ANTXNasdaqPharmaceutical PreparationsFiscal year ends December 31
AN2 Therapeutics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$3.37−0.01 (-0.30%)
Close on Oct 19, 2026
- Market cap
- $150.84M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
65.1%
25M of 38M shares
Institutional holders
66
28 new, 14 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
1 buys · 22 sales
Net sold $386.66K
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 |
|---|---|---|---|---|
| Michael Kramarz | 3,697,435 | 9.90% | 13G (passive) | Mar 9, 2026 |
| Vivo Opportunity Fund Holdings, L.P. | 2,864,346 | 8.00% | 13G (passive) | Mar 10, 2026 |
| Coastlands Capital LP | 2,815,900 | 9.30% | 13G (passive) | May 28, 2025 |
| Adjuvant Capital Management, L.L.C. | 2,373,500 | 7.90% | 13G (passive) amendment | Dec 31, 2024 |
| Israel A. Englander | 2,237,102 | 6.30% | 13G (passive) | Mar 6, 2026 |
| Eric Easom | 2,232,004 | 7.90% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ANTX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vivo Capital, LLC | 3,153,640 | 8.36% | $15.26M | – | 1.39% |
| Commodore Capital LP | 2,933,680 | 7.77% | $14.20M | +599,967 | 0.85% |
| Millennium Management LLC | 2,318,692 | 6.14% | $11.22M | +96,190 | 0.00% |
| BlackRock, Inc. | 1,665,494 | 4.41% | $8.06M | +1,346,726 | 0.00% |
| Spruce Street Capital LP | 1,661,073 | 4.40% | $8.04M | – | 1.58% |
| Almitas Capital LLC | 1,469,129 | 3.89% | $7.11M | −10,000 | 1.70% |
| Vanguard Capital Management LLC | 1,238,705 | 3.28% | $6.00M | +227,627 | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 1,000,000 | 2.65% | $4.84M | – | 0.01% |
| Citadel Advisors LLC | 951,997 | 2.52% | $4.61M | +796,758 | 0.00% |
| Boxer Capital Management, LLC | 749,035 | 1.98% | $3.63M | – | 0.27% |
| Geode Capital Management, LLC | 697,806 | 1.85% | $3.38M | +411,259 | 0.00% |
| SummitTX Capital, L.P. | 597,453 | 1.58% | $2.89M | New | 0.07% |
| Balyasny Asset Management L.P. | 556,027 | 1.47% | $2.69M | New | 0.00% |
| Stonepine Capital Management, LLC | 551,692 | 1.46% | $2.67M | −162,153 | 1.51% |
| Ameriprise Financial Inc | 537,064 | 1.42% | $2.60M | −159,117 | 0.00% |
| Sio Capital Management, LLC | 529,933 | 1.40% | $2.56M | −127,267 | 0.42% |
| Ally Bridge Group (NY) LLC | 526,315 | 1.39% | $2.55M | – | 2.25% |
| Prosight Management, LP | 474,638 | 1.26% | $2.30M | −41,116 | 0.40% |
| Woodline Partners LP | 459,805 | 1.22% | $2.23M | −533,866 | 0.01% |
| State Street Corp | 311,602 | 0.83% | $1.51M | +196,400 | 0.00% |
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 | 66 | 25M | 65.1% | 28 / 15 | 14 / 14 | 6M | 3M |
| Q1 2026 | 52 | 22M | 58.0% | 25 / 13 | 8 / 9 | 17M | 2M |
| Q4 2025 | 37 | 9M | 23.0% | 5 / 8 | 9 / 3 | 0M | 2M |
| Q3 2025 | 35 | 10M | 25.7% | 2 / 8 | 11 / 3 | 2M | 0M |
| Q2 2025 | 36 | 8M | 22.0% | 8 / 9 | 5 / 9 | 2M | 8M |
| Q1 2025 | 37 | 14M | 38.0% | 5 / 8 | 11 / 5 | 1M | 1M |
| Q4 2024 | 37 | 15M | 38.5% | 12 / 12 | 7 / 6 | 5M | 4M |
| Q3 2024 | 31 | 14M | 35.8% | 9 / 7 | 7 / 22 | 7M | 13M |
| Q2 2024 | 45 | 20M | 51.7% | 6 / 15 | 13 / 14 | 4M | 3M |
| Q1 2024 | 54 | 19M | 49.7% | 18 / 13 | 16 / 15 | 2M | 4M |
| Q4 2023 | 51 | 21M | 54.7% | 16 / 17 | 9 / 2 | 2M | 1M |
| Q3 2023 | 37 | 20M | 52.8% | 14 / 12 | 8 / 8 | 9M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ANTX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 853,017 | 2.26% | $4.13M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 603,086 | 1.60% | $2.92M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 360,114 | 0.95% | $1.74M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 289,229 | 0.77% | $1.55M | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 195,477 | 0.52% | $946.11K | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 122,776 | 0.33% | $531.62K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 88,850 | 0.24% | $430.03K | 0.03% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 64,220 | 0.17% | $343.58K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Market Fund | 59,000 | 0.16% | $285.56K | 0.19% | Jun 30, 2026 |
| Master Small Cap Index Series | 49,470 | 0.13% | $239.43K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 48,504 | 0.13% | $210.02K | 0.00% | May 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 35,333 | 0.09% | $189.03K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 35,294 | 0.09% | $188.82K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 34,964 | 0.09% | $151.39K | 0.00% | May 31, 2026 |
| Fidelity Small Cap Value Index Fund | 32,907 | 0.09% | $159.27K | 0.01% | 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 |
|---|---|---|---|---|
| Eric Easom | Chief Executive Officer, Director | 465,688 | 1.23% | Mar 23, 2026 |
| Cameron C. Trenor III | Chief Medical Officer | 116,667 | 0.31% | Sep 16, 2026 |
| Sarah Joanne Williams | Principal Accounting Officer | 66,311 | 0.18% | Sep 4, 2026 |
| Joshua M. Eizen | See Remarks | 206,554 | 0.55% | Jul 10, 2026 |
| Lucy Day | Chief Financial Officer | 118,363 | 0.31% | Mar 23, 2026 |
| Sanjay Chanda | Chief Development Officer | 118,823 | 0.31% | Mar 23, 2026 |
| Stephen David Prior | Chief Strategy Officer | 59,086 | 0.16% | Jan 7, 2026 |
| Robin Shane Readnour | Director | 566,544 | 1.50% | Sep 11, 2026 |
| Margaret M. FitzPatrick | Director | 10,708 | 0.03% | Sep 2, 2026 |
| Joseph S. Zakrzewski | Director | 145,538 | 0.39% | Aug 14, 2026 |
| Patricia A. Martin | Director | 18,863 | 0.05% | Jul 10, 2026 |
| Gilbert Lynn Marks | Director | 81,873 | 0.22% | Jul 10, 2026 |
| Kabeer Aziz | Director | 436,648 | 1.16% | Jul 10, 2026 |
| Stephanie Wong | Director | – | – | Mar 23, 2026 |
| Melvin K. Spigelman | Director | – | – | Mar 23, 2026 |
| Braden Michael Leonard | 10% owner | 3,017,432 | 8.00% | Jun 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Cameron C. Trenor III Chief Medical Officer | Sep 15, 2026 | Award | +116,667 | – | – | 116,667 |
| Robin Shane Readnour Director | Sep 9, 2026 | Sale(10b5-1 plan) | −523 | $6.02 | $3.15K | 557,467 |
| Robin Shane Readnour Director | Sep 9, 2026 | Sale(10b5-1 plan) | −585 | $6.02 | $3.52K | 624,765 |
| Robin Shane Readnour Director | Sep 8, 2026 | Sale(10b5-1 plan) | −5,294 | $6.02 | $31.87K | 625,350 |
| Robin Shane Readnour Director | Sep 8, 2026 | Sale(10b5-1 plan) | −4,725 | $6.02 | $28.44K | 557,990 |
| Robin Shane Readnour Director | Sep 3, 2026 | Sale(10b5-1 plan) | −3,223 | $6.07 | $19.56K | 630,644 |
| Robin Shane Readnour Director | Sep 3, 2026 | Sale(10b5-1 plan) | −2,877 | $6.07 | $17.46K | 562,715 |
| Sarah Joanne Williams Principal Accounting Officer | Sep 1, 2026 | Sale | −272 | $5.53 | $1.50K | 66,311 |
| Margaret M. FitzPatrick Director | Sep 1, 2026 | Buy | +2,098 | $5.53 | $11.60K | 10,708 |
| Robin Shane Readnour Director | Aug 17, 2026 | Sale(10b5-1 plan) | −18,706 | $6.01 | $112.42K | 633,867 |
| Robin Shane Readnour Director | Aug 17, 2026 | Sale(10b5-1 plan) | −16,696 | $6.01 | $100.34K | 565,592 |
| Joseph S. Zakrzewski Director | Aug 14, 2026 | Gift | −405,880 | – | – | 0 |
| Kabeer Aziz Director | Jul 10, 2026 | Award | +2,852 | – | – | 59,106 |
| Gilbert Lynn Marks Director | Jul 10, 2026 | Award | +2,789 | – | – | 81,873 |
| Patricia A. Martin Director | Jul 10, 2026 | Award | +766 | – | – | 18,863 |
| Joshua M. Eizen See Remarks | Jul 8, 2026 | Sale | −5,945 | $4.17 | $24.79K | 206,554 |
| Sarah Joanne Williams Principal Accounting Officer | May 29, 2026 | Sale | −265 | $4.43 | $1.17K | 66,583 |
| Kabeer Aziz Director | Apr 10, 2026 | Award | +3,775 | – | – | 56,254 |
| Patricia A. Martin Director | Apr 10, 2026 | Award | +1,192 | – | – | 18,097 |
| Gilbert Lynn Marks Director | Apr 10, 2026 | Award | +3,775 | – | – | 79,084 |
| Sarah Joanne Williams Principal Accounting Officer | Mar 3, 2026 | Sale | −327 | $1.06 | $347 | 66,848 |
| Joshua M. Eizen See Remarks | Feb 20, 2026 | Award | +50,000 | – | – | 207,499 |
| Sarah Joanne Williams Principal Accounting Officer | Feb 20, 2026 | Award | +48,375 | – | – | 67,175 |
| Sanjay Chanda Chief Development Officer | Feb 20, 2026 | Award | +38,000 | – | – | 118,823 |
| Lucy Day Chief Financial Officer | Feb 20, 2026 | Award | +38,000 | – | – | 118,363 |
| Eric Easom Chief Executive Officer, Director | Feb 20, 2026 | Award | +112,250 | – | – | 368,630 |
| Patricia A. Martin Director | Jan 12, 2026 | Award | +3,650 | – | – | 16,905 |
| Kabeer Aziz Director | Jan 12, 2026 | Award | +11,560 | – | – | 52,479 |
| Gilbert Lynn Marks Director | Jan 12, 2026 | Award | +11,560 | – | – | 75,309 |
| Sanjay Chanda Chief Development Officer | Jan 6, 2026 | Sale | −5,956 | $1.01 | $6.02K | 75,823 |
| Stephen David Prior Chief Strategy Officer | Jan 6, 2026 | Sale | −2,858 | $1.01 | $2.89K | 59,086 |
| Joshua M. Eizen See Remarks | Jan 6, 2026 | Sale | −6,931 | $1.01 | $7.00K | 152,499 |
| Lucy Day Chief Financial Officer | Jan 6, 2026 | Sale | −5,512 | $1.01 | $5.57K | 75,363 |
| Sanjay Chanda Chief Development Officer | Jan 5, 2026 | Sale | −3,295 | $1.00 | $3.30K | 81,779 |
| Stephen David Prior Chief Strategy Officer | Jan 5, 2026 | Sale | −3,604 | $1.00 | $3.60K | 61,944 |
| Joshua M. Eizen See Remarks | Jan 5, 2026 | Sale | −17,923 | $1.00 | $17.92K | 159,430 |
| Lucy Day Chief Financial Officer | Jan 5, 2026 | Sale | −3,295 | $1.00 | $3.30K | 80,875 |
| Stephen David Prior Chief Strategy Officer | Nov 4, 2025 | Sale | −765 | $1.14 | $872 | 65,548 |
| Joshua M. Eizen See Remarks | Nov 4, 2025 | Sale | −2,819 | $1.14 | $3.21K | 177,353 |
| Patricia A. Martin Director | Oct 10, 2025 | Award | +3,274 | – | – | 13,255 |
| Kabeer Aziz Director | Oct 10, 2025 | Award | +10,367 | – | – | 40,919 |
| Gilbert Lynn Marks Director | Oct 10, 2025 | Award | +10,367 | – | – | 63,749 |
| Patricia A. Martin Director | Jul 10, 2025 | Award | +3,750 | – | – | 9,981 |
| Gilbert Lynn Marks Director | Jul 10, 2025 | Award | +11,875 | – | – | 53,382 |
| Kabeer Aziz Director | Jul 10, 2025 | Award | +11,875 | – | – | 30,552 |
| Eric Easom Chief Executive Officer, Director | Jun 2, 2025 | Buy | +10,000 | $1.07 | $10.70K | 256,380 |
| Braden Michael Leonard 10% owner | May 30, 2025 | Sale | −425,000 | $1.01 | $429.25K | 3,224,432 |
| Braden Michael Leonard 10% owner | May 30, 2025 | Sale | −7,000 | $1.03 | $7.21K | 3,217,432 |
| Braden Michael Leonard 10% owner | May 28, 2025 | Sale | −200,000 | $1.09 | $218.00K | 3,017,432 |
| Braden Michael Leonard 10% owner | May 28, 2025 | Sale | −2,000,000 | $1.16 | $2.32M | 3,749,432 |
| Braden Michael Leonard 10% owner | May 28, 2025 | Sale | −100,000 | $1.16 | $116.00K | 3,649,432 |
| Margaret M. FitzPatrick Director | May 28, 2025 | Buy | +8,610 | $1.18 | $10.16K | 8,610 |
| Kabeer Aziz Director | Apr 10, 2025 | Award | +9,705 | – | – | 18,677 |
| Joseph S. Zakrzewski Director | Apr 10, 2025 | Award | +10,523 | – | – | 145,538 |
| Gilbert Lynn Marks Director | Apr 10, 2025 | Award | +9,705 | – | – | 41,507 |
| Patricia A. Martin Director | Apr 10, 2025 | Award | +3,065 | – | – | 6,231 |
| Sanjay Chanda Chief Development Officer | Feb 26, 2025 | Award | +50,250 | – | – | 80,074 |
| Eric Easom Chief Executive Officer, Director | Feb 26, 2025 | Award | +145,250 | – | – | 246,380 |
| Lucy Day Chief Financial Officer | Feb 26, 2025 | Award | +46,500 | – | – | 79,170 |
| Stephen David Prior Chief Strategy Officer | Feb 26, 2025 | Award | +28,000 | – | – | 61,313 |
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 |
|---|---|---|---|---|---|
| Robin Shane Readnour Director | Aug 17, 2026 | 1,012,000 | $6.08M | Aug 17, 2026 | Owned Shares |
| Capital Healthcare Fund LP RA Affiliate | Aug 15, 2024 | 1,699,998 | $1.70M | Aug 15, 2024 | private transcation |
| RA Capital Nexus Fund II, L.P. Affiliate | Aug 15, 2024 | 299,999 | $306.00K | Aug 15, 2024 | private transaction |
| Trust Z3 Director | Jan 18, 2024 | 100,000 | $1.91M | Jan 18, 2024 | Private Acquisition from Issuer/Affiliate |
| Adjuvant Global Health Technology Fund, L.P. Shareholder | Jan 16, 2024 | 84,093 | $1.76M | Jan 16, 2024 | Investment fund shares |
| Adjuvant Global Health Technology Fund DE, L.P. Shareholder | Jan 16, 2024 | 15,907 | $332.14K | Jan 16, 2024 | Investment fund shares |
| Mgc Venture Partners Qp 2018 ,lp Officer | Jan 10, 2024 | 11,033 | $237.54K | Jan 10, 2024 | Open Market Purchase |
| Mgc Venture Partners 2018 ,lp Officer | Jan 10, 2024 | 9,443 | $203.31K | Jan 10, 2024 | Open Market Purchase |
| Easom Eric Officer | Jan 2, 2024 | 2,777 | $56.90K | Jan 2, 2024 | Open Market Purchase |
| Krause Kevin Officer | Jan 2, 2024 | 10,000 | $204.90K | Jan 2, 2024 | Exercise of Stock Options |
| Adjuvant Capital Gp, L.P. Officer | Nov 14, 2023 | 1,810 | $27.13K | Nov 14, 2023 | Investment fund shares |
| Adjuvant Capital Gp, L.P. Officer | Oct 2, 2023 | 5,672 | $91.21K | Oct 2, 2023 | Investment fund shares |
| Adjuvant Capital Gp, L.P. Officer | Sep 29, 2023 | 86,398 | $1.38M | Sep 29, 2023 | Investment fund shares |
| Adjuvant Capital Gp, L.P. Officer | Aug 23, 2023 | 30,000 | $417.90K | Aug 23, 2023 | Investment fund shares |