AGIONasdaqPharmaceutical PreparationsFiscal year ends December 31
AGIOS PHARMACEUTICALS, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$34.90+3.58 (+11.43%)
Close on Oct 19, 2026
- Market cap
- $2.08B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
66M of 60M shares
Institutional holders
238
39 new, 32 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 41 sales
Net sold $4.76M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Farallon Capital Management, L.L.C. | 5,917,400 | 9.90% | 13G (passive) amendment | Jun 30, 2026 |
| Short Daniel S. | 5,674,466 | 9.90% | 13G (passive) amendment | Dec 31, 2024 |
| Spokes, Andrew J. M. | 5,159,505 | 8.80% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 4,513,170 | 7.80% | 13G (passive) amendment | Jun 30, 2025 |
| Bellevue Group AG | 3,515,150 | 6.10% | 13G (passive) | Jun 1, 2025 |
| State Street Corporation | 3,108,145 | 5.30% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 3,088,169 | 5.27% | 13G (passive) | Mar 31, 2026 |
| Armistice Capital, LLC | 3,036,000 | 5.21% | 13G (passive) | Dec 31, 2025 |
| David E. Shaw | 3,034,031 | 5.10% | 13G (passive) | Jun 25, 2026 |
| Weston Nichols | 3,013,949 | 5.10% | 13G (passive) | Apr 29, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AGIO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,455,997 | 10.81% | $239.58M | +701,040 | 0.00% |
| Farallon Capital Management LLC | 5,917,400 | 9.91% | $219.59M | +233,400 | 1.01% |
| State Street Corp | 3,533,633 | 5.92% | $131.14M | +168,754 | 0.00% |
| Lynx1 Capital Management LP | 3,408,937 | 5.71% | $126.51M | +797,369 | 14.62% |
| D. E. Shaw & Co., Inc. | 3,107,005 | 5.20% | $115.30M | +425,836 | 0.05% |
| Vanguard Portfolio Management LLC | 2,898,197 | 4.85% | $107.55M | +287,162 | 0.00% |
| Vanguard Capital Management LLC | 2,681,845 | 4.49% | $99.52M | +49,529 | 0.00% |
| Armistice Capital, LLC | 2,400,000 | 4.02% | $89.06M | −316,000 | 1.09% |
| Erste Asset Management GmbH | 2,154,900 | 3.61% | $81.97M | −550,000 | 0.64% |
| Nomura Asset Management International Inc. | 2,110,809 | 3.54% | $78.33M | +616,374 | 0.12% |
| Geode Capital Management, LLC | 1,574,268 | 2.64% | $58.43M | +106,358 | 0.00% |
| Susquehanna International Group, Llp | 1,375,558 | 2.30% | $51.05M | +30,605 | 0.00% |
| ADAR1 Capital Management, LLC | 1,288,053 | 2.16% | $47.80M | +1,147,381 | 2.19% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,280,044 | 2.14% | $47.50M | −300,796 | 0.05% |
| Dimensional Fund Advisors LP | 1,248,738 | 2.09% | $46.35M | +97,124 | 0.01% |
| GW&K Investment Management, LLC | 1,206,615 | 2.02% | $44.78K | −8,286 | 0.35% |
| Goldman Sachs Group Inc | 1,150,932 | 1.93% | $42.71M | +345,156 | 0.00% |
| UBS Group AG | 985,831 | 1.65% | $36.58M | +853,291 | 0.00% |
| Morgan Stanley | 963,256 | 1.61% | $35.75M | −4,269 | 0.00% |
| Nuveen, LLC | 873,560 | 1.46% | $32.42M | +151,212 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 238 | 66M | 100.0% | 39 / 97 | 65 / 32 | 13M | 10M |
| Q1 2026 | 234 | 63M | 100.0% | 36 / 82 | 82 / 37 | 16M | 9M |
| Q4 2025 | 238 | 61M | 100.0% | 65 / 78 | 71 / 44 | 20M | 22M |
| Q3 2025 | 221 | 64M | 100.0% | 43 / 68 | 69 / 35 | 9M | 7M |
| Q2 2025 | 215 | 62M | 100.0% | 21 / 87 | 77 / 25 | 7M | 5M |
| Q1 2025 | 221 | 60M | 100.0% | 38 / 73 | 78 / 39 | 8M | 7M |
| Q4 2024 | 225 | 60M | 100.0% | 41 / 85 | 71 / 24 | 8M | 8M |
| Q3 2024 | 208 | 60M | 100.0% | 27 / 76 | 69 / 24 | 10M | 5M |
| Q2 2024 | 206 | 60M | 100.0% | 48 / 52 | 81 / 27 | 8M | 15M |
| Q1 2024 | 187 | 67M | 100.0% | 40 / 61 | 58 / 23 | 11M | 7M |
| Q4 2023 | 170 | 63M | 100.0% | 36 / 62 | 48 / 8 | 11M | 7M |
| Q3 2023 | 145 | 59M | 99.2% | 10 / 56 | 46 / 17 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AGIO | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 2,005,301 | 3.36% | $74.42M | 0.69% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,889,447 | 3.16% | $70.12M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,539,675 | 2.58% | $57.14M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,362,732 | 2.28% | $50.57M | 0.03% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 1,144,753 | 1.92% | $33.66M | 0.61% | May 29, 2026 |
| Vanguard Small-Cap Growth Index Fund | 788,655 | 1.32% | $29.27M | 0.06% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 683,990 | 1.15% | $25.38M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 646,318 | 1.08% | $19.40M | 0.06% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 520,310 | 0.87% | $19.31M | 0.13% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 481,926 | 0.81% | $14.17M | 0.01% | May 31, 2026 |
| iShares Biotechnology ETF | 395,471 | 0.66% | $14.68M | 0.16% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 332,643 | 0.56% | $12.34M | 0.01% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 308,070 | 0.52% | $9.25M | 0.23% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 303,759 | 0.51% | $8.93M | 0.02% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 290,173 | 0.49% | $8.53M | 0.05% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brian Goff | Chief Executive Officer, Director | 191,104 | 0.32% | Jun 23, 2026 |
| Sarah Gheuens | Chief Medical Officer | 54,645 | 0.09% | Aug 6, 2026 |
| Tsveta Milanova | Chief Commercial Officer | 46,829 | 0.08% | Jun 23, 2026 |
| Krishnan Viswanadhan | Chief Strategy and Operations | 10,282 | 0.02% | Jun 23, 2026 |
| James William Burns | Chief Legal Officer | 49,306 | 0.08% | Jun 23, 2026 |
| Cecilia Jones | Chief Financial Officer | 54,998 | 0.09% | Jun 23, 2026 |
| Theodore James Washburn Jr. | Principal Accounting Officer | 868 | 0.00% | Mar 5, 2026 |
| Jay T. Backstrom | Director | 1,447 | 0.00% | Jul 10, 2026 |
| Rahul D. Ballal | Director | 15,230 | 0.03% | Jun 23, 2026 |
| Cynthia Smith | Director | 15,230 | 0.03% | Jun 23, 2026 |
| David Scadden | Director | 20,419 | 0.03% | Jun 23, 2026 |
| Maykin Ho | Director | 19,848 | 0.03% | Jun 23, 2026 |
| Jacqualyn A. Fouse | Director | 154,156 | 0.26% | Jun 23, 2026 |
| Jeffrey D. Capello | Director | 10,865 | 0.02% | Jun 23, 2026 |
| Adams Catherine Owen | Director | 10,865 | 0.02% | Jun 23, 2026 |
| Kaye I. Foster-Cheek | Director | 12,484 | 0.02% | Jun 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sarah Gheuens Chief Medical Officer | Aug 4, 2026 | Sale(10b5-1 plan) | −30,000 | $30.48 | $914.40K | 54,645 |
| Jay T. Backstrom Director | Jul 8, 2026 | Award | +1,447 | – | – | 1,447 |
| Sarah Gheuens Chief Medical Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −4,007 | $37.56 | $150.50K | 84,645 |
| Sarah Gheuens Chief Medical Officer | Jul 1, 2026 | Option exercise | +8,375 | – | – | 88,652 |
| Cynthia Smith Director | Jun 18, 2026 | Option exercise | +2,816 | – | – | 15,230 |
| Jeffrey D. Capello Director | Jun 18, 2026 | Option exercise | +2,816 | – | – | 10,865 |
| Maykin Ho Director | Jun 18, 2026 | Option exercise | +2,816 | – | – | 19,848 |
| Kaye I. Foster-Cheek Director | Jun 18, 2026 | Option exercise | +2,816 | – | – | 10,284 |
| Adams Catherine Owen Director | Jun 18, 2026 | Option exercise | +2,816 | – | – | 10,865 |
| Jacqualyn A. Fouse Director | Jun 18, 2026 | Option exercise | +2,816 | – | – | 154,156 |
| David Scadden Director | Jun 18, 2026 | Option exercise | +2,816 | – | – | 20,419 |
| Rahul D. Ballal Director | Jun 18, 2026 | Option exercise | +2,816 | – | – | 15,230 |
| Adams Catherine Owen Director | Jun 13, 2026 | Option exercise | +1,976 | – | – | 8,049 |
| Jeffrey D. Capello Director | Jun 13, 2026 | Option exercise | +1,976 | – | – | 8,049 |
| Tsveta Milanova Chief Commercial Officer | Apr 2, 2026 | Sale(10b5-1 plan) | −3,262 | $34.71 | $113.22K | 46,829 |
| Tsveta Milanova Chief Commercial Officer | Apr 2, 2026 | Option exercise | +8,500 | – | – | 50,091 |
| Cecilia Jones Chief Financial Officer | Apr 2, 2026 | Sale(10b5-1 plan) | −3,141 | $34.71 | $109.02K | 54,998 |
| Cecilia Jones Chief Financial Officer | Apr 2, 2026 | Option exercise | +8,500 | – | – | 58,139 |
| James William Burns Chief Legal Officer | Apr 2, 2026 | Sale(10b5-1 plan) | −3,280 | $34.71 | $113.85K | 49,306 |
| James William Burns Chief Legal Officer | Apr 2, 2026 | Option exercise | +8,500 | – | – | 52,586 |
| Krishnan Viswanadhan Chief Corp Dev & Strategy | Apr 2, 2026 | Sale(10b5-1 plan) | −2,959 | $34.71 | $102.71K | 10,282 |
| Krishnan Viswanadhan Chief Corp Dev & Strategy | Apr 2, 2026 | Option exercise | +8,100 | – | – | 13,241 |
| Brian Goff Chief Executive Officer, Director | Apr 2, 2026 | Option exercise | +13,500 | – | – | 191,104 |
| Brian Goff Chief Executive Officer, Director | Apr 2, 2026 | Option exercise | +25,528 | – | – | 190,076 |
| Brian Goff Chief Executive Officer, Director | Apr 2, 2026 | Sale(10b5-1 plan) | −6,596 | $34.71 | $228.95K | 184,508 |
| Brian Goff Chief Executive Officer, Director | Apr 2, 2026 | Sale(10b5-1 plan) | −12,472 | $34.71 | $432.90K | 177,604 |
| Sarah Gheuens Chief Medical Officer | Apr 2, 2026 | Sale(10b5-1 plan) | −2,940 | $34.71 | $102.05K | 80,277 |
| Sarah Gheuens Chief Medical Officer | Apr 2, 2026 | Option exercise | +8,500 | – | – | 83,217 |
| Krishnan Viswanadhan Chief Corp Dev & Strategy | Mar 5, 2026 | Option exercise | +8,100 | – | – | 8,100 |
| Krishnan Viswanadhan Chief Corp Dev & Strategy | Mar 5, 2026 | Sale(10b5-1 plan) | −2,959 | $27.80 | $82.26K | 5,141 |
| Theodore James Washburn Jr. Principal Accounting Officer | Mar 3, 2026 | Sale | −5,272 | $28.88 | $152.26K | 868 |
| Brian Goff Chief Executive Officer, Director | Mar 2, 2026 | Option exercise | +13,000 | – | – | 170,466 |
| Brian Goff Chief Executive Officer, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −8,267 | $28.96 | $239.41K | 157,466 |
| Brian Goff Chief Executive Officer, Director | Mar 2, 2026 | Option exercise | +18,000 | – | – | 165,733 |
| Brian Goff Chief Executive Officer, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −3,870 | $28.96 | $112.08K | 147,733 |
| Brian Goff Chief Executive Officer, Director | Mar 2, 2026 | Option exercise | +8,500 | – | – | 151,603 |
| Brian Goff Chief Executive Officer, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −5,918 | $28.96 | $171.39K | 164,548 |
| Tsveta Milanova Chief Commercial Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −1,681 | $28.96 | $48.68K | 38,778 |
| Tsveta Milanova Chief Commercial Officer | Mar 2, 2026 | Option exercise | +5,666 | – | – | 40,459 |
| Tsveta Milanova Chief Commercial Officer | Mar 2, 2026 | Option exercise | +4,000 | – | – | 42,778 |
| Tsveta Milanova Chief Commercial Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −1,187 | $28.96 | $34.38K | 41,591 |
| Theodore James Washburn Jr. Principal Accounting Officer | Mar 2, 2026 | Option exercise | +2,350 | – | – | 3,293 |
| Theodore James Washburn Jr. Principal Accounting Officer | Mar 2, 2026 | Option exercise | +2,450 | – | – | 4,970 |
| Theodore James Washburn Jr. Principal Accounting Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −798 | $28.96 | $23.11K | 6,140 |
| Theodore James Washburn Jr. Principal Accounting Officer | Mar 2, 2026 | Option exercise | +2,695 | – | – | 6,938 |
| Theodore James Washburn Jr. Principal Accounting Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −727 | $28.96 | $21.05K | 4,243 |
| Theodore James Washburn Jr. Principal Accounting Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −698 | $28.96 | $20.21K | 2,595 |
| James William Burns Chief Legal Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −1,163 | $28.96 | $33.68K | 44,086 |
| James William Burns Chief Legal Officer | Mar 2, 2026 | Option exercise | +3,920 | – | – | 45,249 |
| James William Burns Chief Legal Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −1,187 | $28.96 | $34.38K | 41,329 |
| James William Burns Chief Legal Officer | Mar 2, 2026 | Option exercise | +4,000 | – | – | 42,516 |
| James William Burns Chief Legal Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −1,681 | $28.96 | $48.68K | 38,516 |
| James William Burns Chief Legal Officer | Mar 2, 2026 | Option exercise | +5,666 | – | – | 40,197 |
| James William Burns Chief Legal Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −1,187 | $28.96 | $34.38K | 34,531 |
| James William Burns Chief Legal Officer | Mar 2, 2026 | Option exercise | +4,000 | – | – | 35,718 |
| Cecilia Jones Chief Financial Officer | Mar 2, 2026 | Option exercise | +5,303 | – | – | 50,901 |
| Cecilia Jones Chief Financial Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −1,573 | $28.96 | $45.55K | 49,328 |
| Cecilia Jones Chief Financial Officer | Mar 2, 2026 | Option exercise | +2,000 | – | – | 39,394 |
| Cecilia Jones Chief Financial Officer | Mar 2, 2026 | Sale(10b5-1 plan) | −594 | $28.96 | $17.20K | 38,800 |
| Cecilia Jones Chief Financial Officer | Mar 2, 2026 | Option exercise | +5,666 | – | – | 44,466 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Gheuens Sarah Officer | Aug 4, 2026 | 30,000 | $914.28K | Aug 4, 2026 | Restricted Stock |
| Sarah Gheuens Officer | Jul 1, 2026 | 4,007 | $150.50K | Jul 1, 2026 | Vesting of restricted stock units |
| James William Burns Officer | Apr 2, 2026 | 3,280 | $112.14K | Apr 2, 2026 | Vesting of Restricted Stock Units |
| Sarah Gheuens Officer | Apr 2, 2026 | 2,940 | $100.52K | Apr 2, 2026 | Vesting of Restricted Stock Units |
| Tsveta Milanova Officer | Apr 2, 2026 | 3,262 | $111.53K | Apr 2, 2026 | Vesting of Restricted Stock Units |
| Krishnan Viswanadhan Officer | Apr 2, 2026 | 2,959 | $101.17K | Apr 2, 2026 | Vesting of Restricted Stock Units |
| Cecilia Jones Officer | Apr 2, 2026 | 3,141 | $107.39K | Apr 2, 2026 | Vesting of Restricted Stock Units |
| Brian Goff Officer, Director | Apr 2, 2026 | 19,068 | $651.94K | Apr 2, 2026 | Vesting of Restricted Stock Units |
| Krishnan Viswanadhan Officer | Mar 5, 2026 | 2,959 | $85.81K | Mar 5, 2026 | Vesting of Restricted Stock Units |
| Tsveta Milanova Officer | Mar 2, 2026 | 2,868 | $86.70K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| Cecilia Jones Officer | Mar 2, 2026 | 5,035 | $152.21K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| Sarah Gheuens Officer | Mar 2, 2026 | 4,055 | $122.58K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| James William Burns Officer | Mar 2, 2026 | 5,218 | $157.74K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| Brian Goff Officer, Director | Mar 2, 2026 | 18,055 | $545.80K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| Tsveta Milanova Officer | Jan 5, 2026 | 2,872 | $78.18K | Jan 5, 2026 | Vesting of Restricted Stock Units |