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Upstream Bio, Inc. (UPB)

USD7.27 +0.13 (+1.82%)
US NASDAQ Healthcare Biotechnology
Address 890 Winter Street 2451
Waltham, MA, US
CEO E. Rand Sutherland
IPO 2024-10-11
CIK 2022626 ISIN US91678A1079

Explore sections of this company profile

Description

Upstream Bio, Inc. is a biotechnology company in the clinical development stage, dedicated to innovating therapies for inflammatory conditions, particularly those affecting the severe respiratory system. Its pipeline notably features verekitug, a monoclonal antibody designed to selectively target and suppress the thymic stromal lymphopoietin receptor. Beyond this, the company is actively developing treatments for severe asthma, chronic rhinosinusitis with nasal polyps, and chronic obstructive pulmonary disease. Established in 2021, Upstream Bio maintains its operational base in Waltham, Massachusetts.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD7.27 +0.13 (+1.82%)
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Volume Profile
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Liquidity & share structure
Average Volume
607.7K
Beta
1.24
Float Shares
20.08M
Free Float %
36.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.39% -8.13% -32.89% -33.91% -77.57% -77.53% -45.39% -72.27% -72.27% -72.27% -72.27%
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 (3 ratings, all time) Hold
Price Targets & DCF
Current price
7.27
Low 15.00 +106.3%
Consensus 33.00 +353.9%
Median 33.00 +353.9%
High 51.00 +601.5%
Ratings Trend (MoM) 89% Bullish
Rating 2026-06 Change
Strong Buy 2 0
Buy 6 +1
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
15.00
+106.3%
Last Year 3
37.67
+418.2%
All Time 4
47.00
+546.5%
Quality scores
Altman Z-Score
12.04
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
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%
    +20.4% Q1'26: +82.7% (vs Q1'25)
  • EPS growth Biotechnology: +29.7%
    -78.5% Q1'26: -47.1% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
    -5,004.6% Q1'26: -4,627.9% (vs Q1'25)
  • EBIT margin Biotechnology: +0.0%
    -5,026.0% Q1'26: -3,925.6% (vs Q1'25)
  • ROIC Biotechnology: -16.1%
    Q1'26: -1,541.9% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +4.9% Q1'26: +1.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.01× Q1'26: -0.01× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.11) × ERP
WACC = 100% × Ke + 0% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 7.27
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 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
8 EPS Ana.
Dec 2027
5 Rev. Ana.
7 EPS Ana.
Dec 2028
7 Rev. Ana.
7 EPS Ana.
Dec 2029
3 Rev. Ana.
2 EPS Ana.
Dec 2030
6 Rev. Ana.
5 EPS Ana.
Revenue
2.37M
est: 2.15M (+10.1%)
2.85M
est: 2.66M (+7.1%)
2.03M
1.61M – 2.27M
-23.7% YoY
1.93M
1.02M – 2.83M
-5.3% YoY
4.69M
3.19M – 5.96M
+143.7% YoY
10.09M
6.85M – 12.81M
+115.1% YoY
73.98M
50.24M – 93.91M
+632.9% YoY
EBITDA
-62.72M
est: -2.15M (-2,813.6%)
-143.26M
est: -2.66M (-5,276.3%)
-2.03M
-2.27M – -1.61M
+23.7% YoY
-1.93M
-2.83M – -1.02M
+5.3% YoY
-4.69M
-5.96M – -3.19M
-143.7% YoY
-10.09M
-12.81M – -6.85M
-115.1% YoY
-73.98M
-93.91M – -50.24M
-632.9% YoY
EBIT
-62.81M
est: -2.15M (-2,817.8%)
-143.44M
est: -2.66M (-5,283.3%)
-2.03M
-2.27M – -1.61M
+23.7% YoY
-1.93M
-2.83M – -1.02M
+5.3% YoY
-4.69M
-5.96M – -3.19M
-143.7% YoY
-10.09M
-12.81M – -6.85M
-115.1% YoY
-73.98M
-93.91M – -50.24M
-632.9% YoY
Net Income
-62.81M
est: -409.66M (+84.7%)
-143.44M
est: -142.17M (-0.9%)
-154.94M
-170.09M – -139.80M
-9.0% YoY
-154.24M
-190.36M – -118.12M
+0.5% YoY
-158.30M
-243.34M – -73.25M
-2.6% YoY
-181.04M
-244.46M – -105.51M
-14.4% YoY
-154.88M
-209.14M – -90.26M
+14.4% YoY
SGA
17.17M
est: 14.17M (+21.2%)
26.41M
est: 17.54M (+50.6%)
13.39M
10.60M – 14.97M
-23.7% YoY
12.67M
6.70M – 18.64M
-5.3% YoY
30.88M
20.97M – 39.20M
+143.7% YoY
66.43M
45.11M – 84.33M
+115.1% YoY
486.84M
330.60M – 618.05M
+632.9% YoY
EPS
-1.49
est: -8.03 (+81.4%)
-2.66
est: -2.60 (-2.5%)
-2.80
-3.16 – -2.60
-8.0% YoY
-2.86
-3.53 – -2.19
-1.9% YoY
-3.09
-4.52 – -1.36
-8.3% YoY
-3.36
-4.54 – -1.96
-8.7% YoY
-2.88
-3.88 – -1.68
+14.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-14 Mizuho Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-09 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-06-08 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-06-05 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-06-04 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-06-03 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-06-02 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-06-01 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-28 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-27 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-26 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-22 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-21 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-20 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-19 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-18 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-15 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-14 C 2/5 1/5 1/5 1/5 4/5 1/5 3/5
2026-05-13 C+ 2/5 1/5 1/5 1/5 4/5 1/5 4/5
2026-05-12 C 2/5 1/5 1/5 1/5 4/5 1/5 2/5
2026-05-11 C 2/5 1/5 1/5 1/5 4/5 1/5 2/5
2026-05-08 C 2/5 1/5 1/5 1/5 4/5 1/5 2/5
2026-05-07 C 2/5 1/5 1/5 1/5 4/5 1/5 2/5
2026-05-06 C 2/5 1/5 1/5 1/5 4/5 1/5 2/5
2026-05-05 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-04 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-01 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-30 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-29 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-28 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-27 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-24 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-23 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-17 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-16 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-139.48M
OE per share TTM
-2.58
Owner's Yield
-38.37%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
51.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
16
Total invested
16.65M
Insider transactions (90d)
0
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 FMR LLC 7.94M 14.80% HC DELAWARE 2025-08-06
2 Abigail P. Johnson 6.07M 11.82% 6.07M IN Delaware 2024-11-07
3 AI Biotechnology LLC 5.49M 10.70% 5.49M 5.49M OO 2024-10-22
4 AI Upstream LLC 5.49M 10.70% 5.49M 5.49M OO 2024-10-22
5 Access Industries Holdings LLC 5.49M 10.70% 5.49M 5.49M OO 2024-10-22
6 Access Industries Management, LLC 5.49M 10.70% 5.49M 5.49M OO 2024-10-22
7 Len Blavatnik 5.49M 10.70% 5.49M 5.49M IN 2024-10-22
8 OrbiMed Advisors LLC 4.55M 8.90% 4.55M 10.00 IA Delaware 2024-10-17
9 OrbiMed Capital GP VIII LLC 4.55M 8.90% 4.55M 10.00 OO Delaware 2024-10-17
10 Norges Bank 2.88M 5.30% FI, OO NORWAY 2025-10-24
11 Decheng Capital Global Life Sciences Fund IV, L.P. 2.72M 5.00% 2.72M 2.72M 2.72M PN CAYMAN ISLANDS 2026-05-15
12 BCLS Fund III Investments, LP 2.30M 4.30% 2.30M 2.30M PN Delaware 2024-10-18
13 HBM Healthcare Investments (Cayman) Ltd. 2.20M 4.10% CO CAYMAN ISLANDS 2025-11-14
14 TCG Crossover GP I, LLC 2.12M 3.90% 2.12M 2.12M 2.12M OO DELAWARE 2025-11-14
15 OrbiMed Advisors Israel II Limited 1.14M 2.20% 1.14M 10.00 CO Cayman Islands 2024-10-17
16 OrbiMed Israel GP II, L.P. 1.14M 2.20% 1.14M 10.00 PN Cayman Islands 2024-10-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
16
-120 vs prev Q
New positions
4
Closed positions
121
Increased
9
Reduced
4
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 FMR LLC 7.52M -568.2K (-7.0%) 204.12M +52.0M (+34.2%) 13.94% -1.098 pp 0.01% +0.003 pp USD15.92 +70.5% 5 qtrs
2 ORBIMED ADVISORS LLC 5.69M +— (+0.0%) 154.58M +47.5M (+44.3%) 10.56% -0.031 pp 3.17% +0.644 pp USD16.44 +65.1% 5 qtrs
3 BLACKROCK, INC. 3.34M +740.8K (+28.5%) 90.80M +41.8M (+85.4%) 6.20% +1.359 pp 0.00% +0.001 pp USD17.48 +55.3% 5 qtrs
4 DECHENG CAPITAL LLC 3.14M -142.2K (-4.3%) 85.33M +23.5M (+38.1%) 5.83% -0.282 pp 11.48% +0.698 pp USD16.44 +65.1% 5 qtrs
5 NORGES BANK 2.88M +2.9M (+100.0%) 78.26M +78.3M (+100.0%) 5.35% +5.345 pp 0.01% +0.008 pp USD27.15 +0.0% 1 qtrs NEW
6 ENAVATE SCIENCES GP, LLC 2.46M +— (+0.0%) 66.78M +20.5M (+44.3%) 4.56% -0.014 pp 13.18% -0.949 pp USD16.44 +65.1% 5 qtrs
7 VANGUARD GROUP INC 2.39M -54.1K (-2.2%) 64.85M +18.9M (+41.1%) 4.43% -0.114 pp 0.00% +0.000 pp USD13.88 +95.6% 5 qtrs
8 UBS GROUP AG 1.81M +1.5M (+563.4%) 49.04M +43.9M (+857.5%) 3.35% +2.843 pp 0.01% +0.007 pp USD25.28 +7.4% 5 qtrs
9 JANUS HENDERSON GROUP PLC 1.53M +1.5M (+100.0%) 41.42M +41.4M (+100.0%) 2.83% +2.833 pp 0.02% +0.019 pp USD27.15 +0.0% 1 qtrs NEW
10 ALTSHULER SHAHAM LTD 1.34M -75.3K (-5.3%) 36.42M +9.8M (+36.7%) 2.49% -0.147 pp 0.55% +0.113 pp USD6.35 +327.6% 4 qtrs
11 BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC 1.33M -1.1M (-45.5%) 36.10M -9.8M (-21.3%) 2.47% -2.072 pp 2.76% -0.281 pp USD16.12 +68.4% 5 qtrs
12 OMEGA FUND MANAGEMENT, LLC 1.33M -30.0K (-2.2%) 36.01M +10.5M (+41.1%) 2.46% -0.063 pp 12.57% +1.095 pp USD16.44 +65.1% 5 qtrs
13 STATE STREET CORP 1.32M +204.6K (+18.4%) 35.82M +14.9M (+70.8%) 2.45% +0.373 pp 0.00% +0.001 pp USD18.09 +50.1% 5 qtrs
14 VR ADVISER, LLC 1.17M +— (+0.0%) 31.75M +9.8M (+44.3%) 2.17% -0.007 pp 1.57% +0.330 pp USD16.44 +65.1% 5 qtrs
15 WELLINGTON MANAGEMENT GROUP LLP 894.7K -230.7K (-20.5%) 24.29M +3.1M (+14.8%) 1.66% -0.434 pp 0.00% +0.001 pp USD16.44 +65.1% 5 qtrs
16 GEODE CAPITAL MANAGEMENT, LLC 851.9K +34.8K (+4.3%) 23.13M +7.8M (+50.5%) 1.58% +0.060 pp 0.00% +0.000 pp USD15.27 +77.8% 5 qtrs
17 PARKMAN HEALTHCARE PARTNERS LLC 834.6K -8.9K (-1.1%) 22.66M +6.8M (+42.8%) 1.55% -0.021 pp 2.16% +0.502 pp USD10.82 +150.9% 4 qtrs
18 PICTET ASSET MANAGEMENT HOLDING SA 773.1K +773.1K (+100.0%) 20.99M +21.0M (+100.0%) 1.43% +1.434 pp 0.02% +0.020 pp USD27.15 +0.0% 1 qtrs NEW
19 WOODLINE PARTNERS LP 760.3K +158.0K (+26.2%) 20.64M +9.3M (+82.2%) 1.41% +0.290 pp 0.08% +0.027 pp USD18.38 +47.7% 5 qtrs
20 INTEGRAL HEALTH ASSET MANAGEMENT, LLC 750.0K +175.0K (+30.4%) 20.36M +9.5M (+88.3%) 1.39% +0.321 pp 1.01% +0.279 pp USD20.76 +30.8% 2 qtrs
21 TCG CROSSOVER MANAGEMENT, LLC 743.9K -1.4M (-64.9%) 20.20M -19.6M (-49.3%) 1.38% -2.558 pp 0.67% -1.291 pp USD16.44 +65.1% 5 qtrs
22 SAMSARA BIOCAPITAL, LLC 736.0K -226.1K (-23.5%) 19.98M +1.9M (+10.4%) 1.36% -0.425 pp 2.06% -0.301 pp USD16.44 +65.1% 5 qtrs
23 VESTAL POINT CAPITAL, LP 720.0K +720.0K (+100.0%) 19.55M +19.5M (+100.0%) 1.34% +1.335 pp 0.66% +0.665 pp USD27.15 +0.0% 1 qtrs NEW
24 SIREN, L.L.C. 588.5K -200.0K (-25.4%) 15.98M +1.1M (+7.7%) 1.09% -0.375 pp 0.48% -0.104 pp USD16.44 +65.1% 5 qtrs
25 BARCLAYS PLC 524.5K +439.2K (+514.8%) 14.24M +12.6M (+787.4%) 0.97% +0.814 pp 0.00% +0.003 pp USD24.75 +9.7% 5 qtrs
26 MILLENNIUM MANAGEMENT LLC 517.3K +477.2K (+1,189.5%) 14.04M +13.3M (+1,761.3%) 0.96% +0.885 pp 0.01% +0.006 pp USD26.50 +2.5% 4 qtrs
27 NANTAHALA CAPITAL MANAGEMENT, LLC 495.0K -100.0K (-16.8%) 13.44M +2.2M (+20.1%) 0.92% -0.189 pp 0.44% +0.056 pp USD16.44 +65.1% 5 qtrs
28 MARSHALL WACE, LLP 343.8K -524.2K (-60.4%) 9.33M -7.0M (-42.8%) 0.64% -0.977 pp 0.01% -0.008 pp USD17.86 +52.0% 5 qtrs
29 GOLDMAN SACHS GROUP INC 333.5K +110.3K (+49.4%) 9.05M +4.9M (+115.6%) 0.62% +0.203 pp 0.00% +0.001 pp USD21.57 +25.9% 5 qtrs
30 GREAT POINT PARTNERS LLC 300.0K +— (+0.0%) 8.15M +2.5M (+44.3%) 0.56% -0.002 pp 2.64% +0.314 pp USD16.44 +65.1% 5 qtrs
31 ALYESKA INVESTMENT GROUP, L.P. 298.3K +298.3K (+100.0%) 8.10M +8.1M (+100.0%) 0.55% +0.553 pp 0.02% +0.023 pp USD27.15 +0.0% 5 qtrs
32 JENNISON ASSOCIATES LLC 288.8K +288.8K (+100.0%) 7.84M +7.8M (+100.0%) 0.54% +0.536 pp 0.00% +0.005 pp USD27.15 +0.0% 1 qtrs NEW
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 284.9K +103.0 (+0.0%) 7.74M +2.4M (+44.4%) 0.53% -0.001 pp 0.00% +0.000 pp USD16.45 +65.0% 5 qtrs
34 NORTHERN TRUST CORP 236.8K -17.9K (-7.0%) 6.43M +1.6M (+34.2%) 0.44% -0.035 pp 0.00% +0.000 pp USD14.71 +84.6% 5 qtrs
35 230.7K +230.7K (+100.0%) 6.26M +6.3M (+100.0%) 0.43% +0.428 pp 2.65% +2.654 pp USD27.15 +0.0% 1 qtrs NEW
36 INVESCO LTD. 163.2K +146.0K (+849.3%) 4.43M +4.1M (+1,270.2%) 0.30% +0.271 pp 0.00% +0.001 pp USD26.00 +4.4% 5 qtrs
37 BOXER CAPITAL MANAGEMENT, LLC 150.0K +150.0K (+100.0%) 4.07M +4.1M (+100.0%) 0.28% +0.278 pp 0.89% +0.891 pp USD27.15 +0.0% 1 qtrs NEW
38 DEUTSCHE BANK AG\ 127.8K +101.1K (+378.0%) 3.47M +3.0M (+590.0%) 0.24% +0.187 pp 0.00% +0.001 pp USD24.59 +10.4% 5 qtrs
39 MORGAN STANLEY 122.1K +34.5K (+39.5%) 3.31M +1.7M (+101.3%) 0.23% +0.064 pp 0.00% +0.000 pp USD16.97 +60.0% 5 qtrs
40 SUMMITTX CAPITAL, L.P. 116.7K +4.3K (+3.8%) 3.17M +1.1M (+49.9%) 0.22% +0.007 pp 0.10% +0.008 pp USD19.12 +42.0% 2 qtrs
41 SCHONFELD STRATEGIC ADVISORS LLC 115.8K -74.4K (-39.1%) 3.14M -434.3K (-12.1%) 0.21% -0.139 pp 0.01% -0.006 pp USD8.62 +215.0% 4 qtrs
42 JPMORGAN CHASE & CO 110.3K +80.3K (+268.3%) 2.99M +2.4M (+431.5%) 0.20% +0.149 pp 0.00% +0.000 pp USD24.47 +11.0% 5 qtrs
43 AMERICAN CENTURY COMPANIES INC 87.8K +16.2K (+22.7%) 2.38M +1.0M (+77.1%) 0.16% +0.030 pp 0.00% +0.001 pp USD18.36 +47.9% 3 qtrs
44 BANK OF AMERICA CORP /DE/ 86.4K +30.9K (+55.7%) 2.35M +1.3M (+124.8%) 0.16% +0.057 pp 0.00% +0.000 pp USD20.83 +30.3% 5 qtrs
45 BANK OF NEW YORK MELLON CORP 84.9K -6.7K (-7.3%) 2.30M +582.3K (+33.8%) 0.16% -0.013 pp 0.00% +0.000 pp USD14.19 +91.3% 5 qtrs
46 NUVEEN, LLC 78.6K +8.7K (+12.4%) 2.13M +818.6K (+62.3%) 0.15% +0.016 pp 0.00% +0.000 pp USD11.45 +137.1% 4 qtrs
47 EXODUSPOINT CAPITAL MANAGEMENT, LP 75.4K +75.4K (+100.0%) 2.05M +2.0M (+100.0%) 0.14% +0.140 pp 0.02% +0.016 pp USD27.15 +0.0% 1 qtrs NEW
48 ARTIA GLOBAL PARTNERS LP 68.7K +68.7K (+100.0%) 1.86M +1.9M (+100.0%) 0.13% +0.127 pp 0.30% +0.297 pp USD27.15 +0.0% 1 qtrs NEW
49 EXOME ASSET MANAGEMENT LLC 64.8K +12.9K (+24.8%) 1.76M +783.2K (+80.1%) 0.12% +0.024 pp 0.84% +0.250 pp USD20.47 +32.6% 2 qtrs
50 AMERIPRISE FINANCIAL INC 56.6K +56.6K (+100.0%) 1.54M +1.5M (+100.0%) 0.10% +0.105 pp 0.00% +0.000 pp USD27.15 +0.0% 1 qtrs NEW
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 55.8K +55.8K (+100.0%) 1.52M +1.5M (+100.0%) 0.10% +0.104 pp 0.00% +0.000 pp USD27.15 +0.0% 4 qtrs
52 SEVEN GRAND MANAGERS, LLC 50.0K +50.0K (+100.0%) 1.36M +1.4M (+100.0%) 0.09% +0.093 pp 0.10% +0.103 pp USD27.15 +0.0% 1 qtrs NEW
53 Y-INTERCEPT (HONG KONG) LTD 46.6K +46.6K (+100.0%) 1.26M +1.3M (+100.0%) 0.09% +0.086 pp 0.03% +0.028 pp USD27.15 +0.0% 1 qtrs NEW
54 ALPS ADVISORS INC 44.4K +18.4K (+70.9%) 1.20M +716.5K (+146.7%) 0.08% +0.034 pp 0.01% +0.004 pp USD20.88 +30.0% 5 qtrs
55 RHUMBLINE ADVISERS 41.5K -7.9K (-16.0%) 1.13M +198.0K (+21.3%) 0.08% -0.015 pp 0.00% +0.000 pp USD12.67 +114.3% 5 qtrs
56 RAFFERTY ASSET MANAGEMENT, LLC 38.7K +4.2K (+12.1%) 1.05M +400.9K (+61.7%) 0.07% +0.008 pp 0.00% +0.002 pp USD19.71 +37.7% 2 qtrs
57 WELLS FARGO & COMPANY/MN 36.8K +11.6K (+46.2%) 999.0K +525.7K (+111.1%) 0.07% +0.021 pp 0.00% +0.000 pp USD18.00 +50.8% 5 qtrs
58 TREXQUANT INVESTMENT LP 31.0K +31.0K (+100.0%) 843.0K +843.0K (+100.0%) 0.06% +0.058 pp 0.01% +0.008 pp USD27.15 +0.0% 1 qtrs NEW
59 ALLIANCEBERNSTEIN L.P. 31.0K +11.2K (+56.2%) 841.9K +468.5K (+125.5%) 0.06% +0.021 pp 0.00% +0.000 pp USD20.29 +33.8% 5 qtrs
60 AQR CAPITAL MANAGEMENT LLC 30.5K +549.0 (+1.8%) 828.2K +264.7K (+47.0%) 0.06% +0.001 pp 0.00% +0.000 pp USD8.32 +226.3% 4 qtrs
61 D. E. SHAW & CO., INC. 27.1K +27.1K (+100.0%) 735.5K +735.5K (+100.0%) 0.05% +0.050 pp 0.00% +0.000 pp USD27.15 +0.0% 1 qtrs NEW
62 SWISS NATIONAL BANK 26.6K +26.6K (+100.0%) 722.2K +722.2K (+100.0%) 0.05% +0.049 pp 0.00% +0.000 pp USD27.15 +0.0% 1 qtrs NEW
63 DIADEMA PARTNERS LP 20.5K +20.5K (+100.0%) 556.6K +556.6K (+100.0%) 0.04% +0.038 pp 0.10% +0.096 pp USD27.15 +0.0% 1 qtrs NEW
64 METLIFE INVESTMENT MANAGEMENT, LLC 19.7K -2.0K (-9.3%) 534.3K +126.3K (+30.9%) 0.04% -0.004 pp 0.00% +0.001 pp USD13.76 +97.3% 5 qtrs
65 PRICE T ROWE ASSOCIATES INC /MD/ 19.6K +1.1K (+6.1%) 534.0K +185.0K (+53.0%) 0.04% +0.002 pp 0.00% +0.000 pp USD12.33 +120.2% 3 qtrs
66 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 17.5K +628.0 (+3.7%) 475.3K +160.7K (+51.1%) 0.03% +0.001 pp 0.00% +0.000 pp USD14.16 +91.7% 5 qtrs
67 PRELUDE CAPITAL MANAGEMENT, LLC 16.6K +825.0 (+5.2%) 449.6K +153.6K (+51.9%) 0.03% +0.001 pp 0.03% +0.010 pp USD19.23 +41.2% 2 qtrs
68 RENAISSANCE TECHNOLOGIES LLC 16.4K +16.4K (+100.0%) 445.3K +445.3K (+100.0%) 0.03% +0.030 pp 0.00% +0.001 pp USD27.15 +0.0% 1 qtrs NEW
69 QUANTINNO CAPITAL MANAGEMENT LP 15.4K +526.0 (+3.5%) 418.5K +138.5K (+49.4%) 0.03% +0.001 pp 0.00% +0.000 pp USD10.36 +162.1% 4 qtrs
70 XTX TOPCO LTD 15.1K +15.1K (+100.0%) 409.7K +409.7K (+100.0%) 0.03% +0.028 pp 0.01% +0.011 pp USD27.15 +0.0% 1 qtrs NEW
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 14.7K +12.5K (+573.3%) 397.8K +356.9K (+871.9%) 0.03% +0.023 pp 0.00% +0.000 pp USD25.23 +7.6% 5 qtrs
72 PROFUND ADVISORS LLC 14.6K +14.6K (+100.0%) 395.9K +395.9K (+100.0%) 0.03% +0.027 pp 0.01% +0.012 pp USD27.15 +0.0% 1 qtrs NEW
73 GRAHAM CAPITAL MANAGEMENT, L.P. 13.7K +13.7K (+100.0%) 372.3K +372.3K (+100.0%) 0.03% +0.025 pp 0.01% +0.009 pp USD27.15 +0.0% 1 qtrs NEW
74 LEGAL & GENERAL GROUP PLC 13.7K +10.8K (+368.8%) 372.2K +317.2K (+576.7%) 0.03% +0.020 pp 0.00% +0.000 pp USD24.34 +11.5% 5 qtrs
75 CITADEL ADVISORS LLC 13.4K +13.4K (+100.0%) 364.4K +364.4K (+100.0%) 0.02% +0.025 pp 0.00% +0.000 pp USD27.15 +0.0% 1 qtrs NEW
76 DNB ASSET MANAGEMENT AS 12.8K +12.8K (+100.0%) 347.3K +347.3K (+100.0%) 0.02% +0.024 pp 0.00% +0.001 pp USD27.15 +0.0% 1 qtrs NEW
77 VIRTU FINANCIAL LLC 12.2K +12.2K (+100.0%) 332.0K +332.0K (+100.0%) 0.02% +0.023 pp 0.01% +0.013 pp USD27.15 +0.0% 1 qtrs NEW
78 VERITION FUND MANAGEMENT LLC 12.0K -35.0K (-74.4%) 326.3K -557.7K (-63.1%) 0.02% -0.065 pp 0.00% -0.002 pp USD13.23 +105.2% 5 qtrs
79 MARINER, LLC 11.8K +897.0 (+8.2%) 321.2K +115.5K (+56.2%) 0.02% +0.002 pp 0.00% +0.000 pp USD19.44 +39.7% 2 qtrs
80 CREATIVE PLANNING 11.7K -2.5K (-17.6%) 319.0K +50.6K (+18.9%) 0.02% -0.005 pp 0.00% +0.000 pp USD11.11 +144.4% 3 qtrs
81 NEW YORK STATE COMMON RETIREMENT FUND 11.7K +5.4K (+85.7%) 317.7K +199.2K (+168.1%) 0.02% +0.010 pp 0.00% +0.000 pp USD17.56 +54.6% 4 qtrs
82 TWO SIGMA INVESTMENTS, LP 10.5K +— (+0.0%) 285.1K +87.6K (+44.3%) 0.02% 0.000 pp 0.00% +0.000 pp USD18.81 +44.3% 4 qtrs
83 INTECH INVESTMENT MANAGEMENT LLC 10.4K +— (+0.0%) 282.3K +86.7K (+44.3%) 0.02% 0.000 pp 0.00% +0.001 pp USD7.49 +262.5% 4 qtrs
84 MANUFACTURERS LIFE INSURANCE COMPANY, THE 10.1K -1.9K (-16.1%) 275.5K +48.0K (+21.1%) 0.02% -0.004 pp 0.00% +0.000 pp USD10.98 +147.3% 3 qtrs
85 VIRTUS INVESTMENT ADVISERS, INC. 9.8K -42.0 (-0.4%) 266.1K +81.0K (+43.7%) 0.02% 0.000 pp 0.07% +0.019 pp USD12.34 +120.0% 3 qtrs
86 STRS OHIO 9.8K +9.8K (+100.0%) 266.1K +266.1K (+100.0%) 0.02% +0.018 pp 0.00% +0.001 pp USD27.15 +0.0% 5 qtrs
87 POINT72 ASSET MANAGEMENT, L.P. 9.7K +9.7K (+100.0%) 263.4K +263.4K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD27.15 +0.0% 1 qtrs NEW
88 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 9.5K +9.0 (+0.1%) 256.7K +79.0K (+44.5%) 0.02% +0.000 pp 0.00% +0.001 pp USD10.61 +155.9% 4 qtrs
89 PERSISTENT ASSET PARTNERS LTD 8.9K +8.9K (+100.0%) 241.8K +241.8K (+100.0%) 0.02% +0.017 pp 0.11% +0.109 pp USD27.15 +0.0% 1 qtrs NEW
90 CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. 8.8K +8.8K (+100.0%) 239.1K +239.1K (+100.0%) 0.02% +0.016 pp 0.02% +0.018 pp USD27.15 +0.0% 1 qtrs NEW
91 PROSHARE ADVISORS LLC 8.4K +8.4K (+100.0%) 226.8K +226.8K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD27.15 +0.0% 1 qtrs NEW
92 SEI INVESTMENTS CO 8.1K +8.1K (+100.0%) 219.6K +219.6K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD27.15 +0.0% 1 qtrs NEW
93 CITIGROUP INC 6.9K -35.1K (-83.5%) 188.7K -602.1K (-76.1%) 0.01% -0.065 pp 0.00% 0.000 pp USD18.15 +49.6% 5 qtrs
94 SG AMERICAS SECURITIES, LLC 5.5K +5.5K (+100.0%) 150.0K +150.0K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD27.15 +0.0% 1 qtrs NEW
95 BNP PARIBAS ARBITRAGE, SNC 5.0K -1.6K (-23.8%) 135.1K +12.3K (+10.0%) 0.01% -0.003 pp 0.00% +0.000 pp USD15.88 +71.0% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 79 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Virtus Biotech Clinical Trials ETF BBC 0.76% 437.3K 0.65%
2 Simplify Propel Opportunities ETF SURI 0.60% 467.7K 2.82%
3 Fidelity Disruptive Medicine ETF FMED 0.40% 184.3K 0.50%
4 ALPS Medical Breakthroughs ETF SBIO 0.21% 447.4K 0.50%
5 Vanguard U.S. Momentum Factor ETF VFMO 0.17% 2.81M 0.13%
6 Fidelity Fundamental Small-Mid Cap ETF FFSM 0.06% 849.9K 0.43%
7 iShares Nasdaq US Biotechnology UCITS ETF BTEE.L 0.03% 22.8K 0.35%
8 iShares Nasdaq US Biotechnology UCITS ETF BTEC.L 0.03% 340.1K 0.35%
9 Invesco NASDAQ Biotech UCITS ETF SBIO.L 0.03% 130.4K 0.40%
10 Invesco Nasdaq Biotechnology ETF IBBQ 0.03% 21.0K 0.19%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
3.00
Bullish
Buys
10
Sells
5
Shares acquired
718.0K
Shares disposed
5.0K
Cash buys
Cash sales
5.00
Net activity
+712,987
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
2026-03-16 Sutherland Everett Rand Director / Officer S-Sale D Common Stock 2,093 9.29 19.4K 72,907 D
2026-03-16 Houghton Adam Officer S-Sale D Common Stock 699 9.29 6.5K 24,301 D
2026-03-16 GRAY MICHAEL Officer S-Sale D Common Stock 852 9.29 7.9K 29,648 D
2026-03-16 Deykin Aaron Officer S-Sale D Common Stock 894 9.29 8.3K 32,687 D
2026-03-16 Ambrose Allison Officer S-Sale D Common Stock 475 9.29 4.4K 16,525 D
2026-01-02 Sutherland Everett Rand Director / Officer A-Award A Stock Option (Right to Buy) 225,000 27.07 6.09M 225,000 D
2026-01-02 Houghton Adam Officer A-Award A Stock Option (Right to Buy) 75,000 27.07 2.03M 75,000 D
2026-01-02 GRAY MICHAEL Officer A-Award A Stock Option (Right to Buy) 91,500 27.07 2.48M 91,500 D
2026-01-02 Deykin Aaron Officer A-Award A Stock Option (Right to Buy) 96,000 27.07 2.60M 96,000 D
2026-01-02 Ambrose Allison Officer A-Award A Stock Option (Right to Buy) 51,000 27.07 1.38M 51,000 D
2025-06-10 Ruddy Marcella K. Director A-Award A Stock Option (Right to Buy) 17,096 11.59 198.1K 17,096 D
2025-06-10 Renaud Ronald C JR Director A-Award A Stock Option (Right to Buy) 17,096 11.59 198.1K 17,096 D
2025-06-10 Ratcliffe Liam Director A-Award A Stock Option (Right to Buy) 17,096 11.59 198.1K 17,096 D
2025-06-10 Fleming Harold Edward Director A-Award A Stock Option (Right to Buy) 17,096 11.59 198.1K 17,096 D
2025-06-10 Chimovits Erez Director A-Award A Stock Option (Right to Buy) 17,096 11.59 198.1K 17,096 D
2025-06-10 Beckman Daniella Director A-Award A Stock Option (Right to Buy) 17,096 11.59 198.1K 17,096 D

Executive team

Top executives
EBIT / Employee
-27.6K
Shares Outstanding
54.42M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 E. Rand Sutherland, M.D. Chief Executive Officer 650.0K 3.30M 341.3K 10.5K 4.30M 76.71%
2 2025 Michael Paul Gray, M.B.A. Chief Financial Officer and Chief Operating Officer 490.0K 1.29M 205.8K 10.5K 1.99M 64.57%
3 2025 Aaron Deykin, M.D. Chief Medical Officer and Head of Research and Development 515.0K 1.09M 216.3K 10.5K 1.83M 59.48%
4 2024 E. Rand Sutherland, M.D. Chief Executive Officer 408.0K 8.38M 315.0K 10.4K 9.11M 91.95%
5 2024 Michael Paul Gray, M.B.A. Chief Financial Officer and Chief Operating Officer 352.7K 2.40M 184.0K 2.94M 81.74%
6 2024 Allison Ambrose, J.D. Sr. Vice President, General Counsel 17.3K 42.5K 1.47M 1.53M 96.10%
7 2024 Samantha Truex Former Chief Executive Officer 113.2K 120.4K 638.9K 872.5K 13.80%
8 2023 Samantha Truex Former Chief Executive Officer 475.0K 943.2K 235.1K 9.9K 1.66M 56.71%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-16 DEFA14A
2026-04-16 DEF 14A
2025-04-17 DEFA14A
2025-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 SC 13G/A
2026-05-13 8-K
2026-05-13 10-Q
2026-04-16 DEFA14A
2026-04-16 DEF 14A
2026-04-16 ARS
2026-03-26 S-8
2026-03-26 8-K
2026-03-26 8-K
2026-03-26 424B5

Executive team

NameTitleCompensationGender
E. Rand Sutherland Chief Executive Officer & Director 1M
Aaron Deykin Chief Medical Officer and Head of Research & Development 741.8K male
Michael Paul Gray Chief Financial Officer & Chief Operating Officer 706.3K male
Allison Ambrose Senior Vice President, General Counsel & Secretary 59.8K female
Meggan Buckwell Director of Corporate Communications & Investor Relations
Mersedeh Miraliakbari Senior Vice President of Regulatory Affairs & Quality female
Stacy Price Chief Technology Officer female
Adam Houghton Chief Business Officer male
Fang Xie Vice President & Head of Biometrics female
Lisa Fiering Senior Vice President of People & Culture female
ESG Rating
B
BIOTECHNOLOGY
Rank: 440 out of 715
2026
E (Environmental)
57.5 / 56.3
Company / Sector avg.
S (Social)
64.6 / 62.4
Company / Sector avg.
G (Governance)
60.2 / 60.9
Company / Sector avg.
ESG Total
60.8 / 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