NEONasdaqServices-Testing LaboratoriesFiscal year ends December 31
NEOGENOMICS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 28, 2026
$16.42−0.23 (-1.38%)
Close on Oct 19, 2026
- Market cap
- $2.15B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
145M of 128M shares
Institutional holders
266
60 new, 42 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
0 buys · 5 sales
Net sold $967.82K
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 |
|---|---|---|---|---|
| Brown Advisory Incorporated ("BAI") | 9,536,307 | – | 13G (passive) amendment | Dec 31, 2023 |
| Joseph Milano | 9,215,903 | 7.10% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Portfolio Management | 7,677,794 | 5.91% | 13G (passive) | Mar 31, 2026 |
| Greenhouse Funds LLLP | 7,431,147 | 5.80% | 13G (passive) | Jun 30, 2025 |
| Vanguard Capital Management | 6,610,272 | 5.09% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 20,358,331 | 15.60% | 13G (passive) amendment | Jun 30, 2026 |
| Mathew P. Arens | 10,759,586 | 8.37% | 13G (passive) amendment | Jun 30, 2026 |
| The Charger Corporation | 10,113,261 | 7.77% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NEO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,868,362 | 16.24% | $304.47M | +910,860 | 0.00% |
| First Light Asset Management, LLC | 12,279,523 | 9.56% | $179.16M | +2,549,545 | 10.89% |
| First Trust Advisors LP | 10,113,261 | 7.87% | $147.55M | +3,950,890 | 0.09% |
| Greenhouse Funds LLLP | 8,574,210 | 6.67% | $125.10M | −525,893 | 6.39% |
| Vanguard Portfolio Management LLC | 8,061,362 | 6.27% | $117.62M | +439,175 | 0.01% |
| Vanguard Capital Management LLC | 5,763,017 | 4.49% | $84.08M | +107,194 | 0.00% |
| State Street Corp | 5,363,784 | 4.17% | $78.26M | +243,946 | 0.00% |
| Nomura Asset Management International Inc. | 5,037,787 | 3.92% | $73.50M | +1,585,200 | 0.11% |
| Braidwell LP | 4,918,202 | 3.83% | $71.76M | −699,200 | 2.65% |
| Schroder Investment Management Group | 4,342,883 | 3.38% | $61.89M | +774,305 | 0.04% |
| Geode Capital Management, LLC | 3,428,123 | 2.67% | $50.03M | +197,051 | 0.00% |
| Millennium Management LLC | 3,079,542 | 2.40% | $44.93M | +856,785 | 0.02% |
| Loomis Sayles & Co L P | 2,537,717 | 1.98% | $37.03M | +592,329 | 0.05% |
| Driehaus Capital Management LLC | 2,508,845 | 1.95% | $36.60M | +787,095 | 0.21% |
| Bank Of America Corp /De/ | 2,436,329 | 1.90% | $35.55M | −617,869 | 0.00% |
| Dimensional Fund Advisors LP | 2,399,411 | 1.87% | $35.00M | −274,924 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 2,391,784 | 1.86% | $34.90M | New | 0.02% |
| American Capital Management Inc | 2,237,707 | 1.74% | $32.65M | −13,171 | 1.46% |
| D. E. Shaw & Co., Inc. | 2,194,758 | 1.71% | $32.02M | −1,969,425 | 0.02% |
| Samlyn Capital, LLC | 2,131,337 | 1.66% | $31.10M | −426,012 | 0.51% |
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 | 266 | 145M | 100.0% | 60 / 95 | 62 / 42 | 23M | 12M |
| Q1 2026 | 253 | 134M | 100.0% | 41 / 79 | 83 / 40 | 32M | 15M |
| Q4 2025 | 257 | 132M | 100.0% | 43 / 74 | 89 / 31 | 24M | 20M |
| Q3 2025 | 254 | 130M | 100.0% | 33 / 87 | 87 / 47 | 24M | 22M |
| Q2 2025 | 274 | 127M | 99.1% | 59 / 97 | 67 / 38 | 21M | 19M |
| Q1 2025 | 256 | 126M | 98.3% | 43 / 74 | 90 / 35 | 16M | 11M |
| Q4 2024 | 253 | 123M | 95.5% | 23 / 77 | 97 / 35 | 5M | 7M |
| Q3 2024 | 270 | 124M | 96.8% | 37 / 74 | 94 / 23 | 26M | 9M |
| Q2 2024 | 259 | 127M | 98.8% | 32 / 70 | 93 / 32 | 6M | 11M |
| Q1 2024 | 263 | 133M | 100.0% | 30 / 78 | 89 / 49 | 12M | 7M |
| Q4 2023 | 287 | 129M | 100.0% | 41 / 90 | 95 / 35 | 14M | 6M |
| Q3 2023 | 284 | 120M | 93.7% | 40 / 74 | 104 / 21 | 9M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NEO | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Trust NYSE Arca Biotechnology Index Fund | 9,869,496 | 7.68% | $144.00M | 5.12% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 7,846,621 | 6.11% | $114.48M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,136,535 | 3.22% | $60.35M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,409,687 | 2.65% | $49.75M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,985,348 | 2.32% | $43.56M | 0.02% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 2,645,940 | 2.06% | $27.84M | 0.50% | May 29, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,712,543 | 1.33% | $24.99M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,487,406 | 1.16% | $21.70M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,440,007 | 1.12% | $22.02M | 0.06% | Jul 31, 2026 |
| Loomis Sayles Small Cap Growth Fund | 1,379,712 | 1.07% | $20.13M | 0.89% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,195,887 | 0.93% | $17.45M | 0.10% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 1,113,552 | 0.87% | $16.25M | 0.11% | Jun 30, 2026 |
| Small Cap Equity Portfolio | 1,027,172 | 0.80% | $15.71M | 1.51% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 912,240 | 0.71% | $13.31M | 0.12% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 704,883 | 0.55% | $10.28M | 0.10% | 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 |
|---|---|---|---|---|
| Anthony P. Zook | Chief Executive Officer, Director | 152,011 | 0.12% | Apr 3, 2026 |
| Alicia C. Olivo | EVP, GC & Business Development | 90,875 | 0.07% | Sep 3, 2026 |
| Warren Stone | Pres & Chief Operating Officer | 181,078 | 0.14% | Aug 25, 2026 |
| Greg D. Aunan | Chief Accounting Officer | 5,153 | 0.00% | Aug 6, 2026 |
| Abhishek Jain | Chief Financial Officer | – | – | Mar 2, 2026 |
| Jeffrey Scott Sherman | Chief Financial Officer | 220,009 | 0.17% | Feb 24, 2026 |
| Melody Harris | Chf Ops Off, Pres, Informatics | 109,755 | 0.09% | Feb 25, 2025 |
| Christopher M. Smith | Chief Executive Officer | 641,585 | 0.50% | Feb 25, 2025 |
| Carolyn S. Starrett | Director | – | – | Jun 25, 2026 |
| Lynn A. Tetrault | Director | 93,115 | 0.07% | Jun 17, 2026 |
| David Brian Perez | Director | 66,967 | 0.05% | Jun 3, 2026 |
| Stephen M. Kanovsky | Director | 75,421 | 0.06% | Jun 3, 2026 |
| Felicia Williams | Director | 30,237 | 0.02% | Jun 3, 2026 |
| John P. Kenny | Director | 5,893 | 0.00% | Jun 3, 2026 |
| Michael Aaron Kelly | Director | 72,086 | 0.06% | Jun 3, 2026 |
| Neil Gunn | Director | 51,177 | 0.04% | Jun 3, 2026 |
| Marjorie C. Green | Director | 22,964 | 0.02% | Jun 3, 2026 |
| Elizabeth Floegel | Director | 23,590 | 0.02% | Jun 3, 2025 |
| Alison L. Hannah | Director | 131,023 | 0.10% | Jun 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alicia C. Olivo EVP, GC & Business Development | Sep 1, 2026 | Tax withholding | −2,692 | – | – | 90,875 |
| Warren Stone Pres & Chief Operating Officer | Aug 21, 2026 | Tax withholding | −11,060 | – | – | 181,078 |
| Warren Stone Pres & Chief Operating Officer | Aug 21, 2026 | Option exercise | +28,106 | – | – | 192,138 |
| Greg D. Aunan Chief Accounting Officer | Aug 4, 2026 | Sale | −20,000 | $16.07 | $321.40K | 5,153 |
| Lynn A. Tetrault Director | Jun 15, 2026 | Sale(10b5-1 plan) | −5,307 | $11.10 | $58.91K | 86,115 |
| Lynn A. Tetrault Director | Jun 9, 2026 | Sale(10b5-1 plan) | −5,307 | $11.29 | $59.92K | 91,422 |
| Michael Aaron Kelly Director | Jun 1, 2026 | Option exercise | +23,077 | – | – | 67,086 |
| Stephen M. Kanovsky Director | Jun 1, 2026 | Option exercise | +23,077 | – | – | 75,421 |
| Neil Gunn Director | Jun 1, 2026 | Option exercise | +23,077 | – | – | 51,177 |
| Marjorie C. Green Director | Jun 1, 2026 | Option exercise | +22,964 | – | – | 22,964 |
| David Brian Perez Director | Jun 1, 2026 | Option exercise | +23,077 | – | – | 56,967 |
| Felicia Williams Director | Jun 1, 2026 | Option exercise | +23,077 | – | – | 30,237 |
| Lynn A. Tetrault Director | Jun 1, 2026 | Option exercise | +23,077 | – | – | 96,729 |
| John P. Kenny Director | Jun 1, 2026 | Option exercise | +5,893 | – | – | 5,893 |
| Warren Stone Pres & Chief Operating Officer | May 11, 2026 | Option exercise | +5,830 | – | – | 167,815 |
| Warren Stone Pres & Chief Operating Officer | May 11, 2026 | Tax withholding | −3,783 | – | – | 164,032 |
| Alicia C. Olivo EVP, GC & Business Development | May 11, 2026 | Tax withholding | −2,559 | – | – | 93,567 |
| Alicia C. Olivo EVP, GC & Business Development | May 11, 2026 | Option exercise | +3,944 | – | – | 96,126 |
| Greg D. Aunan Chief Accounting Officer | May 2, 2026 | Tax withholding | −1,309 | – | – | 25,153 |
| Greg D. Aunan Chief Accounting Officer | May 2, 2026 | Option exercise | +5,372 | – | – | 26,462 |
| Warren Stone Pres & Chief Operating Officer | May 2, 2026 | Option exercise | +5,969 | – | – | 164,334 |
| Warren Stone Pres & Chief Operating Officer | May 2, 2026 | Tax withholding | −2,349 | – | – | 161,985 |
| Greg D. Aunan Chief Accounting Officer | May 1, 2026 | Tax withholding | −937 | – | – | 21,090 |
| Alicia C. Olivo EVP, GC & Business Development | May 1, 2026 | Tax withholding | −1,042 | – | – | 92,182 |
| Warren Stone Pres & Chief Operating Officer | Apr 1, 2026 | Tax withholding | −6,911 | – | – | 158,365 |
| Warren Stone Pres & Chief Operating Officer | Apr 1, 2026 | Option exercise | +17,562 | – | – | 165,276 |
| Anthony P. Zook Chief Executive Officer, Director | Apr 1, 2026 | Tax withholding | −45,453 | – | – | 133,111 |
| Anthony P. Zook Chief Executive Officer, Director | Apr 1, 2026 | Option exercise | +140,498 | – | – | 178,564 |
| Alicia C. Olivo EVP, GC & Business Development | Feb 23, 2026 | Option exercise | +8,443 | – | – | 96,547 |
| Alicia C. Olivo EVP, GC & Business Development | Feb 23, 2026 | Tax withholding | −3,323 | – | – | 93,224 |
| Warren Stone Pres & Chief Operating Officer | Feb 23, 2026 | Option exercise | +8,443 | – | – | 151,037 |
| Warren Stone Pres & Chief Operating Officer | Feb 23, 2026 | Tax withholding | −3,323 | – | – | 147,714 |
| Jeffrey Scott Sherman Chief Financial Officer | Feb 23, 2026 | Tax withholding | −3,783 | – | – | 220,009 |
| Jeffrey Scott Sherman Chief Financial Officer | Feb 23, 2026 | Option exercise | +15,535 | – | – | 223,792 |
| Alicia C. Olivo EVP, GC & Business Development | Feb 21, 2026 | Tax withholding | −8,295 | – | – | 88,104 |
| Alicia C. Olivo EVP, GC & Business Development | Feb 21, 2026 | Option exercise | +21,079 | – | – | 96,399 |
| Warren Stone Pres & Chief Operating Officer | Feb 21, 2026 | Option exercise | +28,105 | – | – | 149,736 |
| Warren Stone Pres & Chief Operating Officer | Feb 21, 2026 | Tax withholding | −7,142 | – | – | 142,594 |
| Greg D. Aunan Chief Accounting Officer | Feb 21, 2026 | Option exercise | +6,323 | – | – | 23,902 |
| Greg D. Aunan Chief Accounting Officer | Feb 21, 2026 | Tax withholding | −1,875 | – | – | 22,027 |
| Jeffrey Scott Sherman Chief Financial Officer | Feb 21, 2026 | Tax withholding | −10,729 | – | – | 208,257 |
| Jeffrey Scott Sherman Chief Financial Officer | Feb 21, 2026 | Option exercise | +42,158 | – | – | 218,986 |
| Warren Stone Pres & Chief Operating Officer | Jan 20, 2026 | Sale(10b5-1 plan) | −22,128 | $12.50 | $276.60K | 121,631 |
| Alicia C. Olivo EVP, GC & Business Development | Jan 13, 2026 | Option exercise | +59,382 | – | – | 90,465 |
| Alicia C. Olivo EVP, GC & Business Development | Jan 13, 2026 | Tax withholding | −15,145 | – | – | 75,320 |
| Warren Stone Pres & Chief Operating Officer | Jan 13, 2026 | Option exercise | +59,382 | – | – | 158,886 |
| Warren Stone Pres & Chief Operating Officer | Jan 13, 2026 | Tax withholding | −15,127 | – | – | 143,759 |
| Jeffrey Scott Sherman Chief Financial Officer | Dec 7, 2025 | Tax withholding | −11,938 | – | – | 176,394 |
| Warren Stone Pres & Chief Operating Officer | Dec 1, 2025 | Tax withholding | −8,776 | – | – | 99,504 |
| Alicia C. Olivo EVP, GC & Business Development | Nov 25, 2025 | Option exercise | +8,977 | $10.05 | $90.22K | 51,999 |
| Alicia C. Olivo EVP, GC & Business Development | Nov 25, 2025 | Sale(10b5-1 plan) | −20,916 | $12.00 | $250.99K | 31,083 |
| Alicia C. Olivo EVP, GC & Business Development | Oct 16, 2025 | Sale(10b5-1 plan) | −4,918 | $10.00 | $49.18K | 43,022 |
| Alicia C. Olivo EVP, GC & Business Development | Sep 1, 2025 | Tax withholding | −1,666 | – | – | 47,940 |
| Anthony P. Zook Chief Executive Officer, Director | Aug 6, 2025 | Buy | +17,900 | $5.58 | $99.88K | 38,066 |
| Jeffrey Scott Sherman Chief Financial Officer | Aug 6, 2025 | Buy | +20,000 | $5.62 | $112.40K | 188,332 |
| Alicia C. Olivo EVP, GC & Business Development | Aug 1, 2025 | Tax withholding | −14 | – | – | 49,606 |
| Alison L. Hannah Director | Jun 1, 2025 | Award | +12,254 | – | – | 131,023 |
| David Brian Perez Director | Jun 1, 2025 | Option exercise | +12,254 | – | – | 33,890 |
| Lynn A. Tetrault Director | Jun 1, 2025 | Option exercise | +12,254 | – | – | 73,652 |
| Stephen M. Kanovsky Director | Jun 1, 2025 | Option exercise | +12,254 | – | – | 52,344 |
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 |
|---|---|---|---|---|---|
| Aunan Greg Officer, Director | Aug 4, 2026 | 20,000 | $321.48K | Aug 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Sherman Jeffrey Former Affliate | Jul 30, 2026 | 236,876 | $3.70M | Jul 30, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Tetrault Lynn Director | Jun 15, 2026 | 5,307 | $59.17K | Jun 15, 2026 | Restricted Stock Units |
| Tetrault Lynn Director | Jun 9, 2026 | 5,307 | $58.11K | Jun 9, 2026 | Restricted Stock Units |
| Stone Warren Officer | Jan 20, 2026 | 22,128 | $283.02K | Jan 20, 2026 | Restricted Stock Units |
| Olivo Alicia Officer | Nov 25, 2025 | 11,939 | $138.61K | Nov 25, 2025 | Exercise of Stock Options |
| Olivo Alicia Officer | Oct 16, 2025 | 4,918 | $49.03K | Oct 16, 2025 | Restricted Stock Units |
| Olivo Alicia Officer | Nov 15, 2024 | 5,175 | $81.71K | Nov 15, 2024 | Restricted Stock Units |
| K. Crowther Bruce Officer, Director | Aug 15, 2024 | 8,353 | $133.24K | Aug 15, 2024 | Exercise of options under a registered plan |
| Olivo Alicia Officer | Aug 15, 2024 | 1,040 | $16.45K | Aug 15, 2024 | Restricted Stock Units |
| K. Crowther Bruce Officer, Director | May 28, 2024 | 13,882 | $198.34K | May 28, 2024 | Exercise of options under a registered plan |
| Olivo Alicia Officer | May 15, 2024 | 1,049 | $16.15K | May 15, 2024 | Restricted Stock Units |
| Tetrault Lynn Director | Mar 4, 2024 | 6,112 | $97.61K | Mar 4, 2024 | Previously Exercised Stock Options |
| Olivo Alicia Officer | Feb 15, 2024 | 2,587 | $38.55K | Feb 15, 2024 | Restricted Stock Units |
| Olivo Alicia Officer | Nov 17, 2023 | 2,669 | $47.96K | Nov 17, 2023 | Restricted Stock Units |