BMEANasdaqPharmaceutical PreparationsFiscal year ends December 31
Biomea Fusion, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$0.84−0.03 (-3.84%)
Close on Oct 19, 2026
- Market cap
- $60.46M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
34.8%
25M of 72M shares
Institutional holders
61
10 new, 14 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
4 buys · 0 sales
Net bought $196.40K
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 |
|---|---|---|---|---|
| CVI Investments, Inc. | 7,847,232 | 9.90% | 13G (passive) amendment | Dec 31, 2025 |
| FMR LLC | 5,355,867 | 15.00% | 13G (passive) amendment | Feb 9, 2024 |
| Blue Owl Capital Holdings LP | 4,451,219 | 5.92% | 13G (passive) | Dec 31, 2025 |
| Thomas Butler | 3,802,482 | 10.40% | 13G (passive) amendment | Dec 31, 2023 |
| Janus Henderson Group PLC | 3,750,000 | 5.00% | 13G (passive) | Nov 28, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BMEA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 8,814,946 | 12.16% | $12.96M | +1,587 | 0.00% |
| Vanguard Capital Management LLC | 2,829,927 | 3.90% | $4.16M | +232,627 | 0.00% |
| Marshall Wace, Llp | 2,049,802 | 2.83% | $3.01M | +851,251 | 0.00% |
| Aisling Capital Management LP | 2,048,757 | 2.83% | $3.01M | – | 0.64% |
| Renaissance Technologies LLC | 1,455,474 | 2.01% | $2.14M | +142,676 | 0.00% |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 723,176 | 1.00% | $1.06M | +166,140 | 0.03% |
| BlackRock, Inc. | 715,445 | 0.99% | $1.05M | +74,010 | 0.00% |
| Geode Capital Management, LLC | 708,854 | 0.98% | $1.04M | +160,668 | 0.00% |
| Susquehanna International Group, Llp | 612,735 | 0.85% | $900.72K | −17,130 | 0.00% |
| Mariner, LLC | 594,726 | 0.82% | $874.25K | −59,852 | 0.00% |
| Jane Street Group, LLC | 458,289 | 0.63% | $673.69K | +182,634 | 0.00% |
| UBS Group AG | 444,728 | 0.61% | $653.75K | −70,827 | 0.00% |
| XTX Topco Ltd | 406,879 | 0.56% | $598.11K | −123,663 | 0.01% |
| Two Sigma Investments, LP | 384,459 | 0.53% | $565.16K | −4,237 | 0.00% |
| Morgan Stanley | 367,021 | 0.51% | $539.52K | +20,279 | 0.00% |
| Vanguard Fiduciary Trust Co | 338,345 | 0.47% | $497.37K | +2,230 | 0.00% |
| MAI Capital Management | 289,100 | 0.40% | $424.98K | +200,000 | 0.00% |
| State Street Corp | 257,315 | 0.35% | $378.25K | +49,300 | 0.00% |
| Superstring Capital Management LP | 250,000 | 0.34% | $85.31K | – | 0.05% |
| Gsa Capital Partners Llp | 216,020 | 0.30% | $318 | +186,503 | 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 | 61 | 25M | 34.8% | 10 / 22 | 11 / 14 | 3M | 2M |
| Q1 2026 | 65 | 24M | 33.6% | 17 / 16 | 13 / 9 | 6M | 2M |
| Q4 2025 | 60 | 23M | 32.0% | 8 / 16 | 18 / 19 | 5M | 7M |
| Q3 2025 | 73 | 25M | 34.6% | 11 / 22 | 24 / 25 | 3M | 7M |
| Q2 2025 | 87 | 29M | 39.7% | 29 / 22 | 24 / 37 | 12M | 5M |
| Q1 2025 | 95 | 21M | 29.6% | 10 / 32 | 29 / 21 | 2M | 3M |
| Q4 2024 | 108 | 23M | 31.7% | 32 / 28 | 29 / 12 | 3M | 3M |
| Q3 2024 | 88 | 23M | 32.4% | 13 / 28 | 27 / 31 | 4M | 2M |
| Q2 2024 | 107 | 24M | 32.5% | 30 / 33 | 28 / 25 | 4M | 13M |
| Q1 2024 | 104 | 32M | 44.3% | 19 / 32 | 29 / 15 | 6M | 2M |
| Q4 2023 | 100 | 28M | 39.2% | 30 / 26 | 26 / 15 | 3M | 5M |
| Q3 2023 | 85 | 30M | 41.6% | 12 / 35 | 20 / 17 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BMEA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Growth Company Fund | 2,711,793 | 3.74% | $3.74M | 0.00% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,122,086 | 2.93% | $3.12M | 0.00% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 907,147 | 1.25% | $1.25M | 0.00% | May 31, 2026 |
| Fidelity Series Growth Company Fund | 804,702 | 1.11% | $1.11M | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 634,141 | 0.87% | $932.19K | 0.00% | Jun 30, 2026 |
| Select Biotechnology Portfolio | 452,663 | 0.62% | $624.67K | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 291,584 | 0.40% | $402.39K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 231,015 | 0.32% | $339.59K | 0.02% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 109,135 | 0.15% | $150.61K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 84,600 | 0.12% | $124.36K | 0.08% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 82,413 | 0.11% | $113.73K | 0.00% | May 31, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 59,251 | 0.08% | $87.10K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 51,944 | 0.07% | $71.68K | 0.00% | May 31, 2026 |
| Vanguard Balanced Index Fund | 37,201 | 0.05% | $54.69K | 0.00% | Jun 30, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 36,499 | 0.05% | $53.65K | 0.00% | 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 |
|---|---|---|---|---|
| Michael J.M. Hitchcock | Interim CEO, Director | 115,000 | 0.16% | Apr 3, 2026 |
| Rainer M. Erdtmann | See Remarks, Director | 987,041 | 1.36% | Apr 3, 2026 |
| Franco Valle | Chief Financial Officer | 42,995 | 0.06% | Dec 2, 2024 |
| Julianne Averill | Director | – | – | Jun 12, 2026 |
| Eric Aguiar | Director | – | – | Jun 12, 2026 |
| Elizabeth Faust | Director | – | – | Jun 12, 2026 |
| Sumita Ray | Director | – | – | Jun 12, 2026 |
| Cormorant Global Healthcare Master Fund, LP | – | 3,570,872 | 4.93% | Aug 1, 2025 |
| Cormorant Asset Management, LP | – | 3,170,872 | 4.37% | Aug 1, 2025 |
| Bihua Chen | – | 3,570,872 | 4.93% | Aug 1, 2025 |
| Private Healthcare Fund III LP Cormorant | – | – | – | Aug 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rainer M. Erdtmann See Remarks, Director | Dec 31, 2025 | Gift | −50,600 | – | – | 672,427 |
| Rainer M. Erdtmann See Remarks, Director | Dec 31, 2025 | Gift | +50,000 | – | – | 70,000 |
| Rainer M. Erdtmann See Remarks, Director | Dec 31, 2025 | Gift | −50,000 | – | – | 572,427 |
| Rainer M. Erdtmann See Remarks, Director | Dec 31, 2025 | Gift | +50,000 | – | – | 70,000 |
| Rainer M. Erdtmann See Remarks, Director | Dec 31, 2025 | Gift | −50,000 | – | – | 622,427 |
| Rainer M. Erdtmann See Remarks, Director | Dec 31, 2025 | Gift | +50,600 | – | – | 70,000 |
| Rainer M. Erdtmann See Remarks, Director | Dec 11, 2025 | Buy | +30,000 | $1.43 | $42.90K | 723,027 |
| Michael J.M. Hitchcock Interim CEO, Director | Dec 2, 2025 | Buy | +100,000 | $0.99 | $99.00K | 115,000 |
| Rainer M. Erdtmann See Remarks, Director | Dec 1, 2025 | Buy | +10,000 | $1.05 | $10.50K | 693,027 |
| Rainer M. Erdtmann See Remarks, Director | Nov 28, 2025 | Buy | +40,000 | $1.10 | $44.00K | 683,027 |
| Rainer M. Erdtmann See Remarks, Director | Jan 31, 2025 | Gift | −10,000 | – | – | 643,027 |
| Rainer M. Erdtmann See Remarks, Director | Jan 31, 2025 | Gift | −10,000 | – | – | 653,027 |
| Rainer M. Erdtmann See Remarks, Director | Jan 31, 2025 | Gift | +10,000 | – | – | 19,400 |
| Rainer M. Erdtmann See Remarks, Director | Jan 31, 2025 | Gift | −10,000 | – | – | 663,027 |
| Rainer M. Erdtmann See Remarks, Director | Jan 31, 2025 | Gift | +10,000 | – | – | 20,000 |
| Rainer M. Erdtmann See Remarks, Director | Jan 31, 2025 | Gift | +10,000 | – | – | 20,000 |
| Rainer M. Erdtmann See Remarks, Director | Jan 28, 2025 | Gift | −40,000 | – | – | 673,027 |
| Franco Valle Chief Financial Officer | Nov 30, 2024 | Award | +495 | $6.15 | $3.04K | 42,995 |
| Michael J.M. Hitchcock Director | Sep 30, 2024 | Buy | +10,000 | $10.06 | $100.60K | 15,000 |
| Franco Valle Chief Financial Officer | Jun 11, 2024 | Buy | +12,509 | $4.43 | $55.41K | 42,500 |
| Franco Valle Chief Financial Officer | May 31, 2024 | Award | +4,448 | $3.78 | $16.81K | 29,991 |
| Juan Pablo Frias Chief Medical Officer | May 31, 2024 | Award | +349 | $8.94 | $3.12K | 349 |
| Rainer M. Erdtmann President and COO, Director | Dec 29, 2023 | Gift | +3,000 | – | – | 10,000 |
| Rainer M. Erdtmann President and COO, Director | Dec 29, 2023 | Gift | −3,000 | – | – | 728,027 |
| Rainer M. Erdtmann President and COO, Director | Dec 29, 2023 | Gift | +3,000 | – | – | 9,400 |
| Rainer M. Erdtmann President and COO, Director | Dec 29, 2023 | Gift | +3,000 | – | – | 10,000 |
| Rainer M. Erdtmann President and COO, Director | Dec 29, 2023 | Gift | −12,000 | – | – | 713,027 |
| Rainer M. Erdtmann President and COO, Director | Dec 29, 2023 | Gift | −3,000 | – | – | 731,027 |
| Rainer M. Erdtmann President and COO, Director | Dec 29, 2023 | Gift | −3,000 | – | – | 725,027 |
| Franco Valle Chief Financial Officer | Nov 30, 2023 | Award | +1,345 | $3.78 | $5.08K | 25,543 |
| A2A Pharmaceuticals, Inc. 10% owner | Jun 1, 2023 | Sale | −50,000 | $34.56 | $1.73M | 3,500,000 |
| A2A Pharmaceuticals, Inc. 10% owner | May 31, 2023 | Sale | −75,000 | $33.81 | $2.54M | 3,550,000 |
| Franco Valle Chief Financial Officer | May 31, 2023 | Award | +4,273 | $3.78 | $16.15K | 24,198 |
| A2A Pharmaceuticals, Inc. 10% owner | May 12, 2023 | Sale | −25,000 | $33.84 | $846.00K | 3,625,000 |
| A2A Pharmaceuticals, Inc. 10% owner | May 9, 2023 | Sale | −150,000 | $34.50 | $5.18M | 3,650,000 |
| A2A Pharmaceuticals, Inc. 10% owner | May 8, 2023 | Sale | −100,000 | $33.99 | $3.40M | 3,800,000 |
| A2A Pharmaceuticals, Inc. 10% owner | Apr 20, 2023 | Sale | −200,000 | $29.12 | $5.82M | 3,900,000 |
| A2A Pharmaceuticals, Inc. 10% owner | Mar 31, 2023 | Sale | +200,000 | $31.25 | $6.25M | 4,100,000 |
| A2A Pharmaceuticals, Inc. 10% owner | Mar 31, 2023 | Sale | −200,000 | $31.25 | $6.25M | 4,100,000 |
| Cormorant Global Healthcare Master Fund, LP 10% owner | Mar 30, 2023 | Buy | +400,000 | $30.00 | $12.00M | 3,570,872 |
| Rainer M. Erdtmann President & COO, Director | Dec 28, 2022 | Gift | −4,000 | – | – | 808,027 |
| Rainer M. Erdtmann President & COO, Director | Dec 28, 2022 | Gift | +4,000 | – | – | 6,400 |
| Rainer M. Erdtmann President & COO, Director | Dec 28, 2022 | Gift | −4,000 | – | – | 812,027 |
| Rainer M. Erdtmann President & COO, Director | Dec 28, 2022 | Gift | +4,000 | – | – | 7,000 |
| Rainer M. Erdtmann President & COO, Director | Dec 28, 2022 | Gift | −4,000 | – | – | 804,027 |
| Rainer M. Erdtmann President & COO, Director | Dec 28, 2022 | Gift | +4,000 | – | – | 7,000 |
| Rainer M. Erdtmann President & COO, Director | Dec 28, 2022 | Gift | −70,000 | – | – | 734,027 |
| Franco Valle Chief Financial Officer | Nov 30, 2022 | Award | +2,518 | $3.78 | $9.52K | 19,925 |
| Michael J.M. Hitchcock Director | Nov 14, 2022 | Buy | +5,000 | $7.93 | $39.65K | 5,000 |
| Franco Valle Chief Financial Officer | Nov 11, 2022 | Buy | +4,100 | $7.63 | $31.28K | 17,407 |
| Rainer M. Erdtmann President & COO, Director | Aug 19, 2022 | Gift | −16,000 | – | – | 816,027 |
| Rainer M. Erdtmann President & COO, Director | Aug 16, 2022 | Gift | −17,100 | – | – | 832,027 |
| A2A Pharmaceuticals, Inc. 10% owner | Aug 16, 2022 | Buy | −30,684 | $13.87 | $425.59K | 4,300,000 |
| A2A Pharmaceuticals, Inc. 10% owner | Jul 21, 2022 | Sale | −34,658 | $11.21 | $388.52K | 4,330,684 |
| Rainer M. Erdtmann President & COO, Director | Jul 1, 2022 | Gift | −100,000 | – | – | 849,127 |
| A2A Pharmaceuticals, Inc. 10% owner | Jun 24, 2022 | Sale | −34,658 | $11.76 | $407.58K | 4,365,342 |
| Biomea Health, LLC 10% owner | Jun 1, 2022 | Other | −4,365,342 | – | – | 0 |
| Franco Valle Chief Financial Officer | May 31, 2022 | Award | +3,307 | $4.67 | $15.44K | 13,307 |
| Franco Valle Chief Financial Officer | Jan 14, 2022 | Buy | +10,000 | $8.68 | $86.80K | 10,000 |
| Sotirios Stergiopoulos Director | Sep 17, 2021 | Buy | +34,658 | $10.96 | $379.85K | 4,400,000 |
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 |
|---|---|---|---|---|---|
| A2A Pharmaceuticals, Inc. 10% Stockholder | May 19, 2023 | 1,500,000 | $48.20M | May 19, 2023 | Founder's Shares |
| A2A Pharmaceuticals, Inc. Stakeholder | Apr 27, 2023 | 400,000 | $12.00M | Apr 27, 2023 | Pre-IPO Owner |
| A2A Pharmaceuticals, Inc. 10% Stockholder | Apr 20, 2023 | 200,000 | $5.55M | Apr 20, 2023 | Founder's Shares |