ZNTLNasdaqPharmaceutical PreparationsFiscal year ends December 31
Zentalis Pharmaceuticals, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$2.30+0.17 (+7.98%)
Close on Oct 19, 2026
- Market cap
- $164.05M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
66.1%
47M of 72M shares
Institutional holders
114
34 new, 19 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
2 buys · 10 sales
Net bought $12.81M
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 |
|---|---|---|---|---|
| Walters Group | 7,050,000 | 9.90% | 13G (passive) amendment | Jan 29, 2025 |
| Walters William T | 5,000,000 | 7.00% | 13G (passive) amendment | Jan 8, 2025 |
| Kush Parmar | 4,838,571 | 6.40% | 13G (passive) | Dec 18, 2025 |
| Millennium Group Management LLC | 3,781,298 | 5.30% | 13G (passive) | Jan 29, 2025 |
| BlackRock, Inc. | 3,710,914 | 5.20% | 13G (passive) | Jun 30, 2026 |
| Squadron Master Fund LP | 3,676,900 | 5.10% | 13G (passive) | Feb 24, 2026 |
| Walters, Susan B. | 17,844,973 | 18.80% | 13G (passive) amendment | Aug 14, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ZNTL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| 5AM Venture Management, LLC | 3,947,913 | 5.51% | $19.15M | – | 6.65% |
| BlackRock, Inc. | 3,753,525 | 5.24% | $18.20M | +2,483,688 | 0.00% |
| Squadron Capital Management LLC | 3,700,000 | 5.16% | $17.95M | +69,000 | 5.57% |
| Two Sigma Investments, LP | 3,024,936 | 4.22% | $14.67M | +68,410 | 0.01% |
| Vanguard Capital Management LLC | 2,835,669 | 3.96% | $13.75M | +524,962 | 0.00% |
| Acadian Asset Management LLC | 2,681,900 | 3.74% | $13.00K | −166,352 | 0.02% |
| Citadel Advisors LLC | 2,298,403 | 3.21% | $11.15M | +566,320 | 0.00% |
| Renaissance Technologies LLC | 1,609,078 | 2.25% | $7.80M | −329,067 | 0.01% |
| Opaleye Management Inc. | 1,412,656 | 1.97% | $6.85M | – | 0.62% |
| Orbimed Advisors LLC | 1,390,576 | 1.94% | $6.74M | New | 0.12% |
| Decheng Capital LLC | 1,323,327 | 1.85% | $6.42M | – | 0.88% |
| Geode Capital Management, LLC | 1,284,117 | 1.79% | $6.23M | +663,081 | 0.00% |
| Bank Of America Corp /De/ | 1,114,650 | 1.56% | $5.41M | −17,644 | 0.00% |
| Ishara Investments LP | 1,025,000 | 1.43% | $4.97M | −205,000 | 3.65% |
| Primecap Management Co/Ca/ | 957,420 | 1.34% | $4.64M | – | 0.00% |
| Pfizer Inc | 953,834 | 1.33% | $3.85M | – | 2.26% |
| Soleus Capital Management, L.P. | 950,000 | 1.33% | $4.61M | New | 0.16% |
| State Street Corp | 887,416 | 1.24% | $4.30M | +637,726 | 0.00% |
| Vanguard Portfolio Management LLC | 808,548 | 1.13% | $3.92M | +447,948 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 758,033 | 1.06% | $3.68M | −33,968 | 0.01% |
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 | 114 | 47M | 66.1% | 34 / 29 | 32 / 19 | 11M | 7M |
| Q1 2026 | 102 | 44M | 60.8% | 27 / 30 | 28 / 10 | 12M | 6M |
| Q4 2025 | 86 | 41M | 56.7% | 8 / 28 | 31 / 18 | 9M | 21M |
| Q3 2025 | 99 | 54M | 75.3% | 5 / 36 | 33 / 23 | 7M | 9M |
| Q2 2025 | 117 | 56M | 77.6% | 22 / 34 | 44 / 37 | 8M | 11M |
| Q1 2025 | 132 | 58M | 81.6% | 18 / 42 | 50 / 27 | 11M | 16M |
| Q4 2024 | 142 | 64M | 89.9% | 33 / 56 | 32 / 24 | 9M | 16M |
| Q3 2024 | 136 | 71M | 99.7% | 27 / 45 | 39 / 35 | 12M | 13M |
| Q2 2024 | 145 | 77M | 100.0% | 26 / 55 | 43 / 21 | 8M | 19M |
| Q1 2024 | 142 | 87M | 100.0% | 36 / 44 | 37 / 14 | 9M | 4M |
| Q4 2023 | 120 | 82M | 100.0% | 20 / 45 | 32 / 36 | 15M | 11M |
| Q3 2023 | 137 | 80M | 100.0% | 17 / 52 | 39 / 13 | 4M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ZNTL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,187,299 | 3.05% | $10.61M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,238,686 | 1.73% | $6.01M | 0.01% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 676,400 | 0.94% | $3.21M | 0.04% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 575,846 | 0.80% | $2.79M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 545,843 | 0.76% | $2.59M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 453,857 | 0.63% | $2.20M | 0.02% | Jun 30, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 320,460 | 0.45% | $1.55M | 0.05% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 264,189 | 0.37% | $1.28M | 0.02% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 263,826 | 0.37% | $1.06M | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 165,303 | 0.23% | $801.72K | 0.05% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 154,468 | 0.22% | $732.18K | 0.00% | Jul 31, 2026 |
| Vanguard Health Care Index Fund | 150,598 | 0.21% | $602.39K | 0.00% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 121,689 | 0.17% | $576.81K | 0.01% | Jul 31, 2026 |
| Invesco RAFI US 1500 Small-Mid ETF | 113,655 | 0.16% | $538.72K | 0.02% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 99,589 | 0.14% | $398.36K | 0.00% | 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 |
|---|---|---|---|---|
| Julia Marie Eastland | CEO & President, Director | 79,133 | 0.11% | Feb 10, 2026 |
| Ingmar Bruns | Chief Medical Officer | 33,332 | 0.05% | Feb 10, 2026 |
| Vincent Vultaggio | PAO and PFO | 146,506 | 0.20% | Feb 10, 2026 |
| James B. Bucher | Chief Legal Officer | – | – | Jan 9, 2026 |
| Andrea Paul | Chief Legal Officer | 1,070,784 | 1.49% | Feb 5, 2025 |
| Mark Lackner | Chief Scientific Officer | 512,856 | 0.72% | Feb 5, 2025 |
| David Michael Johnson | Director | 307,521 | 0.43% | Jun 18, 2026 |
| Enoch Kariuki | Director | 194,465 | 0.27% | Jun 18, 2026 |
| Jan Skvarka | Director | 264,254 | 0.37% | Jun 18, 2026 |
| Luke Nathaniel Walker | Director | 201,384 | 0.28% | Jun 18, 2026 |
| Scott Dunseth Myers | Director | 395,895 | 0.55% | Jun 18, 2026 |
| Shannon Campbell | Director | 114,200 | 0.16% | May 27, 2026 |
| Susan Berkley Walters | 10% owner | – | – | Aug 19, 2026 |
| Group Walters | 10% owner | – | – | Aug 19, 2026 |
| William Thurman Walters | 10% owner | 17,844,973 | 24.90% | Aug 19, 2026 |
| David E. Goel | 10% owner | 6,459,973 | 9.01% | Dec 15, 2025 |
| Matrix Capital Management Company, LP | 10% owner | 13,959,973 | 19.48% | Dec 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William Thurman Walters 10% owner | Aug 14, 2026 | Buy | +4,335,000 | $3.50 | $15.17M | 17,844,973 |
| Enoch Kariuki Director | Jun 16, 2026 | Award | +57,100 | – | – | 194,465 |
| Jan Skvarka Director | Jun 16, 2026 | Award | +57,100 | – | – | 264,254 |
| David Michael Johnson Director | Jun 16, 2026 | Award | +57,100 | – | – | 307,521 |
| Scott Dunseth Myers Director | Jun 16, 2026 | Award | +57,100 | – | – | 395,895 |
| Luke Nathaniel Walker Director | Jun 16, 2026 | Award | +57,100 | – | – | 201,384 |
| Shannon Campbell Director | May 26, 2026 | Award | +114,200 | – | – | 114,200 |
| Vincent Vultaggio PAO and PFO | Feb 10, 2026 | Sale(10b5-1 plan) | −6,894 | $2.42 | $16.68K | 146,506 |
| Vincent Vultaggio PAO and PFO | Feb 9, 2026 | Sale(10b5-1 plan) | −3,379 | $2.39 | $8.08K | 153,400 |
| Ingmar Bruns Chief Medical Officer | Feb 9, 2026 | Sale | −335 | $2.39 | $801 | 33,332 |
| Julia Marie Eastland CEO & President, Director | Feb 9, 2026 | Sale | −889 | $2.39 | $2.12K | 79,133 |
| Vincent Vultaggio PAO and PFO | Feb 6, 2026 | Sale(10b5-1 plan) | −29,951 | $2.43 | $72.78K | 156,779 |
| Ingmar Bruns Chief Medical Officer | Feb 6, 2026 | Sale | −2,962 | $2.43 | $7.20K | 33,667 |
| Julia Marie Eastland CEO & President, Director | Feb 6, 2026 | Sale | −7,866 | $2.43 | $19.11K | 80,022 |
| Vincent Vultaggio PAO and PFO | Feb 3, 2026 | Sale(10b5-1 plan) | −556 | $2.52 | $1.40K | 186,730 |
| Vincent Vultaggio PAO and PFO | Feb 2, 2026 | Sale(10b5-1 plan) | −2,540 | $2.55 | $6.48K | 187,286 |
| William Thurman Walters 10% owner | Dec 31, 2025 | Buy | +6,459,973 | $1.20 | $7.75M | 13,509,973 |
| David E. Goel 10% owner | Dec 15, 2025 | Sale | −7,500,000 | $1.33 | $9.98M | 6,459,973 |
| David Michael Johnson Director | Jun 17, 2025 | Award | +57,603 | – | – | 250,421 |
| Enoch Kariuki Director | Jun 17, 2025 | Award | +57,603 | – | – | 137,365 |
| Jan Skvarka Director | Jun 17, 2025 | Award | +57,603 | – | – | 207,154 |
| Scott Dunseth Myers Director | Jun 17, 2025 | Award | +57,603 | – | – | 338,795 |
| Luke Nathaniel Walker Director | Jun 17, 2025 | Award | +57,603 | – | – | 144,284 |
| Scott Dunseth Myers Director | Apr 30, 2025 | Buy | +21,000 | $1.40 | $29.40K | 281,192 |
| Ingmar Bruns Chief Medical Officer | Feb 6, 2025 | Buy | +20,000 | $2.28 | $45.60K | 36,629 |
| Mark Lackner Chief Scientific Officer | Feb 3, 2025 | Sale | −14,368 | $1.71 | $24.57K | 512,856 |
| Mark Lackner Chief Scientific Officer | Feb 3, 2025 | Award | +335,907 | – | – | 527,224 |
| Julia Marie Eastland CEO & President, Director | Feb 3, 2025 | Award | +59,388 | – | – | 87,888 |
| Andrea Paul Chief Legal Officer | Feb 3, 2025 | Sale | −13,230 | $1.71 | $22.62K | 1,070,784 |
| Andrea Paul Chief Legal Officer | Feb 3, 2025 | Award | +934,041 | – | – | 1,084,014 |
| Ingmar Bruns Chief Medical Officer | Feb 3, 2025 | Award | +16,629 | – | – | 16,629 |
| Vincent Vultaggio PAO and Interim PFO | Feb 3, 2025 | Sale | −2,615 | $1.71 | $4.47K | 189,826 |
| Vincent Vultaggio PAO and Interim PFO | Feb 3, 2025 | Award | +158,586 | – | – | 192,441 |
| Jan Skvarka Director | Jan 31, 2025 | Buy | +60,000 | $1.72 | $103.20K | 149,551 |
| Julia Marie Eastland CEO & President, Director | Jan 31, 2025 | Buy | +28,500 | $1.73 | $49.31K | 28,500 |
| Luke Nathaniel Walker Director | Jan 31, 2025 | Buy | +14,200 | $1.76 | $24.99K | 86,681 |
| Mark Lackner Chief Scientific Officer | Jan 2, 2025 | Sale | −4,411 | $3.12 | $13.76K | 191,317 |
| Scott Dunseth Myers Director | Nov 13, 2024 | Award | +260,192 | – | – | 260,192 |
| Vincent Vultaggio Principal Accounting Officer | Oct 4, 2024 | Sale(10b5-1 plan) | −1,603 | $3.18 | $5.10K | 33,855 |
| Enoch Kariuki Director | Jun 21, 2024 | Award | +41,581 | – | – | 79,762 |
| David Michael Johnson Director | Jun 21, 2024 | Award | +48,429 | – | – | 192,818 |
| Jan Skvarka Director | Jun 21, 2024 | Award | +41,581 | – | – | 89,551 |
| Cam Gallagher President, Interim CFO, Director | May 31, 2024 | Sale(10b5-1 plan) | −9,597 | $11.98 | $114.97K | 633,680 |
| Luke Nathaniel Walker Director | May 24, 2024 | Award | +72,481 | – | – | 72,481 |
| Diana Hausman Chief Medical Officer | May 9, 2024 | Sale | −3,356 | $12.62 | $42.35K | 373,876 |
| Cam Gallagher President, Director | Feb 12, 2024 | Sale(10b5-1 plan) | −1,173 | $11.44 | $13.42K | 643,277 |
| Epperly Melissa B, Chief Financial Officer | Feb 12, 2024 | Sale(10b5-1 plan) | −2,573 | $11.44 | $29.44K | 451,449 |
| Epperly Melissa B, Chief Financial Officer | Feb 2, 2024 | Sale(10b5-1 plan) | −8,669 | $11.54 | $100.04K | 454,022 |
| Cam Gallagher President, Director | Feb 2, 2024 | Sale(10b5-1 plan) | −11,552 | $11.54 | $133.31K | 644,450 |
| Mark Lackner Chief Scientific Officer | Feb 2, 2024 | Sale | −1,585 | $11.54 | $18.29K | 195,728 |
| Andrea Paul Chief Legal Officer | Feb 2, 2024 | Sale | −3,310 | $11.54 | $38.20K | 149,973 |
| Diana Hausman Chief Medical Officer | Feb 1, 2024 | Award | +337,500 | – | – | 377,232 |
| Epperly Melissa B, Chief Financial Officer | Feb 1, 2024 | Award | +75,000 | – | – | 462,691 |
| Cam Gallagher President, Director | Feb 1, 2024 | Award | +192,500 | – | – | 656,002 |
| Mark Lackner Chief Scientific Officer | Feb 1, 2024 | Award | +141,000 | – | – | 197,313 |
| Kimberly Blackwell Chief Executive Officer, Director | Feb 1, 2024 | Tax withholding | −20,655 | $11.69 | $241.46K | 484,145 |
| Kimberly Blackwell Chief Executive Officer, Director | Feb 1, 2024 | Award | +250,000 | – | – | 504,800 |
| Andrea Paul Chief Legal Officer | Feb 1, 2024 | Award | +112,500 | – | – | 153,283 |
| Mark Lackner Chief Scientific Officer | Jan 2, 2024 | Award | +40,000 | – | – | 56,313 |
| Kevin D. Bunker Chief Scientific Officer | Dec 20, 2023 | Gift | −24,158 | – | – | 834,931 |
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 |
|---|---|---|---|---|---|
| Gallagher Cam Former Director, Former President & Interim CFO | Feb 11, 2025 | 687 | $1.37K | Feb 11, 2025 | Restricted Stock Unit Release |
| Lackner Mark Chief Scientific Officer | Feb 3, 2025 | 14,368 | $24.59K | Feb 3, 2025 | Restricted Stock Unit Release |
| Paul Andrea Chief Legal Officer & Corporate Secretary | Feb 3, 2025 | 13,230 | $22.64K | Feb 3, 2025 | Restricted Stock Unit Release |
| Gallagher Cam Former Director, Former President & Interim CFO | Feb 3, 2025 | 28,558 | $48.88K | Feb 3, 2025 | Restricted Stock Unit Release |
| Hausman Diana Former Chief Medical Officer | Oct 31, 2024 | 9,888 | $28.29K | Oct 31, 2024 | Restricted Stock Unit Release |
| Gallagher Cam Director, Officer - President & Interim CFO | May 31, 2024 | 9,597 | $114.98K | May 31, 2024 | Restricted Stock Unit Release |
| Hausman Diana Chief Medical Officer | May 9, 2024 | 3,356 | $42.36K | May 9, 2024 | Restricted Stock Unit Release |
| Epperly Melissa Chief Financial Officer | Feb 12, 2024 | 2,573 | $29.42K | Feb 12, 2024 | Restricted Stock Unit Release |
| Bunker Kevin Former Chief Scientific Officer | Feb 12, 2024 | 5,478 | $62.64K | Feb 12, 2024 | Restricted Stock Unit Release |
| Gallagher Cam President, Director | Feb 12, 2024 | 1,173 | $13.41K | Feb 12, 2024 | Restricted Stock Unit Release |
| Brownstein Carrie Former Chief Medical Officer | Feb 2, 2024 | 2,059 | $23.76K | Feb 2, 2024 | Restricted Stock Unit Release |
| Epperly Melissa Chief Financial Officer | Feb 2, 2024 | 8,669 | $100.02K | Feb 2, 2024 | Restricted Stock Unit Release |
| Gallagher Cam President, Director | Feb 2, 2024 | 11,552 | $133.28K | Feb 2, 2024 | Restricted Stock Unit Release |
| Paul Andrea Chief Legal Officer and Corporate Secretary | Feb 2, 2024 | 3,310 | $38.19K | Feb 2, 2024 | Restricted Stock Unit Release |
| Bunker Kevin Former Chief Scientific Officer | Feb 2, 2024 | 11,109 | $128.17K | Feb 2, 2024 | Restricted Stock Unit Release |