Who holds it, who is betting against it, and where the big money is moving
Net of large-order buying minus selling, in USD. Over this window: +$652.8K (8 inflow days, 12 outflow days).
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 26.9% of shares outstanding.
Reported short interest has risen from 13.36% to 16.51% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| BlackRock | Mutual Fund | 2026/Q3 | +5,775,845 | 9.3% |
| Balyasny Asset Management L.P. | Hedge Fund | 2026/Q3 | +3,626,113 | 5.1% |
| Silverarc Capital Management, LLC | Hedge Fund | 2026/Q3 | +2,927,698 | 4.1% |
| BVF Partners L.P. | Hedge Fund | 2026/Q3 | +2,500,000 | 3.5% |
| Caligan Partners, LP | Hedge Fund | 2026/Q3 | +2,500,000 | 3.5% |
| Federated Hermes, Inc. | Mutual Fund | 2026/Q3 | +2,085,934 | 2.9% |
| Great Point Partners, LLC | VC/PE Fund | 2026/Q3 | +2,029,933 | 2.9% |
| Woodline Partners LP | Hedge Fund | 2026/Q3 | +1,999,709 | 4.2% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +1,866,304 | 2.8% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,705,573 | 4.2% |
| Affinity Asset Advisors, LLC | Hedge Fund | 2026/Q3 | +1,629,844 | 3.5% |
| Saturn V Capital Management LP | Hedge Fund | 2026/Q3 | +1,479,918 | 2.1% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,134,497 | 2.0% |
| CHI Advisors LLC | VC/PE Fund | 2026/Q3 | +926,667 | 1.8% |
| abrdn plc | Mutual Fund | 2026/Q3 | +847,700 | 1.2% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 13 Aug 2026 | George Kemble | Executive Chairperson | Derivative Exercise and Sale | -350,987 | $10.23 | 24,474 |
| 10 Aug 2026 | George Kemble | Executive Chairperson | Derivative Exercise and Sale | -20,206 | $9.95 | 24,474 |
| 19 Jul 2026 | George Kemble | Executive Chairperson | Automatic Disposition | -18,844 | $7.46 | 24,474 |
| 19 Jul 2026 | David Happel | Chief Executive Officer | Open Market Disposition | -64,051 | $7.76 | 370,343 |
| 19 Jul 2026 | Elizabeth Rozek | Chief Compliance Officer | Open Market Disposition | -10,545 | $7.76 | 102,204 |
| 11 Jun 2026 | Beth Seidenberg | Independent Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | Elizabeth Grammer | Independent Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | George Kemble | Executive Chairperson | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | Anne Phillips | Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | Paul Hoelscher | Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 11 Jun 2026 | Jennifer Jarrett | Director | Other Derivative Acquisition | +39,567 | $6.48 | 39,567 |
| 27 May 2026 | David Happel | Chief Executive Officer | Other Derivative Acquisition | +300,000 | $7.27 | 300,000 |
| 27 May 2026 | Elizabeth Rozek | Chief Compliance Officer | Other Derivative Acquisition | +100,000 | $7.27 | 100,000 |
| 27 May 2026 | Andreas Grauer | Chief Medical Officer | Other Derivative Acquisition | +35,000 | $7.27 | 35,000 |
| 27 May 2026 | Thierry Chauche | Chief Financial Officer | Other Derivative Acquisition | +50,000 | $7.27 | 50,000 |
| 19 Apr 2026 | Andreas Grauer | Chief Medical Officer | Other Derivative Acquisition | +264,759 | $6.44 | 264,759 |
| 18 Feb 2026 | Eduardo Martins | Chief Medical Officer | Other Acquisition | +44,000 | – | 114,285 |
| 18 Feb 2026 | Eduardo Martins | Chief Medical Officer | Other Derivative Acquisition | +88,000 | $5.38 | 88,000 |
| 18 Feb 2026 | David Happel | Chief Executive Officer | Other Acquisition | +128,000 | – | 527,455 |
| 18 Feb 2026 | David Happel | Chief Executive Officer | Other Derivative Acquisition | +256,000 | $5.38 | 256,000 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Sep 2026 | 10,262,901 | 16.5% | 10.6 |
| 31 Aug 2026 | 10,112,756 | 16.3% | 9.6 |
| 14 Aug 2026 | 11,746,200 | 18.9% | 6.9 |
| 31 Jul 2026 | 11,595,503 | 18.8% | 16.3 |
| 15 Jul 2026 | 9,743,203 | 15.8% | 9.2 |
| 30 Jun 2026 | 8,252,474 | 13.4% | 3.9 |
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