TARANasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
Protara Therapeutics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$2.33+0.01 (+0.43%)
Close on Oct 19, 2026
- Market cap
- $142.15M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
78.1%
46M of 59M shares
Institutional holders
120
26 new, 17 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $1.01M
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 |
|---|---|---|---|---|
| Janus Henderson Biotech Innovation Master Fund Ltd | 5,448,687 | 6.00% | 13G (passive) | Dec 31, 2024 |
| Janus Henderson Group PLC | 5,207,011 | 9.60% | 13G (passive) amendment | Mar 31, 2026 |
| JANUS HENDERSON GROUP Ltd. | 4,696,709 | 8.40% | 13G (passive) amendment | Jun 30, 2026 |
| Rajeev Shah | 3,431,713 | 9.90% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 3,387,459 | 6.30% | 13G (passive) | Mar 31, 2026 |
| Millennium Management LLC | 3,201,936 | 5.70% | 13G (passive) amendment | Jul 1, 2026 |
| Velan Capital Investment Management LP | 2,059,000 | 5.90% | 13G (passive) | Dec 10, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TARA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 4,696,709 | 7.95% | $17.92M | New | 0.01% |
| BlackRock, Inc. | 3,663,499 | 6.20% | $13.99M | +268,531 | 0.00% |
| Millennium Management LLC | 3,101,166 | 5.25% | $11.85M | +269,958 | 0.00% |
| Velan Capital Investment Management LP | 2,844,652 | 4.81% | $10.87M | +10,000 | 6.62% |
| Vanguard Capital Management LLC | 2,300,133 | 3.89% | $8.79M | +181,115 | 0.00% |
| Blackstone Inc. | 2,265,514 | 3.83% | $8.65M | – | 0.03% |
| Orbimed Advisors LLC | 2,220,000 | 3.76% | $8.48M | New | 0.16% |
| Sio Capital Management, LLC | 1,921,872 | 3.25% | $7.34M | −47,967 | 1.21% |
| Acorn Capital Advisors, LLC | 1,752,115 | 2.96% | $6.69M | – | 1.83% |
| Integral Health Asset Management, LLC | 1,500,000 | 2.54% | $5.73M | −250,000 | 0.23% |
| 5AM Venture Management, LLC | 1,369,782 | 2.32% | $5.23M | – | 1.82% |
| Geode Capital Management, LLC | 1,326,246 | 2.24% | $5.07M | +149,046 | 0.00% |
| Citadel Advisors LLC | 1,232,365 | 2.09% | $4.71M | +163,807 | 0.00% |
| State Street Corp | 1,068,295 | 1.81% | $4.08M | +63,153 | 0.00% |
| Qube Research & Technologies Ltd | 1,045,516 | 1.77% | $3.99M | +868,512 | 0.00% |
| Balyasny Asset Management L.P. | 1,026,691 | 1.74% | $3.92M | New | 0.00% |
| Baker Bros. Advisors LP | 971,614 | 1.64% | $3.71M | – | 0.02% |
| ADAR1 Capital Management, LLC | 940,512 | 1.59% | $3.59M | – | 0.16% |
| Bank Of America Corp /De/ | 882,179 | 1.49% | $3.37M | −43,739 | 0.00% |
| Marshall Wace, Llp | 701,021 | 1.19% | $2.68M | +650,290 | 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 | 120 | 46M | 78.1% | 26 / 51 | 28 / 17 | 13M | 7M |
| Q1 2026 | 114 | 46M | 77.1% | 31 / 48 | 23 / 21 | 15M | 7M |
| Q4 2025 | 105 | 40M | 67.4% | 32 / 45 | 16 / 7 | 15M | 1M |
| Q3 2025 | 81 | 26M | 44.4% | 14 / 25 | 25 / 8 | 2M | 5M |
| Q2 2025 | 76 | 30M | 50.3% | 25 / 27 | 13 / 8 | 7M | 6M |
| Q1 2025 | 59 | 29M | 48.7% | 8 / 24 | 12 / 9 | 5M | 6M |
| Q4 2024 | 60 | 30M | 50.2% | 30 / 15 | 10 / 5 | 21M | 2M |
| Q3 2024 | 35 | 10M | 17.7% | 6 / 13 | 7 / 7 | 2M | 1M |
| Q2 2024 | 38 | 10M | 17.7% | 11 / 14 | 7 / 7 | 6M | 1M |
| Q1 2024 | 34 | 5M | 7.7% | 7 / 8 | 9 / 3 | 0M | 0M |
| Q4 2023 | 30 | 4M | 7.4% | 2 / 7 | 6 / 3 | 0M | 1M |
| Q3 2023 | 31 | 5M | 8.7% | 4 / 3 | 9 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TARA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,657,879 | 2.81% | $6.33M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,364,271 | 2.31% | $5.21M | 0.01% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 758,070 | 1.28% | $2.97M | 0.12% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 586,965 | 0.99% | $2.24M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 569,271 | 0.96% | $2.23M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 475,364 | 0.80% | $1.82M | 0.01% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 264,329 | 0.45% | $1.23M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 241,686 | 0.41% | $1.12M | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 182,472 | 0.31% | $715.29K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 175,831 | 0.30% | $671.67K | 0.04% | Jun 30, 2026 |
| Vanguard U.S. Momentum Factor ETF | 141,979 | 0.24% | $660.20K | 0.04% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 131,860 | 0.22% | $516.89K | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 125,321 | 0.21% | $491.26K | 0.00% | Jul 31, 2026 |
| Schwab Small-Cap Index Fund | 122,956 | 0.21% | $481.99K | 0.01% | Jul 31, 2026 |
| Small Cap Value Fund | 117,674 | 0.20% | $449.51K | 0.07% | 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 |
|---|---|---|---|---|
| Jesse Shefferman | CEO and President, Director | 1,007,832 | 1.71% | Jul 1, 2026 |
| William Conkling | Chief Commercial Officer | 69,992 | 0.12% | Jun 3, 2026 |
| Jacqueline Zummo | Chief R&D Officer | 94,827 | 0.16% | Apr 9, 2026 |
| Hannah Fry | VP, Controller | 42,723 | 0.07% | Jan 27, 2026 |
| Patrick Fabbio | Chief Financial Officer | 64,115 | 0.11% | Jan 27, 2026 |
| Leonardo Viana Nicacio | Chief Medical Officer | 78,181 | 0.13% | Jan 21, 2026 |
| Cynthia Smith | Director | – | – | Jun 16, 2026 |
| Michael Edward Solomon | Director | 26,500 | 0.04% | Jun 16, 2026 |
| Gregory Sargen | Director | 31,000 | 0.05% | Jun 16, 2026 |
| Roger Garceau | Director | 33,000 | 0.06% | Jun 16, 2026 |
| Jane Huang | Director | – | – | Jun 16, 2026 |
| Luke M. Beshar | Director | 198,000 | 0.34% | Jun 16, 2026 |
| Barry P. Flannelly | Director | – | – | Jun 16, 2026 |
| Richard S. Levy | Director | 51,000 | 0.09% | Jun 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jesse Shefferman CEO and President, Director | Jun 30, 2026 | Gift | −14,000 | – | – | 707,832 |
| Jesse Shefferman CEO and President, Director | Jun 30, 2026 | Gift | −7,000 | – | – | 700,832 |
| Jesse Shefferman CEO and President, Director | Jun 30, 2026 | Gift | −5,000 | – | – | 691,832 |
| Jesse Shefferman CEO and President, Director | Jun 30, 2026 | Gift | −4,000 | – | – | 696,832 |
| Jesse Shefferman CEO and President, Director | Jun 29, 2026 | Sale | −215,687 | $4.09 | $882.16K | 721,832 |
| Jesse Shefferman CEO and President, Director | Jun 29, 2026 | Option exercise | +215,687 | $1.91 | $411.96K | 937,519 |
| William Conkling Chief Commercial Officer | Jun 2, 2026 | Tax withholding | −6,008 | $4.34 | $26.07K | 69,992 |
| Jacqueline Zummo Chief R&D Officer | Apr 8, 2026 | Sale(10b5-1 plan) | −1,134 | $5.40 | $6.12K | 94,827 |
| Jacqueline Zummo Chief R&D Officer | Apr 1, 2026 | Sale(10b5-1 plan) | −22,598 | $5.26 | $118.87K | 95,961 |
| Jesse Shefferman CEO and President, Director | Jan 26, 2026 | Tax withholding | −8,732 | $6.67 | $58.24K | 1,021,832 |
| Jacqueline Zummo Chf Scientific Operations Off | Jan 26, 2026 | Tax withholding | −3,724 | $6.67 | $24.84K | 118,559 |
| Patrick Fabbio Chief Financial Officer | Jan 26, 2026 | Tax withholding | −3,261 | $6.67 | $21.75K | 64,115 |
| Hannah Fry VP, Controller | Jan 26, 2026 | Tax withholding | −1,457 | $6.67 | $9.72K | 42,723 |
| Jesse Shefferman CEO and President, Director | Jan 20, 2026 | Tax withholding | −16,322 | $5.60 | $91.40K | 1,030,564 |
| Hannah Fry VP, Controller | Jan 20, 2026 | Tax withholding | −2,132 | $5.60 | $11.94K | 44,180 |
| Patrick Fabbio Chief Financial Officer | Jan 20, 2026 | Tax withholding | −3,063 | $5.60 | $17.15K | 67,376 |
| Jacqueline Zummo Chf Scientific Operations Off | Jan 20, 2026 | Tax withholding | −6,578 | $5.60 | $36.84K | 122,283 |
| Hannah Fry VP, Controller | Jan 16, 2026 | Award | +9,500 | – | – | 46,312 |
| Leonardo Viana Nicacio Chief Medical Officer | Jan 16, 2026 | Award | +26,000 | – | – | 78,181 |
| William Conkling Chief Commercial Officer | Jan 16, 2026 | Award | +26,000 | – | – | 76,000 |
| Jesse Shefferman CEO and President, Director | Jan 16, 2026 | Award | +87,000 | – | – | 1,046,886 |
| Patrick Fabbio Chief Financial Officer | Jan 16, 2026 | Award | +28,000 | – | – | 70,439 |
| Jacqueline Zummo Chf Scientific Operations Off | Jan 16, 2026 | Award | +30,000 | – | – | 128,861 |
| Jesse Shefferman CEO and President, Director | Jun 27, 2025 | Gift | −10,200 | – | – | 963,253 |
| Jesse Shefferman CEO and President, Director | Jun 27, 2025 | Gift | −3,367 | – | – | 959,886 |
| Jesse Shefferman CEO and President, Director | Jun 26, 2025 | Gift | −3,400 | – | – | 973,453 |
| Jesse Shefferman CEO and President, Director | Jun 26, 2025 | Gift | −1,700 | – | – | 976,853 |
| Jesse Shefferman CEO and President, Director | Jun 24, 2025 | Gift | −300,000 | – | – | 659,886 |
| William Conkling Chief Commercial Officer | Jun 2, 2025 | Award | +50,000 | – | – | 50,000 |
| Richard S. Levy Director | May 14, 2025 | Buy | +20,000 | $3.19 | $63.80K | 51,000 |
| Richard S. Levy Director | May 14, 2025 | Buy | +20,000 | $3.19 | $63.80K | 51,000 |
| Leonardo Viana Nicacio Chief Medical Officer | Apr 15, 2025 | Award | +50,000 | – | – | 52,181 |
| Jacqueline Zummo Chf Scientific Operations Off | Mar 26, 2025 | Sale(10b5-1 plan) | −21,224 | $4.53 | $96.14K | 98,861 |
| Patrick Fabbio Chief Financial Officer | Jan 24, 2025 | Award | +23,500 | – | – | 45,500 |
| Jacqueline Zummo Chf Scientific Operations Off | Jan 24, 2025 | Award | +24,500 | – | – | 126,639 |
| Jesse Shefferman CEO and President, Director | Jan 24, 2025 | Award | +65,000 | – | – | 994,022 |
| Hannah Fry VP, Controller | Jan 24, 2025 | Award | +9,500 | – | – | 38,942 |
| Jesse Shefferman CEO and President, Director | Jan 21, 2025 | Tax withholding | −15,469 | $4.76 | $73.63K | 913,553 |
| Patrick Fabbio Chief Financial Officer | Jan 21, 2025 | Tax withholding | −3,061 | $4.76 | $14.57K | 18,939 |
| Jacqueline Zummo Chf Scientific Operations Off | Jan 21, 2025 | Tax withholding | −6,554 | $4.76 | $31.20K | 95,585 |
| Hannah Fry VP, Controller | Jan 21, 2025 | Tax withholding | −2,130 | $4.76 | $10.14K | 27,312 |
| Hannah Fry VP, Controller | Jan 3, 2025 | Tax withholding | −394 | $6.14 | $2.42K | 29,442 |
| Jesse Shefferman CEO and President, Director | Jan 3, 2025 | Tax withholding | −6,479 | $6.14 | $39.78K | 929,022 |
| Jacqueline Zummo Chf Scientific Operations Off | Jan 3, 2025 | Tax withholding | −2,157 | $6.14 | $13.24K | 102,139 |
| Management Inc. Opaleye 10% owner | Sep 12, 2024 | Sale | −119,801 | $1.71 | $204.86K | 1,944,134 |
| Management Inc. Opaleye 10% owner | Sep 12, 2024 | Sale | −6,500 | $1.71 | $11.12K | 45,000 |
| Management Inc. Opaleye 10% owner | Sep 11, 2024 | Sale | −1,600 | $1.71 | $2.74K | 51,500 |
| Management Inc. Opaleye 10% owner | Sep 11, 2024 | Sale | −31,000 | $1.71 | $53.01K | 2,063,935 |
| Management Inc. Opaleye 10% owner | Sep 10, 2024 | Sale | −1,500 | $1.77 | $2.66K | 53,100 |
| Management Inc. Opaleye 10% owner | Sep 10, 2024 | Sale | −24,000 | $1.77 | $42.48K | 2,094,935 |
| Management Inc. Opaleye 10% owner | Sep 9, 2024 | Sale | −1,900 | $1.89 | $3.59K | 54,600 |
| Management Inc. Opaleye 10% owner | Sep 9, 2024 | Sale | −34,592 | $1.89 | $65.38K | 2,118,935 |
| Jesse Shefferman CEO and President, Director | Aug 28, 2024 | Gift | −3,300 | – | – | 935,501 |
| Jesse Shefferman CEO and President, Director | Aug 28, 2024 | Gift | −5,263 | – | – | 938,801 |
| Management Inc. Opaleye 10% owner | Jul 16, 2024 | Sale | −3,500 | $2.44 | $8.54K | 56,500 |
| Management Inc. Opaleye 10% owner | Jul 16, 2024 | Sale | −7,896 | $2.44 | $19.27K | 2,153,527 |
| Management Inc. Opaleye 10% owner | Jul 11, 2024 | Sale | −15,000 | $2.40 | $36.00K | 60,000 |
| Management Inc. Opaleye 10% owner | Jul 11, 2024 | Sale | −32,993 | $2.40 | $79.18K | 2,161,423 |
| Management Inc. Opaleye 10% owner | Jul 10, 2024 | Sale | −5,000 | $2.31 | $11.55K | 75,000 |
| Management Inc. Opaleye 10% owner | Jul 10, 2024 | Sale | −13,061 | $2.31 | $30.17K | 2,194,416 |
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 |
|---|---|---|---|---|---|
| Shefferman Jesse Officer, Director | Jun 29, 2026 | 215,687 | $882.01K | Jun 29, 2026 | Stock Option Exercise |
| Baker Brothers Life Sciences, L.P. Former Affiliate | Apr 23, 2026 | 300,176 | $1.61M | Apr 23, 2026 | See Remark 2 |
| 667, L.P. Former Affiliate | Apr 23, 2026 | 24,802 | $132.69K | Apr 23, 2026 | See Remark 2 |
| Jacqueline Zummo Officer | Apr 1, 2026 | 23,732 | $124.83K | Apr 1, 2026 | RSU GRANTS ACQUIRED BETWEEN: 1/10/21 to 1/19/25 |
| Baker Brothers Life Sciences, L.P. Former Affiliate | Mar 6, 2026 | 461,723 | $2.70M | Mar 6, 2026 | See Remark 2 |
| 667, L.P. Former Affiliate | Mar 6, 2026 | 38,277 | $223.92K | Mar 6, 2026 | See Remark 2 |
| Baker Brothers Life Sciences, L.P. Former Affiliate | Mar 4, 2026 | 424,125 | $2.65M | Mar 4, 2026 | See Remark 2 |
| 667, L.P. Former Affiliate | Mar 4, 2026 | 35,173 | $220.15K | Mar 4, 2026 | See Remark 2 |
| Baker Brothers Life Sciences, L.P. Former Affiliate | Feb 25, 2026 | 947,479 | $5.50M | Feb 25, 2026 | See Remark 2 |
| 667, L.P. Former Affiliate | Feb 25, 2026 | 78,716 | $457.05K | Feb 25, 2026 | See Remark 2 |
| Baker Brothers Life Sciences, L.P. Former Affiliate | Feb 24, 2026 | 322,039 | $1.94M | Feb 24, 2026 | See Remark 2 |
| 667, L.P. Former Affiliate | Feb 24, 2026 | 26,755 | $161.58K | Feb 24, 2026 | See Remark 2 |
| Jacqueline Zummo Officer | Mar 26, 2025 | 21,224 | $96.57K | Mar 26, 2025 | RSU GRANTS ACQUIRED BETWEEN: 1/3/23 - 1/19/24 |