ORKANasdaqPharmaceutical PreparationsFiscal year ends December 31
Oruka Therapeutics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$74.48+2.55 (+3.55%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
74M of 66M shares
Institutional holders
256
101 new, 27 sold out
Net institutional buying
21M
In Q2 2026
Insider trades, 12 months
0 buys · 105 sales
Net sold $333.55M
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 |
|---|---|---|---|---|
| Abigail P. Johnson | 5,512,300 | 15.35% | 13G (passive) | Oct 7, 2024 |
| Bong Y. Koh | 4,909,619 | 9.90% | 13G (passive) amendment | Sep 30, 2025 |
| Venrock Healthcare Capital Partners III, L.P. | 4,556,952 | 7.40% | 13G (passive) amendment | Jun 30, 2026 |
| Bong Y Koh | 4,148,428 | 11.10% | 13G (passive) amendment | Feb 10, 2025 |
| Capital World Investors | 3,401,639 | 5.60% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 3,175,483 | 6.60% | 13G (passive) | Dec 31, 2025 |
| Roderick Wong | 3,139,030 | 5.20% | 13G (passive) | Jun 30, 2026 |
| Viking Global Investors LP | 2,666,690 | 5.30% | 13G (passive) amendment | Mar 31, 2026 |
| Shabet Rose Sharon | 2,666,690 | 5.50% | 13G (passive) | Sep 17, 2025 |
| Roderick Wong, M.D. | 1,945,649 | 5.20% | 13G (passive) | Mar 31, 2025 |
| Deep Track Biotechnology Master Fund, Ltd. | 1,896,780 | 5.07% | 13G (passive) | May 6, 2025 |
| Harwin Peter Evan | 14,572,917 | 19.50% | 13D (active) amendment | Jul 1, 2026 |
| Fairmount Funds Management LLC | 13,665,080 | 19.99% | 13D (active) amendment | Apr 30, 2026 |
| Tomas Kiselak | 11,162,741 | 19.99% | 13D (active) amendment | Sep 17, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ORKA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 9,057,645 | 13.68% | $862.02M | +1,626,242 | 0.04% |
| BlackRock, Inc. | 4,990,181 | 7.54% | $474.92M | +1,463,094 | 0.01% |
| VR Adviser, LLC | 4,148,428 | 6.27% | $394.81M | – | 11.97% |
| Fairmount Funds Management LLC | 3,705,262 | 5.60% | $352.63M | – | 23.31% |
| Capital World Investors | 3,401,639 | 5.14% | $323.73M | New | 0.04% |
| Rtw Investments, LP | 3,139,030 | 4.74% | $298.74M | +1,080,882 | 2.55% |
| State Street Corp | 2,673,090 | 4.04% | $254.38M | +1,059,629 | 0.01% |
| Vanguard Capital Management LLC | 2,360,971 | 3.57% | $224.69M | +501,340 | 0.00% |
| Paradigm Biocapital Advisors LP | 2,144,526 | 3.24% | $204.09M | −175,790 | 3.82% |
| Deep Track Capital, LP | 1,926,000 | 2.91% | $183.30M | −108,203 | 2.67% |
| Bellevue Group AG | 1,657,190 | 2.50% | $157.71M | +1,150,182 | 3.32% |
| Franklin Resources Inc | 1,621,451 | 2.45% | $154.31M | +617,395 | 0.03% |
| Remedium Capital Partners, LLC | 1,565,661 | 2.36% | $149.00M | – | 32.99% |
| Ra Capital Management, L.P. | 1,554,597 | 2.35% | $147.95M | New | 1.29% |
| Viking Global Investors LP | 1,503,478 | 2.27% | $143.09M | −1,163,212 | 0.41% |
| Geode Capital Management, LLC | 1,429,954 | 2.16% | $136.11M | +475,087 | 0.01% |
| Jupiter Topco LLC | 1,375,844 | 2.08% | $130.97M | New | 0.05% |
| Perceptive Advisors LLC | 1,345,063 | 2.03% | $128.01M | −50,438 | 1.92% |
| Polar Capital Holdings Plc | 1,228,609 | 1.86% | $116.93M | +180,916 | 0.28% |
| Citadel Advisors LLC | 1,119,011 | 1.69% | $106.50M | +111,474 | 0.01% |
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 | 256 | 74M | 100.0% | 101 / 94 | 47 / 27 | 27M | 6M |
| Q1 2026 | 184 | 53M | 79.9% | 63 / 65 | 31 / 20 | 9M | 6M |
| Q4 2025 | 143 | 53M | 79.8% | 46 / 53 | 17 / 8 | 10M | 3M |
| Q3 2025 | 105 | 46M | 68.8% | 32 / 32 | 21 / 8 | 13M | 2M |
| Q2 2025 | 81 | 34M | 52.0% | 25 / 27 | 14 / 15 | 5M | 2M |
| Q1 2025 | 71 | 32M | 48.0% | 16 / 28 | 12 / 10 | 5M | 4M |
| Q4 2024 | 66 | 31M | 46.9% | 29 / 20 | 8 / 5 | 9M | 2M |
| Q3 2024 | 42 | 25M | 37.1% | 42 / 0 | 0 / 0 | 25M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ORKA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,724,692 | 2.60% | $164.14M | 0.01% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 1,555,002 | 2.35% | $147.99M | 1.38% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,527,592 | 2.31% | $145.38M | 0.15% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,300,202 | 1.96% | $123.74M | 0.15% | Jun 30, 2026 |
| Fidelity Growth Company Fund | 1,221,046 | 1.84% | $71.47M | 0.07% | May 31, 2026 |
| Select Health Care Portfolio | 833,100 | 1.26% | $48.76M | 0.84% | May 31, 2026 |
| Fidelity Advisor Biotechnology Fund | 737,386 | 1.11% | $71.17M | 3.24% | Jul 31, 2026 |
| Fidelity Small Cap Growth Fund | 685,718 | 1.04% | $66.18M | 0.75% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 580,953 | 0.88% | $55.29M | 0.06% | Jun 30, 2026 |
| Select Biotechnology Portfolio | 562,683 | 0.85% | $32.93M | 0.63% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 550,743 | 0.83% | $53.15M | 0.16% | Jul 31, 2026 |
| T. Rowe Price Health Sciences Fund, Inc. | 451,118 | 0.68% | $42.93M | 0.36% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 449,195 | 0.68% | $42.75M | 0.28% | Jun 30, 2026 |
| Fidelity Advisor Health Care Fund | 428,000 | 0.65% | $41.31M | 1.32% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 381,128 | 0.58% | $36.27M | 0.39% | 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 |
|---|---|---|---|---|
| Lawrence Otto Klein | Chief Executive Officer, Director | 923,128 | 1.39% | Sep 15, 2026 |
| Paul T. Quinlan | General Counsel | 33,263 | 0.05% | Sep 21, 2026 |
| Arjun Agarwal | Senior Vice President, Finance | 14,219 | 0.02% | Sep 21, 2026 |
| Joana Goncalves | Chief Medical Officer | 32,718 | 0.05% | Sep 15, 2026 |
| Laura Lee Sandler | Chief Operating Officer | 235,478 | 0.36% | Sep 15, 2026 |
| Larry Todd Edwards | Chief Commercial Officer | 100,000 | 0.15% | Aug 25, 2026 |
| Healthcare Co-Invest III L.P. Fairmount | Director, 10% owner | – | – | Jul 1, 2026 |
| Healthcare Fund II L.P. Fairmount | Director, 10% owner | – | – | Jul 1, 2026 |
| Tomas Kiselak | Director, 10% owner | 7,258,672 | 10.96% | Jul 1, 2026 |
| Funds Management LLC Fairmount | Director, 10% owner | – | – | Jul 1, 2026 |
| Peter Evan Harwin | Director, 10% owner | 2,936,922 | 4.44% | Jul 1, 2026 |
| Carl Dambkowski | Director | 38,743 | 0.06% | Jun 12, 2026 |
| Christopher Nathan Martin | Director | – | – | Jun 3, 2026 |
| Samarth Kulkarni | Director | – | – | Jun 3, 2026 |
| Kristine M. Ball | Director | – | – | Jun 3, 2026 |
| Cameron Turtle | Director | 85,233 | 0.13% | Jun 3, 2025 |
| Nimish P. Shah | 10% owner | – | – | Feb 27, 2025 |
| VHCP Management III, LLC | 10% owner | 4,025,546 | 6.08% | Feb 27, 2025 |
| VHCP Co-Investment Holdings III, LLC | 10% owner | – | – | Feb 27, 2025 |
| Venrock Healthcare Capital Partners III, L.P. | 10% owner | – | – | Feb 27, 2025 |
| VHCP Management EG, LLC | 10% owner | – | – | Feb 27, 2025 |
| Venrock Healthcare Capital Partners EG, L.P. | 10% owner | – | – | Feb 27, 2025 |
| Bong Y. Koh | 10% owner | 0 | – | Feb 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul T. Quinlan General Counsel | Sep 21, 2026 | Sale(10b5-1 plan) | −3,832 | $93.32 | $357.60K | 33,263 |
| Paul T. Quinlan General Counsel | Sep 21, 2026 | Sale(10b5-1 plan) | −601 | $94.44 | $56.76K | 32,662 |
| Paul T. Quinlan General Counsel | Sep 21, 2026 | Sale(10b5-1 plan) | −2,667 | $95.31 | $254.19K | 29,995 |
| Paul T. Quinlan General Counsel | Sep 21, 2026 | Sale(10b5-1 plan) | −2,900 | $92.37 | $267.87K | 37,095 |
| Paul T. Quinlan General Counsel | Sep 21, 2026 | Option exercise | +10,000 | $7.80 | $78.00K | 39,995 |
| Arjun Agarwal Senior Vice President, Finance | Sep 21, 2026 | Sale(10b5-1 plan) | −533 | $95.75 | $51.03K | 14,219 |
| Laura Lee Sandler Chief Operating Officer | Sep 15, 2026 | Sale | −906 | $95.71 | $86.71K | 235,478 |
| Paul T. Quinlan General Counsel | Sep 15, 2026 | Sale | −1,039 | $95.71 | $99.44K | 29,995 |
| Arjun Agarwal Senior Vice President, Finance | Sep 15, 2026 | Sale(10b5-1 plan) | −560 | $95.71 | $53.60K | 14,752 |
| Lawrence Otto Klein Chief Executive Officer, Director | Sep 15, 2026 | Sale | −2,452 | $95.71 | $234.68K | 923,128 |
| Joana Goncalves Chief Medical Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −100 | $94.22 | $9.42K | 32,718 |
| Joana Goncalves Chief Medical Officer | Sep 15, 2026 | Option exercise | +3,500 | $6.84 | $23.94K | 36,218 |
| Joana Goncalves Chief Medical Officer | Sep 15, 2026 | Option exercise | +3,500 | $7.80 | $27.30K | 39,718 |
| Joana Goncalves Chief Medical Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −2,384 | $91.10 | $217.18K | 37,334 |
| Joana Goncalves Chief Medical Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −3,150 | $92.03 | $289.89K | 34,184 |
| Joana Goncalves Chief Medical Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −1,366 | $92.99 | $127.02K | 32,818 |
| Joana Goncalves Chief Medical Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −947 | $95.71 | $90.64K | 31,771 |
| Arjun Agarwal Senior Vice President, Finance | Sep 11, 2026 | Sale(10b5-1 plan) | −200 | $94.02 | $18.80K | 15,312 |
| Arjun Agarwal Senior Vice President, Finance | Sep 11, 2026 | Sale(10b5-1 plan) | −2,208 | $93.26 | $205.92K | 15,512 |
| Arjun Agarwal Senior Vice President, Finance | Sep 11, 2026 | Sale(10b5-1 plan) | −4,051 | $92.41 | $374.35K | 17,720 |
| Arjun Agarwal Senior Vice President, Finance | Sep 11, 2026 | Option exercise | +8,000 | $12.50 | $100.00K | 23,312 |
| Arjun Agarwal Senior Vice President, Finance | Sep 11, 2026 | Option exercise | +1,459 | $34.39 | $50.18K | 24,771 |
| Arjun Agarwal Senior Vice President, Finance | Sep 11, 2026 | Sale(10b5-1 plan) | −3,000 | $91.11 | $273.33K | 21,771 |
| Laura Lee Sandler Chief Operating Officer | Sep 1, 2026 | Sale(10b5-1 plan) | −1,000 | $91.05 | $91.05K | 240,384 |
| Laura Lee Sandler Chief Operating Officer | Sep 1, 2026 | Sale(10b5-1 plan) | −4,000 | $92.01 | $368.04K | 236,384 |
| Laura Lee Sandler Chief Operating Officer | Sep 1, 2026 | Option exercise | +5,000 | $7.80 | $39.00K | 241,384 |
| Lawrence Otto Klein Chief Executive Officer, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −6,604 | $90.79 | $599.58K | 993,976 |
| Lawrence Otto Klein Chief Executive Officer, Director | Sep 1, 2026 | Option exercise | +75,000 | $7.80 | $585.00K | 1,000,580 |
| Lawrence Otto Klein Chief Executive Officer, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −63,596 | $91.90 | $5.84M | 930,380 |
| Lawrence Otto Klein Chief Executive Officer, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −4,800 | $92.44 | $443.71K | 925,580 |
| Larry Todd Edwards Chief Commercial Officer | Aug 24, 2026 | Award | +100,000 | – | – | 100,000 |
| Joana Goncalves Chief Medical Officer | Aug 17, 2026 | Option exercise | +3,500 | $7.80 | $27.30K | 39,718 |
| Joana Goncalves Chief Medical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −3,320 | $112.01 | $371.87K | 35,198 |
| Joana Goncalves Chief Medical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −2,480 | $112.56 | $279.15K | 32,718 |
| Joana Goncalves Chief Medical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −900 | $109.65 | $98.69K | 38,818 |
| Joana Goncalves Chief Medical Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −300 | $110.52 | $33.16K | 38,518 |
| Joana Goncalves Chief Medical Officer | Aug 17, 2026 | Option exercise | +3,500 | $6.84 | $23.94K | 36,218 |
| Paul T. Quinlan General Counsel | Aug 14, 2026 | Option exercise | +10,000 | $7.80 | $78.00K | 41,034 |
| Paul T. Quinlan General Counsel | Aug 14, 2026 | Option exercise | +42,000 | $12.50 | $525.00K | 83,034 |
| Paul T. Quinlan General Counsel | Aug 14, 2026 | Sale(10b5-1 plan) | −3,630 | $106.05 | $384.96K | 79,404 |
| Paul T. Quinlan General Counsel | Aug 14, 2026 | Sale(10b5-1 plan) | −10,434 | $107.14 | $1.12M | 68,970 |
| Paul T. Quinlan General Counsel | Aug 14, 2026 | Sale(10b5-1 plan) | −14,696 | $107.97 | $1.59M | 54,274 |
| Paul T. Quinlan General Counsel | Aug 14, 2026 | Sale(10b5-1 plan) | −10,200 | $109.11 | $1.11M | 44,074 |
| Paul T. Quinlan General Counsel | Aug 14, 2026 | Sale(10b5-1 plan) | −9,193 | $110.00 | $1.01M | 34,881 |
| Paul T. Quinlan General Counsel | Aug 14, 2026 | Sale(10b5-1 plan) | −3,847 | $111.14 | $427.56K | 31,034 |
| Arjun Agarwal Senior Vice President, Finance | Aug 13, 2026 | Sale(10b5-1 plan) | −1,268 | $106.63 | $135.21K | 19,812 |
| Arjun Agarwal Senior Vice President, Finance | Aug 13, 2026 | Sale(10b5-1 plan) | −2,132 | $105.57 | $225.08K | 21,080 |
| Arjun Agarwal Senior Vice President, Finance | Aug 13, 2026 | Sale(10b5-1 plan) | −2,142 | $107.71 | $230.71K | 17,670 |
| Arjun Agarwal Senior Vice President, Finance | Aug 13, 2026 | Sale(10b5-1 plan) | −2,358 | $108.46 | $255.75K | 15,312 |
| Arjun Agarwal Senior Vice President, Finance | Aug 13, 2026 | Option exercise | +1,458 | $34.39 | $50.14K | 25,312 |
| Arjun Agarwal Senior Vice President, Finance | Aug 13, 2026 | Option exercise | +8,542 | $12.50 | $106.78K | 23,854 |
| Arjun Agarwal Senior Vice President, Finance | Aug 13, 2026 | Sale(10b5-1 plan) | −2,100 | $104.67 | $219.81K | 23,212 |
| Joana Goncalves Chief Medical Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −3,803 | $86.68 | $329.64K | 33,018 |
| Joana Goncalves Chief Medical Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −2,497 | $85.86 | $214.39K | 36,821 |
| Joana Goncalves Chief Medical Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −400 | $84.37 | $33.75K | 39,318 |
| Joana Goncalves Chief Medical Officer | Jul 15, 2026 | Option exercise | +3,500 | $7.80 | $27.30K | 39,718 |
| Joana Goncalves Chief Medical Officer | Jul 15, 2026 | Option exercise | +3,500 | $6.84 | $23.94K | 36,218 |
| Joana Goncalves Chief Medical Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −300 | $87.25 | $26.18K | 32,718 |
| Arjun Agarwal Senior Vice President, Finance | Jul 13, 2026 | Sale(10b5-1 plan) | −300 | $83.07 | $24.92K | 25,011 |
| Arjun Agarwal Senior Vice President, Finance | Jul 13, 2026 | Sale(10b5-1 plan) | −5,656 | $84.90 | $480.19K | 15,612 |
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 |
|---|---|---|---|---|---|
| Goncalves Joana Officer | Oct 15, 2026 | 21,000 | $1.61M | Oct 15, 2026 | Exercise of Stock Options |
| Agarwal Arjun Officer | Oct 13, 2026 | 9,999 | $821.02K | Oct 12, 2026 | Exercise of Stock Options |
| Klein Lawrence Director, Officer | Oct 1, 2026 | 25,000 | $2.08M | Oct 1, 2026 | Exercise of Stock Options |
| Agarwal Arjun Officer | Sep 21, 2026 | 533 | $50.61K | Sep 21, 2026 | Restricted Stock Units |
| Klein Lawrence Director, Officer | Sep 1, 2026 | 75,000 | $6.95M | Sep 1, 2026 | Exercise of Stock Options |
| Sandler Laura Officer | Sep 1, 2026 | 5,000 | $463.10K | Sep 1, 2026 | Exercise of Stock Options |
| Quinlan Paul Officer | Aug 14, 2026 | 71,000 | $7.68M | Aug 14, 2026 | Exercise of Stock Options |
| Goncalves Joana Officer | Jul 15, 2026 | 21,000 | $1.84M | Jul 15, 2026 | Exercise of Stock Options |
| Agarwal Arjun Officer | Jul 13, 2026 | 28,588 | $2.48M | Jul 13, 2026 | Exercise of Stock Options |
| Healthcare Fund II L.P. Fairmount Director, 10% Stockholder | Jul 1, 2026 | 3,553,410 | $300.01M | Jul 1, 2026 | Conversion of Series B Non-Voting Convertible Preferred Stock |
| Dambkowski Carl Director | Jun 11, 2026 | 35,000 | $2.24M | Jun 11, 2026 | Partnership Distribution |
| Dambkowski Carl Director | May 21, 2026 | 105,000 | $6.37M | May 21, 2026 | Exercise of Stock Options |
| Agarwal Arjun Officer | May 18, 2026 | 22,206 | $1.38M | May 18, 2026 | Exercise of Stock Options |
| Sandler Laura Officer | May 1, 2026 | 10,000 | $684.10K | May 1, 2026 | Exercise of Stock Options |
| Goncalves Joana Officer | Apr 15, 2026 | 21,000 | $1.41M | Apr 15, 2026 | Exercise of Stock Options |