RXRXNasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
RECURSION PHARMACEUTICALS, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$3.61+0.15 (+4.18%)
Close on Oct 19, 2026
- Market cap
- $1.92B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
67.6%
362M of 535M shares
Institutional holders
343
53 new, 40 sold out
Net institutional buying
26M
In Q2 2026
Insider trades, 12 months
0 buys · 34 sales
Net sold $7.85M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 44,541,605 | 8.50% | 13G (passive) amendment | Jun 30, 2026 |
| ARK Investment Management LLC | 37,316,856 | 7.25% | 13G (passive) amendment | Dec 31, 2025 |
| State Street Corporation | 34,706,130 | 6.60% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 31,369,274 | 5.97% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 26,744,129 | 5.09% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RXRX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 50,304,691 | 9.40% | $184.62M | +7,112,385 | 0.00% |
| ARK Investment Management LLC | 41,337,632 | 7.72% | $151.71M | +1,124,863 | 0.98% |
| State Street Corp | 34,706,130 | 6.48% | $127.37M | +6,215,492 | 0.00% |
| Vanguard Portfolio Management LLC | 31,131,599 | 5.82% | $114.25M | +8,372,499 | 0.01% |
| Baillie Gifford & Co | 23,487,907 | 4.39% | $86.20M | −187,500 | 0.08% |
| Vanguard Capital Management LLC | 22,765,940 | 4.25% | $83.55M | +521,553 | 0.00% |
| Geode Capital Management, LLC | 13,819,135 | 2.58% | $50.72M | +1,544,051 | 0.00% |
| Softbank Group Corp. | 13,636,515 | 2.55% | $50.05M | – | 0.28% |
| MIC Capital Management UK LLP | 9,644,033 | 1.80% | $35.39M | +1 | 8.98% |
| UBS Group AG | 8,947,102 | 1.67% | $32.84M | +3,845,865 | 0.00% |
| Norges Bank | 6,833,534 | 1.28% | $25.08M | New | 0.00% |
| Data Collective IV GP, LLC | 5,941,120 | 1.11% | $21.80M | – | 27.76% |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,511,687 | 1.03% | $20.23M | +92,466 | 0.01% |
| Nikko Asset Management Americas, Inc. | 5,511,687 | 1.03% | $20.23M | +92,466 | 0.26% |
| Northern Trust Corp | 4,758,236 | 0.89% | $17.46M | +789,825 | 0.00% |
| Marshall Wace, Llp | 4,714,577 | 0.88% | $17.30M | +1,837,649 | 0.01% |
| Charles Schwab Investment Management Inc | 4,138,286 | 0.77% | $15.19M | +329,488 | 0.00% |
| DCVC Opportunity Fund II GP, LLC | 3,951,141 | 0.74% | $14.50M | – | 84.30% |
| Goldman Sachs Group Inc | 3,917,858 | 0.73% | $14.38M | −2,147,803 | 0.00% |
| Vanguard Fiduciary Trust Co | 3,470,558 | 0.65% | $12.74M | −44,425 | 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 | 343 | 362M | 67.6% | 53 / 129 | 100 / 40 | 50M | 24M |
| Q1 2026 | 335 | 336M | 62.8% | 60 / 133 | 81 / 51 | 86M | 28M |
| Q4 2025 | 335 | 325M | 60.7% | 70 / 123 | 85 / 51 | 55M | 44M |
| Q3 2025 | 322 | 328M | 61.3% | 45 / 133 | 75 / 52 | 38M | 20M |
| Q2 2025 | 333 | 311M | 58.1% | 57 / 112 | 90 / 59 | 24M | 21M |
| Q1 2025 | 336 | 308M | 57.5% | 65 / 138 | 70 / 43 | 25M | 21M |
| Q4 2024 | 316 | 305M | 56.9% | 86 / 116 | 61 / 35 | 57M | 18M |
| Q3 2024 | 268 | 266M | 49.6% | 45 / 112 | 52 / 44 | 44M | 14M |
| Q2 2024 | 270 | 253M | 47.3% | 70 / 110 | 48 / 46 | 53M | 16M |
| Q1 2024 | 248 | 218M | 40.7% | 69 / 89 | 52 / 19 | 18M | 9M |
| Q4 2023 | 199 | 210M | 39.1% | 43 / 69 | 48 / 34 | 63M | 5M |
| Q3 2023 | 192 | 152M | 28.5% | 56 / 74 | 38 / 20 | 35M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RXRX | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 22,137,492 | 4.14% | $81.24M | 0.76% | Jun 30, 2026 |
| ARK Innovation ETF | 20,255,566 | 3.78% | $60.77M | 1.09% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 15,819,431 | 2.96% | $58.06M | 0.00% | Jun 30, 2026 |
| ARK Genomic Revolution ETF | 13,638,907 | 2.55% | $40.92M | 2.63% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 13,134,916 | 2.45% | $48.21M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 11,420,983 | 2.13% | $41.92M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 6,556,858 | 1.22% | $24.06M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 6,009,329 | 1.12% | $22.05M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 5,591,936 | 1.04% | $16.78M | 0.05% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 4,366,298 | 0.82% | $16.02M | 0.11% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 3,889,209 | 0.73% | $14.27M | 0.12% | Jun 30, 2026 |
| iShares Biotechnology ETF | 3,337,151 | 0.62% | $12.25M | 0.13% | Jun 30, 2026 |
| Vanguard U.S. Growth Fund | 3,258,587 | 0.61% | $11.70M | 0.02% | May 31, 2026 |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | 3,041,246 | 0.57% | $11.16M | 1.53% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 2,646,001 | 0.49% | $9.50M | 0.02% | 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 |
|---|---|---|---|---|
| Najat Khan | CEO and President, Director | 2,072,890 | 0.39% | Sep 10, 2026 |
| Ben R. Taylor | Chief Financial Officer | 1,071,462 | 0.20% | Sep 16, 2026 |
| David Hallett | Chief Scientific Officer | 1,043,837 | 0.19% | Aug 18, 2026 |
| Michael Secora | Chief Financial Officer | 1,487,694 | 0.28% | Nov 19, 2024 |
| Tina Marriott | President and COO | 506,852 | 0.09% | Nov 19, 2024 |
| David J. Mauro | Chief Medical Officer | 225,429 | 0.04% | Nov 19, 2024 |
| Blake Borgeson | Director | 6,158,287 | 1.15% | Sep 2, 2026 |
| Zavain Dar | Director | 240,764 | 0.04% | Jul 2, 2026 |
| Dean Y. Li | Director | 4,738,425 | 0.89% | Jul 2, 2026 |
| Namandje Bumpus | Director | 127,632 | 0.02% | Jun 22, 2026 |
| Elaine D. Sun | Director | 135,981 | 0.03% | Jun 22, 2026 |
| Robert Hershberg | Director | 162,156 | 0.03% | Jun 22, 2026 |
| Franziska Michor | Director | 215,477 | 0.04% | Jun 22, 2026 |
| Christopher Gibson | Director | 15,446,827 | 2.89% | Jun 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ben R. Taylor Chief Financial Officer | Sep 15, 2026 | Tax withholding | −5,396 | $3.41 | $18.40K | 1,071,462 |
| Najat Khan CEO and President, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −22,408 | $3.52 | $78.88K | 2,072,890 |
| Blake Borgeson Director | Sep 1, 2026 | Sale(10b5-1 plan) | −30,000 | $3.34 | $100.20K | 6,158,287 |
| Ben R. Taylor Chief Financial Officer | Aug 17, 2026 | Tax withholding | −25,018 | $3.16 | $79.06K | 1,076,858 |
| David Hallett Chief Scientific Officer | Aug 17, 2026 | Tax withholding | −26,657 | $3.16 | $84.24K | 1,043,837 |
| Najat Khan CEO and President, Director | Aug 17, 2026 | Tax withholding | −80,498 | $3.16 | $254.37K | 2,095,298 |
| Blake Borgeson Director | Aug 4, 2026 | Sale(10b5-1 plan) | −30,000 | $3.25 | $97.50K | 6,188,287 |
| Blake Borgeson Director | Jul 7, 2026 | Sale(10b5-1 plan) | −40,000 | $3.96 | $158.40K | 6,218,287 |
| Zavain Dar Director | Jul 1, 2026 | Award | +5,109 | – | – | 240,764 |
| Dean Y. Li Director | Jul 1, 2026 | Award | +3,747 | – | – | 1,473,329 |
| Namandje Bumpus Director | Jun 18, 2026 | Sale(10b5-1 plan) | −3,963 | $3.18 | $12.60K | 127,632 |
| Blake Borgeson Director | Jun 17, 2026 | Award | +88,424 | – | – | 6,258,287 |
| Elaine D. Sun Director | Jun 17, 2026 | Award | +88,424 | – | – | 135,981 |
| Namandje Bumpus Director | Jun 17, 2026 | Award | +88,424 | – | – | 131,595 |
| Robert Hershberg Director | Jun 17, 2026 | Award | +88,424 | – | – | 162,156 |
| Franziska Michor Director | Jun 17, 2026 | Award | +88,424 | – | – | 215,477 |
| Dean Y. Li Director | Jun 17, 2026 | Award | +88,424 | – | – | 1,469,582 |
| Zavain Dar Director | Jun 17, 2026 | Award | +88,424 | – | – | 235,655 |
| Ben R. Taylor Chief Financial Officer | Jun 15, 2026 | Tax withholding | −5,396 | $3.15 | $17.00K | 1,101,876 |
| Najat Khan CEO and President, Director | Jun 5, 2026 | Sale(10b5-1 plan) | −23,588 | $3.58 | $84.45K | 2,175,796 |
| Christopher Gibson Director | Jun 5, 2026 | Conversion | +40,000 | – | – | 923,735 |
| Christopher Gibson Director | Jun 5, 2026 | Sale(10b5-1 plan) | −40,000 | $3.62 | $144.80K | 883,735 |
| Namandje Bumpus Director | Jun 3, 2026 | Sale(10b5-1 plan) | −4,386 | $3.54 | $15.53K | 43,171 |
| Blake Borgeson Director | Jun 2, 2026 | Sale(10b5-1 plan) | −30,000 | $3.68 | $110.40K | 6,169,863 |
| Christopher Gibson Director | May 22, 2026 | Sale(10b5-1 plan) | −40,000 | $3.08 | $123.20K | 883,735 |
| Christopher Gibson Director | May 22, 2026 | Conversion | +40,000 | – | – | 923,735 |
| Ben R. Taylor Chief Financial Officer | May 15, 2026 | Tax withholding | −25,018 | $3.04 | $76.05K | 1,107,272 |
| David Hallett Chief Scientific Officer | May 15, 2026 | Tax withholding | −26,657 | $3.04 | $81.04K | 1,070,494 |
| Najat Khan CEO and President, Director | May 15, 2026 | Tax withholding | −62,701 | $3.04 | $190.61K | 2,199,384 |
| Christopher Gibson Director | May 15, 2026 | Tax withholding | −22,821 | $3.04 | $69.38K | 883,735 |
| Christopher Gibson Director | May 7, 2026 | Sale(10b5-1 plan) | −40,000 | $3.37 | $134.80K | 926,556 |
| Christopher Gibson Director | May 7, 2026 | Conversion | +60,000 | – | – | 966,556 |
| Christopher Gibson Director | May 7, 2026 | Gift | −20,000 | – | – | 906,556 |
| Blake Borgeson Director | May 5, 2026 | Sale(10b5-1 plan) | −30,000 | $3.52 | $105.60K | 6,199,863 |
| Christopher Gibson Director | Apr 22, 2026 | Sale(10b5-1 plan) | −40,000 | $3.61 | $144.40K | 906,556 |
| Christopher Gibson Director | Apr 22, 2026 | Conversion | +40,000 | – | – | 946,556 |
| Blake Borgeson Director | Apr 7, 2026 | Sale(10b5-1 plan) | −30,000 | $3.10 | $93.00K | 6,229,863 |
| Christopher Gibson Director | Apr 7, 2026 | Sale(10b5-1 plan) | −40,000 | $3.10 | $124.00K | 906,556 |
| Christopher Gibson Director | Apr 7, 2026 | Conversion | +40,000 | – | – | 946,556 |
| Ben R. Taylor Chief Financial Officer | Apr 6, 2026 | Tax withholding | −48,028 | $3.11 | $149.37K | 1,132,290 |
| Zavain Dar Director | Apr 1, 2026 | Award | +4,902 | – | – | 147,231 |
| Dean Y. Li Director | Apr 1, 2026 | Award | +3,268 | – | – | 1,244,177 |
| Christopher Gibson Director | Mar 23, 2026 | Conversion | +40,000 | – | – | 946,556 |
| Christopher Gibson Director | Mar 23, 2026 | Sale(10b5-1 plan) | −40,000 | $3.25 | $130.00K | 906,556 |
| Ben R. Taylor Chief Financial Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −7,956 | $3.39 | $26.97K | 1,180,318 |
| Ben R. Taylor Chief Financial Officer | Mar 16, 2026 | Tax withholding | −7,075 | $3.42 | $24.20K | 1,188,274 |
| Christopher Gibson Director | Mar 9, 2026 | Gift | −20,000 | – | – | 906,556 |
| Christopher Gibson Director | Mar 9, 2026 | Conversion | +20,000 | – | – | 926,556 |
| Najat Khan CEO and President, Director | Mar 9, 2026 | Sale(10b5-1 plan) | −28,298 | $3.35 | $94.80K | 2,262,085 |
| Blake Borgeson Director | Mar 3, 2026 | Sale(10b5-1 plan) | −170,000 | $3.46 | $588.20K | 6,259,863 |
| Christopher Gibson Director | Feb 19, 2026 | Conversion | +40,000 | – | – | 946,556 |
| Christopher Gibson Director | Feb 19, 2026 | Sale(10b5-1 plan) | −40,000 | $3.46 | $138.40K | 906,556 |
| Ben R. Taylor Chief Financial Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −13,426 | $3.08 | $41.35K | 1,195,349 |
| Najat Khan CEO and President, Director | Feb 17, 2026 | Tax withholding | −14,280 | $3.49 | $49.84K | 2,290,383 |
| Christopher Gibson Director | Feb 17, 2026 | Tax withholding | −27,265 | $3.49 | $95.15K | 906,556 |
| David Hallett Chief Scientific Officer | Feb 17, 2026 | Tax withholding | −11,908 | $3.49 | $41.56K | 1,097,151 |
| Ben R. Taylor Chief Financial Officer | Feb 17, 2026 | Tax withholding | −11,908 | $3.49 | $41.56K | 1,208,775 |
| Najat Khan CEO and President, Director | Feb 6, 2026 | Tax withholding | −10,364 | $3.98 | $41.25K | 2,304,663 |
| Najat Khan CEO and President, Director | Feb 6, 2026 | Award | +1,673,546 | – | – | 2,284,681 |
| Najat Khan CEO and President, Director | Feb 6, 2026 | Award | +30,346 | – | – | 2,315,027 |
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 Hershberg Director | Oct 6, 2026 | 25,000 | $125.00K | Oct 6, 2026 | Stock Option Exercise |
| Blake Borgeson Director | Oct 6, 2026 | 50,000 | $242.00K | Oct 6, 2026 | Founders shares |
| Khan Najat Officer | Sep 8, 2026 | 22,408 | $78.82K | Sep 8, 2026 | Equity Compensation |
| Blake Borgeson Director | Sep 1, 2026 | 30,000 | $100.20K | Sep 1, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 21, 2026 | 77,290 | $262.01K | Aug 21, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 20, 2026 | 75,000 | $255.00K | Aug 20, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 19, 2026 | 100,000 | $327.50K | Aug 19, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 18, 2026 | 26,806 | $80.40K | Aug 18, 2026 | Restricted Stock Vesting |
| Christopher Gibson Former Director | Aug 13, 2026 | 100,000 | $331.00K | Aug 13, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 12, 2026 | 50,000 | $168.50K | Aug 12, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 10, 2026 | 100,000 | $326.75K | Aug 10, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 7, 2026 | 100,000 | $325.41K | Aug 7, 2026 | Founders Shares |
| Blake Borgeson Director | Aug 4, 2026 | 30,000 | $97.50K | Aug 4, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 4, 2026 | 75,000 | $244.88K | Aug 4, 2026 | Founders Shares |
| Christopher Gibson Former Director | Jul 30, 2026 | 75,000 | $225.00K | Jul 30, 2026 | Founders Shares |