ANNXNasdaqPharmaceutical PreparationsFiscal year ends December 31
Annexon, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$4.01+0.60 (+17.60%)
Close on Oct 19, 2026
- Market cap
- $806.02M
- P/E (TTM)
- –
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.2%
178M of 204M shares
Institutional holders
216
31 new, 27 sold out
Net institutional buying
23M
In Q2 2026
Insider trades, 12 months
14 buys · 10 sales
Net bought $12.09M
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 |
|---|---|---|---|---|
| State Street Corporation | 9,824,321 | 6.00% | 13G (passive) | Jun 30, 2026 |
| Lampert Mark N | 8,698,173 | 5.40% | 13G (passive) amendment | Mar 31, 2026 |
| Logos Global Management GP LLC | 6,600,000 | 6.00% | 13G (passive) | Apr 21, 2025 |
| Adage Capital Partners, L.P. | 5,645,761 | 7.15% | 13G (passive) amendment | Dec 31, 2023 |
| Abigail P. Johnson | 19,518,496 | 11.90% | 13G (passive) amendment | Jun 30, 2026 |
| Jeremy C. Green | 17,918,459 | 9.90% | 13G (passive) amendment | Jul 1, 2026 |
| BlackRock, Inc. | 13,128,281 | 8.00% | 13G (passive) amendment | Jun 30, 2026 |
| Satter Muneer A | 10,444,134 | 7.20% | 13D (active) amendment | Nov 19, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ANNX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 19,518,496 | 9.55% | $111.45M | +8,882,848 | 0.00% |
| BlackRock, Inc. | 13,539,744 | 6.62% | $77.31M | +2,601,235 | 0.00% |
| Redmile Group, LLC | 11,869,877 | 5.81% | $67.78M | −2,679,891 | 4.55% |
| State Street Corp | 9,824,321 | 4.81% | $56.10M | +2,905,066 | 0.00% |
| Bvf Inc/Il | 8,698,173 | 4.25% | $49.67M | – | 1.27% |
| Woodline Partners LP | 6,925,067 | 3.39% | $39.54M | +4,587,930 | 0.12% |
| Vanguard Capital Management LLC | 6,871,015 | 3.36% | $39.23M | +914,426 | 0.00% |
| Mak Capital One LLC | 5,862,180 | 2.87% | $33.47M | +1,138,137 | 4.69% |
| Goldman Sachs Group Inc | 5,825,579 | 2.85% | $33.26M | +3,672,699 | 0.00% |
| Siren, L.L.C. | 4,458,646 | 2.18% | $25.46M | +500,000 | 0.52% |
| Bain Capital Life Sciences Investors, LLC | 4,437,731 | 2.17% | $25.34M | −774,943 | 1.51% |
| Bellevue Group AG | 4,100,016 | 2.01% | $23.41M | −1,057,274 | 0.49% |
| Geode Capital Management, LLC | 4,037,193 | 1.97% | $23.06M | +659,370 | 0.00% |
| Mpm Bioimpact LLC | 3,544,354 | 1.73% | $20.24M | New | 1.23% |
| Ameriprise Financial Inc | 3,509,623 | 1.72% | $20.04M | +60,502 | 0.00% |
| Great Point Partners LLC | 3,500,000 | 1.71% | $19.99M | +1,000,000 | 3.78% |
| Adage Capital Partners Gp, L.L.C. | 3,500,000 | 1.71% | $19.99M | −800,000 | 0.03% |
| Morgan Stanley | 3,144,453 | 1.54% | $17.95M | +408,483 | 0.00% |
| Palo Alto Investors LP | 2,948,090 | 1.44% | $16.83M | – | 2.33% |
| Balyasny Asset Management L.P. | 2,830,976 | 1.38% | $16.16M | −1,055,933 | 0.02% |
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 | 216 | 178M | 87.2% | 31 / 81 | 79 / 27 | 43M | 20M |
| Q1 2026 | 217 | 156M | 76.3% | 66 / 86 | 50 / 15 | 44M | 18M |
| Q4 2025 | 168 | 137M | 67.0% | 41 / 72 | 30 / 14 | 44M | 9M |
| Q3 2025 | 144 | 101M | 49.6% | 33 / 51 | 36 / 17 | 17M | 15M |
| Q2 2025 | 129 | 100M | 48.9% | 19 / 50 | 35 / 37 | 10M | 10M |
| Q1 2025 | 147 | 100M | 48.8% | 25 / 56 | 39 / 28 | 13M | 15M |
| Q4 2024 | 152 | 112M | 54.9% | 29 / 60 | 38 / 18 | 17M | 16M |
| Q3 2024 | 142 | 112M | 54.8% | 22 / 57 | 38 / 18 | 19M | 13M |
| Q2 2024 | 140 | 113M | 55.1% | 39 / 53 | 34 / 26 | 30M | 15M |
| Q1 2024 | 127 | 98M | 47.8% | 39 / 42 | 27 / 11 | 26M | 9M |
| Q4 2023 | 99 | 81M | 39.6% | 20 / 38 | 26 / 13 | 32M | 4M |
| Q3 2023 | 93 | 54M | 26.2% | 14 / 30 | 28 / 15 | 8M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ANNX | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 6,233,855 | 3.05% | $35.60M | 0.33% | Jun 30, 2026 |
| Select Biotechnology Portfolio | 5,082,296 | 2.49% | $27.55M | 0.52% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 4,970,636 | 2.43% | $28.38M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,062,168 | 1.99% | $23.19M | 0.03% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 2,067,700 | 1.01% | $10.53M | 0.14% | Jul 31, 2026 |
| Fidelity Small Cap Growth Fund | 1,787,580 | 0.87% | $9.11M | 0.10% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,754,999 | 0.86% | $10.02M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,696,340 | 0.83% | $8.64M | 0.03% | Jul 31, 2026 |
| Fidelity Advisor Biotechnology Fund | 1,661,500 | 0.81% | $8.47M | 0.38% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,430,050 | 0.70% | $8.17M | 0.05% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 1,390,319 | 0.68% | $7.08M | 0.28% | Jul 31, 2026 |
| Select Health Care Portfolio | 1,200,000 | 0.59% | $6.50M | 0.11% | May 31, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 1,187,100 | 0.58% | $6.05M | 0.13% | Jul 31, 2026 |
| iShares Biotechnology ETF | 1,009,399 | 0.49% | $5.76M | 0.06% | Jun 30, 2026 |
| Select Pharmaceuticals Portfolio | 1,003,800 | 0.49% | $5.44M | 0.36% | 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 |
|---|---|---|---|---|
| Douglas Love | PRESIDENT AND CEO, Director | 390,476 | 0.19% | Sep 25, 2026 |
| Ted Yednock | EVP & CHIEF INNOVATION OFFICER | 184,807 | 0.09% | Jun 15, 2026 |
| Jamie Dananberg | CHIEF MEDICAL OFFICER | 123,582 | 0.06% | Mar 4, 2026 |
| Jennifer Lew | EVP & CHIEF FINANCIAL OFFICER | 170,700 | 0.08% | Mar 4, 2026 |
| Michael Overdorf | EVP & CHIEF BUSINESS OFFICER | 182,625 | 0.09% | Mar 4, 2026 |
| Dean Richard Artis | EVP & CHIEF SCIENTIFIC OFFICER | 180,093 | 0.09% | Mar 4, 2026 |
| Mark S. Blumenkranz | Director | – | – | Aug 12, 2026 |
| William A. Jones Jr | Director | – | – | Jun 15, 2026 |
| Jung Choi | Director | 33,000 | 0.02% | Jun 15, 2026 |
| William H. Carson | Director | 78,405 | 0.04% | Jun 15, 2026 |
| William D. Waddill | Director | – | – | Jun 15, 2026 |
| Bettina M. Cockroft | Director | – | – | Jun 15, 2026 |
| Muneer A. Satter | Director | 10,342,134 | 5.06% | Jun 15, 2026 |
| Thomas G. Wiggans | Director | – | – | Jun 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Douglas Love PRESIDENT AND CEO, Director | Sep 24, 2026 | Buy | +26,065 | $3.83 | $99.83K | 390,476 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Jun 11, 2026 | Option exercise | +30,646 | $1.85 | $56.70K | 184,807 |
| Muneer A. Satter Director | May 28, 2026 | Buy | +613,497 | $5.41 | $3.32M | 10,342,134 |
| William H. Carson Director | May 11, 2026 | Buy | +8,000 | $5.78 | $46.24K | 78,405 |
| William H. Carson Director | Apr 10, 2026 | Buy | +8,000 | $6.20 | $49.60K | 70,405 |
| William H. Carson Director | Mar 10, 2026 | Buy | +8,000 | $5.67 | $45.36K | 62,405 |
| Michael Overdorf EVP & CHIEF BUSINESS OFFICER | Mar 2, 2026 | Sale | −4,339 | $5.42 | $23.52K | 182,625 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Mar 2, 2026 | Sale | −5,566 | $5.42 | $30.17K | 154,161 |
| Jennifer Lew EVP & CHIEF FINANCIAL OFFICER | Mar 2, 2026 | Sale | −5,565 | $5.42 | $30.16K | 170,700 |
| Dean Richard Artis EVP & CHIEF SCIENTIFIC OFFICER | Mar 2, 2026 | Sale | −5,894 | $5.43 | $32.00K | 180,093 |
| Jamie Dananberg CHIEF MEDICAL OFFICER | Mar 2, 2026 | Sale | −5,820 | $5.43 | $31.60K | 123,582 |
| Michael Overdorf EVP & CHIEF BUSINESS OFFICER | Feb 19, 2026 | Award | +62,500 | – | – | 186,964 |
| Jennifer Lew EVP & CHIEF FINANCIAL OFFICER | Feb 19, 2026 | Award | +62,500 | – | – | 176,265 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Feb 19, 2026 | Award | +62,500 | – | – | 159,727 |
| Dean Richard Artis EVP & CHIEF SCIENTIFIC OFFICER | Feb 19, 2026 | Award | +62,500 | – | – | 185,987 |
| Jamie Dananberg CHIEF MEDICAL OFFICER | Feb 19, 2026 | Award | +56,250 | – | – | 129,402 |
| Dean Richard Artis EVP & CHIEF SCIENTIFIC OFFICER | Feb 18, 2026 | Sale | −5,290 | $5.10 | $26.98K | 123,487 |
| Jennifer Lew EVP & CHIEF FINANCIAL OFFICER | Feb 18, 2026 | Sale | −7,851 | $5.11 | $40.12K | 113,765 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Feb 18, 2026 | Sale | −7,857 | $5.11 | $40.15K | 97,227 |
| Michael Overdorf EVP & CHIEF BUSINESS OFFICER | Feb 18, 2026 | Sale | −6,225 | $5.10 | $31.75K | 124,464 |
| Jamie Dananberg CHIEF MEDICAL OFFICER | Feb 18, 2026 | Sale | −5,290 | $5.10 | $26.98K | 73,152 |
| William H. Carson Director | Dec 30, 2025 | Buy | +4,115 | $5.02 | $20.66K | 54,405 |
| Jung Choi Director | Dec 1, 2025 | Buy | +33,000 | $4.19 | $138.27K | 33,000 |
| William H. Carson Director | Dec 1, 2025 | Buy | +4,115 | $4.47 | $18.39K | 50,290 |
| Muneer A. Satter Director | Nov 21, 2025 | Buy | +422,613 | $4.28 | $1.81M | 9,728,637 |
| Muneer A. Satter Director | Nov 20, 2025 | Buy | +400,000 | $4.48 | $1.79M | 9,306,024 |
| Muneer A. Satter Director | Nov 19, 2025 | Buy | +500,000 | $3.94 | $1.97M | 8,906,024 |
| Muneer A. Satter Director | Nov 18, 2025 | Buy | +500,000 | $3.18 | $1.59M | 8,406,024 |
| Muneer A. Satter Director | Nov 17, 2025 | Buy | +500,000 | $2.99 | $1.50M | 7,906,024 |
| William H. Carson Director | Oct 30, 2025 | Buy | +4,115 | $3.17 | $13.04K | 46,175 |
| William H. Carson Director | Sep 30, 2025 | Buy | +4,115 | $3.05 | $12.55K | 42,060 |
| William H. Carson Director | Sep 2, 2025 | Buy | +4,115 | $2.09 | $8.60K | 37,945 |
| William H. Carson Director | Jul 30, 2025 | Buy | +4,115 | $2.43 | $10.00K | 33,830 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Jul 14, 2025 | Sale | −1,116 | $2.58 | $2.88K | 105,084 |
| Jennifer Lew EVP & CHIEF FINANCIAL OFFICER | Jul 14, 2025 | Sale | −1,117 | $2.58 | $2.88K | 121,616 |
| Michael Overdorf EVP & CHIEF BUSINESS OFFICER | Jul 14, 2025 | Sale | −853 | $2.61 | $2.23K | 130,689 |
| William H. Carson Director | Jun 30, 2025 | Buy | +4,115 | $2.46 | $10.12K | 29,715 |
| Jamie Dananberg CHIEF MEDICAL OFFICER | Feb 18, 2025 | Sale | −5,521 | $2.96 | $16.34K | 33,479 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Feb 18, 2025 | Sale | −8,345 | $2.91 | $24.28K | 61,237 |
| Michael Overdorf EVP & CHIEF BUSINESS OFFICER | Feb 18, 2025 | Sale | −6,618 | $2.95 | $19.52K | 86,579 |
| Dean Richard Artis EVP & CHIEF SCIENTIFIC OFFICER | Feb 18, 2025 | Sale | −5,515 | $2.97 | $16.38K | 83,814 |
| Jennifer Lew EVP & CHIEF FINANCIAL OFFICER | Feb 18, 2025 | Sale | −6,912 | $2.92 | $20.18K | 77,770 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Feb 13, 2025 | Sale | −1,783 | $2.99 | $5.33K | 69,582 |
| Douglas Love PRESIDENT AND CEO, Director | Feb 13, 2025 | Sale | −5,021 | $2.95 | $14.81K | 351,554 |
| Michael Overdorf EVP & CHIEF BUSINESS OFFICER | Feb 13, 2025 | Sale | −1,425 | $2.99 | $4.26K | 93,197 |
| Jennifer Lew EVP & CHIEF FINANCIAL OFFICER | Feb 13, 2025 | Sale | −1,786 | $2.98 | $5.32K | 84,682 |
| Douglas Love PRESIDENT AND CEO, Director | Jan 6, 2025 | Option exercise | +37,994 | $1.41 | $53.57K | 356,575 |
| William H. Carson Director | Dec 2, 2024 | Buy | +3,200 | $5.33 | $17.06K | 25,600 |
| Douglas Love PRESIDENT AND CEO, Director | Oct 30, 2024 | Option exercise | +36,050 | $1.85 | $66.69K | 310,570 |
| Douglas Love PRESIDENT AND CEO, Director | Oct 30, 2024 | Option exercise | +78,399 | $1.85 | $145.04K | 274,520 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Oct 15, 2024 | Sale(10b5-1 plan) | −5,408 | $7.41 | $40.07K | 71,365 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Oct 15, 2024 | Option exercise | +5,408 | $1.85 | $10.00K | 76,773 |
| William H. Carson Director | Oct 1, 2024 | Buy | +3,200 | $5.97 | $19.10K | 22,400 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Sep 19, 2024 | Sale(10b5-1 plan) | −4,500 | $7.10 | $31.95K | 0 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Sep 12, 2024 | Sale(10b5-1 plan) | −5,500 | $6.16 | $33.88K | 4,500 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Sep 5, 2024 | Sale(10b5-1 plan) | −5,500 | $5.64 | $31.02K | 10,000 |
| William H. Carson Director | Sep 3, 2024 | Buy | +3,200 | $5.48 | $17.54K | 19,200 |
| Ted Yednock EVP & CHIEF INNOVATION OFFICER | Aug 29, 2024 | Sale(10b5-1 plan) | −5,500 | $5.95 | $32.73K | 15,500 |
| William H. Carson Director | Aug 1, 2024 | Buy | +3,200 | $6.24 | $19.97K | 16,000 |
| Jennifer Lew EVP & CHIEF FINANCIAL OFFICER | Jul 15, 2024 | Sale | −1,104 | $6.03 | $6.66K | 86,468 |
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 |
|---|---|---|---|---|---|
| Thomas G. Wiggans Former Director | Aug 13, 2026 | 2,000 | $10.60K | Aug 13, 2026 | Stock Option Exercise |
| Thomas G. Wiggans Former Director | Jul 15, 2026 | 2,000 | $12.63K | Jul 15, 2026 | Stock Option Exercise |
| Thomas G. Wiggans Former Director | Jul 14, 2026 | 1,000 | $5.61K | Jul 14, 2026 | Stock Option Exercise |
| Ted Yednock Officer | Mar 2, 2026 | 5,566 | $30.18K | Mar 2, 2026 | Restricted Stock Vesting |
| Dean Richard Artis Officer | Mar 2, 2026 | 5,894 | $31.98K | Mar 2, 2026 | Restricted Stock Vesting |
| Michael Overdorf Officer | Mar 2, 2026 | 4,339 | $23.53K | Mar 2, 2026 | Restricted Stock Vesting |
| Jamie Dananberg Officer | Mar 2, 2026 | 5,820 | $31.58K | Mar 2, 2026 | Restricted Stock Vesting |
| Jennifer Lew Officer | Mar 2, 2026 | 5,565 | $30.18K | Mar 2, 2026 | Restricted Stock Vesting |
| Jennifer Lew Officer | Feb 18, 2026 | 7,851 | $40.12K | Feb 18, 2026 | Restricted Stock Vesting |
| Dean Richard Artis Officer | Feb 18, 2026 | 5,290 | $26.99K | Feb 18, 2026 | Restricted Stock Vesting |
| Ted Yednock Officer | Feb 18, 2026 | 7,857 | $40.12K | Feb 18, 2026 | Restricted Stock Vesting |
| Michael Overdorf Officer | Feb 18, 2026 | 6,225 | $31.76K | Feb 18, 2026 | Restricted Stock Vesting |
| Jamie Dananberg Officer | Feb 18, 2026 | 5,290 | $26.99K | Feb 18, 2026 | Restricted Stock Vesting |
| Ted Yednock Officer | Jul 14, 2025 | 1,116 | $2.88K | Jul 14, 2025 | Restricted Stock Vesting |
| Michael Overdorf Officer | Jul 14, 2025 | 853 | $2.23K | Jul 14, 2025 | Restricted Stock Vesting |