GLUENasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
Monte Rosa Therapeutics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$10.66+0.92 (+9.45%)
Close on Oct 19, 2026
- Market cap
- $1.08B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
93M of 85M shares
Institutional holders
193
28 new, 23 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 36 sales
Net sold $4.11M
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 |
|---|---|---|---|---|
| Felix J. Baker | 8,876,346 | 9.99% | 13G (passive) amendment | Mar 31, 2026 |
| T. Rowe Price Associates, Inc. | 8,861,282 | 10.50% | 13G (passive) amendment | Jun 30, 2026 |
| Ali Behbahani | 7,797,030 | 9.70% | 13D (active) amendment | Mar 17, 2026 |
| Nea 17 Gp, LLC | 6,692,298 | 7.90% | 13D (active) amendment | Jul 1, 2026 |
| Adam Goulburn | 6,513,765 | 8.10% | 13G (passive) amendment | Mar 31, 2026 |
| Dimension Capital I, L.P. | 5,663,265 | 8.70% | 13G (passive) amendment | Dec 31, 2025 |
| Lampert Mark N | 5,085,886 | 6.30% | 13G (passive) amendment | Mar 31, 2026 |
| Chen Yu | 4,622,151 | 5.50% | 13G (passive) amendment | Mar 31, 2026 |
| Vestal Point Capital, LP | 4,600,000 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Bvf Inc/Il | 4,393,210 | 7.20% | 13G (passive) | Jan 24, 2025 |
| Baker Bros. Advisors LP | 4,345,736 | 6.70% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 3,840,165 | 6.30% | 13G (passive) | Dec 31, 2024 |
| Behzad Aghazadeh | 3,725,000 | 6.10% | 13G (passive) amendment | Jun 30, 2025 |
| Suvretta Capital Management, LLC | 3,360,000 | 5.50% | 13G (passive) | Apr 9, 2025 |
| Versant Ventures VI GP, L.P. | 3,334,669 | 5.10% | 13D (active) amendment | Nov 10, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GLUE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc /Md/ | 8,861,171 | 10.39% | $214.44K | +2,140,983 | 0.02% |
| NEA Management Company, LLC | 7,692,298 | 9.02% | $186.15M | – | 11.72% |
| BlackRock, Inc. | 6,843,087 | 8.02% | $165.60M | +1,205,403 | 0.00% |
| TCG Crossover Management, LLC | 4,622,151 | 5.42% | $111.86M | – | 2.69% |
| Vestal Point Capital, LP | 4,600,000 | 5.39% | $111.32M | +996,535 | 2.60% |
| Bvf Inc/Il | 4,460,886 | 5.23% | $107.95M | – | 2.76% |
| Baker Bros. Advisors LP | 4,345,736 | 5.09% | $105.17M | – | 0.53% |
| State Street Corp | 3,731,416 | 4.37% | $90.30M | +377,436 | 0.00% |
| Suvretta Capital Management, LLC | 3,549,539 | 4.16% | $85.90M | −677,270 | 1.57% |
| Vanguard Capital Management LLC | 3,412,927 | 4.00% | $82.59M | +312,682 | 0.00% |
| Versant Venture Management, LLC | 3,180,780 | 3.73% | $76.97M | – | 47.34% |
| Braidwell LP | 2,451,562 | 2.87% | $59.33M | −755,012 | 2.19% |
| Geode Capital Management, LLC | 1,864,113 | 2.19% | $45.12M | +323,301 | 0.00% |
| American Century Companies Inc | 1,622,846 | 1.90% | $39.27M | −1,186,801 | 0.02% |
| Marshall Wace, Llp | 1,593,600 | 1.87% | $38.57M | +160,448 | 0.03% |
| Aisling Capital Management LP | 1,555,664 | 1.82% | $37.65M | – | 7.98% |
| Nantahala Capital Management, LLC | 1,303,986 | 1.53% | $31.56M | +651,993 | 0.52% |
| Bellevue Group AG | 1,190,000 | 1.39% | $28.80M | −60,000 | 0.61% |
| Dimensional Fund Advisors LP | 1,177,488 | 1.38% | $28.49M | +136,116 | 0.01% |
| Mpm Bioimpact LLC | 1,161,081 | 1.36% | $28.10M | −15,847 | 1.71% |
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 | 193 | 93M | 100.0% | 28 / 82 | 59 / 23 | 15M | 8M |
| Q1 2026 | 191 | 87M | 100.0% | 52 / 84 | 41 / 20 | 29M | 4M |
| Q4 2025 | 161 | 64M | 75.6% | 49 / 53 | 40 / 16 | 14M | 10M |
| Q3 2025 | 129 | 60M | 70.4% | 27 / 36 | 40 / 14 | 6M | 8M |
| Q2 2025 | 116 | 63M | 73.5% | 28 / 49 | 18 / 17 | 8M | 5M |
| Q1 2025 | 105 | 60M | 69.8% | 23 / 22 | 44 / 21 | 5M | 7M |
| Q4 2024 | 104 | 61M | 71.5% | 34 / 35 | 18 / 11 | 16M | 4M |
| Q3 2024 | 81 | 50M | 58.3% | 14 / 40 | 12 / 7 | 7M | 1M |
| Q2 2024 | 75 | 46M | 53.8% | 14 / 33 | 13 / 6 | 7M | 1M |
| Q1 2024 | 68 | 40M | 46.9% | 10 / 21 | 21 / 13 | 1M | 1M |
| Q4 2023 | 71 | 40M | 47.1% | 13 / 16 | 24 / 13 | 2M | 4M |
| Q3 2023 | 71 | 42M | 49.3% | 7 / 31 | 17 / 4 | 3M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GLUE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,550,827 | 2.99% | $61.73M | 0.00% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 2,232,091 | 2.62% | $54.02M | 0.37% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 2,113,733 | 2.48% | $51.15M | 0.48% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,897,949 | 2.22% | $45.93M | 0.06% | Jun 30, 2026 |
| T. Rowe Price Health Sciences Fund, Inc. | 1,823,210 | 2.14% | $44.12M | 0.37% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,688,329 | 1.98% | $33.28M | 0.12% | May 31, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 1,375,639 | 1.61% | $33.29M | 0.34% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 809,637 | 0.95% | $13.38M | 0.04% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 785,011 | 0.92% | $19.00M | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 654,121 | 0.77% | $15.83M | 0.10% | Jun 30, 2026 |
| Vanguard Explorer Fund | 533,079 | 0.62% | $8.81M | 0.04% | Jul 31, 2026 |
| iShares Biotechnology ETF | 414,838 | 0.49% | $10.04M | 0.11% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 329,266 | 0.39% | $7.97M | 0.33% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 319,140 | 0.37% | $6.29M | 0.01% | May 31, 2026 |
| BlackRock Health Sciences Opportunities Portfolio | 318,162 | 0.37% | $6.27M | 0.11% | May 29, 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 |
|---|---|---|---|---|
| Markus Warmuth | President & CEO, Director | 585,038 | 0.69% | Jul 17, 2026 |
| Jennifer Champoux | Chief Operating Officer | 66,722 | 0.08% | Jul 16, 2026 |
| Sharon Townson | Chief Scientific Officer | 68,245 | 0.08% | Jul 7, 2026 |
| Filip Janku | Chief Medical Officer | 60,612 | 0.07% | Jul 1, 2026 |
| Philip Nickson | Chief Business & Legal Officer | 55,000 | 0.06% | Apr 10, 2026 |
| Matthew Bowen | Principal Accounting Officer | 21,604 | 0.03% | Apr 7, 2026 |
| Edmund Dunn | Principal Accounting Officer | 22,554 | 0.03% | Mar 5, 2026 |
| Ali Behbahani | Director | 6,707,298 | 7.86% | Jul 6, 2026 |
| Anthony M. Manning | Director | 0 | – | Jun 30, 2026 |
| Eric A. Hughes | Director | – | – | Jun 12, 2026 |
| Kimberly Blackwell | Director | – | – | Jun 12, 2026 |
| Christine Siu | Director | – | – | Jun 12, 2026 |
| Jan Skvarka | Director | – | – | Jun 12, 2026 |
| Andrew N. Schiff | Director | – | – | Jun 12, 2026 |
| Chandra P. Leo | Director | 10,000 | 0.01% | Mar 25, 2025 |
| Versant Vantage I GP-GP, LLC | 10% owner | 283,246 | 0.33% | Oct 30, 2024 |
| Versant Vantage I, L.P. | 10% owner | – | – | Oct 30, 2024 |
| Versant Venture Capital VI, L.P. | 10% owner | 7,241,975 | 8.49% | Oct 30, 2024 |
| Versant Ventures VI GP-GP, LLC | 10% owner | – | – | Oct 30, 2024 |
| Versant Ventures VI GP, L.P. | 10% owner | 8,329,840 | 9.76% | Oct 30, 2024 |
| Versant Vantage I GP, L.P. | 10% owner | – | – | Oct 30, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Markus Warmuth President & CEO, Director | Jul 16, 2026 | Sale | −9,500 | $23.18 | $220.21K | 585,038 |
| Jennifer Champoux Chief Operating Officer | Jul 15, 2026 | Option exercise | +4,351 | $3.98 | $17.32K | 66,722 |
| Jennifer Champoux Chief Operating Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −4,351 | $23.38 | $101.73K | 62,371 |
| Sharon Townson Chief Scientific Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −5,600 | $23.25 | $130.20K | 68,245 |
| Sharon Townson Chief Scientific Officer | Jul 6, 2026 | Option exercise | +6,000 | $6.14 | $36.84K | 73,845 |
| Sharon Townson Chief Scientific Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −400 | $24.13 | $9.65K | 67,845 |
| Ali Behbahani Director | Jul 1, 2026 | Other | −1,000,000 | – | – | 6,692,298 |
| Ali Behbahani Director | Jul 1, 2026 | Other | +15,000 | – | – | 15,000 |
| Ali Behbahani Director | Jul 1, 2026 | Other | −15,000 | – | – | 0 |
| Filip Janku Chief Medical Officer | Jun 30, 2026 | Sale(10b5-1 plan) | −5,407 | $24.50 | $132.47K | 60,612 |
| Filip Janku Chief Medical Officer | Jun 30, 2026 | Option exercise | +5,407 | $13.41 | $72.51K | 66,019 |
| Filip Janku Chief Medical Officer | Jun 29, 2026 | Sale(10b5-1 plan) | −6,000 | $22.95 | $137.70K | 59,992 |
| Filip Janku Chief Medical Officer | Jun 29, 2026 | Option exercise | +6,000 | $7.56 | $45.36K | 65,992 |
| Anthony M. Manning Director | Jun 29, 2026 | Sale | −10,000 | $23.11 | $231.10K | 0 |
| Anthony M. Manning Director | Jun 29, 2026 | Option exercise | +10,000 | $4.16 | $41.60K | 10,000 |
| Filip Janku Chief Medical Officer | Jun 24, 2026 | Option exercise | +30,000 | $7.56 | $226.80K | 89,992 |
| Filip Janku Chief Medical Officer | Jun 24, 2026 | Sale(10b5-1 plan) | −30,000 | $21.42 | $642.60K | 59,992 |
| Jennifer Champoux Chief Operating Officer | Jun 23, 2026 | Option exercise | +2,175 | $3.98 | $8.66K | 64,546 |
| Jennifer Champoux Chief Operating Officer | Jun 23, 2026 | Sale(10b5-1 plan) | −2,175 | $20.00 | $43.50K | 62,371 |
| Filip Janku Chief Medical Officer | Jun 23, 2026 | Option exercise | +6,000 | $7.56 | $45.36K | 71,837 |
| Filip Janku Chief Medical Officer | Jun 23, 2026 | Sale(10b5-1 plan) | −11,845 | $20.22 | $239.51K | 59,992 |
| Sharon Townson Chief Scientific Officer | Jun 23, 2026 | Sale(10b5-1 plan) | −3,000 | $20.00 | $60.00K | 67,845 |
| Sharon Townson Chief Scientific Officer | Jun 23, 2026 | Option exercise | +3,000 | $6.14 | $18.42K | 70,845 |
| Sharon Townson Chief Scientific Officer | Jun 17, 2026 | Sale(10b5-1 plan) | −3,000 | $19.00 | $57.00K | 67,845 |
| Sharon Townson Chief Scientific Officer | Jun 17, 2026 | Option exercise | +3,000 | $6.14 | $18.42K | 70,845 |
| Jennifer Champoux Chief Operating Officer | Jun 17, 2026 | Sale(10b5-1 plan) | −2,176 | $19.00 | $41.34K | 62,371 |
| Jennifer Champoux Chief Operating Officer | Jun 17, 2026 | Option exercise | +2,176 | $3.98 | $8.66K | 64,547 |
| Markus Warmuth President & CEO, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −468 | $19.73 | $9.23K | 594,538 |
| Markus Warmuth President & CEO, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −4,998 | $19.41 | $97.01K | 595,006 |
| Sharon Townson Chief Scientific Officer | May 29, 2026 | Sale(10b5-1 plan) | −6,000 | $19.87 | $119.22K | 67,845 |
| Sharon Townson Chief Scientific Officer | May 29, 2026 | Option exercise | +6,000 | $6.14 | $36.84K | 73,845 |
| Jennifer Champoux Chief Operating Officer | May 27, 2026 | Option exercise | +2,175 | $3.98 | $8.66K | 64,546 |
| Jennifer Champoux Chief Operating Officer | May 27, 2026 | Sale(10b5-1 plan) | −2,175 | $20.00 | $43.50K | 62,371 |
| Jennifer Champoux Chief Operating Officer | May 22, 2026 | Option exercise | +2,176 | $3.98 | $8.66K | 64,547 |
| Jennifer Champoux Chief Operating Officer | May 22, 2026 | Sale(10b5-1 plan) | −2,176 | $19.00 | $41.34K | 62,371 |
| Anthony M. Manning Director | May 21, 2026 | Sale | −10,000 | $18.01 | $180.10K | 0 |
| Anthony M. Manning Director | May 21, 2026 | Option exercise | +10,000 | $4.16 | $41.60K | 10,000 |
| Markus Warmuth President & CEO, Director | May 1, 2026 | Sale(10b5-1 plan) | −5,467 | $18.92 | $103.44K | 600,004 |
| Markus Warmuth President & CEO, Director | Apr 14, 2026 | Sale | −8,000 | $17.64 | $141.12K | 605,471 |
| Philip Nickson Chief Business & Legal Officer | Apr 9, 2026 | Sale | −5,845 | $17.69 | $103.40K | 55,000 |
| Matthew Bowen Principal Accounting Officer | Apr 6, 2026 | Award | +4,300 | – | – | 25,904 |
| Edmund Dunn Principal Accounting Officer | Mar 4, 2026 | Sale | −139 | $17.96 | $2.50K | 22,554 |
| Markus Warmuth President & CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −5,466 | $17.92 | $97.95K | 613,471 |
| Edmund Dunn Principal Accounting Officer | Mar 2, 2026 | Option exercise | +536 | $13.41 | $7.19K | 23,229 |
| Edmund Dunn Principal Accounting Officer | Mar 2, 2026 | Sale | −536 | $17.50 | $9.38K | 22,693 |
| Edmund Dunn Principal Accounting Officer | Feb 27, 2026 | Sale | −25,164 | $18.10 | $455.47K | 22,693 |
| Edmund Dunn Principal Accounting Officer | Feb 27, 2026 | Option exercise | +25,164 | $13.41 | $337.45K | 47,857 |
| Filip Janku Chief Medical Officer | Feb 23, 2026 | Sale | −9,189 | $19.50 | $179.19K | 65,837 |
| Markus Warmuth President & CEO, Director | Jan 7, 2026 | Sale(10b5-1 plan) | −3,707 | $23.24 | $86.15K | 620,696 |
| Markus Warmuth President & CEO, Director | Jan 7, 2026 | Sale(10b5-1 plan) | −1,450 | $23.88 | $34.63K | 619,246 |
| Markus Warmuth President & CEO, Director | Jan 7, 2026 | Sale(10b5-1 plan) | −309 | $24.57 | $7.59K | 618,937 |
| Edmund Dunn Principal Accounting Officer | Jan 5, 2026 | Sale | −1,039 | $15.17 | $15.76K | 22,693 |
| Filip Janku Chief Medical Officer | Jan 5, 2026 | Sale | −3,155 | $15.17 | $47.86K | 75,026 |
| Markus Warmuth President & CEO, Director | Jan 5, 2026 | Sale | −10,135 | $15.17 | $153.75K | 624,403 |
| Sharon Townson Chief Scientific Officer | Jan 5, 2026 | Sale | −3,155 | $15.17 | $47.86K | 67,845 |
| Philip Nickson Chief Business & Legal Officer | Jan 5, 2026 | Sale | −3,155 | $15.17 | $47.86K | 60,845 |
| Jennifer Champoux Chief Operating Officer | Jan 5, 2026 | Sale | −2,629 | $15.17 | $39.88K | 62,371 |
| Filip Janku Chief Medical Officer | Jan 2, 2026 | Award | +31,000 | – | – | 78,181 |
| Markus Warmuth President & CEO, Director | Jan 2, 2026 | Award | +90,000 | – | – | 634,538 |
| Sharon Townson Chief Scientific Officer | Jan 2, 2026 | Award | +35,000 | – | – | 71,000 |
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 |
|---|---|---|---|---|---|
| Warmuth Markus Officer | Jul 16, 2026 | 9,500 | $220.22K | Jul 16, 2026 | Restricted Stock |
| Jennifer Champoux Officer | Jul 15, 2026 | 4,351 | $101.73K | Jul 15, 2026 | Exercise of stock options |
| Janku Filip Officer | Jun 30, 2026 | 5,407 | $129.23K | Jun 30, 2026 | Exercise of Stock Options |
| M. Manning Anthony Director | Jun 29, 2026 | 10,000 | $231.10K | Jun 29, 2026 | Stock Option Exercise |
| Janku Filip Officer | Jun 29, 2026 | 6,000 | $133.74K | Jun 29, 2026 | Exercise of Stock Options |
| Janku Filip Officer | Jun 24, 2026 | 30,000 | $621.30K | Jun 24, 2026 | Exercise of Stock Options |
| Janku Filip Officer | Jun 23, 2026 | 11,845 | $221.15K | Jun 23, 2026 | Exercise of Stock Options |
| Jennifer Champoux Officer | Jun 23, 2026 | 2,175 | $40.04K | Jun 23, 2026 | Exercise of stock options |
| Dunn Edmund Officer | Jun 23, 2026 | 16,665 | $344.99K | Jun 23, 2026 | Stock Option Exercise |
| Jennifer Champoux Officer | Jun 17, 2026 | 2,176 | $39.00K | Jun 17, 2026 | Exercise of stock options |
| Markus Warmuth Officer | Jun 2, 2026 | 5,467 | $103.45K | May 1, 2026 | Stock Award |
| Markus Warmuth Officer | Jun 1, 2026 | 5,466 | $106.25K | Jun 1, 2026 | Stock Award |
| Townson Sharon Officer | May 29, 2026 | 24,000 | $465.36K | May 29, 2026 | Exercise of Stock Options |
| Jennifer Champoux Officer | May 27, 2026 | 2,175 | $42.04K | May 27, 2026 | Exercise of stock options |
| Jennifer Champoux Officer | May 22, 2026 | 2,176 | $40.73K | May 22, 2026 | Exercise of stock options |