SGMTNasdaqPharmaceutical PreparationsFiscal year ends December 31
Sagimet Biosciences Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$8.86+0.84 (+10.47%)
Close on Oct 19, 2026
- Market cap
- $470.59M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
82.1%
51M of 62M shares
Institutional holders
122
58 new, 24 sold out
Net institutional buying
38M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $4.91M
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 |
|---|---|---|---|---|
| Commodore Capital LP | 5,507,752 | 7.60% | 13G (passive) | Sep 30, 2026 |
| BlackRock, Inc. | 4,751,186 | 7.80% | 13G (passive) | Jun 30, 2026 |
| Bam Gp LLC | 3,626,113 | 5.93% | 13G (passive) | Jun 30, 2026 |
| Ascletis Pharma Inc. | 1,654,701 | 5.40% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SGMT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,575,788 | 10.58% | $50.83M | +5,775,845 | 0.00% |
| Balyasny Asset Management L.P. | 3,626,113 | 5.83% | $28.03M | New | 0.03% |
| Woodline Partners LP | 3,000,652 | 4.83% | $23.20M | +1,999,709 | 0.07% |
| Silverarc Capital Management, LLC | 2,927,698 | 4.71% | $22.63M | New | 2.35% |
| Vanguard Capital Management LLC | 2,566,272 | 4.13% | $19.84M | +1,467,353 | 0.00% |
| Caligan Partners LP | 2,500,000 | 4.02% | $19.33M | New | 0.91% |
| Bvf Inc/Il | 2,500,000 | 4.02% | $19.33M | New | 0.49% |
| Affinity Asset Advisors, LLC | 2,497,864 | 4.02% | $19.31M | +1,629,844 | 0.87% |
| Federated Hermes, Inc. | 2,086,715 | 3.36% | $16.13M | +2,085,934 | 0.02% |
| Great Point Partners LLC | 2,029,933 | 3.27% | $15.69M | New | 2.97% |
| State Street Corp | 1,995,092 | 3.21% | $15.42M | +1,866,304 | 0.00% |
| Saturn V Capital Management LP | 1,479,918 | 2.38% | $11.44M | New | 1.64% |
| Geode Capital Management, LLC | 1,444,019 | 2.32% | $11.17M | +1,134,497 | 0.00% |
| Blue Owl Capital Holdings LP | 1,260,544 | 2.03% | $9.74M | +926,667 | 1.47% |
| Baker Bros. Advisors LP | 952,996 | 1.53% | $7.37M | – | 0.04% |
| Millennium Management LLC | 937,025 | 1.51% | $7.24M | +74,722 | 0.00% |
| abrdn plc | 847,700 | 1.36% | $6.55M | New | 0.01% |
| Goldman Sachs Group Inc | 759,086 | 1.22% | $5.87M | +589,827 | 0.00% |
| Hhlr Advisors, Ltd. | 724,800 | 1.17% | $5.60M | – | 0.67% |
| Ameriprise Financial Inc | 581,217 | 0.94% | $4.49M | 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 | 122 | 51M | 82.1% | 58 / 36 | 10 / 24 | 41M | 3M |
| Q1 2026 | 88 | 13M | 21.5% | 18 / 32 | 18 / 13 | 3M | 3M |
| Q4 2025 | 86 | 14M | 23.2% | 26 / 27 | 16 / 10 | 4M | 2M |
| Q3 2025 | 72 | 13M | 20.3% | 20 / 22 | 12 / 14 | 3M | 2M |
| Q2 2025 | 67 | 12M | 18.8% | 24 / 11 | 14 / 27 | 4M | 6M |
| Q1 2025 | 70 | 14M | 22.2% | 18 / 16 | 18 / 13 | 1M | 5M |
| Q4 2024 | 66 | 18M | 28.2% | 16 / 15 | 20 / 13 | 1M | 4M |
| Q3 2024 | 63 | 20M | 31.7% | 11 / 15 | 20 / 29 | 3M | 3M |
| Q2 2024 | 82 | 21M | 33.7% | 22 / 22 | 21 / 21 | 3M | 6M |
| Q1 2024 | 81 | 24M | 38.4% | 35 / 31 | 11 / 5 | 15M | 5M |
| Q4 2023 | 51 | 14M | 23.3% | 11 / 18 | 9 / 7 | 2M | 2M |
| Q3 2023 | 48 | 16M | 25.0% | 48 / 0 | 0 / 0 | 16M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SGMT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Federated Hermes Kaufmann Small Cap Fund | 2,083,333 | 3.35% | $14.81M | 0.52% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,861,227 | 2.99% | $14.39M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,497,525 | 2.41% | $11.58M | 0.01% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 983,147 | 1.58% | $7.60M | 0.07% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 659,000 | 1.06% | $5.09M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 643,413 | 1.04% | $4.57M | 0.01% | Jul 31, 2026 |
| BlackRock Health Sciences Opportunities Portfolio | 585,181 | 0.94% | $4.27M | 0.07% | May 29, 2026 |
| iShares Russell 2000 Growth ETF | 431,516 | 0.69% | $3.34M | 0.02% | Jun 30, 2026 |
| iShares Biotechnology ETF | 413,328 | 0.66% | $3.20M | 0.04% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 290,427 | 0.47% | $2.12M | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 197,472 | 0.32% | $1.53M | 0.10% | Jun 30, 2026 |
| Ultra-Small Company Fund | 166,441 | 0.27% | $1.29M | 1.30% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 142,839 | 0.23% | $1.02M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 136,754 | 0.22% | $972.32K | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 118,725 | 0.19% | $917.74K | 0.01% | 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 |
|---|---|---|---|---|
| David Happel | President & CEO, Director | 741,570 | 1.19% | Jul 22, 2026 |
| Elizabeth Rozek | Chief Legal & Admin. Officer | 224,414 | 0.36% | Jul 22, 2026 |
| Andreas Grauer | Chief Medical Officer | – | – | Jun 1, 2026 |
| Thierry Chauche | Chief Financial Officer | 59,688 | 0.10% | Jun 1, 2026 |
| Eduardo Bruno Martins | Chief Medical Officer | 147,296 | 0.24% | Feb 20, 2026 |
| George Kemble | Director | 62,161 | 0.10% | Aug 17, 2026 |
| Elizabeth A. Grammer | Director | – | – | Jun 15, 2026 |
| Beth C. Seidenberg | Director | 131,643 | 0.21% | Jun 15, 2026 |
| Jennifer Jarrett | Director | – | – | Jun 15, 2026 |
| Paul W. Hoelscher | Director | – | – | Jun 15, 2026 |
| Anne M. Phillips | Director | – | – | Jun 15, 2026 |
| Timothy P. Walbert | Director | 2,200 | 0.00% | Jun 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| George Kemble Director | Aug 14, 2026 | Sale(10b5-1 plan) | −350,987 | $10.23 | $3.59M | 62,161 |
| George Kemble Director | Aug 14, 2026 | Option exercise | +24,369 | $6.36 | $154.99K | 413,148 |
| George Kemble Director | Aug 14, 2026 | Option exercise | +326,618 | $6.36 | $2.08M | 388,779 |
| George Kemble Director | Aug 11, 2026 | Option exercise | +10,455 | $6.36 | $66.49K | 82,367 |
| George Kemble Director | Aug 11, 2026 | Sale(10b5-1 plan) | −20,206 | $9.95 | $201.05K | 62,161 |
| George Kemble Director | Aug 11, 2026 | Option exercise | +9,751 | $6.36 | $62.02K | 71,912 |
| Elizabeth Rozek Chief Legal & Admin. Officer | Jul 20, 2026 | Sale | −10,545 | $7.76 | $81.83K | 224,414 |
| George Kemble Director | Jul 20, 2026 | Sale(10b5-1 plan) | −18,844 | $7.46 | $140.58K | 62,161 |
| David Happel President & CEO, Director | Jul 20, 2026 | Sale | −64,051 | $7.76 | $497.04K | 741,570 |
| Thierry Chauche Chief Financial Officer | Feb 19, 2026 | Award | +44,000 | – | – | 59,688 |
| Elizabeth Rozek Chief Legal & Admin. Officer | Feb 19, 2026 | Award | +44,000 | – | – | 234,959 |
| David Happel President & CEO, Director | Feb 19, 2026 | Award | +128,000 | – | – | 805,621 |
| Eduardo Bruno Martins Chief Medical Officer | Feb 19, 2026 | Award | +44,000 | – | – | 147,296 |
| Thierry Chauche Chief Financial Officer | Feb 10, 2026 | Sale | −1,312 | $5.36 | $7.03K | 15,688 |
| Elizabeth Rozek Chief Legal & Admin. Officer | Feb 10, 2026 | Sale | −2,622 | $5.36 | $14.05K | 190,959 |
| David Happel President & CEO, Director | Feb 10, 2026 | Sale | −12,101 | $5.36 | $64.86K | 677,621 |
| Eduardo Bruno Martins Chief Medical Officer | Feb 10, 2026 | Sale | −3,640 | $5.36 | $19.51K | 103,296 |
| George Kemble Executive Chairman, Director | Nov 20, 2025 | Sale(10b5-1 plan) | −37,688 | $7.69 | $289.82K | 81,005 |
| Elizabeth Rozek Chief Legal & Admin. Officer | Nov 4, 2025 | Award | +9,855 | – | – | 193,581 |
| Elizabeth Rozek General Counsel and CCO | Jul 21, 2025 | Sale | −10,780 | $9.13 | $98.42K | 183,726 |
| David Happel President & CEO, Director | Jul 21, 2025 | Sale | −65,478 | $9.13 | $597.81K | 689,722 |
| Eduardo Bruno Martins Chief Medical Officer | Jul 21, 2025 | Sale | −8,277 | $9.13 | $75.57K | 106,936 |
| David Happel President & CEO, Director | Feb 6, 2025 | Award | +116,000 | – | – | 755,200 |
| Thierry Chauche Chief Financial Officer | Feb 6, 2025 | Award | +17,000 | – | – | 17,000 |
| Elizabeth Rozek General Counsel and CCO | Feb 6, 2025 | Award | +34,000 | – | – | 194,506 |
| Eduardo Bruno Martins Chief Medical Officer | Feb 6, 2025 | Award | +34,000 | – | – | 115,213 |
| George Kemble Executive Chairman, Director | Jul 23, 2024 | Sale(10b5-1 plan) | −23,625 | $3.17 | $74.89K | 118,693 |
| Eduardo Bruno Martins Chief Medical Officer | Jul 19, 2024 | Sale | −8,357 | $3.10 | $25.91K | 81,213 |
| Elizabeth Rozek General Counsel and CCO | Jul 19, 2024 | Sale | −10,914 | $3.10 | $33.83K | 160,506 |
| George Kemble Executive Chairman, Director | Jul 19, 2024 | Sale | −14,062 | $3.10 | $43.59K | 142,318 |
| David Happel President & CEO, Director | Mar 26, 2024 | Buy | +12,100 | $5.27 | $63.77K | 639,200 |
| Forest Baskett 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| Forest Baskett 10% owner | Jan 29, 2024 | Other | +11,300 | – | – | 11,300 |
| Forest Baskett 10% owner | Jan 29, 2024 | Other | +260,950 | – | – | 260,950 |
| Forest Baskett 10% owner | Jan 29, 2024 | Other | −260,950 | – | – | 0 |
| Scott D. Sandell 10% owner | Jan 29, 2024 | Other | −260,950 | – | – | 0 |
| Scott D. Sandell 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| Scott D. Sandell 10% owner | Jan 29, 2024 | Other | +6,997 | – | – | 6,997 |
| Scott D. Sandell 10% owner | Jan 29, 2024 | Other | +260,950 | – | – | 260,950 |
| NEA 13 GP, Ltd 10% owner | Jan 29, 2024 | Other | −260,950 | – | – | 0 |
| NEA 13 GP, Ltd 10% owner | Jan 29, 2024 | Other | +260,950 | – | – | 260,950 |
| NEA 13 GP, Ltd 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| Patrick J. Kerins 10% owner | Jan 29, 2024 | Other | −260,950 | – | – | 0 |
| Patrick J. Kerins 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| Patrick J. Kerins 10% owner | Jan 29, 2024 | Other | +260,950 | – | – | 260,950 |
| Patrick J. Kerins 10% owner | Jan 29, 2024 | Other | +13,139 | – | – | 13,139 |
| Enterprise Associates 13 Lp New 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| David Happel President & CEO, Director | Dec 7, 2023 | Buy | +1,600 | $4.10 | $6.56K | 627,100 |
| George Kemble Executive Chairman, Director | Nov 17, 2023 | Award | +150,750 | – | – | 156,380 |
| Eduardo Bruno Martins Chief Medical Officer | Nov 17, 2023 | Award | +89,570 | – | – | 89,570 |
| David Happel President & CEO, Director | Nov 17, 2023 | Award | +624,910 | – | – | 625,500 |
| Elizabeth Rozek General Counsel and CCO | Nov 17, 2023 | Award | +171,420 | – | – | 171,420 |
| David Happel President & CEO, Director | Nov 16, 2023 | Buy | +590 | $2.35 | $1.39K | 590 |
| George Kemble Executive Chairman, Director | Sep 7, 2023 | Option exercise | +5,630 | $0.79 | $4.45K | 5,630 |
| Jinzi Jason Wu Director | Jul 18, 2023 | Conversion | +1,654,701 | – | – | 1,654,701 |
| Merdad Parsey Director | Jul 18, 2023 | Returned to company | −8,677 | – | – | 0 |
| Merdad Parsey Director | Jul 18, 2023 | Award | +8,677 | – | – | 8,677 |
| Merdad Parsey Director | Jul 18, 2023 | Conversion | +4,117 | – | – | 12,794 |
| Beth C. Seidenberg Director | Jul 18, 2023 | Buy | +46,875 | $16.00 | $750.00K | 46,875 |
| Beth C. Seidenberg Director | Jul 18, 2023 | Returned to company | −38,763 | – | – | 0 |
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 |
|---|---|---|---|---|---|
| Kemble George Director | Aug 14, 2026 | 350,987 | $3.26M | Aug 14, 2026 | Exercise of Stock Options |
| Kemble George Director | Aug 11, 2026 | 20,206 | $193.37K | Aug 11, 2026 | Exercise of Stock Options |
| Kemble George Director, Officer | Jul 20, 2026 | 18,844 | $147.36K | Jul 20, 2026 | Restricted Stock Units |
| Kemble George Director, Officer | Nov 20, 2025 | 37,688 | $295.85K | Nov 20, 2025 | Restricted Stock Units |
| Kemble George Director, Officer | Jul 23, 2024 | 23,625 | $73.00K | Jul 23, 2024 | Restricted Stock Units |