ARVNNasdaqPharmaceutical PreparationsFiscal year ends December 31
ARVINAS, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$7.26+0.29 (+4.16%)
Close on Oct 19, 2026
- Market cap
- $476.98M
- P/E (TTM)
- 45.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.0%
56M of 65M shares
Institutional holders
201
36 new, 38 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
1 buys · 23 sales
Net sold $1.15M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 5,422,796 | 7.90% | 13G (passive) amendment | Mar 31, 2025 |
| Logos Global Management LP | 4,800,000 | 6.40% | 13D (active) | Jun 9, 2025 |
| Vanguard Portfolio Management | 3,917,671 | 6.12% | 13G (passive) | Mar 31, 2026 |
| D. E. Shaw & Co., L.P. | 3,495,153 | 5.40% | 13G (passive) amendment | Jun 30, 2026 |
| David E. Shaw | 3,405,026 | 5.30% | 13G (passive) | Nov 6, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ARVN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,609,123 | 11.64% | $63.23M | +811,539 | 0.00% |
| Vanguard Portfolio Management LLC | 4,123,399 | 6.31% | $34.27M | +233,771 | 0.00% |
| D. E. Shaw & Co., Inc. | 3,495,153 | 5.35% | $29.04M | −143,414 | 0.01% |
| Pfizer Inc | 3,457,815 | 5.29% | $27.66M | – | 16.24% |
| Armistice Capital, LLC | 2,796,000 | 4.28% | $23.23M | +818,000 | 0.28% |
| Vanguard Capital Management LLC | 2,714,163 | 4.15% | $22.55M | +24,801 | 0.00% |
| Two Sigma Investments, LP | 2,573,447 | 3.94% | $21.39M | +741,333 | 0.02% |
| State Street Corp | 2,196,872 | 3.36% | $18.26M | +368,400 | 0.00% |
| Geode Capital Management, LLC | 1,667,265 | 2.55% | $13.86M | +110,158 | 0.00% |
| Qube Research & Technologies Ltd | 1,592,276 | 2.44% | $13.23M | +390,641 | 0.01% |
| Jacobs Levy Equity Management, Inc | 1,412,643 | 2.16% | $11.74M | −28,878 | 0.04% |
| Federated Hermes, Inc. | 1,356,032 | 2.07% | $11.27M | +215,317 | 0.02% |
| Nextech Invest, Ltd. | 1,122,713 | 1.72% | $17.12M | +583,319 | 0.81% |
| Acadian Asset Management LLC | 848,382 | 1.30% | $7.05K | −101,492 | 0.01% |
| Hillsdale Investment Management Inc. | 750,900 | 1.15% | $6.24M | New | 0.14% |
| Price T Rowe Associates Inc /Md/ | 728,147 | 1.11% | $6.05K | +301,054 | 0.00% |
| TCG Crossover Management, LLC | 707,098 | 1.08% | $5.88M | −1,680,363 | 0.14% |
| Dimensional Fund Advisors LP | 654,909 | 1.00% | $5.44M | +169,145 | 0.00% |
| Goldman Sachs Group Inc | 640,811 | 0.98% | $5.33M | −116,064 | 0.00% |
| Citadel Advisors LLC | 620,973 | 0.95% | $5.16M | −560,015 | 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 | 201 | 56M | 86.0% | 36 / 80 | 53 / 38 | 10M | 8M |
| Q1 2026 | 207 | 54M | 82.9% | 34 / 63 | 71 / 32 | 14M | 9M |
| Q4 2025 | 206 | 56M | 85.7% | 32 / 69 | 72 / 31 | 11M | 20M |
| Q3 2025 | 211 | 67M | 100.0% | 35 / 68 | 72 / 39 | 13M | 16M |
| Q2 2025 | 215 | 70M | 100.0% | 53 / 75 | 54 / 52 | 23M | 18M |
| Q1 2025 | 215 | 65M | 99.6% | 56 / 71 | 60 / 36 | 18M | 27M |
| Q4 2024 | 198 | 77M | 100.0% | 29 / 79 | 53 / 35 | 15M | 13M |
| Q3 2024 | 206 | 75M | 100.0% | 27 / 72 | 65 / 27 | 14M | 6M |
| Q2 2024 | 207 | 73M | 100.0% | 28 / 90 | 55 / 40 | 7M | 5M |
| Q1 2024 | 223 | 72M | 100.0% | 38 / 85 | 66 / 25 | 10M | 6M |
| Q4 2023 | 212 | 68M | 100.0% | 83 / 67 | 43 / 23 | 25M | 6M |
| Q3 2023 | 154 | 49M | 74.7% | 20 / 62 | 50 / 20 | 5M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ARVN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,920,682 | 2.94% | $15.96M | 0.00% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 1,709,917 | 2.62% | $14.21M | 0.12% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,550,364 | 2.37% | $12.88M | 0.02% | Jun 30, 2026 |
| Vanguard Explorer Fund | 896,372 | 1.37% | $7.20M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 727,428 | 1.11% | $6.04M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 648,842 | 0.99% | $5.21M | 0.02% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Pharmaceuticals ETF | 642,928 | 0.98% | $5.34M | 1.25% | Jun 30, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 561,301 | 0.86% | $4.51M | 0.20% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 529,728 | 0.81% | $4.76M | 0.09% | May 29, 2026 |
| iShares Russell 2000 Value ETF | 507,109 | 0.78% | $4.21M | 0.03% | Jun 30, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 488,693 | 0.75% | $4.06M | 0.13% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 407,648 | 0.62% | $3.39M | 0.02% | Jun 30, 2026 |
| iShares Biotechnology ETF | 383,615 | 0.59% | $3.19M | 0.04% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 335,305 | 0.51% | $3.01M | 0.01% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 322,526 | 0.49% | $2.68M | 0.05% | 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 |
|---|---|---|---|---|
| Randy Teel | President and CEO, Director | 285,009 | 0.44% | May 22, 2026 |
| Andrew Saik | Chief Financial Officer | 187,432 | 0.29% | Jun 24, 2026 |
| Angela M. Cacace | Chief Scientific Officer | 180,390 | 0.28% | Jun 18, 2026 |
| Noah Berkowitz | Chief Medical Officer | 191,395 | 0.29% | May 13, 2026 |
| David K. Loomis | VP, Chief Accounting Officer | 40,193 | 0.06% | May 13, 2026 |
| Ian Taylor | President, R&D | 160,785 | 0.25% | Feb 25, 2025 |
| Briggs Morrison | Director | 111,548 | 0.17% | Jun 26, 2026 |
| Linda Bain | Director | 41,572 | 0.06% | Jun 26, 2026 |
| Leslie V. Norwalk | Director | 41,572 | 0.06% | Jun 26, 2026 |
| Edward Moore Kennedy Jr. | Director | 84,290 | 0.13% | Jun 26, 2026 |
| Alsup Laurie Smaldone | Director | 41,572 | 0.06% | Jun 26, 2026 |
| Everett Cunningham | Director | 41,572 | 0.06% | Jun 26, 2026 |
| John G. Houston | Director | 1,122,183 | 1.72% | Mar 2, 2026 |
| Sunil Agarwal | Director | 30,166 | 0.05% | Jun 30, 2025 |
| John D. Young | Director | 26,045 | 0.04% | Jun 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Briggs Morrison Director | Jun 24, 2026 | Award | +15,527 | – | – | 111,548 |
| Leslie V. Norwalk Director | Jun 24, 2026 | Award | +15,527 | – | – | 41,572 |
| Linda Bain Director | Jun 24, 2026 | Award | +15,527 | – | – | 41,572 |
| Everett Cunningham Director | Jun 24, 2026 | Award | +15,527 | – | – | 41,572 |
| Edward Moore Kennedy Jr. Director | Jun 24, 2026 | Award | +15,527 | – | – | 54,957 |
| Alsup Laurie Smaldone Director | Jun 24, 2026 | Award | +15,527 | – | – | 41,572 |
| Andrew Saik Chief Financial Officer | Jun 24, 2026 | Sale(10b5-1 plan) | −5,696 | $8.16 | $46.48K | 187,432 |
| Angela M. Cacace Chief Scientific Officer | Jun 17, 2026 | Sale(10b5-1 plan) | −2,576 | $7.60 | $19.58K | 180,390 |
| Randy Teel President and CEO, Director | May 21, 2026 | Sale | −2,209 | $9.04 | $19.97K | 285,009 |
| David K. Loomis VP, Chief Accounting Officer | May 11, 2026 | Sale | −1,919 | $9.94 | $19.07K | 40,193 |
| Randy Teel President and CEO, Director | May 11, 2026 | Sale | −9,657 | $9.94 | $95.99K | 287,218 |
| Andrew Saik Chief Financial Officer | May 11, 2026 | Sale | −11,139 | $9.94 | $110.72K | 193,128 |
| Angela M. Cacace Chief Scientific Officer | May 11, 2026 | Sale | −9,657 | $9.94 | $95.99K | 182,966 |
| Noah Berkowitz Chief Medical Officer | May 11, 2026 | Sale | −11,108 | $9.94 | $110.41K | 191,395 |
| Noah Berkowitz Chief Medical Officer | Mar 18, 2026 | Sale | −6,435 | $11.10 | $71.43K | 202,503 |
| Briggs Morrison Director | Mar 6, 2026 | Buy | +20,000 | $13.40 | $268.00K | 96,021 |
| John G. Houston Director | Feb 27, 2026 | Sale | −11,787 | $13.14 | $154.88K | 1,122,183 |
| John G. Houston Director | Feb 27, 2026 | Sale | −18,822 | $13.24 | $249.20K | 1,133,970 |
| John G. Houston Director | Feb 27, 2026 | Sale | −4,688 | $13.24 | $62.07K | 1,152,792 |
| Randy Teel President and CEO, Director | Feb 26, 2026 | Award | +147,179 | – | – | 296,875 |
| Andrew Saik Chief Financial Officer | Feb 26, 2026 | Award | +45,000 | – | – | 204,267 |
| Angela M. Cacace Chief Scientific Officer | Feb 26, 2026 | Award | +45,000 | – | – | 192,623 |
| David K. Loomis VP, Chief Accounting Officer | Feb 26, 2026 | Award | +12,420 | – | – | 42,112 |
| Noah Berkowitz Chief Medical Officer | Feb 26, 2026 | Award | +45,000 | – | – | 208,938 |
| Randy Teel President and CEO, Director | Feb 26, 2026 | Award | +147,791 | – | – | 297,487 |
| Randy Teel President and CEO, Director | Feb 23, 2026 | Sale | −3,748 | $12.16 | $45.58K | 149,696 |
| Randy Teel President and CEO, Director | Feb 23, 2026 | Sale | −1,038 | $12.16 | $12.62K | 153,444 |
| David K. Loomis Chief Accounting Officer | Feb 23, 2026 | Sale | −1,108 | $12.16 | $13.47K | 29,692 |
| Angela M. Cacace Chief Scientific Officer | Feb 23, 2026 | Sale | −1,038 | $12.16 | $12.62K | 150,194 |
| Angela M. Cacace Chief Scientific Officer | Feb 23, 2026 | Sale | −2,571 | $12.16 | $31.26K | 147,623 |
| David K. Loomis Chief Accounting Officer | Feb 13, 2026 | Sale | −1,016 | $11.89 | $12.08K | 30,800 |
| Randy Teel President and CEO, Director | Feb 13, 2026 | Sale | −4,403 | $11.89 | $52.35K | 154,482 |
| Noah Berkowitz Chief Medical Officer | Feb 13, 2026 | Sale | −5,685 | $11.89 | $67.59K | 163,938 |
| Andrew Saik Chief Financial Officer | Feb 13, 2026 | Sale | −5,134 | $11.89 | $61.04K | 159,267 |
| Angela M. Cacace Chief Scientific Officer | Feb 13, 2026 | Sale | −4,592 | $11.89 | $54.60K | 151,232 |
| David K. Loomis Chief Accounting Officer | Nov 7, 2025 | Sale | −230 | $9.89 | $2.27K | 31,697 |
| Briggs Morrison Director | Sep 22, 2025 | Buy | +30,000 | $7.57 | $227.10K | 76,021 |
| Sunil Agarwal Director | Jun 25, 2025 | Award | +16,025 | – | – | 30,166 |
| Alsup Laurie Smaldone Director | Jun 25, 2025 | Award | +16,025 | – | – | 26,045 |
| Linda Bain Director | Jun 25, 2025 | Award | +16,025 | – | – | 26,045 |
| Edward Moore Kennedy Jr. Director | Jun 25, 2025 | Award | +16,025 | – | – | 39,430 |
| Leslie V. Norwalk Director | Jun 25, 2025 | Award | +16,025 | – | – | 26,045 |
| John D. Young Director | Jun 25, 2025 | Award | +16,025 | – | – | 26,045 |
| Briggs Morrison Director | Jun 25, 2025 | Award | +16,025 | – | – | 46,021 |
| Everett Cunningham Director | Jun 25, 2025 | Award | +16,025 | – | – | 26,045 |
| Andrew Saik Chief Financial Officer | Jun 24, 2025 | Sale | −5,700 | $7.61 | $43.38K | 164,401 |
| Angela M. Cacace Chief Scientific Officer | Jun 17, 2025 | Sale | −2,583 | $7.49 | $19.35K | 154,248 |
| Noah Berkowitz Chief Medical Officer | May 9, 2025 | Award | +59,600 | – | – | 169,623 |
| Angela M. Cacace Chief Scientific Officer | May 9, 2025 | Award | +59,600 | – | – | 156,831 |
| David K. Loomis Chief Accounting Officer | May 9, 2025 | Award | +11,825 | – | – | 30,688 |
| Andrew Saik Chief Financial Officer | May 9, 2025 | Award | +59,600 | – | – | 170,101 |
| Noah Berkowitz Chief Medical Officer | Mar 18, 2025 | Sale | −8,658 | $8.59 | $74.37K | 110,023 |
| Angela M. Cacace Chief Scientific Officer | Feb 24, 2025 | Sale | −3,061 | $16.75 | $51.27K | 98,377 |
| Angela M. Cacace Chief Scientific Officer | Feb 24, 2025 | Sale | −1,146 | $16.55 | $18.97K | 97,231 |
| John G. Houston President and CEO, Director | Feb 24, 2025 | Sale | −5,154 | $16.55 | $85.30K | 1,157,480 |
| John G. Houston President and CEO, Director | Feb 24, 2025 | Sale | −26,184 | $16.75 | $438.58K | 1,162,634 |
| David K. Loomis Chief Accounting Officer | Feb 24, 2025 | Sale | −1,214 | $16.75 | $20.33K | 18,863 |
| Ian Taylor President, R&D | Feb 24, 2025 | Sale | −7,356 | $16.75 | $123.21K | 160,785 |
| Ian Taylor President, R&D | Feb 24, 2025 | Sale | −1,664 | $16.55 | $27.54K | 159,121 |
| John G. Houston President and CEO, Director | Feb 13, 2025 | Award | +152,000 | – | – | 1,188,681 |
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 |
|---|---|---|---|---|---|
| Agarwal Sunil Director | Sep 22, 2026 | 23,105 | $196.24K | Sep 22, 2026 | Stock Option Exercise |
| C. Berkowitz Noah Former Officer | Sep 9, 2026 | 37,200 | $328.91K | Sep 9, 2026 | Exercise of Options Under a Registered Plan |
| C. Berkowitz Noah Former Officer | Sep 4, 2026 | 8,300 | $78.44K | Sep 4, 2026 | Exercise of Options Under a Registered Plan |
| C. Berkowitz Noah Officer | Aug 4, 2026 | 30,000 | $264.00K | Aug 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| C. Berkowitz Noah Former Affiliate | Jul 9, 2026 | 24,000 | $201.53K | Jul 9, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Saik Andrew Officer | Jun 23, 2026 | 5,846 | $47.59K | Jun 24, 2026 | Settlement of vested restricted stock units |
| Cacace Angela Officer | Jun 17, 2026 | 2,642 | $19.60K | Jun 17, 2026 | Settlement of vested restricted stock units |
| Teel Randy Officer, Director | May 20, 2026 | 2,197 | $19.99K | May 21, 2026 | Settlement of vested restricted stock units |
| Teel Randy Officer, Director | May 8, 2026 | 9,834 | $99.42K | May 11, 2026 | Settlement of vested restricted stock units |
| Cacace Angela Officer | May 8, 2026 | 9,834 | $99.42K | May 11, 2026 | Settlement of vested restricted stock units |
| Berkowitz Noah Officer | May 8, 2026 | 11,312 | $114.36K | May 11, 2026 | Settlement of vested restricted stock units |
| Saik Andrew Officer | May 8, 2026 | 11,343 | $114.68K | May 11, 2026 | Settlement of vested restricted stock units |
| Berkowitz Noah Officer | Mar 17, 2026 | 6,022 | $72.32K | Mar 18, 2026 | Settlement of vested restricted stock units |
| G. Houston John former President and CEO, Director | Feb 27, 2026 | 35,297 | $466.18K | Feb 27, 2026 | Settlement of vested restricted stock units |
| Cacace Angela Officer | Feb 23, 2026 | 3,609 | $43.90K | Feb 23, 2026 | Settlement of vested restricted stock units |