Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Durso Timothy August | Chief Technical Officer | 2026-08-17 | 3,452 | $42,080 |
| Durso Timothy August | Chief Technical Officer | 2026-08-17 | 7,918 | $844,930 |
| Durso Timothy August | Chief Technical Officer | 2026-08-17 | 16,306 | $1,753,221 |
| Durso Timothy August | Chief Technical Officer | 2026-08-17 | 16,767 | $1,817,207 |
| Durso Timothy August | Chief Technical Officer | 2026-08-17 | 2,348 | $256,730 |
| Durso Timothy August | Chief Technical Officer | 2026-08-17 | 161 | $17,916 |
| Waldman Reid Alexander | Chief Executive Officer | 2026-08-17 | 3,452 | $42,080 |
| Waldman Reid Alexander | Chief Executive Officer | 2026-08-17 | 11,527 | $1,230,161 |
| Waldman Reid Alexander | Chief Executive Officer | 2026-08-17 | 25,234 | $2,713,412 |
| Waldman Reid Alexander | Chief Executive Officer | 2026-08-17 | 27,490 | $2,981,291 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| EMERALD ADVISERS, LLC | EMERALD ADVISERS, LLC opened a new position worth $35,452,208. | 2026-06-30 |
| MAVERICK CAPITAL LTD | MAVERICK CAPITAL LTD opened a new position worth $97,120,141. | 2026-06-30 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | FRONTIER CAPITAL MANAGEMENT CO LLC opened a new position worth $31,334,455. | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | GEODE CAPITAL MANAGEMENT, LLC increased this position by 489% ($8,989,239 -> $52,974,709). | 2026-06-30 |
| SR One Capital Management, LP | SR One Capital Management, LP increased this position by 95% ($151,677,964 -> $295,285,652). | 2026-06-30 |
| MARSHALL WACE, LLP | MARSHALL WACE, LLP increased this position by 87% ($38,538,235 -> $71,988,746). | 2026-06-30 |
| Siren, L.L.C. | Siren, L.L.C. increased this position by 114% ($95,064,368 -> $203,511,680). | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | VANGUARD CAPITAL MANAGEMENT LLC increased this position by 142% ($44,182,582 -> $106,860,923). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| MONTANOVA CAPITAL, LLC | $512,533,172 | 4,168,970 |
| SR One Capital Management, LP | $295,285,652 | 2,401,868 |
| Deep Track Capital, LP | $245,880,000 | 2,000,000 |
| FMR LLC | $244,588,024 | 1,989,491 |
| CITADEL ADVISORS LLC | $230,853,659 | 1,877,775 |
| Siren, L.L.C. | $203,511,680 | 1,655,374 |
| VIKING GLOBAL INVESTORS LP | $191,970,072 | 1,561,494 |
| Aberdeen Group plc | $134,821,167 | 1,096,642 |
| VANGUARD CAPITAL MANAGEMENT LLC | $106,860,923 | 869,212 |
| MAVERICK CAPITAL LTD | $97,120,141 | 789,980 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
SR One Capital Management, LP is a healthcare-focused institutional investor whose equity holdings are disclosed each quarter through SEC Form 13F filings. This page tracks those disclosures over time, similar to how investors follow the largest hedge funds buying and selling names like UNH or watch a portfolio including cash evolve position by position. Each … Read more