EIKNNasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
Eikon Therapeutics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$7.70+0.28 (+3.77%)
Close on Oct 19, 2026
- Market cap
- $416.90M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
48.9%
27M of 54M shares
Institutional holders
77
37 new, 12 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
10 buys · 0 sales
Net bought $52.15M
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 |
|---|---|---|---|---|
| Tim Kutzkey | 6,353,712 | 11.60% | 13D (active) | Feb 6, 2026 |
| FMR LLC | 5,520,152 | 10.20% | 13G (passive) amendment | Sep 30, 2026 |
| Abigail P. Johnson | 4,993,906 | 9.20% | 13G (passive) amendment | Jun 30, 2026 |
| James B. Tananbaum | 4,148,519 | 7.70% | 13G (passive) | Feb 4, 2026 |
| BlackRock Portfolio Management LLC | 3,002,737 | 5.50% | 13G (passive) | Mar 31, 2026 |
| Perlmutter Roger M | 2,893,171 | 5.20% | 13G (passive) | Feb 4, 2026 |
| Abu Dhabi Investment Authority | 2,816,714 | 5.20% | 13G (passive) | Feb 4, 2026 |
| Innovation Endeavors III GP, LLC | 2,723,226 | 5.00% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EIKN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 4,993,906 | 9.22% | $65.17M | +1,157,076 | 0.00% |
| BlackRock, Inc. | 4,281,425 | 7.90% | $55.87M | +962,046 | 0.00% |
| Foresite Capital Management IV, LLC | 1,943,682 | 3.59% | $25.37M | – | 8.74% |
| Merck & Co., Inc. | 1,666,666 | 3.08% | $21.75M | – | 4.13% |
| T. Rowe Price Investment Management, Inc. | 1,595,274 | 2.95% | $20.82K | +372,787 | 0.01% |
| Foresite Capital Management V, LLC | 1,318,983 | 2.44% | $17.21M | – | 4.75% |
| Capital World Investors | 1,175,944 | 2.17% | $15.35M | +32,307 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 1,005,035 | 1.86% | $13.12K | +29,201 | 0.00% |
| Vanguard Capital Management LLC | 922,707 | 1.70% | $12.04M | −46,724 | 0.00% |
| EcoR1 Capital, LLC | 732,606 | 1.35% | $9.56M | – | 0.46% |
| Alliancebernstein L.P. | 641,888 | 1.19% | $6.79M | −380,300 | 0.00% |
| Geode Capital Management, LLC | 556,955 | 1.03% | $7.27M | +283,024 | 0.00% |
| Baker Bros. Advisors LP | 555,555 | 1.03% | $7.25M | – | 0.04% |
| Soros Capital Management LLC | 484,672 | 0.89% | $6.32M | – | 1.13% |
| StepStone Group LP | 395,340 | 0.73% | $5.16M | – | 0.24% |
| Canada Pension Plan Investment Board | 379,024 | 0.70% | $4.95M | – | 0.00% |
| State Street Corp | 354,093 | 0.65% | $4.62M | +313,943 | 0.00% |
| Franklin Resources Inc | 350,000 | 0.65% | $4.57M | – | 0.00% |
| General Catalyst Group Management, LLC | 305,233 | 0.56% | $3.98M | – | 2.11% |
| UBS Group AG | 263,932 | 0.49% | $3.44M | +164,524 | 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 | 77 | 27M | 48.9% | 37 / 17 | 9 / 12 | 5M | 2M |
| Q1 2026 | 52 | 24M | 43.8% | 52 / 0 | 0 / 0 | 24M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EIKN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Contrafund | 1,275,800 | 2.36% | $16.65M | 0.01% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,143,637 | 2.11% | $14.92M | 0.02% | Jun 30, 2026 |
| Select Biotechnology Portfolio | 974,333 | 1.80% | $10.56M | 0.20% | May 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 926,046 | 1.71% | $12.08M | 0.11% | Jun 30, 2026 |
| BlackRock Health Sciences Opportunities Portfolio | 722,389 | 1.33% | $7.83M | 0.13% | May 29, 2026 |
| Vanguard Total Stock Market Index Fund | 660,117 | 1.22% | $8.61M | 0.00% | Jun 30, 2026 |
| Fidelity Growth Company Fund | 602,300 | 1.11% | $6.53M | 0.01% | May 31, 2026 |
| iShares Russell 2000 ETF | 510,661 | 0.94% | $6.66M | 0.01% | Jun 30, 2026 |
| T. Rowe Price Health Sciences Fund, Inc. | 349,098 | 0.64% | $4.56M | 0.04% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 331,011 | 0.61% | $4.32M | 0.03% | Jun 30, 2026 |
| Fidelity Contrafund K6 | 265,469 | 0.49% | $3.46M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 237,756 | 0.44% | $2.19M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 235,174 | 0.43% | $3.07M | 0.00% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 169,228 | 0.31% | $1.83M | 0.01% | May 31, 2026 |
| Fidelity Series Growth Company Fund | 154,400 | 0.29% | $1.67M | 0.01% | 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 |
|---|---|---|---|---|
| Roger M. Perlmutter | See remarks, Director | 1,475,856 | 2.72% | Mar 4, 2026 |
| Roy D. Baynes | Chief Medical Officer | – | – | Mar 4, 2026 |
| Michael A. Klobuchar | Chief Operating Officer | – | – | Mar 4, 2026 |
| Benjamin Bruno Thorner | See Remarks | – | – | Mar 4, 2026 |
| Alfred Lloyd Bowie Jr. | Chief Financial Officer | 51,572 | 0.10% | Mar 4, 2026 |
| Ma. Fatima Francisco | Director | – | – | Jun 15, 2026 |
| Kenneth C. Frazier | Director | 111,111 | 0.21% | Mar 4, 2026 |
| Robert Luther Huffines | Director | – | – | Mar 4, 2026 |
| Josh Wolfe | Director, 10% owner | 2,387,705 | 4.41% | Feb 6, 2026 |
| David W. Meline | Director | – | – | Feb 4, 2026 |
| Leon Chen | Director | – | – | Feb 4, 2026 |
| Tim Kutzkey | 10% owner | 5,869,343 | 10.84% | Sep 8, 2026 |
| TCG Opportunity III GP, LLC | 10% owner | – | – | Sep 8, 2026 |
| Column Group Opportunity III GP, LP | 10% owner | – | – | Sep 8, 2026 |
| Column Group IV-A, LP | 10% owner | – | – | Sep 8, 2026 |
| Column Group IV, LP | 10% owner | – | – | Sep 8, 2026 |
| Column Group Opportunity III, LP | 10% owner | 3,658,598 | 6.75% | Sep 8, 2026 |
| Peter Svennilson | 10% owner | – | – | Sep 8, 2026 |
| Column Group IV GP, LP | 10% owner | – | – | Sep 8, 2026 |
| Foresite Capital Opportunity Management V, LLC | 10% owner | 1,676,399 | 3.09% | Feb 6, 2026 |
| Foresite Capital Opportunity Fund V, L.P. | 10% owner | – | – | Feb 6, 2026 |
| Peter Hebert | 10% owner | – | – | Feb 6, 2026 |
| Foresite Capital Fund IV, L.P. | 10% owner | – | – | Feb 6, 2026 |
| Foresite Capital Management IV, LLC | 10% owner | – | – | Feb 6, 2026 |
| Foresite Capital VI-A, LLC | 10% owner | – | – | Feb 6, 2026 |
| Lux Ventures V, L.P. | 10% owner | 2,387,705 | 4.41% | Feb 6, 2026 |
| Lux Total Opportunities, L.P. | 10% owner | – | – | Feb 6, 2026 |
| Lux Venture Partners V, LLC | 10% owner | – | – | Feb 6, 2026 |
| Lux Co-Invest Opportunities II, L.P. | 10% owner | – | – | Feb 6, 2026 |
| Foresite Capital VI-A Management, LLC | 10% owner | – | – | Feb 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Tim Kutzkey 10% owner | Sep 3, 2026 | Buy | +89,200 | $11.56 | $1.03M | 89,200 |
| Roger M. Perlmutter See remarks, Director | Feb 6, 2026 | Conversion | +284,857 | – | – | 284,857 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Conversion | +47,898 | – | – | 95,499 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Conversion | +44,249 | – | – | 47,601 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Conversion | +110,928 | – | – | 2,874,816 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Conversion | +1,403,568 | – | – | 2,763,888 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Conversion | +1,296,629 | – | – | 1,360,320 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Buy | +1,437,323 | $18.00 | $25.87M | 4,312,139 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Buy | +49,556 | $18.00 | $892.01K | 148,840 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Conversion | +3,785 | – | – | 99,284 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Conversion | +688,283 | – | – | 688,283 |
| Column Group Opportunity III, LP 10% owner | Feb 6, 2026 | Buy | +630,881 | $18.00 | $11.36M | 1,319,164 |
| Josh Wolfe Director, 10% owner | Feb 6, 2026 | Conversion | +2,387,705 | – | – | 2,387,705 |
| Josh Wolfe Director, 10% owner | Feb 6, 2026 | Conversion | +1,151,540 | – | – | 1,290,428 |
| Josh Wolfe Director, 10% owner | Feb 6, 2026 | Conversion | +2,155,765 | – | – | 2,294,653 |
| Lux Ventures V, L.P. 10% owner | Feb 6, 2026 | Conversion | +2,387,705 | – | – | 2,387,705 |
| Lux Ventures V, L.P. 10% owner | Feb 6, 2026 | Conversion | +1,151,540 | – | – | 1,290,428 |
| Lux Ventures V, L.P. 10% owner | Feb 6, 2026 | Conversion | +2,155,765 | – | – | 2,294,653 |
| Kenneth C. Frazier Director | Feb 4, 2026 | Buy | +111,111 | $18.00 | $2.00M | 111,111 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +335,521 | – | – | 1,676,399 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +408,725 | – | – | 408,725 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +38,133 | – | – | 425,852 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +922 | – | – | 387,719 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +37,855 | – | – | 386,797 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +348,942 | – | – | 348,942 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +458,855 | – | – | 1,263,428 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +67,207 | – | – | 804,573 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +1,626 | – | – | 737,366 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +37,855 | – | – | 735,740 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +697,885 | – | – | 697,885 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +229,428 | – | – | 1,943,682 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +37,855 | – | – | 1,714,254 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Buy | +55,555 | $18.00 | $999.99K | 1,318,983 |
| Foresite Capital Opportunity Management V, LLC 10% owner | Feb 4, 2026 | Conversion | +1,340,878 | – | – | 1,340,878 |
| Josh Wolfe Director, 10% owner | Feb 4, 2026 | Buy | +138,888 | $18.00 | $2.50M | 138,888 |
| Josh Wolfe Director, 10% owner | Feb 4, 2026 | Buy | +138,888 | $18.00 | $2.50M | 138,888 |
| Lux Ventures V, L.P. 10% owner | Feb 4, 2026 | Buy | +138,888 | $18.00 | $2.50M | 138,888 |
| Lux Ventures V, L.P. 10% owner | Feb 4, 2026 | Buy | +138,888 | $18.00 | $2.50M | 138,888 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.