETT & CO. LLC 399.5K +399.5K (+100.0%) 31.82M +31.8M (+100.0%) 0.21% +0.211 pp 0.10% +0.098 pp USD79.65 +0.0% 1 qtrs NEW
71 MARSHALL WACE, LLP 386.2K +225.1K (+139.7%) 30.76M +23.2M (+308.9%) 0.20% +0.119 pp 0.03% +0.020 pp USD65.15 +22.3% 10 qtrs
72 EVENTIDE ASSET MANAGEMENT, LLC 378.3K -216.8K (-36.4%) 30.13M +2.3M (+8.4%) 0.20% -0.116 pp 0.47% +0.014 pp USD37.58 +111.9% 11 qtrs
73 TD ASSET MANAGEMENT INC 370.5K -165.1K (-30.8%) 29.51M +4.5M (+18.0%) 0.20% -0.089 pp 0.02% +0.003 pp USD33.07 +140.9% 19 qtrs
74 CHECKPOINT CAPITAL L.P. 370.0K -122.3K (-24.8%) 29.47M +6.5M (+28.2%) 0.20% -0.066 pp 9.21% +1.504 pp USD42.80 +86.1% 5 qtrs
75 INVESCO LTD. 367.9K +166.9K (+83.1%) 29.30M +19.9M (+212.2%) 0.19% +0.088 pp 0.00% +0.003 pp USD55.05 +44.7% 23 qtrs
76 UBS ASSET MANAGEMENT AMERICAS INC 349.4K +8.0K (+2.4%) 27.83M +11.9M (+74.6%) 0.18% +0.003 pp 0.01% +0.002 pp USD36.54 +118.0% 22 qtrs
77 BOOTHBAY FUND MANAGEMENT, LLC 327.2K +62.1K (+23.4%) 26.06M +13.7M (+110.6%) 0.17% +0.032 pp 0.39% +0.209 pp USD46.56 +71.1% 4 qtrs
78 VOLORIDGE INVESTMENT MANAGEMENT, LLC 322.3K +173.1K (+116.1%) 25.67M +18.7M (+268.6%) 0.17% +0.091 pp 0.09% +0.067 pp USD63.35 +25.7% 8 qtrs
79 NICHOLAS INVESTMENT PARTNERS, LP 317.7K +49.8K (+18.6%) 25.31M +12.8M (+102.3%) 0.17% +0.026 pp 1.84% +0.887 pp USD48.98 +62.6% 7 qtrs
80 JENNISON ASSOCIATES LLC 305.3K +305.3K (+100.0%) 24.31M +24.3M (+100.0%) 0.16% +0.161 pp 0.01% +0.015 pp USD79.65 +0.0% 1 qtrs NEW
81 VESTAL POINT CAPITAL, LP 295.0K -335.0K (-53.2%) 23.50M -5.9M (-20.1%) 0.16% -0.179 pp 0.80% -0.530 pp USD36.79 +116.5% 3 qtrs
82 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 291.0K +60.0K (+26.0%) 23.18M +12.4M (+114.9%) 0.15% +0.031 pp 0.01% +0.007 pp USD52.28 +52.4% 6 qtrs
83 TWO SIGMA ADVISERS, LP 287.6K +248.7K (+637.7%) 22.91M +21.1M (+1,158.2%) 0.15% +0.131 pp 0.04% +0.041 pp USD75.18 +5.9% 2 qtrs
84 SWISS NATIONAL BANK 276.3K +5.5K (+2.0%) 22.01M +9.4M (+74.0%) 0.15% +0.002 pp 0.01% +0.006 pp USD31.73 +151.0% 23 qtrs
85 RAYMOND JAMES FINANCIAL INC 244.2K -34.0K (-12.2%) 19.45M +6.5M (+49.7%) 0.13% -0.019 pp 0.01% +0.002 pp USD43.74 +82.1% 5 qtrs
86 FISHER ASSET MANAGEMENT, LLC 241.1K +233.8K (+3,199.9%) 19.20M +18.9M (+5,528.2%) 0.13% +0.124 pp 0.01% +0.006 pp USD78.65 +1.3% 2 qtrs
87 ALYESKA INVESTMENT GROUP, L.P. 239.1K +239.1K (+100.0%) 19.04M +19.0M (+100.0%) 0.13% +0.126 pp 0.05% +0.054 pp USD79.65 +0.0% 1 qtrs NEW
88 ENSIGN PEAK ADVISORS, INC 235.8K -12.7K (-5.1%) 18.78M +7.2M (+61.9%) 0.12% -0.008 pp 0.03% +0.014 pp USD40.68 +95.8% 17 qtrs
89 CATALYST FUNDS MANAGEMENT PTY LTD 223.6K +13.4K (+6.4%) 17.81M +8.0M (+81.4%) 0.12% +0.006 pp 4.13% +2.649 pp USD46.65 +70.7% 3 qtrs
90 MARSICO CAPITAL MANAGEMENT LLC 219.5K +219.5K (+100.0%) 17.48M +17.5M (+100.0%) 0.12% +0.116 pp 0.49% +0.487 pp USD79.65 +0.0% 1 qtrs NEW
91 BALYASNY ASSET MANAGEMENT L.P. 215.0K +215.0K (+100.0%) 17.12M +17.1M (+100.0%) 0.11% +0.114 pp 0.02% +0.022 pp USD79.65 +0.0% 1 qtrs NEW
92 DECHENG CAPITAL LLC 200.0K -10.0K (-4.8%) 15.93M +6.1M (+62.4%) 0.11% -0.006 pp 2.14% +0.432 pp USD43.75 +82.1% 6 qtrs
93 BAILLIE GIFFORD & CO 195.0K +195.0K (+100.0%) 15.53M +15.5M (+100.0%) 0.10% +0.103 pp 0.01% +0.013 pp USD79.65 +0.0% 1 qtrs NEW
94 VERITION FUND MANAGEMENT LLC 189.3K +53.9K (+39.8%) 15.08M +8.8M (+138.4%) 0.10% +0.028 pp 0.06% +0.033 pp USD48.89 +62.9% 6 qtrs
95 SUSQUEHANNA INTERNATIONAL GROUP, LLP 183.2K +65.0K (+55.0%) 14.59M +9.1M (+164.4%) 0.10% +0.034 pp 0.00% +0.001 pp USD52.32 +52.2% 24 qtrs
96 A16Z PERENNIAL MANAGEMENT, L.P. 182.9K +182.9K (+100.0%) 14.57M +14.6M (+100.0%) 0.10% +0.097 pp 1.09% +1.095 pp USD79.65 +0.0% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.43
Bearish
Ratio by volume
0.50
Neutral
Buys
3
Sells
7
Shares acquired
123.1K
Shares disposed
246.2K
Cash buys
Cash sales
4.00
Net activity
-123,120
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
2026-04-27 Mancini Anthony Officer M-Exempt D Stock Option (Right to Buy) 3,120 33.62 104.9K 109,230 D
2026-04-15 GOLDSMITH MARK A Director / Officer M-Exempt D Stock Option (Right to Buy) 96,756 4.73 457.7K 424,085 D
2026-03-25 Mancini Anthony Officer S-Sale D Common Stock 3,128 94.16 294.5K 86,922 D
2026-03-20 Sandler Alan B. Officer Common Stock 0 0.00 53,000 D
2026-03-20 Mancini Anthony Officer Common Stock 0 0.00 54,400 D
2026-03-19 Cislini Jeff Officer S-Sale D Common Stock 1,163 97.44 113.3K 58,518 D
2026-03-17 Wei Lin Officer S-Sale D Common Stock 2,073 99.48 206.2K 101,366 D
2026-03-17 Wang Xiaolin Officer S-Sale D Common Stock 2,010 99.48 200.0K 116,063 D
2026-03-17 Kelsey Stephen Michael Officer S-Sale D Common Stock 4,302 99.48 428.0K 295,398 D
2026-03-17 Horn Margaret A Officer S-Sale D Common Stock 4,583 99.48 455.9K 157,570 D
2026-03-17 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 12,871 99.48 1.28M 276,698 D
2026-03-17 Cislini Jeff Officer S-Sale D Common Stock 1,795 99.48 178.6K 59,681 D
2026-03-17 Anders Jack Officer S-Sale D Common Stock 2,753 99.48 273.9K 125,512 D
2026-03-04 ANDERSON ELIZABETH M Director G-Gift A Common Stock 15,000 0.00 15,000 I
2026-03-02 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 3,620 100.73 364.7K 311,749 D
2026-03-01 Wei Lin Officer A-Award A Stock Option (Right to Buy) 34,000 102.02 3.47M 34,000 D
2026-03-01 Wang Xiaolin Officer A-Award A Stock Option (Right to Buy) 34,000 102.02 3.47M 34,000 D
2026-03-01 Kelsey Stephen Michael Officer A-Award A Stock Option (Right to Buy) 47,600 102.02 4.86M 47,600 D
2026-03-01 Horn Margaret A Officer A-Award A Stock Option (Right to Buy) 47,600 102.02 4.86M 47,600 D
2026-03-01 GOLDSMITH MARK A Director / Officer A-Award A Stock Option (Right to Buy) 128,600 102.02 13.12M 128,600 D
2026-03-01 Cislini Jeff Officer A-Award A Common Stock 14,500 0.00 61,476 D
2026-03-01 Anders Jack Officer A-Award A Common Stock 20,200 0.00 128,265 D
2026-02-06 GOLDSMITH MARK A Director / Officer M-Exempt A Common Stock 24,010 0.54 13.0K 256,479 D
2026-01-21 Cislini Jeff Officer S-Sale D Common Stock 908 115.60 105.0K 46,976 D
2026-01-07 Horn Margaret A Officer M-Exempt D Stock Option (Right to Buy) 23,594 29.80 703.1K 119,906 D
2026-01-07 Anders Jack Officer M-Exempt D Stock Option (Right to Buy) 10,000 42.45 424.5K 15,900 D
2025-12-16 Kelsey Stephen Michael Officer S-Sale D Common Stock 5,447 76.82 418.4K 278,600 D
2025-12-16 Horn Margaret A Officer S-Sale D Common Stock 4,847 76.82 372.3K 141,053 D
2025-12-16 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 15,394 76.82 1.18M 232,469 D
2025-12-16 Cislini Jeff Officer S-Sale D Common Stock 2,688 76.82 206.5K 47,884 D
2025-12-16 Anders Jack Officer S-Sale D Common Stock 3,104 77.09 239.3K 108,065 D
2025-11-25 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 3,000 75.00 225.0K 67,424 I
2025-11-25 Anders Jack Officer M-Exempt D Stock Option (Right to Buy) 5,418 17.00 92.1K 0 D
2025-11-18 GOLDSMITH MARK A Director / Officer M-Exempt A Common Stock 20,000 4.09 81.8K 267,863 D
2025-11-18 Cislini Jeff Officer M-Exempt A Common Stock 13,388 42.45 568.3K 63,813 D
2025-11-12 GOLDSMITH MARK A Director / Officer G-Gift D Common Stock 50,000 0.00 297,863 D
2025-11-11 Anders Jack Officer M-Exempt D Stock Option (Right to Buy) 10,000 17.00 170.0K 5,418 D
2025-11-07 GOLDSMITH MARK A Director / Officer M-Exempt A Common Stock 26,479 1.12 29.7K 374,342 D
2025-10-13 Kelsey Stephen Michael Officer M-Exempt A Common Stock 25,000 4.73 118.3K 309,047 D
2025-09-24 Cislini Jeff Officer S-Sale D Common Stock 1,799 44.26 79.6K 50,425 D
2025-09-16 Wei Lin Officer S-Sale D Common Stock 2,160 45.82 99.0K 88,339 D
2025-09-16 Kelsey Stephen Michael Officer S-Sale D Common Stock 5,367 45.82 245.9K 284,047 D
2025-09-16 Horn Margaret A Officer S-Sale D Common Stock 4,775 45.82 218.8K 145,900 D
2025-09-16 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 13,411 45.82 614.6K 452,309 D
2025-09-16 Cislini Jeff Officer S-Sale D Common Stock 1,869 45.82 85.6K 52,224 D
2025-09-16 Anders Jack Officer S-Sale D Common Stock 2,320 45.82 106.3K 110,994 D
2025-09-15 Kelsey Stephen Michael Officer S-Sale D Common Stock 1,318 46.93 61.9K 289,414 D
2025-09-11 Kelsey Stephen Michael Officer M-Exempt D Stock Option (Right to Buy) 100,000 4.73 473.0K 55,055 D
2025-09-03 Anders Jack Officer M-Exempt D Stock Option (Right to Buy) 2,049 17.00 34.8K 15,418 D
2025-09-02 Anders Jack Officer M-Exempt D Stock Option (Right to Buy) 2,814 2.68 7.5K 0 D
2025-06-30 GOLDSMITH MARK A Director / Officer M-Exempt A Common Stock 37,000 0.54 20.0K 465,720 D
2025-06-26 Patel Sushil Director A-Award A Stock Option (Right to Buy) 11,574 37.48 433.8K 11,574 D
2025-06-26 Kim Lorence H. Director A-Award A Stock Option (Right to Buy) 11,574 37.48 433.8K 11,574 D
2025-06-26 Horning Sandra Director A-Award A Stock Option (Right to Buy) 11,574 37.48 433.8K 11,574 D
2025-06-26 Clyburn Frank Director A-Award A Common Stock 2,806 0.00 9,738 D
2025-06-26 Borisy Alexis Director A-Award A Stock Option (Right to Buy) 11,574 37.48 433.8K 11,574 D
2025-06-26 Borellini Flavia Director A-Award A Stock Option (Right to Buy) 11,574 37.48 433.8K 11,574 D
2025-06-26 ANDERSON ELIZABETH M Director A-Award A Stock Option (Right to Buy) 11,574 37.48 433.8K 11,574 D
2025-06-20 Cislini Jeff Officer S-Sale D Common Stock 1,912 39.61 75.7K 54,093 D
2025-06-16 Wei Lin Officer S-Sale D Common Stock 2,173 39.83 86.6K 90,499 D
2025-06-16 Kelsey Stephen Michael Officer S-Sale D Common Stock 4,289 39.83 170.8K 289,414 D
2025-06-16 Horn Margaret A Officer S-Sale D Common Stock 3,510 39.83 139.8K 150,675 D
2025-06-16 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 13,496 39.83 537.5K 428,720 D
2025-06-16 Cislini Jeff Officer S-Sale D Common Stock 1,878 39.83 74.8K 56,005 D
2025-06-16 Anders Jack Officer S-Sale D Common Stock 2,170 39.83 86.4K 113,314 D
2025-03-20 Cislini Jeff Officer S-Sale D Common Stock 2,041 38.71 79.0K 57,723 D
2025-03-17 Wang Xiaolin Officer G-Gift D Common Stock 2,718 0.00 102,321 D
2025-03-17 Kelsey Stephen Michael Officer S-Sale D Common Stock 3,294 39.04 128.6K 293,051 D
2025-03-17 Horn Margaret A Officer S-Sale D Common Stock 3,058 39.04 119.4K 153,533 D
2025-03-17 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 11,738 39.04 458.3K 441,564 D
2025-03-17 Cislini Jeff Officer S-Sale D Common Stock 1,458 39.04 56.9K 59,764 D
2025-03-17 Anders Jack Officer S-Sale D Common Stock 1,864 39.04 72.8K 115,006 D
2025-03-01 Wei Lin Officer A-Award D Common Stock 20,800 0.00 91,651 D
2025-03-01 Wang Xiaolin Officer A-Award A Common Stock 19,000 0.00 105,039 D
2025-03-01 Kelsey Stephen Michael Officer A-Award A Common Stock 36,600 0.00 296,345 D
2025-03-01 Horn Margaret A Officer A-Award A Common Stock 28,600 0.00 156,591 D
2025-03-01 GOLDSMITH MARK A Director / Officer A-Award A Common Stock 97,400 0.00 453,302 D
2025-03-01 Cislini Jeff Officer A-Award A Common Stock 22,000 0.00 61,222 D
2025-03-01 Anders Jack Officer A-Award A Stock Option (Right to Buy) 71,400 40.74 2.91M 71,400 D
2025-01-21 Cislini Jeff Officer S-Sale D Common Stock 2,406 40.50 97.4K 39,222 D
2024-12-18 GOLDSMITH MARK A Director / Officer M-Exempt A Common Stock 30,846 0.49 15.1K 355,902 D
2024-12-16 Kelsey Stephen Michael Officer S-Sale D Common Stock 4,663 45.40 211.7K 259,745 D
2024-12-16 Horn Margaret A Officer S-Sale D Common Stock 4,329 45.40 196.6K 127,991 D
2024-12-16 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 11,714 45.40 531.9K 325,056 D
2024-12-16 Cislini Jeff Officer S-Sale D Common Stock 1,599 45.40 72.6K 41,628 D
2024-12-16 Anders Jack Officer S-Sale D Common Stock 2,635 45.40 119.6K 96,470 D
2024-12-05 Schroeder Thilo Director P-Purchase A Common Stock 760,869 46.00 35.00M 760,869 I
2024-11-15 Cislini Jeff Officer S-Sale D Common Stock 2,554 55.13 140.8K 43,080 D
2024-11-13 Kelsey Stephen Michael Officer M-Exempt A Common Stock 16,666 4.09 68.2K 281,074 D
2024-11-06 Cislini Jeff Officer M-Exempt A Common Stock 6,000 36.57 219.4K 51,634 D
2024-11-04 GOLDSMITH MARK A Director / Officer M-Exempt D Stock Option (Right to Buy) 50,900 4.09 208.2K 181,229 D
2024-11-01 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 5,000 55.03 275.1K 20,424 I
2024-10-31 Patel Sushil Director M-Exempt A Common Stock 5,000 24.84 124.2K 24,948 D
2024-10-14 Kelsey Stephen Michael Officer M-Exempt A Common Stock 16,666 4.09 68.2K 281,074 D
2024-10-11 Horn Margaret A Officer M-Exempt A Common Stock 5,369 4.09 22.0K 182,320 D
2024-10-11 GOLDSMITH MARK A Director / Officer M-Exempt A Common Stock 30,000 4.09 122.7K 330,170 D
2024-10-11 Cislini Jeff Officer M-Exempt D Stock Option (Right to Buy) 6,000 36.57 219.4K 36,000 D
2024-10-11 Anders Jack Officer M-Exempt D Stock Option (Right to Buy) 10,000 2.68 26.8K 2,814 D
2024-10-08 Weber Barbara Director S-Sale D Common Stock 5,200 48.02 249.7K 13,065 D
2024-10-01 GOLDSMITH MARK A Director / Officer M-Exempt D Stock Option (Right to Buy) 10,000 4.09 40.9K 271,229 D
2024-09-16 Kelsey Stephen Michael Officer S-Sale D Common Stock 4,665 44.19 206.1K 264,408
2024-09-16 Horn Margaret A Officer S-Sale D Common Stock 4,331 44.19 191.4K 132,320
2024-09-16 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 11,715 44.19 517.6K 300,170
2024-09-16 Cislini Jeff Officer S-Sale D Common Stock 1,454 44.19 64.2K 45,634
2024-09-16 Anders Jack Officer S-Sale D Common Stock 2,244 44.19 99.2K 98,932
2024-09-13 Kelsey Stephen Michael Officer S-Sale D Common Stock 5,966 42.75 255.0K 279,774
2024-08-21 Weber Barbara Director D-Return D Common Stock 1,808 44.83 81.1K 18,265
2024-08-13 Kelsey Stephen Michael Officer M-Exempt A Common Stock 16,667 4.09 68.2K 285,740
2024-08-05 Clyburn Frank Director A-Award A Stock Option (Right to Buy) 26,540 42.48 1.13M 26,540 D
2024-08-01 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 3,217 46.48 149.5K 311,885
2024-07-15 Kelsey Stephen Michael Officer M-Exempt D Stock Option (Right to Buy) 16,667 4.09 68.2K 73,332
2024-07-12 GOLDSMITH MARK A Director / Officer M-Exempt D Stock Option (Right to Buy) 25,000 4.09 102.3K 291,229
2024-07-09 Patel Sushil Director S-Sale D Common Stock 2,155 44.00 94.8K 19,948
2024-07-09 Cislini Jeff Officer S-Sale D Common Stock 2,399 40.83 98.0K 47,088
2024-06-26 Cislini Jeff Officer S-Sale D Common Stock 2,000 38.47 76.9K 49,487
2024-06-25 Kelsey Stephen Michael Officer S-Sale D Common Stock 16,467 39.06 643.2K 269,073
2024-06-24 Kelsey Stephen Michael Officer M-Exempt D Stock Option (Right to Buy) 200 4.09 818.00 106,466
2024-06-20 Weber Barbara Director A-Award A Common Stock 4,800 0.00 20,625
2024-06-20 Patel Sushil Director A-Award A Stock Option (Right to Buy) 16,700 37.54 626.9K 16,700
2024-06-20 Kim Lorence H. Director A-Award A Common Stock 4,800 0.00 70,500
2024-06-20 Horning Sandra Director A-Award A Common Stock 4,800 0.00 95,287
2024-06-20 Borisy Alexis Director A-Award A Common Stock 4,800 0.00 2,336,294
2024-06-20 Borellini Flavia Director A-Award A Stock Option (Right to Buy) 15,955 37.54 599.0K 15,955
2024-06-20 ANDERSON ELIZABETH M Director A-Award A Common Stock 4,800 0.00 20,625
2024-06-17 Wei Lin Officer S-Sale D Common Stock 5,589 37.39 209.0K 70,851
2024-06-17 Kelsey Stephen Michael Officer S-Sale D Common Stock 3,349 37.39 125.2K 269,073
2024-06-17 Horn Margaret A Officer S-Sale D Common Stock 4,415 37.39 165.1K 136,651
2024-06-17 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 11,950 37.39 446.8K 311,885
2024-06-17 Cislini Jeff Officer S-Sale D Common Stock 1,757 37.39 65.7K 51,487
2024-06-17 Anders Jack Officer S-Sale D Common Stock 1,893 37.39 70.8K 101,176
2024-06-03 GOLDSMITH MARK A Director / Officer M-Exempt D Stock Option (Right to Buy) 7,500 4.09 30.7K 316,229
2024-05-21 Cislini Jeff Officer S-Sale D Common Stock 700 38.67 27.1K 53,674
2024-05-03 Anders Jack Officer M-Exempt A Common Stock 10,000 2.68 26.8K 111,959
2024-04-10 Patel Sushil Director M-Exempt D Stock Option (Right to Buy) 2,155 16.80 36.2K 34,645
2024-04-10 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 7,500 35.48 266.1K 452,879
2024-03-27 Cislini Jeff Officer S-Sale D Common Stock 700 30.38 21.3K 55,174
2024-03-21 Wei Lin Officer D Stock Option (Right to Buy) 200,000 23.85 4.77M 0
2024-03-18 Kelsey Stephen Michael Officer S-Sale D Common Stock 2,123 31.58 67.1K 270,909
2024-03-18 Horn Margaret A Officer S-Sale D Common Stock 2,914 31.58 92.0K 139,553
2024-03-18 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 5,788 31.58 182.8K 460,379
2024-03-18 Cislini Jeff Officer S-Sale D Common Stock 1,252 31.58 39.5K 55,874
2024-03-18 Anders Jack Officer S-Sale D Common Stock 1,261 31.58 39.8K 101,959
2024-03-12 Horn Margaret A Officer M-Exempt D Stock Option (Right to Buy) 7,936 4.09 32.5K 44,631
2024-03-11 Horn Margaret A Officer M-Exempt A Common Stock 15,735 4.09 64.4K 158,202
2024-03-01 Wang Xiaolin Officer A-Award A Common Stock 24,200 0.00 84,526
2024-03-01 Kelsey Stephen Michael Officer A-Award A Common Stock 51,400 0.00 273,032
2024-03-01 Horn Margaret A Officer A-Award A Common Stock 41,000 0.00 142,467
2024-03-01 GOLDSMITH MARK A Director / Officer A-Award A Stock Option (Right to Buy) 314,000 29.80 9.36M 314,000
2024-03-01 Cislini Jeff Officer A-Award A Common Stock 21,000 0.00 57,126
2024-03-01 Anders Jack Officer A-Award A Stock Option (Right to Buy) 92,400 29.80 2.75M 92,400
2024-01-22 Cislini Jeff Officer S-Sale D Common Stock 1,500 27.00 40.5K 36,126
2024-01-08 Kelsey Stephen Michael Officer S-Sale D Common Stock 3,337 29.01 96.8K 221,632
2024-01-02 Kelsey Stephen Michael Officer S-Sale D Common Stock 13,330 29.10 387.9K 224,969
2023-12-27 Kelsey Stephen Michael Officer S-Sale D Common Stock 33,334 29.01 967.0K 238,299
2023-12-18 Kelsey Stephen Michael Officer S-Sale D Common Stock 2,088 25.90 54.1K 271,633
2023-12-18 Horn Margaret A Officer S-Sale D Common Stock 2,993 25.90 77.5K 101,467
2023-12-18 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 8,165 25.90 211.5K 376,167
2023-12-18 Cislini Jeff Officer S-Sale D Common Stock 1,229 25.90 31.8K 37,284
2023-12-18 Anders Jack Officer S-Sale D Common Stock 1,775 25.90 46.0K 76,416
2023-12-15 Horn Margaret A Officer M-Exempt D Stock Option (Right to Buy) 5,000 4.09 20.5K 68,302
2023-12-06 Horn Margaret A Officer M-Exempt A Common Stock 5,000 4.09 20.5K 109,460
2023-11-20 Cislini Jeff Officer S-Sale D Common Stock 1,500 21.70 32.5K 38,513
2023-11-09 Schroeder Thilo Director A-Award A Earn-out Shares 70,035 0.00 70,035
2023-11-09 Horning Sandra Director 0 0.00 0
2023-11-09 Borisy Alexis Director A-Award A Common Stock 2,091,672 0.00 2,331,494
2023-10-25 Horn Margaret A Officer M-Exempt A Common Stock 7,500 0.54 4.1K 104,460
2023-10-24 GOLDSMITH MARK A Director / Officer M-Exempt D Stock Option (Right to Buy) 35,000 0.49 17.2K 67,446
2023-10-23 Anders Jack Officer M-Exempt A Common Stock 5,137 4.09 21.0K 78,191
2023-10-16 Horn Margaret A Officer S-Sale D Common Stock 800 33.23 26.6K 120,560
2023-10-11 Kelsey Stephen Michael Officer S-Sale D Common Stock 16,667 29.05 484.1K 273,721
2023-09-28 Cislini Jeff Officer S-Sale D Common Stock 1,798 28.10 50.5K 40,215
2023-09-18 Kelsey Stephen Michael Officer S-Sale D Common Stock 2,060 31.31 64.5K 290,388
2023-09-18 Horn Margaret A Officer S-Sale D Common Stock 2,514 31.31 78.7K 96,960
2023-09-18 GOLDSMITH MARK A Director / Officer S-Sale D Common Stock 8,054 31.31 252.2K 349,332
2023-09-18 Cislini Jeff Officer S-Sale D Common Stock 1,214 31.31 38.0K 42,013
2023-09-18 Anders Jack Officer S-Sale D Common Stock 1,427 31.31 44.7K 53,667
2023-09-15 Horn Margaret A Officer S-Sale D Common Stock 5,000 32.08 160.4K 99,474
2023-09-01 Weber Barbara Director M-Exempt A Common Stock 11,146 4.73 52.7K 30,825
2023-09-01 GOLDSMITH MARK A Director / Officer M-Exempt A Common Stock 12,007 1.12 13.4K 387,386
2023-09-01 Anders Jack Officer M-Exempt A Common Stock 20,000 2.68 53.6K 75,094
2023-08-31 Horn Margaret A Officer M-Exempt D Stock Option (Right to Buy) 10,000 4.09 40.9K 108,302
2023-08-15 Horn Margaret A Officer M-Exempt D Stock Option (Right to Buy) 5,000 4.09 20.5K 118,302
2023-08-02 Kelsey Stephen Michael Officer S-Sale D Common Stock 16,666 32.40 540.0K 292,448
2023-08-01 Kelsey Stephen Michael Officer S-Sale D Common Stock 16,666 29.19 486.5K 309,114
2023-07-31 Cislini Jeff Officer S-Sale D Common Stock 1,500 26.02 39.0K 43,227
2023-06-20 Kelsey Stephen Michael Officer S-Sale D Common Stock 2,102 24.89 52.3K 325,780
2023-06-20 Horn Margaret A Officer S-Sale D Common Stock 2,102 24.89 52.3K 99,474
2023-06-20 Cislini Jeff Officer S-Sale D Common Stock 1,239 25.14 31.1K 44,727
2023-06-20 Anders Jack Officer S-Sale D Common Stock 1,249 24.89 31.1K 55,094
2023-06-08 Weber Barbara Director A-Award A Common Stock 5,200 0.00 15,825
2023-06-08 SCHMIDT ERIC THOMAS Director A-Award A Common Stock 5,200 0.00 21,251
2023-06-08 Patel Sushil Director A-Award A Common Stock 5,200 0.00 15,700
2023-06-08 Kim Lorence H. Director A-Award A Stock Option (Right to Buy) 18,400 24.84 457.1K 18,400
2023-06-08 Borisy Alexis Director A-Award A Stock Option (Right to Buy) 18,400 24.84 457.1K 18,400
2023-06-08 Borellini Flavia Director A-Award A Common Stock 5,200 0.00 17,634
2023-06-08 ANDERSON ELIZABETH M Director A-Award A Stock Option (Right to Buy) 18,400 24.84 457.1K 18,400
2023-03-23 Cislini Jeff Officer D Common Stock 0 0.00 45,596
2023-03-17 Wang Xiaolin Officer S-Sale D Common Stock 714 21.78 15.6K 58,813
2023-03-17 Kelsey Stephen Michael Officer S-Sale D Common Stock 1,230 21.78 26.8K 326,369
2023-03-17 Horn Margaret A Officer S-Sale D Common Stock 1,230 21.78 26.8K 100,062

Executive team

Top executives
Shares Outstanding
212.59M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Mark A. Goldsmith, M.D., Ph.D. President and Chief Executive Officer 689.2K 2.68M 6.05M 651.8K 7.0K 10.08M 86.63%
2 2024 Steve Kelsey, M.D., FRCP, FRCPath President, Research and Development 573.3K 1.53M 3.47M 371.6K 7.0K 5.95M 84.00%
3 2024 Margaret Horn, J.D. Chief Operating Officer 540.8K 1.22M 2.76M 350.1K 7.0K 4.88M 81.62%
4 2024 Jack Anders Chief Financial Officer 473.3K 786.7K 1.78M 245.3K 7.0K 3.29M 77.96%
5 2024 Xiaolin Wang, Sc.D. Executive Vice President, Development 455.5K 721.2K 1.63M 238.7K 7.0K 3.05M 77.04%
6 2023 Mark A. Goldsmith, M.D., Ph.D. President and Chief Executive Officer 631.1K 2.76M 6.54M 477.1K 7.0K 10.41M 89.29%
7 2023 Steve Kelsey, M.D., FRCP, FRCPath President, Research and Development 512.6K 1.06M 2.52M 292.6K 7.0K 4.39M 81.52%
8 2023 Margaret Horn, J.D. Chief Operating Officer 512.6K 1.06M 2.52M 291.5K 7.0K 4.39M 81.54%
9 2023 Xiaolin Wang, Sc.D. Executive Vice President, Development 415.7K 768.5K 1.83M 211.0K 7.0K 3.23M 80.39%
10 2023 Jack Anders Chief Financial Officer 438.4K 704.9K 1.68M 219.9K 7.0K 3.05M 78.17%
11 2022 Mark A. Goldsmith, M.D., Ph.D. President and Chief Executive Officer 606.7K 1.93M 4.23M 439.9K 7.0K 7.22M 85.40%
12 2022 Steve Kelsey, M.D. President, Research and Development 497.5K 720.1K 1.58M 274.5K 7.0K 3.08M 74.73%
13 2022 Steve Kelsey, M.D., FRCP, FRCPath President, Research and Development 497.5K 720.1K 1.58M 274.5K 7.0K 3.08M 74.73%
14 2022 Margaret Horn, J.D. Chief Operating Officer 497.5K 720.1K 1.58M 271.1K 7.0K 3.08M 74.82%
15 2022 Jack Anders Chief Financial Officer 371.0K 431.4K 971.3K 166.8K 7.0K 1.95M 72.03%
16 2022 Xiaolin Wang Sc.D. Executive Vice President and Clinical Development 400.0K 371.2K 816.5K 197.1K 7.0K 1.79M 66.28%
17 2022 Xiaolin Wang, Sc.D. Executive Vice President, Development 400.0K 371.2K 816.5K 197.1K 7.0K 1.79M 66.28%
18 2021 Mark A. Goldsmith, M.D., Ph.D. President and Chief Executive Officer 580.8K 2.04M 4.79M 418.3K 7.0K 7.83M 87.15%
19 2021 Margaret Horn, J.D. Chief Operating Officer and General Counsel 482.3K 636.8K 1.49M 283.7K 7.0K 2.90M 73.31%
20 2021 Steve Kelsey, M.D. President, Research and Development 482.3K 636.8K 1.49M 283.7K 7.0K 2.90M 73.31%
21 2021 Margaret Horn, J.D. Chief Operating Officer 482.3K 636.8K 1.49M 283.7K 7.0K 2.90M 73.31%
22 2021 Xiaolin Wang Sc.D. Executive Vice President and Clinical Development 377.8K 475.4K 1.11M 197.6K 7.0K 2.17M 73.13%
23 2021 Xiaolin Wang Sc.D. Executive Vice President and Clinical Development 377.8K 475.4K 1.11M 197.6K 7.0K 2.17M 73.13%
24 2021 Jack Anders Chief Financial Officer 311.3K 314.1K 733.4K 143.8K 7.0K 1.51M 69.39%
25 2021 Jack Anders Chief Financial Officer 311.3K 314.1K 733.4K 143.8K 7.0K 1.51M 69.39%
26 2020 Mark A. Goldsmith, M.D., Ph.D. President and Chief Executive Officer 554.0K 1.43M 406.0K 2.0K 2.39M 59.72%
27 2020 Steve Kelsey, M.D. President, Research and Development 464.2K 522.6K 273.7K 2.0K 1.26M 41.39%
28 2020 Margaret Horn, J.D. Chief Operating Officer and General Counsel 459.7K 522.6K 273.7K 2.0K 1.26M 41.54%
29 2019 Mark A. Goldsmith, M.D., Ph.D. President and Chief Executive Officer 504.3K 3.81M 261.0K 2.0K 4.58M 83.23%
30 2019 Margaret Horn, J.D. Chief Operating Officer and General Counsel 384.4K 1.66M 166.2K 2.0K 2.22M 75.06%
31 2019 Steve Kelsey, M.D. President, Research and Development 424.4K 1.30M 170.8K 2.0K 1.90M 68.49%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-29 4
2026-04-28 DEFA14A
2026-04-28 ARS
2026-04-27 DEF 14A
2026-04-17 8-K
2026-04-17 4
2026-04-16 8-K
2026-04-15 FWP

Executive team

NameTitleCompensationGender
Mark A. Goldsmith Chief Executive Officer, President & Chairman 2M
Stephen Kelsey Path. FRCP President of Research & Development 1M
Margaret A. Horn Chief Operating Officer 1M female
Jack Anders Chief Financial Officer 874.1K male
Jeff Cislini Senior Vice President, General Counsel & Corporate Secretary 791.8K male
Xiaolin Wang Executive Vice President of Development 701.2K female
Kevan Shokat Academic Co-Founder & Member of Scientific Advisory Board
Jan Smith Chief Scientific Officer female
Martin D. Burke Co-Founder & Chairman of Scientific Advisory Board
Michael A. Fischbach Academic Co-Founder & Member of Scientific Advisory Board
Erin Graves Senior Director of Corporate Communications & Investor Relations female
Walter Reiher Chief Information Officer male
ESG Rating
B
BIOTECHNOLOGY
2026
E (Environmental)
55.2 / 56.3
Company / Sector avg.
S (Social)
61.3 / 62.4
Company / Sector avg.
G (Governance)
62.4 / 60.9
Company / Sector avg.
ESG Total
59.6 / 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)
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Dividend history

Earnings history

Earnings reports

Stock splits