PTHSNYSEBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
Pelthos Therapeutics Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$20.26+0.11 (+0.55%)
Close on Oct 19, 2026
- Market cap
- $71.71M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
35.6%
1M of 4M shares
Institutional holders
24
10 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
2 buys · 21 sales
Net bought $558.47K
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 |
|---|---|---|---|---|
| Alexandra Wood (Canada) Inc. | 574,187 | 9.53% | 13G (passive) | Dec 13, 2024 |
| Ligand Pharmaceuticals Incorporated | 5,189,177 | 49.90% | 13D (active) amendment | Nov 6, 2025 |
| Motif Pharmaceuticals Ltd. | 483,406 | 8.40% | 13G (passive) | Feb 21, 2024 |
| Boswell Prayer Ltd | 471,592 | 8.20% | 13G (passive) | Feb 21, 2024 |
| Aperture Healthcare Ventures Ltd. | 444,070 | 7.70% | 13G (passive) | Feb 21, 2024 |
| Benuvia Operations, LLC | 384,226 | 6.70% | 13G (passive) | Feb 21, 2024 |
| 3i, LP | 337,026 | 9.90% | 13G (passive) amendment | Mar 31, 2026 |
| Maier Joshua Tarlow | 318,886 | 9.90% | 13G (passive) amendment | Dec 31, 2025 |
| Murchinson Ltd. | 280,000 | 9.10% | 13G (passive) | Sep 30, 2025 |
| Neil Shahrestani | 256,598 | 7.70% | 13G (passive) amendment | Mar 31, 2026 |
| Ezra Friedberg | 250,121 | 8.30% | 13D (active) amendment | Jul 1, 2025 |
| Ikarian Capital, LLC | 186,408 | 6.10% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PTHS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| AIGH Capital Management LLC | 329,098 | 8.60% | $9.30M | New | 0.59% |
| Murchinson Ltd. | 304,302 | 7.95% | $8.60M | +7,988 | 1.19% |
| Ikarian Capital, LLC | 256,598 | 6.70% | $7.25M | – | 0.78% |
| Boothbay Fund Management, LLC | 101,976 | 2.66% | $2.88M | +20,118 | 0.04% |
| Vanguard Capital Management LLC | 97,134 | 2.54% | $2.75M | +4,041 | 0.00% |
| Cantor Fitzgerald, L. P. | 76,246 | 1.99% | $2.15M | +34,823 | 0.01% |
| J. Goldman & Co LP | 38,075 | 0.99% | $1.08M | −12,340 | 0.03% |
| Diadema Partners LP | 24,773 | 0.65% | $700.09K | – | 0.09% |
| Wexford Capital LP | 22,364 | 0.58% | $632.01K | New | 0.08% |
| Knott David M Jr | 22,073 | 0.58% | $623.78K | +1,000 | 0.33% |
| Citadel Advisors LLC | 15,046 | 0.39% | $425.20K | New | 0.00% |
| Geode Capital Management, LLC | 14,650 | 0.38% | $414.01K | −640 | 0.00% |
| Pale Fire Capital SE | 12,919 | 0.34% | $365.09K | – | 0.03% |
| 1492 Capital Management LLC | 10,380 | 0.27% | $293.34K | New | 0.09% |
| Vanguard Fiduciary Trust Co | 9,873 | 0.26% | $279.01K | +56 | 0.00% |
| State Street Corp | 9,800 | 0.26% | $276.95K | New | 0.00% |
| Persistent Asset Partners Ltd | 6,007 | 0.16% | $169.76K | – | 0.05% |
| BlackRock, Inc. | 5,324 | 0.14% | $150.46K | New | 0.00% |
| UBS Group AG | 2,217 | 0.06% | $62.65K | +1,453 | 0.00% |
| China Universal Asset Management Co., Ltd. | 2,160 | 0.06% | $61.04K | New | 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 | 24 | 1M | 35.6% | 10 / 7 | 2 / 3 | 0M | 0M |
| Q1 2026 | 17 | 1M | 23.8% | 5 / 8 | 2 / 2 | 0M | 0M |
| Q4 2025 | 15 | 1M | 23.5% | 4 / 10 | 0 / 3 | 0M | 0M |
| Q3 2025 | 14 | 0M | 12.1% | 14 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PTHS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 78,008 | 2.04% | $2.20M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 16,128 | 0.42% | $455.78K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 7,464 | 0.19% | $197.57K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 4,991 | 0.13% | $141.05K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 2,052 | 0.05% | $54.32K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 1,972 | 0.05% | $52.20K | 0.00% | May 31, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 1,818 | 0.05% | $51.38K | 0.00% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 1,180 | 0.03% | $33.35K | 0.00% | Jun 30, 2026 |
| 1290 VT Micro Cap Portfolio | 333 | 0.01% | $9.41K | 0.00% | 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 |
|---|---|---|---|---|
| Scott M. Plesha | CEO and President, Director | 83,678 | 2.19% | Apr 1, 2026 |
| Knuettel Francis II | CFO, Treas & Secty | 40,841 | 1.07% | May 26, 2026 |
| John M. Gay | Chief Financial Officer | 30,518 | 0.80% | Apr 20, 2026 |
| Sai Rangarao | Chief Commercial Officer | 30,518 | 0.80% | Apr 1, 2026 |
| Matthew Pauls | Director | 14,458 | 0.38% | Jul 7, 2026 |
| Ezra M. Friedberg | Director | 203,114 | 5.31% | Jul 7, 2026 |
| Peter Greenleaf | Director | 23,884 | 0.62% | Jul 7, 2026 |
| Todd C. Davis | Director | 1,575,331 | 41.15% | Jun 15, 2026 |
| Richard Malamut | Director | 28,462 | 0.74% | Apr 6, 2026 |
| Richard B. Baxter | Director | 19,108 | 0.50% | Apr 1, 2026 |
| Andrew J. Einhorn | Director | 12,000 | 0.31% | Dec 29, 2025 |
| Pharmaceuticals Inc Ligand | Director, 10% owner | 1,500,000 | 39.18% | Dec 19, 2025 |
| Chia-Lin Simmons | Director | – | – | Apr 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matthew Pauls Director | Jul 2, 2026 | Sale(10b5-1 plan) | −692 | $26.00 | $17.99K | 14,458 |
| Matthew Pauls Director | Jul 2, 2026 | Sale(10b5-1 plan) | −94 | $27.36 | $2.57K | 14,364 |
| Ezra M. Friedberg Director | Jul 2, 2026 | Sale(10b5-1 plan) | −24 | $27.33 | $656 | 81,042 |
| Ezra M. Friedberg Director | Jul 2, 2026 | Sale(10b5-1 plan) | −534 | $26.03 | $13.90K | 81,066 |
| Peter Greenleaf Director | Jul 2, 2026 | Sale(10b5-1 plan) | −85 | $27.27 | $2.32K | 23,884 |
| Peter Greenleaf Director | Jul 2, 2026 | Sale(10b5-1 plan) | −712 | $26.00 | $18.51K | 23,969 |
| Ezra M. Friedberg Director | Jun 15, 2026 | Sale(10b5-1 plan) | −59 | $27.94 | $1.65K | 81,600 |
| Ezra M. Friedberg Director | Jun 15, 2026 | Sale(10b5-1 plan) | −224 | $27.12 | $6.07K | 81,659 |
| Todd C. Davis Director | Jun 11, 2026 | Buy | +35,445 | $27.80 | $985.37K | 75,331 |
| Todd C. Davis Director | Jun 11, 2026 | Buy | +503 | $28.73 | $14.45K | 75,834 |
| Knuettel Francis II CFO, Treas & Secty | May 22, 2026 | Returned to company | −13,947 | – | – | 19,525 |
| Knuettel Francis II CFO, Treas & Secty | May 22, 2026 | Sale | −1,500 | $26.84 | $40.26K | 11,316 |
| Ezra M. Friedberg Director | May 14, 2026 | Tax withholding | −144 | $27.01 | $3.89K | 81,883 |
| Richard Malamut Director | Apr 2, 2026 | Sale(10b5-1 plan) | −280 | $21.36 | $5.98K | 27,422 |
| Richard Malamut Director | Apr 2, 2026 | Sale(10b5-1 plan) | −310 | $20.51 | $6.36K | 27,702 |
| Matthew Pauls Director | Apr 2, 2026 | Sale(10b5-1 plan) | −415 | $20.52 | $8.52K | 15,521 |
| Matthew Pauls Director | Apr 2, 2026 | Sale(10b5-1 plan) | −371 | $21.36 | $7.92K | 15,150 |
| Ezra M. Friedberg Director | Apr 2, 2026 | Sale(10b5-1 plan) | −265 | $21.36 | $5.66K | 82,027 |
| Ezra M. Friedberg Director | Apr 2, 2026 | Sale(10b5-1 plan) | −293 | $20.51 | $6.01K | 82,292 |
| Peter Greenleaf Director | Apr 2, 2026 | Sale(10b5-1 plan) | −377 | $21.36 | $8.05K | 24,681 |
| Peter Greenleaf Director | Apr 2, 2026 | Sale(10b5-1 plan) | −420 | $20.52 | $8.62K | 25,058 |
| Andrew J. Einhorn Director | Dec 23, 2025 | Award | +12,000 | – | – | 12,000 |
| Matthew Pauls Director | Dec 10, 2025 | Gift | −9,542 | – | – | 1,074 |
| Ezra M. Friedberg Director | Nov 25, 2025 | Sale | −2,000 | $28.14 | $56.28K | 32,001 |
| Ezra M. Friedberg Director | Nov 25, 2025 | Sale | −1 | $28.50 | $29 | 32,000 |
| Ezra M. Friedberg Director | Nov 25, 2025 | Sale | −2,000 | $28.01 | $56.02K | 30,000 |
| Ezra M. Friedberg Director | Nov 25, 2025 | Sale | −5,999 | $28.00 | $167.97K | 34,001 |
| Richard Malamut Director | Nov 13, 2025 | Award | +2,454 | – | – | 8,904 |
| Matthew Pauls Director | Oct 2, 2025 | Option exercise | +2,123 | – | – | 10,616 |
| Knuettel Francis II CFO, Treas & Secty | Jul 2, 2025 | Award | +33,472 | – | – | 33,472 |
| Sai Rangarao Chief Commercial Officer | Jul 2, 2025 | Award | +30,518 | – | – | 30,518 |
| Richard B. Baxter Director | Jul 2, 2025 | Award | +19,108 | – | – | 19,108 |
| Scott M. Plesha CEO and President, Director | Jul 2, 2025 | Award | +83,678 | – | – | 83,678 |
| Richard Malamut Director | Jul 2, 2025 | Award | +19,108 | – | – | 28,012 |
| Ezra M. Friedberg Director | Jul 2, 2025 | Award | +19,108 | – | – | 82,585 |
| Matthew Pauls Director | Jul 2, 2025 | Award | +25,478 | – | – | 25,478 |
| Peter Greenleaf Director | Jul 2, 2025 | Award | +25,478 | – | – | 25,478 |
| Todd C. Davis Director | Jul 2, 2025 | Award | +19,108 | – | – | 39,886 |
| Matthew Pauls Director | Jul 2, 2025 | Option exercise | +8,493 | – | – | 8,493 |
| Knuettel Francis II Chief Financial Officer | Jul 1, 2025 | Conversion | +10,000 | $10.00 | $100.00K | 10,000 |
| Pharmaceuticals Inc Ligand 10% owner | Jul 1, 2025 | Conversion | +1,500,000 | $10.00 | $15.00M | 1,500,000 |
| Todd C. Davis Director, 10% owner | Jul 1, 2025 | Conversion | +1,500,000 | $10.00 | $15.00M | 1,500,000 |
| Ezra M. Friedberg Director | Jul 1, 2025 | Conversion | +40,000 | $10.00 | $400.00K | 40,000 |
| Ezra M. Friedberg Director | Jul 1, 2025 | Conversion | +40,000 | $10.00 | $400.00K | 40,000 |
| Ezra M. Friedberg Director | Nov 13, 2024 | Award | +2,454 | – | – | 63,477 |
| Todd C. Davis Director | Nov 13, 2024 | Award | +4,961 | – | – | 20,778 |
| Knuettel Francis II CEO, Pres., CFO, Treas & Secty | Sep 13, 2024 | Buy | +3,500 | $0.97 | $3.40K | 547,710 |
| Richard Malamut Director | Sep 12, 2024 | Buy | +10,400 | $0.94 | $9.78K | 91,565 |
| Knuettel Francis II CEO, Pres., CFO, Treas & Secty | Sep 12, 2024 | Buy | +1,700 | $0.97 | $1.65K | 544,210 |
| Knuettel Francis II CEO, Pres., CFO, Treas & Secty | Sep 11, 2024 | Buy | +5,500 | $0.94 | $5.17K | 542,510 |
| Knuettel Francis II CEO, Pres., CFO, Treas & Secty | Sep 10, 2024 | Buy | +6,500 | $0.89 | $5.79K | 537,010 |
| Knuettel Francis II CEO, Pres., CFO Treas & Secty | Jun 28, 2024 | Gift | −15,000 | – | – | 515,510 |
| Knuettel Francis II CEO, Pres., CFO Treas & Secty | Jun 28, 2024 | Gift | −5,000 | – | – | 530,510 |
| Richard Malamut Director | Jun 14, 2024 | Award | +6,450 | – | – | 6,450 |
| Ezra M. Friedberg Director | Jun 14, 2024 | Award | +6,450 | – | – | 61,023 |
| Todd C. Davis Director | Jun 14, 2024 | Award | +12,900 | – | – | 15,817 |
| Ezra M. Friedberg Director | Feb 21, 2024 | Buy | +16,667 | $6.00 | $100.00K | 545,721 |
| Todd C. Davis Director | Feb 21, 2024 | Option exercise | +29,167 | $4.80 | $140.00K | 29,167 |
| Ezra M. Friedberg Director | Feb 21, 2024 | Option exercise | +6,992 | $4.80 | $33.56K | 520,719 |
| Ezra M. Friedberg Director | Feb 21, 2024 | Option exercise | +13,649 | $4.80 | $65.52K | 513,727 |
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 |
|---|---|---|---|---|---|
| Knuettel Francis II Officer | May 22, 2026 | 1,720 | $46.63K | May 22, 2026 | Market |