IRDNasdaqPharmaceutical PreparationsFiscal year ends December 31
Opus Genetics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$3.82−0.02 (-0.52%)
Close on Oct 19, 2026
- Market cap
- $425.49M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
72.8%
61M of 83M shares
Institutional holders
103
40 new, 16 sold out
Net institutional buying
15M
In Q2 2026
Insider trades, 12 months
2 buys · 17 sales
Net sold $16.27M
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 |
|---|---|---|---|---|
| Joseph Edelman | 9,233,710 | 9.99% | 13G (passive) amendment | Jun 30, 2026 |
| Daniel Mack | 7,123,506 | 9.99% | 13G (passive) amendment | Dec 31, 2025 |
| Nantahala Capital Management, LLC | 6,250,299 | 9.99% | 13G (passive) amendment | Jun 30, 2025 |
| Johnson David Edward | 6,077,084 | 7.30% | 13G (passive) amendment | Jun 30, 2026 |
| Adage Capital Management, L.P. | 6,029,775 | 8.47% | 13G (passive) | Mar 31, 2026 |
| Foundation Fighting Blindness, Inc. | 5,492,171 | 8.00% | 13D (active) amendment | Dec 9, 2025 |
| Balyasny Asset Management L.P. | 5,480,210 | 6.64% | 13G (passive) amendment | Jun 30, 2026 |
| Dames GP LLC | 5,110,373 | 7.41% | 13G (passive) | Dec 31, 2025 |
| Wilmot B. Harkey | 4,839,225 | 6.51% | 13G (passive) amendment | Mar 31, 2026 |
| Aaron Glenn Louis Fletcher | 3,683,429 | 6.20% | 13G (passive) | May 5, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IRD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | 6,122,718 | 7.36% | $25.16M | +4,441,388 | 0.42% |
| Caligan Partners LP | 6,077,084 | 7.30% | $24.98M | +2,056 | 1.17% |
| Adage Capital Partners Gp, L.L.C. | 6,029,775 | 7.25% | $24.78M | – | 0.03% |
| BIOS Capital Management, LP | 3,683,429 | 4.43% | $15.14M | – | 36.33% |
| BlackRock, Inc. | 3,116,487 | 3.75% | $12.81M | +2,968,747 | 0.00% |
| Balyasny Asset Management L.P. | 3,087,866 | 3.71% | $12.69M | +369,837 | 0.02% |
| Vanguard Capital Management LLC | 2,958,683 | 3.56% | $12.16M | +508,696 | 0.00% |
| Boxer Capital Management, LLC | 2,815,000 | 3.38% | $11.57M | +565,000 | 0.87% |
| Trails Edge Capital Partners, LP | 2,743,658 | 3.30% | $11.28M | +2,243,658 | 1.79% |
| Millennium Management LLC | 2,302,101 | 2.77% | $9.46M | −328,331 | 0.00% |
| Great Point Partners LLC | 1,970,187 | 2.37% | $8.10M | +1,645,847 | 1.53% |
| Marshall Wace, Llp | 1,945,609 | 2.34% | $8.00M | −367,771 | 0.01% |
| ADAR1 Capital Management, LLC | 1,783,781 | 2.14% | $7.33M | −65,223 | 0.34% |
| Goldman Sachs Group Inc | 1,527,229 | 1.84% | $6.28M | +1,200,420 | 0.00% |
| Woodline Partners LP | 1,434,713 | 1.72% | $5.90M | +80,683 | 0.02% |
| Geode Capital Management, LLC | 1,367,712 | 1.64% | $5.62M | +829,365 | 0.00% |
| Boothbay Fund Management, LLC | 1,189,515 | 1.43% | $4.89M | +402 | 0.06% |
| Opaleye Management Inc. | 1,125,000 | 1.35% | $4.62M | +5,000 | 0.42% |
| SummitTX Capital, L.P. | 1,007,351 | 1.21% | $4.14M | New | 0.11% |
| State Street Corp | 790,136 | 0.95% | $3.25M | +590,183 | 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 | 103 | 61M | 72.8% | 40 / 34 | 12 / 16 | 21M | 6M |
| Q1 2026 | 79 | 45M | 54.6% | 28 / 16 | 15 / 6 | 28M | 8M |
| Q4 2025 | 59 | 28M | 33.4% | 16 / 19 | 8 / 5 | 9M | 0M |
| Q3 2025 | 48 | 19M | 22.9% | 10 / 12 | 4 / 4 | 2M | 1M |
| Q2 2025 | 43 | 18M | 21.2% | 7 / 10 | 8 / 9 | 4M | 1M |
| Q1 2025 | 46 | 15M | 17.5% | 14 / 7 | 8 / 10 | 11M | 0M |
| Q4 2024 | 43 | 4M | 4.4% | 14 / 12 | 6 / 8 | 2M | 0M |
| Q3 2024 | 38 | 3M | 3.0% | 8 / 6 | 10 / 6 | 0M | 0M |
| Q2 2024 | 37 | 3M | 3.2% | 3 / 7 | 15 / 14 | 0M | 1M |
| Q1 2024 | 49 | 4M | 4.2% | 8 / 13 | 10 / 9 | 1M | 1M |
| Q4 2023 | 50 | 4M | 4.5% | 12 / 13 | 9 / 11 | 1M | 1M |
| Q3 2023 | 50 | 4M | 4.5% | 12 / 11 | 12 / 11 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IRD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,239,388 | 2.69% | $9.20M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,348,690 | 1.62% | $5.54M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 652,278 | 0.78% | $2.68M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 583,651 | 0.70% | $2.17M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 502,884 | 0.60% | $2.07M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 224,377 | 0.27% | $978.28K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 179,782 | 0.22% | $738.90K | 0.05% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 130,041 | 0.16% | $482.45K | 0.01% | Jul 31, 2026 |
| Master Small Cap Index Series | 100,099 | 0.12% | $411.41K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 95,002 | 0.11% | $414.21K | 0.00% | May 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 71,343 | 0.09% | $264.68K | 0.01% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 66,810 | 0.08% | $291.29K | 0.00% | May 31, 2026 |
| EQ/2000 Managed Volatility Portfolio | 58,411 | 0.07% | $240.07K | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Growth Index Fund | 49,881 | 0.06% | $205.01K | 0.01% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 45,672 | 0.05% | $199.13K | 0.00% | 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 |
|---|---|---|---|---|
| George Magrath | Chief Executive Officer, Director | 2,048,485 | 2.46% | Sep 11, 2026 |
| Benjamin R. Yerxa | President, Director | 704,106 | 0.85% | Jul 27, 2026 |
| Robert E. Gagnon | Chief Financial Officer | 556,375 | 0.67% | Sep 8, 2026 |
| Joseph K. Schachle | Chief Operating Officer | 291,440 | 0.35% | Jul 27, 2026 |
| Ashwath Jayagopal | Chief Scientific & Dev. Ofc. | 509,233 | 0.61% | Apr 27, 2026 |
| Rabourn Amy Zaremba | Head of Fin. Quality Assurance | 188,671 | 0.23% | Apr 27, 2026 |
| Bernhard Hoffmann | SVP of Corp. Dev. | 185,446 | 0.22% | Mar 17, 2025 |
| Nirav S. Jhaveri | Chief Financial Officer | 194,293 | 0.23% | Mar 17, 2025 |
| Cam Gallagher | Director | 2,883,111 | 3.47% | Sep 8, 2026 |
| Foundation Fighting Blindness, Inc. | Director | 9,492,171 | 11.41% | May 20, 2026 |
| Fighting Blindness Retinal Degeneration Fund Foundation | Director | 3,792,171 | 4.56% | May 20, 2026 |
| Sean Ainsworth | Director | 321,692 | 0.39% | Apr 22, 2026 |
| Jean Bennett | Director | 259,019 | 0.31% | Apr 22, 2026 |
| Adrienne L. Graves | Director | 127,514 | 0.15% | Apr 22, 2026 |
| James S. J. Manuso | Director | 317,318 | 0.38% | Apr 22, 2026 |
| Richard J. Rodgers | Director | 343,022 | 0.41% | Apr 22, 2026 |
| Susan Benton | Director | 243,894 | 0.29% | Apr 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| George Magrath Chief Executive Officer, Director | Sep 9, 2026 | Tax withholding | −75,541 | $5.97 | $450.98K | 2,048,485 |
| George Magrath Chief Executive Officer, Director | Sep 9, 2026 | Option exercise | +392,157 | $1.15 | $450.98K | 2,124,026 |
| Cam Gallagher Director | Sep 8, 2026 | Option exercise | +784,314 | $1.15 | $901.96K | 2,800,111 |
| Robert E. Gagnon Chief Financial Officer | Sep 3, 2026 | Sale(10b5-1 plan) | −28,000 | $4.54 | $127.12K | 556,375 |
| Joseph K. Schachle Chief Operating Officer | Jul 23, 2026 | Sale | −4,644 | $2.94 | $13.65K | 291,440 |
| George Magrath Chief Executive Officer, Director | Jul 23, 2026 | Sale | −9,475 | $2.95 | $27.95K | 1,731,869 |
| Robert E. Gagnon Chief Financial Officer | Jul 23, 2026 | Sale | −7,783 | $2.95 | $22.96K | 584,375 |
| Benjamin R. Yerxa President, Director | Jul 23, 2026 | Sale | −7,429 | $2.97 | $22.06K | 704,106 |
| Fighting Blindness Retinal Degeneration Fund Foundation Director | May 18, 2026 | Sale | −1,700,000 | $4.35 | $7.39M | 3,792,171 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Apr 23, 2026 | Sale | −1,641 | $5.20 | $8.53K | 188,671 |
| Ashwath Jayagopal Chief Scientific & Dev. Ofc. | Apr 23, 2026 | Sale | −7,542 | $5.19 | $39.14K | 509,233 |
| Robert E. Gagnon Chief Financial Officer | Apr 23, 2026 | Sale | −7,842 | $5.18 | $40.62K | 592,158 |
| George Magrath Chief Executive Officer, Director | Apr 23, 2026 | Sale | −9,511 | $5.22 | $49.65K | 1,741,344 |
| Joseph K. Schachle Chief Operating Officer | Apr 23, 2026 | Sale | −4,697 | $5.22 | $24.52K | 296,084 |
| Benjamin R. Yerxa President, Director | Apr 23, 2026 | Sale | −7,470 | $5.24 | $39.14K | 711,535 |
| Richard J. Rodgers Director | Apr 20, 2026 | Award | +24,367 | – | – | 343,022 |
| Sean Ainsworth Director | Apr 20, 2026 | Award | +24,367 | – | – | 321,692 |
| James S. J. Manuso Director | Apr 20, 2026 | Award | +24,367 | – | – | 317,318 |
| Susan Benton Director | Apr 20, 2026 | Award | +24,367 | – | – | 243,894 |
| Jean Bennett Director | Apr 20, 2026 | Award | +24,367 | – | – | 259,019 |
| Cam Gallagher Director | Apr 20, 2026 | Award | +24,367 | – | – | 2,015,797 |
| Adrienne L. Graves Director | Apr 20, 2026 | Award | +24,367 | – | – | 127,514 |
| Ashwath Jayagopal Chief Scientific & Dev. Ofc. | Mar 16, 2026 | Sale | −3,719 | $5.12 | $19.04K | 516,775 |
| George Magrath Chief Executive Officer, Director | Mar 16, 2026 | Sale | −24,438 | $5.21 | $127.32K | 1,750,855 |
| Joseph K. Schachle Chief Operating Officer | Mar 16, 2026 | Sale | −3,719 | $5.25 | $19.52K | 300,781 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Mar 16, 2026 | Sale | −2,816 | $5.25 | $14.78K | 190,312 |
| Ashwath Jayagopal Chief Scientific & Dev. Ofc. | Feb 12, 2026 | Tax withholding | −5,313 | $3.39 | $18.01K | 520,494 |
| Robert E. Gagnon Chief Financial Officer | Jan 22, 2026 | Award | +400,000 | – | – | 600,000 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Jan 22, 2026 | Award | +86,500 | – | – | 193,128 |
| Ashwath Jayagopal Chief Scientific & Dev. Ofc. | Jan 22, 2026 | Award | +400,000 | – | – | 525,807 |
| Joseph K. Schachle Chief Operating Officer | Jan 22, 2026 | Award | +250,000 | – | – | 304,500 |
| George Magrath Chief Executive Officer, Director | Jan 22, 2026 | Award | +483,639 | – | – | 1,775,293 |
| Benjamin R. Yerxa President, Director | Jan 22, 2026 | Award | +400,000 | – | – | 719,005 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Jan 18, 2026 | Tax withholding | −3,390 | $2.10 | $7.12K | 106,628 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Jan 10, 2026 | Tax withholding | −3,950 | $1.93 | $7.62K | 110,018 |
| Cam Gallagher Director | Jan 6, 2026 | Award | +67,000 | – | – | 1,991,430 |
| Sean Ainsworth Director | Jan 1, 2026 | Award | +42,507 | – | – | 297,325 |
| Jean Bennett Director | Jan 1, 2026 | Award | +21,127 | – | – | 234,652 |
| James S. J. Manuso Director | Jan 1, 2026 | Award | +31,188 | – | – | 292,951 |
| Adrienne L. Graves Director | Jan 1, 2026 | Award | +23,643 | – | – | 103,147 |
| Cam Gallagher Director | Dec 31, 2025 | Award | +33,000 | – | – | 1,924,430 |
| Cam Gallagher Director | Dec 29, 2025 | Buy | +83,000 | $1.97 | $163.51K | 83,000 |
| Cam Gallagher Director | Dec 29, 2025 | Buy | +81,000 | $1.98 | $160.38K | 1,891,430 |
| Fighting Blindness Retinal Degeneration Fund Foundation Director | Dec 9, 2025 | Sale | −4,000,000 | $2.15 | $8.60M | 5,492,171 |
| George Magrath Chief Executive Officer, Director | Nov 1, 2025 | Tax withholding | −30,350 | $2.30 | $69.81K | 1,291,654 |
| George Magrath Chief Executive Officer, Director | Nov 1, 2025 | Tax withholding | −30,350 | $2.30 | $69.81K | 1,291,654 |
| Benjamin R. Yerxa President, Director | Oct 22, 2025 | Tax withholding | −23,795 | $1.95 | $46.40K | 319,005 |
| Robert E. Gagnon Chief Financial Officer | Sep 10, 2025 | Award | +200,000 | – | – | 200,000 |
| Sean Ainsworth Director | Aug 25, 2025 | Award | +86,956 | $1.15 | $100.00K | 254,818 |
| Cam Gallagher Director | Aug 25, 2025 | Award | +869,565 | $1.15 | $1,000.00K | 1,810,430 |
| Foundation Fighting Blindness, Inc. Director, 10% owner | May 5, 2025 | Conversion | +6,927,419 | – | – | 9,492,171 |
| Susan Benton Director | Apr 30, 2025 | Award | +79,504 | – | – | 219,527 |
| Richard J. Rodgers Director | Apr 30, 2025 | Award | +79,504 | – | – | 318,655 |
| Jean Bennett Director | Apr 30, 2025 | Award | +79,504 | – | – | 213,525 |
| Sean Ainsworth Director | Apr 30, 2025 | Award | +79,504 | – | – | 167,862 |
| James S. J. Manuso Director | Apr 30, 2025 | Award | +79,504 | – | – | 261,763 |
| Cam Gallagher Director | Apr 30, 2025 | Award | +79,504 | – | – | 940,865 |
| Adrienne L. Graves Director | Apr 30, 2025 | Award | +79,504 | – | – | 79,504 |
| Cam Gallagher Director | Mar 24, 2025 | Award | +784,314 | – | – | 861,361 |
| George Magrath Chief Executive Officer, Director | Mar 24, 2025 | Award | +392,157 | – | – | 1,322,004 |
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 |
|---|---|---|---|---|---|
| Robert E. Gagnon Officer | Sep 3, 2026 | 28,000 | $124.60K | Sep 3, 2026 | Vested Restricted Stock Units |
| Robert E. Gagnon Officer | Jul 23, 2026 | 7,783 | $23.74K | Jul 23, 2026 | Vested Restricted Stock Units |
| Benjamin R. Yerxa Officer | Jul 23, 2026 | 7,429 | $22.06K | Jul 23, 2026 | RSU GRANT VEST |
| Joseph K. Schachle Officer | Jul 23, 2026 | 4,644 | $13.65K | Jul 23, 2026 | RSU Grant Vest |
| George Magrath Officer | Jul 23, 2026 | 9,475 | $28.90K | Jul 23, 2026 | Vested Restricted Stock Units |
| Ashwath Jayagopal Officer | Apr 23, 2026 | 7,542 | $39.16K | Apr 23, 2026 | RSU GRANT VEST |
| Robert E. Gagnon Officer | Apr 23, 2026 | 7,842 | $40.66K | Apr 23, 2026 | RSU GRANT VEST |
| George Magrath Officer | Apr 23, 2026 | 9,511 | $127.33K | Apr 23, 2026 | RSU GRANT VEST |
| Benjamin R. Yerxa Officer | Apr 23, 2026 | 7,470 | $39.12K | Apr 23, 2026 | RSU GRANT VEST |
| Joseph K. Schachle Officer | Apr 23, 2026 | 4,697 | $24.52K | Apr 23, 2026 | RSU GRANT VES |
| George Magrath Officer | Mar 16, 2026 | 24,438 | $127.33K | Mar 16, 2026 | RSU Grant Vest |