AMLXNasdaqPharmaceutical PreparationsFiscal year ends December 31
Amylyx Pharmaceuticals, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$27.33+0.99 (+3.76%)
Close on Oct 19, 2026
- Market cap
- $3.04B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
115M of 111M shares
Institutional holders
207
51 new, 13 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
2 buys · 30 sales
Net sold $9.15M
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 |
|---|---|---|---|---|
| Perceptive Life Sciences Master Fund, Ltd. | 8,284,882 | 7.50% | 13G (passive) amendment | Mar 31, 2026 |
| Perceptive Advisors LLC | 7,874,348 | 8.80% | 13G (passive) amendment | Mar 31, 2025 |
| BlackRock, Inc. | 7,783,648 | 7.10% | 13G (passive) amendment | Dec 31, 2025 |
| Joseph Edelman | 6,774,348 | 7.90% | 13G (passive) amendment | Dec 31, 2024 |
| Chen Yu | 6,243,812 | 5.70% | 13G (passive) amendment | Dec 31, 2025 |
| Robert Atchinson | 5,697,605 | 6.43% | 13G (passive) | Mar 31, 2025 |
| Robert Egen Atkinson | 5,650,000 | 5.10% | 13G (passive) | Nov 10, 2025 |
| Point72 Asset Management, L.P. | 4,820,333 | 5.60% | 13G (passive) | Jan 13, 2025 |
| Steven A. Cohen | 4,717,709 | 5.30% | 13G (passive) | Jun 24, 2025 |
| Abigail P. Johnson | 16,468,419 | 15.00% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMLX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 16,727,909 | 15.01% | $300.43M | +97,368 | 0.01% |
| BlackRock, Inc. | 8,827,085 | 7.92% | $158.53M | −1,751 | 0.00% |
| Perceptive Advisors LLC | 8,334,882 | 7.48% | $149.69M | +50,000 | 2.25% |
| TCG Crossover Management, LLC | 6,243,812 | 5.60% | $112.14M | – | 2.70% |
| Commodore Capital LP | 5,650,000 | 5.07% | $101.47M | – | 6.04% |
| Jupiter Topco LLC | 5,236,102 | 4.70% | $94.01M | New | 0.04% |
| Saturn V Capital Management LP | 4,624,101 | 4.15% | $83.05M | +274,216 | 11.91% |
| Vanguard Capital Management LLC | 4,224,224 | 3.79% | $75.87M | +82,649 | 0.00% |
| Morgan Stanley | 3,130,808 | 2.81% | $56.23M | +955,261 | 0.00% |
| Driehaus Capital Management LLC | 3,036,970 | 2.73% | $54.54M | +49,823 | 0.32% |
| First Light Asset Management, LLC | 3,023,256 | 2.71% | $54.30M | −167,389 | 3.30% |
| Franklin Resources Inc | 2,950,225 | 2.65% | $52.99M | +688,656 | 0.01% |
| Goldman Sachs Group Inc | 2,858,239 | 2.57% | $51.33M | +232,248 | 0.00% |
| State Street Corp | 2,603,337 | 2.34% | $46.76M | +240,176 | 0.00% |
| Geode Capital Management, LLC | 2,335,315 | 2.10% | $41.95M | +124,383 | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 1,900,000 | 1.71% | $34.12M | −1,660,764 | 0.05% |
| JPMorgan Chase & Co | 1,863,650 | 1.67% | $34.92M | +1,703,987 | 0.00% |
| Siren, L.L.C. | 1,480,586 | 1.33% | $26.59M | +250,586 | 0.54% |
| Eventide Asset Management, LLC | 1,327,536 | 1.19% | $23.84M | −186,422 | 0.32% |
| 683 Capital Management, LLC | 1,279,512 | 1.15% | $22.98M | −250,488 | 1.13% |
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 | 207 | 115M | 100.0% | 51 / 72 | 59 / 13 | 17M | 11M |
| Q1 2026 | 171 | 115M | 100.0% | 28 / 63 | 53 / 36 | 16M | 7M |
| Q4 2025 | 180 | 112M | 100.0% | 40 / 71 | 46 / 27 | 21M | 21M |
| Q3 2025 | 169 | 112M | 100.0% | 57 / 45 | 48 / 19 | 45M | 15M |
| Q2 2025 | 131 | 82M | 73.3% | 31 / 37 | 37 / 36 | 22M | 14M |
| Q1 2025 | 136 | 74M | 66.3% | 32 / 50 | 31 / 16 | 29M | 5M |
| Q4 2024 | 122 | 50M | 44.9% | 33 / 35 | 40 / 20 | 15M | 8M |
| Q3 2024 | 110 | 44M | 39.1% | 23 / 32 | 35 / 31 | 19M | 16M |
| Q2 2024 | 119 | 44M | 39.2% | 32 / 29 | 44 / 53 | 13M | 23M |
| Q1 2024 | 143 | 54M | 48.5% | 25 / 57 | 47 / 60 | 18M | 28M |
| Q4 2023 | 178 | 64M | 57.3% | 37 / 79 | 45 / 28 | 23M | 18M |
| Q3 2023 | 170 | 60M | 53.5% | 34 / 68 | 48 / 16 | 16M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AMLX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,154,723 | 2.83% | $56.66M | 0.00% | Jun 30, 2026 |
| Fidelity Advisor Biotechnology Fund | 2,433,200 | 2.18% | $49.42M | 2.25% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 2,360,386 | 2.12% | $42.39M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 2,115,961 | 1.90% | $42.98M | 0.49% | Jul 31, 2026 |
| Select Health Care Portfolio | 1,420,000 | 1.27% | $20.38M | 0.35% | May 31, 2026 |
| Eventide Healthcare & Life Sciences Fund | 1,324,994 | 1.19% | $23.80M | 1.33% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 1,257,800 | 1.13% | $25.55M | 0.35% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,138,109 | 1.02% | $16.33M | 0.01% | May 31, 2026 |
| Select Biotechnology Portfolio | 1,097,175 | 0.98% | $15.74M | 0.30% | May 31, 2026 |
| Fidelity Small Cap Growth K6 Fund | 1,053,389 | 0.95% | $21.39M | 0.47% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 1,007,047 | 0.90% | $20.45M | 0.06% | Jul 31, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 1,006,427 | 0.90% | $20.44M | 0.43% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 963,188 | 0.86% | $17.30M | 0.02% | Jun 30, 2026 |
| Fidelity Balanced Fund | 879,837 | 0.79% | $12.63M | 0.02% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 848,854 | 0.76% | $15.25M | 0.10% | Jun 30, 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 |
|---|---|---|---|---|
| Justin B. Klee | Co-Chief Executive Officer, Director | 3,614,495 | 3.24% | Sep 14, 2026 |
| Joshua B. Cohen | Co-Chief Executive Officer, Director | 3,614,042 | 3.24% | Sep 14, 2026 |
| Gina Mazzariello | Chief Legal Officer | 190,838 | 0.17% | Sep 14, 2026 |
| Camille L. Bedrosian | Chief Medical Officer | 278,064 | 0.25% | Sep 14, 2026 |
| James M. Frates | Chief Financial Officer | 333,625 | 0.30% | Sep 14, 2026 |
| Karen Firestone | Director | 116,900 | 0.10% | Sep 2, 2026 |
| Bernhardt G. Zeiher | Director | 10,000 | 0.01% | Jun 8, 2026 |
| George M. Milne Jr | Director | 812,881 | 0.73% | Jun 8, 2026 |
| Daphne Quimi | Director | 5,000 | 0.00% | Jun 8, 2026 |
| Paul R. Fonteyne | Director | 3,947 | 0.00% | Jun 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Camille L. Bedrosian Chief Medical Officer | Sep 10, 2026 | Sale | −2,081 | $33.09 | $68.86K | 278,064 |
| Camille L. Bedrosian Chief Medical Officer | Sep 10, 2026 | Sale | −7,947 | $32.21 | $255.97K | 280,145 |
| Justin B. Klee Co-Chief Executive Officer, Director | Sep 10, 2026 | Sale | −29,025 | $32.13 | $932.57K | 3,614,495 |
| Justin B. Klee Co-Chief Executive Officer, Director | Sep 10, 2026 | Sale | −1,439 | $33.16 | $47.72K | 3,613,056 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Sep 10, 2026 | Sale | −29,545 | $32.16 | $950.17K | 3,614,042 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Sep 10, 2026 | Sale | −919 | $33.15 | $30.46K | 3,613,123 |
| James M. Frates Chief Financial Officer | Sep 10, 2026 | Sale | −1,042 | $33.23 | $34.63K | 233,625 |
| James M. Frates Chief Financial Officer | Sep 10, 2026 | Sale | −9,768 | $32.27 | $315.21K | 234,667 |
| Gina Mazzariello Chief Legal Officer | Sep 10, 2026 | Sale | −11 | $33.34 | $367 | 190,838 |
| Gina Mazzariello Chief Legal Officer | Sep 10, 2026 | Sale | −9,525 | $32.46 | $309.18K | 190,849 |
| Karen Firestone Director | Aug 31, 2026 | Option exercise | +25,000 | $5.05 | $126.25K | 116,900 |
| Karen Firestone Director | Aug 31, 2026 | Option exercise | +25,000 | $1.76 | $44.00K | 91,900 |
| James M. Frates Chief Financial Officer | Aug 18, 2026 | Award | +22,807 | – | – | 244,435 |
| Camille L. Bedrosian Chief Medical Officer | Aug 18, 2026 | Award | +22,807 | – | – | 288,092 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Aug 18, 2026 | Award | +60,039 | – | – | 3,643,587 |
| Gina Mazzariello Chief Legal Officer | Aug 18, 2026 | Award | +21,284 | – | – | 200,374 |
| Justin B. Klee Co-Chief Executive Officer, Director | Aug 18, 2026 | Award | +60,039 | – | – | 3,643,520 |
| Gina Mazzariello Chief Legal Officer | Jul 10, 2026 | Sale(10b5-1 plan) | −15,000 | $17.61 | $264.15K | 179,090 |
| Gina Mazzariello Chief Legal Officer | Jul 9, 2026 | Sale(10b5-1 plan) | −15,000 | $18.32 | $274.80K | 194,090 |
| Karen Firestone Director | May 21, 2026 | Buy | +3,800 | $13.51 | $51.34K | 66,900 |
| James M. Frates Chief Financial Officer | Mar 5, 2026 | Award | +95,990 | – | – | 261,628 |
| Justin B. Klee Co-Chief Executive Officer, Director | Mar 5, 2026 | Award | +248,865 | – | – | 3,583,481 |
| Camille L. Bedrosian Chief Medical Officer | Mar 5, 2026 | Award | +95,990 | – | – | 265,285 |
| Gina Mazzariello Chief Legal Officer | Mar 5, 2026 | Award | +74,660 | – | – | 209,090 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Mar 5, 2026 | Award | +248,865 | – | – | 3,583,548 |
| Gina Mazzariello Chief Legal Officer | Mar 2, 2026 | Sale | −6,844 | $14.52 | $99.37K | 134,430 |
| Justin B. Klee Co-Chief Executive Officer, Director | Mar 2, 2026 | Sale | −29,282 | $14.47 | $423.71K | 3,334,616 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Mar 2, 2026 | Sale | −29,282 | $14.48 | $424.00K | 3,334,683 |
| James M. Frates Chief Financial Officer | Mar 2, 2026 | Sale | −7,909 | $14.52 | $114.84K | 165,638 |
| Camille L. Bedrosian Chief Medical Officer | Mar 2, 2026 | Sale | −6,461 | $14.58 | $94.20K | 169,295 |
| Gina Mazzariello Chief Legal Officer | Feb 23, 2026 | Sale | −3,419 | $14.14 | $48.34K | 141,274 |
| Gina Mazzariello Chief Legal Officer | Feb 2, 2026 | Sale | −3,448 | $14.65 | $50.51K | 144,693 |
| Justin B. Klee Co-Chief Executive Officer, Director | Feb 2, 2026 | Sale | −15,500 | $14.69 | $227.70K | 3,363,898 |
| James M. Frates Chief Financial Officer | Feb 2, 2026 | Sale | −3,557 | $14.65 | $52.11K | 173,547 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Feb 2, 2026 | Sale | −15,500 | $14.68 | $227.54K | 3,363,965 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Jan 16, 2026 | Sale | −1,974 | $13.83 | $27.30K | 3,379,465 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Jan 16, 2026 | Option exercise | +2,818 | $7.57 | $21.33K | 3,381,439 |
| Justin B. Klee Co-Chief Executive Officer, Director | Jan 16, 2026 | Sale | −1,995 | $13.89 | $27.71K | 3,379,398 |
| Justin B. Klee Co-Chief Executive Officer, Director | Jan 16, 2026 | Option exercise | +2,847 | $7.57 | $21.55K | 3,381,393 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Jan 15, 2026 | Sale | −136,193 | $13.59 | $1.85M | 3,378,621 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Jan 15, 2026 | Option exercise | +197,182 | $7.57 | $1.49M | 3,514,814 |
| Justin B. Klee Co-Chief Executive Officer, Director | Jan 15, 2026 | Sale | −136,193 | $13.58 | $1.85M | 3,378,546 |
| Justin B. Klee Co-Chief Executive Officer, Director | Jan 15, 2026 | Option exercise | +197,153 | $7.57 | $1.49M | 3,514,739 |
| George M. Milne Jr Director | Jan 12, 2026 | Gift | −17,780 | – | – | 812,881 |
| James M. Frates Chief Financial Officer | Jan 6, 2026 | Sale | −3,326 | $11.11 | $36.95K | 177,104 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Jan 6, 2026 | Sale | −7,715 | $11.09 | $85.56K | 3,317,632 |
| Justin B. Klee Co-Chief Executive Officer, Director | Jan 6, 2026 | Sale | −7,715 | $11.09 | $85.56K | 3,317,586 |
| Karen Firestone Director | Dec 23, 2025 | Buy | +8,100 | $12.45 | $100.85K | 63,100 |
| Camille L. Bedrosian Chief Medical Officer | Dec 1, 2025 | Sale | −6,580 | $14.35 | $94.42K | 175,756 |
| Justin B. Klee Co-Chief Executive Officer, Director | Sep 30, 2025 | Sale | −200 | $15.01 | $3.00K | 3,325,301 |
| Justin B. Klee Co-Chief Executive Officer, Director | Sep 30, 2025 | Sale | −29,775 | $14.37 | $427.87K | 3,325,501 |
| Camille L. Bedrosian Chief Medical Officer | Sep 30, 2025 | Sale | −12,039 | $14.58 | $175.53K | 182,336 |
| James M. Frates Chief Financial Officer | Sep 30, 2025 | Sale | −10,558 | $14.65 | $154.67K | 280,430 |
| Gina Mazzariello Chief Legal Officer | Sep 30, 2025 | Sale | −8,828 | $14.58 | $128.71K | 148,141 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Sep 30, 2025 | Sale | −200 | $15.00 | $3.00K | 3,325,347 |
| Joshua B. Cohen Co-Chief Executive Officer, Director | Sep 30, 2025 | Sale | −29,733 | $14.34 | $426.37K | 3,325,547 |
| Gina Mazzariello Chief Legal Officer | Aug 13, 2025 | Sale(10b5-1 plan) | −15,000 | $8.34 | $125.10K | 156,969 |
| Gina Mazzariello Chief Legal Officer | Aug 12, 2025 | Sale(10b5-1 plan) | −15,000 | $8.07 | $121.05K | 171,969 |
| Gina Mazzariello Chief Legal Officer | May 22, 2025 | Gift | −1,000 | – | – | 186,969 |
| James M. Frates Chief Financial Officer | Mar 31, 2025 | Sale | −10,896 | $3.47 | $37.81K | 290,988 |
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 |
|---|---|---|---|---|---|
| Milne George Director | Oct 5, 2026 | 100,000 | $2.78M | Oct 5, 2026 | Private Acquisition from Issuer or an Affiliate |
| Justin B. Klee Officer, Director | Sep 11, 2026 | 30,464 | $980.26K | Sep 10, 2026 | Vesting of Performance-based Restricted Stock Units |
| James M. Frates Officer | Sep 11, 2026 | 10,810 | $349.82K | Sep 10, 2026 | Vesting of Performance-based Restricted Stock Units |
| Camille L. Bedrosian Officer | Sep 11, 2026 | 10,028 | $324.87K | Sep 10, 2026 | Vesting of Performance-based Restricted Stock Units |
| Gina Mazzariello Officer | Sep 11, 2026 | 9,536 | $309.51K | Sep 10, 2026 | Vesting of Performance-based Restricted Stock Units |
| Joshua B. Cohen Officer, Director | Sep 11, 2026 | 30,464 | $980.50K | Sep 10, 2026 | Vesting of Performance-based Restricted Stock Units |
| Mazzariello Gina Officer | Jul 9, 2026 | 30,000 | $536.40K | Jul 9, 2026 | Restricted Stock Units |
| Justin B. Klee Officer, Director | Mar 2, 2026 | 29,282 | $423.76K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| Camille L. Bedrosian Officer | Mar 2, 2026 | 6,461 | $94.21K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| James M. Frates Officer | Mar 2, 2026 | 7,909 | $114.85K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| Gina Mazzariello Officer | Mar 2, 2026 | 6,844 | $99.38K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| Joshua B. Cohen Officer, Director | Mar 2, 2026 | 29,282 | $424.12K | Mar 2, 2026 | Vesting of Restricted Stock Units |
| Gina Mazzariello Officer | Feb 23, 2026 | 3,419 | $48.35K | Feb 23, 2026 | Vesting of Restricted Stock Units |
| Joshua B. Cohen Officer, Director | Feb 2, 2026 | 15,500 | $227.59K | Feb 2, 2026 | Vesting of Restricted Stock Units |
| Justin B. Klee Officer, Director | Feb 2, 2026 | 15,500 | $227.62K | Feb 2, 2026 | Vesting of Restricted Stock Units |