SLDBNasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
Solid Biosciences Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$5.92+0.39 (+7.05%)
Close on Oct 19, 2026
- Market cap
- $850.64M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
115M of 107M shares
Institutional holders
156
41 new, 24 sold out
Net institutional buying
19M
In Q2 2026
Insider trades, 12 months
0 buys · 28 sales
Net sold $2.66M
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 |
|---|---|---|---|---|
| RA Capital Management, L.P. | 9,313,756 | 9.90% | 13D (active) amendment | Mar 13, 2026 |
| BCLS II Investco, LP | 8,604,852 | 8.80% | 13D (active) amendment | Mar 6, 2026 |
| Peter Kolchinsky | 7,997,510 | 9.90% | 13D (active) amendment | Aug 12, 2025 |
| FMR LLC | 6,875,957 | 7.00% | 13G (passive) | Jun 30, 2026 |
| Phillip Gross | 6,729,484 | 8.68% | 13G (passive) | Mar 31, 2025 |
| BlackRock, Inc. | 6,419,730 | 6.50% | 13G (passive) | Jun 30, 2026 |
| Commodore Capital LP | 5,825,000 | 7.60% | 13G (passive) | Feb 18, 2025 |
| Vestal Point Capital, LP | 5,815,000 | 7.50% | 13G (passive) | Dec 31, 2025 |
| Robert Atchinson | 4,000,000 | 5.14% | 13G (passive) amendment | Sep 30, 2025 |
| Westend S.A. | 2,717,538 | 7.30% | 13G (passive) | Jan 11, 2024 |
| Perceptive Advisors LLC | 12,046,579 | 11.20% | 13D (active) amendment | Jun 30, 2026 |
| Rajeev Shah | 12,036,126 | 11.90% | 13D (active) amendment | Jun 22, 2026 |
| Joseph Edelman | 11,969,079 | 12.90% | 13D (active) amendment | Mar 9, 2026 |
| Raymond Debbane | 10,066,682 | 9.99% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SLDB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ra Capital Management, L.P. | 12,036,126 | 11.23% | $120.24M | +2,696,148 | 1.04% |
| Perceptive Advisors LLC | 11,906,646 | 11.10% | $118.95M | – | 1.79% |
| Bain Capital Life Sciences Investors, LLC | 9,808,819 | 9.15% | $97.99M | – | 5.83% |
| Siren, L.L.C. | 7,690,405 | 7.17% | $76.83M | – | 1.55% |
| BlackRock, Inc. | 6,934,248 | 6.47% | $69.27M | +1,975,894 | 0.00% |
| FMR LLC | 6,875,957 | 6.41% | $68.69M | +3,269,553 | 0.00% |
| Armistice Capital, LLC | 4,278,000 | 3.99% | $42.74M | +1,078,000 | 0.52% |
| State Street Corp | 4,175,365 | 3.89% | $41.71M | +3,049,878 | 0.00% |
| Jupiter Topco LLC | 4,043,605 | 3.77% | $40.38M | New | 0.02% |
| Vanguard Capital Management LLC | 4,009,922 | 3.74% | $40.06M | +1,335,298 | 0.00% |
| Rtw Investments, LP | 3,892,926 | 3.63% | $38.89M | New | 0.33% |
| Deep Track Capital, LP | 3,565,062 | 3.32% | $35.61M | – | 0.52% |
| Franklin Resources Inc | 3,440,708 | 3.21% | $34.37M | +1,247,771 | 0.01% |
| Citadel Advisors LLC | 2,815,122 | 2.63% | $28.12M | +218,322 | 0.00% |
| Alyeska Investment Group, L.P. | 2,280,484 | 2.13% | $22.78M | +359 | 0.06% |
| Ameriprise Financial Inc | 2,225,783 | 2.08% | $22.24M | −213,066 | 0.00% |
| Vestal Point Capital, LP | 2,160,000 | 2.01% | $21.58M | −2,840,000 | 0.50% |
| Redmile Group, LLC | 1,948,695 | 1.82% | $19.47M | −63,200 | 1.31% |
| Geode Capital Management, LLC | 1,940,824 | 1.81% | $19.39M | +644,840 | 0.00% |
| Goldman Sachs Group Inc | 1,602,917 | 1.49% | $16.01M | +667,382 | 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 | 156 | 115M | 100.0% | 41 / 57 | 38 / 24 | 29M | 10M |
| Q1 2026 | 143 | 100M | 93.2% | 32 / 52 | 40 / 12 | 27M | 5M |
| Q4 2025 | 125 | 81M | 75.9% | 14 / 37 | 45 / 11 | 10M | 10M |
| Q3 2025 | 122 | 81M | 75.9% | 24 / 38 | 36 / 12 | 7M | 8M |
| Q2 2025 | 110 | 83M | 77.0% | 23 / 52 | 14 / 34 | 18M | 14M |
| Q1 2025 | 121 | 79M | 73.5% | 48 / 43 | 15 / 15 | 46M | 3M |
| Q4 2024 | 89 | 36M | 33.9% | 16 / 35 | 20 / 18 | 4M | 3M |
| Q3 2024 | 91 | 36M | 33.4% | 27 / 28 | 21 / 13 | 7M | 7M |
| Q2 2024 | 79 | 38M | 35.1% | 31 / 22 | 17 / 6 | 8M | 5M |
| Q1 2024 | 54 | 35M | 32.7% | 22 / 24 | 2 / 6 | 20M | 2M |
| Q4 2023 | 38 | 17M | 15.5% | 8 / 14 | 5 / 5 | 1M | 1M |
| Q3 2023 | 35 | 16M | 15.1% | 3 / 7 | 8 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SLDB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,148,576 | 2.94% | $31.45M | 0.00% | Jun 30, 2026 |
| Select Biotechnology Portfolio | 2,606,779 | 2.43% | $19.13M | 0.36% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 2,582,269 | 2.41% | $25.80M | 0.24% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,052,984 | 1.91% | $20.51M | 0.02% | Jun 30, 2026 |
| Columbia Small Cap Growth Fund | 1,476,030 | 1.38% | $10.83M | 0.30% | May 31, 2026 |
| Franklin Biotechnology Discovery Fund | 1,409,093 | 1.31% | $11.36M | 0.98% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 862,714 | 0.80% | $6.95M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 774,006 | 0.72% | $7.73M | 0.01% | Jun 30, 2026 |
| Fidelity Advisor Biotechnology Fund | 677,565 | 0.63% | $5.46M | 0.25% | Jul 31, 2026 |
| iShares Biotechnology ETF | 551,591 | 0.51% | $5.51M | 0.06% | Jun 30, 2026 |
| Fidelity Series Small Cap Core Fund | 500,000 | 0.47% | $4.03M | 0.26% | Jul 31, 2026 |
| Columbia Small Cap Value Discovery Fund | 449,526 | 0.42% | $3.62M | 0.15% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 427,881 | 0.40% | $4.27M | 0.07% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 373,828 | 0.35% | $3.73M | 0.03% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 359,257 | 0.34% | $3.59M | 0.02% | 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 |
|---|---|---|---|---|
| Alexander Cumbo | President and CEO, Director | 235,405 | 0.22% | Apr 21, 2026 |
| Jessie Hanrahan | Chief Regulatory Officer | 74,318 | 0.07% | Apr 21, 2026 |
| Paul Herzich | Chief Technology Officer | 72,638 | 0.07% | Apr 21, 2026 |
| Kevin Tan | CFO & Treasurer | 99,422 | 0.09% | Apr 21, 2026 |
| David T. Howton | Chief Operating Officer | 105,077 | 0.10% | Apr 21, 2026 |
| Gabriel Brooks | Chief Medical Officer | 89,466 | 0.08% | Apr 21, 2026 |
| Ian F. Smith | Director | 138,145 | 0.13% | Jul 7, 2026 |
| Clare Kahn | Director | 2,960 | 0.00% | Jun 11, 2026 |
| Advisors Llc Perceptive | Director, 10% owner | 6,749,803 | 6.29% | Jun 11, 2026 |
| Life Sciences Master Fund Ltd Perceptive | Director, 10% owner | – | – | Jun 11, 2026 |
| Joseph Edelman | Director, 10% owner | 11,833,539 | 11.04% | Jun 11, 2026 |
| Adam Leo Stone | Director | 0 | – | Jun 11, 2026 |
| Sukumar Nagendran | Director | 34,258 | 0.03% | Jun 11, 2026 |
| Lynne Marie Sullivan | Director | – | – | Jun 11, 2026 |
| Ilan Ganot | Director | 146,165 | 0.14% | Jun 11, 2026 |
| Martin I. Freed | Director | 53,763 | 0.05% | Jun 11, 2026 |
| Georgia Keresty | Director | – | – | Jun 11, 2026 |
| Perceptive Xontogeny Venture Fund, LP | Director, 10% owner | 6,833,539 | 6.37% | Feb 21, 2025 |
| Rajeev M. Shah | 10% owner | 8,709,882 | 8.12% | Jun 24, 2026 |
| Capital Healthcare Fund LP RA | 10% owner | 787,586 | 0.73% | Jun 24, 2026 |
| Peter Kolchinsky | 10% owner | 109,661 | 0.10% | Jun 24, 2026 |
| Ra Capital Management, L.P. | 10% owner | 2,987,644 | 2.79% | Jun 24, 2026 |
| BCLS II Equity Opportunities, LP | 10% owner | – | – | Feb 21, 2025 |
| Bain Capital Life Sciences Investors, LLC | 10% owner | – | – | Feb 21, 2025 |
| Bain Capital Life Sciences Partners, LP | 10% owner | – | – | Feb 21, 2025 |
| BCIP Life Sciences Associates, LP | 10% owner | – | – | Feb 21, 2025 |
| Bain Capital Life Sciences Investors II, LLC | 10% owner | – | – | Feb 21, 2025 |
| BCLS II Investco, LP | 10% owner | – | – | Feb 21, 2025 |
| BCLS II Investco (GP), LLC | 10% owner | – | – | Feb 21, 2025 |
| Bain Capital Life Sciences Fund II, L.P. | 10% owner | 3,130,423 | 2.92% | Feb 21, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ian F. Smith Director | Jul 2, 2026 | Option exercise | +3,440 | – | – | 138,145 |
| Ian F. Smith Director | Apr 2, 2026 | Option exercise | +3,441 | – | – | 134,705 |
| Alexander Cumbo President and CEO, Director | Feb 18, 2026 | Sale(10b5-1 plan) | −16,644 | $5.82 | $96.87K | 235,405 |
| Ilan Ganot Director | Feb 18, 2026 | Sale(10b5-1 plan) | −2,658 | $5.82 | $15.47K | 27,474 |
| Paul Herzich Chief Technology Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −3,616 | $5.82 | $21.05K | 72,638 |
| David T. Howton Chief Operating Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −7,469 | $5.82 | $43.47K | 105,077 |
| Jessie Hanrahan Chief Regulatory Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −4,134 | $5.82 | $24.06K | 74,318 |
| Gabriel Brooks Chief Medical Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −0 | $5.82 | $0 | 89,466 |
| Kevin Tan CFO & Treasurer | Feb 18, 2026 | Sale(10b5-1 plan) | −5,404 | $5.82 | $31.45K | 99,422 |
| Alexander Cumbo President and CEO, Director | Feb 13, 2026 | Option exercise | +30,031 | – | – | 252,049 |
| Ilan Ganot Director | Feb 13, 2026 | Option exercise | +4,861 | – | – | 30,132 |
| Paul Herzich Chief Technology Officer | Feb 13, 2026 | Option exercise | +7,187 | – | – | 76,254 |
| David T. Howton Chief Operating Officer | Feb 13, 2026 | Option exercise | +14,687 | – | – | 112,546 |
| Jessie Hanrahan Chief Regulatory Officer | Feb 13, 2026 | Option exercise | +8,125 | – | – | 78,452 |
| Gabriel Brooks Chief Medical Officer | Feb 13, 2026 | Option exercise | +10,937 | – | – | 95,029 |
| Kevin Tan CFO & Treasurer | Feb 13, 2026 | Option exercise | +10,625 | – | – | 104,826 |
| Ilan Ganot Director | Feb 4, 2026 | Sale(10b5-1 plan) | −7,205 | $6.44 | $46.40K | 25,271 |
| Gabriel Brooks Chief Medical Officer | Feb 4, 2026 | Sale(10b5-1 plan) | −12,616 | $6.44 | $81.25K | 84,092 |
| Alexander Cumbo President and CEO, Director | Feb 4, 2026 | Sale(10b5-1 plan) | −48,913 | $6.44 | $315.00K | 222,018 |
| Kevin Tan CFO & Treasurer | Feb 4, 2026 | Sale(10b5-1 plan) | −14,783 | $6.44 | $95.20K | 94,201 |
| Paul Herzich Chief Technology Officer | Feb 4, 2026 | Sale(10b5-1 plan) | −10,905 | $6.44 | $70.23K | 69,067 |
| David T. Howton Chief Operating Officer | Feb 4, 2026 | Sale(10b5-1 plan) | −18,894 | $6.44 | $121.68K | 97,859 |
| Jessie Hanrahan Chief Regulatory Officer | Feb 4, 2026 | Sale(10b5-1 plan) | −12,348 | $6.44 | $79.52K | 70,327 |
| David T. Howton Chief Operating Officer | Feb 2, 2026 | Sale(10b5-1 plan) | −37,771 | $6.44 | $243.25K | 116,753 |
| Kevin Tan CFO & Treasurer | Feb 2, 2026 | Sale(10b5-1 plan) | −26,837 | $6.44 | $172.83K | 108,984 |
| Jessie Hanrahan Chief Regulatory Officer | Feb 2, 2026 | Sale(10b5-1 plan) | −26,535 | $6.44 | $170.89K | 82,675 |
| Gabriel Brooks Chief Medical Officer | Feb 2, 2026 | Sale(10b5-1 plan) | −28,335 | $6.44 | $182.48K | 96,708 |
| Alexander Cumbo President and CEO, Director | Feb 2, 2026 | Sale(10b5-1 plan) | −80,258 | $6.44 | $516.86K | 270,931 |
| Paul Herzich Chief Technology Officer | Feb 2, 2026 | Sale(10b5-1 plan) | −26,250 | $6.44 | $169.05K | 79,972 |
| Ilan Ganot Director | Jan 31, 2026 | Option exercise | +15,000 | – | – | 32,476 |
| David T. Howton Chief Operating Officer | Jan 31, 2026 | Option exercise | +42,275 | – | – | 154,254 |
| Kevin Tan CFO & Treasurer | Jan 31, 2026 | Option exercise | +33,075 | – | – | 135,821 |
| Jessie Hanrahan Chief Regulatory Officer | Jan 31, 2026 | Option exercise | +27,625 | – | – | 109,210 |
| Gabriel Brooks Chief Medical Officer | Jan 31, 2026 | Option exercise | +28,225 | – | – | 125,043 |
| Alexander Cumbo President and CEO, Director | Jan 31, 2026 | Option exercise | +100,400 | – | – | 351,189 |
| Paul Herzich Chief Technology Officer | Jan 31, 2026 | Option exercise | +24,675 | – | – | 106,222 |
| David T. Howton Chief Operating Officer | Jan 29, 2026 | Option exercise | +79,341 | – | – | 112,249 |
| Kevin Tan CFO & Treasurer | Jan 29, 2026 | Option exercise | +56,646 | – | – | 102,746 |
| Jessie Hanrahan Chief Regulatory Officer | Jan 29, 2026 | Option exercise | +54,925 | – | – | 81,585 |
| Gabriel Brooks Chief Medical Officer | Jan 29, 2026 | Option exercise | +58,847 | – | – | 96,818 |
| Alexander Cumbo President and CEO, Director | Jan 29, 2026 | Option exercise | +169,401 | – | – | 250,789 |
| Paul Herzich Chief Technology Officer | Jan 29, 2026 | Option exercise | +54,925 | – | – | 81,547 |
| Ilan Ganot Director | Jan 28, 2026 | Sale(10b5-1 plan) | −191 | $6.59 | $1.26K | 17,476 |
| Ilan Ganot Director | Jan 27, 2026 | Option exercise | +389 | – | – | 17,667 |
| Ilan Ganot Director | Jan 27, 2026 | Option exercise | +3,884 | – | – | 99,297 |
| Kevin Tan CFO & Treasurer | Jan 13, 2026 | Sale(10b5-1 plan) | −5,704 | $5.27 | $30.06K | 46,100 |
| Kevin Tan CFO & Treasurer | Jan 9, 2026 | Option exercise | +11,250 | – | – | 51,804 |
| Ian F. Smith Director | Jan 6, 2026 | Option exercise | +4,573 | – | – | 131,264 |
| Ilan Ganot Director | Jan 5, 2026 | Sale | −1,053 | $5.43 | $5.72K | 17,278 |
| Ilan Ganot Director | Jan 3, 2026 | Option exercise | +2,994 | – | – | 18,331 |
| David T. Howton Chief Operating Officer | Dec 3, 2025 | Sale(10b5-1 plan) | −4,932 | $5.11 | $25.20K | 32,908 |
| Paul Herzich Chief Technology Officer | Dec 3, 2025 | Sale(10b5-1 plan) | −2,701 | $5.11 | $13.80K | 26,622 |
| Alexander Cumbo President and CEO, Director | Dec 3, 2025 | Sale(10b5-1 plan) | −10,808 | $5.11 | $55.23K | 81,388 |
| Jessie Hanrahan Chief Regulatory Officer | Dec 3, 2025 | Sale(10b5-1 plan) | −4,483 | $5.11 | $22.91K | 26,660 |
| David T. Howton Chief Operating Officer | Dec 2, 2025 | Option exercise | +13,051 | – | – | 37,840 |
| Paul Herzich Chief Technology Officer | Dec 2, 2025 | Option exercise | +7,239 | – | – | 29,323 |
| Alexander Cumbo President and CEO, Director | Dec 2, 2025 | Option exercise | +28,612 | – | – | 92,196 |
| Jessie Hanrahan Chief Regulatory Officer | Dec 2, 2025 | Option exercise | +11,862 | – | – | 31,143 |
| Ilan Ganot Director | Nov 10, 2025 | Sale | −3,278 | $4.12 | $13.51K | 95,412 |
| Gabriel Brooks Chief Medical Officer | Oct 20, 2025 | Sale | −2,895 | $5.96 | $17.25K | 33,819 |
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 |
|---|---|---|---|---|---|
| Jessie Hanrahan Officer | Feb 18, 2026 | 4,134 | $24.07K | Feb 18, 2026 | Settlement of vested restricted stock units |
| Alexander Cumbo Officer, Director | Feb 18, 2026 | 16,644 | $96.92K | Feb 18, 2026 | Settlement of vested restricted stock units |
| David T. Howton Officer | Feb 18, 2026 | 7,469 | $43.49K | Feb 18, 2026 | Settlement of vested restricted stock units |
| Gabriel Brooks Officer | Feb 18, 2026 | 5,563 | $32.40K | Feb 18, 2026 | Settlement of vested restricted stock units |
| Kevin Tan Officer | Feb 18, 2026 | 5,404 | $31.47K | Feb 18, 2026 | Settlement of vested restricted stock units |
| Ilan Ganot Director | Feb 18, 2026 | 2,658 | $15.75K | Feb 18, 2026 | Settlement of vested restricted stock units indirectly held by the reporting person through his wife, Ms. Ganot |
| Paul Herzich Officer | Feb 18, 2026 | 3,616 | $21.06K | Feb 18, 2026 | Settlement of vested restricted stock units |
| Gabriel Brooks Officer | Feb 4, 2026 | 12,616 | $81.27K | Feb 4, 2026 | Settlement of vested restricted stock units |
| Jessie Hanrahan Officer | Feb 4, 2026 | 12,348 | $79.54K | Feb 4, 2026 | Settlement of vested restricted stock units |
| David T. Howton Officer | Feb 4, 2026 | 18,894 | $121.71K | Feb 4, 2026 | Settlement of vested restricted stock units |
| Alexander Cumbo Officer, Director | Feb 4, 2026 | 48,913 | $315.08K | Feb 4, 2026 | Settlement of vested restricted stock units |
| Ilan Ganot Director | Feb 4, 2026 | 7,205 | $46.41K | Feb 4, 2026 | Settlement of vested restricted stock units indirectly held by the reporting person by his wife, Ms. Ganot |
| Paul Herzich Officer | Feb 4, 2026 | 10,905 | $70.25K | Feb 4, 2026 | Settlement of vested restricted stock units |
| Kevin Tan Officer | Feb 4, 2026 | 14,783 | $95.23K | Feb 4, 2026 | Settlement of vested restricted stock units |
| Jessie Hanrahan Officer | Feb 2, 2026 | 26,535 | $170.80K | Feb 2, 2026 | Settlement of performance shares |