iSpecimen Inc. (ISPC) shareholders
Close on Nov 12, 2026Market cap $1.75MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ISPC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| UBS Group AG | 32,037 | 1.27% | $84.90K | New | 0.00% |
| Jane Street Group, LLC | 24,414 | 0.97% | $64.70K | New | 0.00% |
| Tower Research Capital LLC (TRC) | 219 | 0.01% | $580 | New | 0.00% |
| IFP Advisors, Inc | 200 | 0.01% | $530 | New | 0.00% |
| BlackRock, Inc. | 71 | 0.00% | $188 | New | 0.00% |
| Vanguard Capital Management LLC | 31 | 0.00% | $82 | New | 0.00% |
| Caitong International Asset Management Co., Ltd | 2 | 0.00% | $5 | New | 0.00% |
| SBI Securities Co., Ltd. | 1 | 0.00% | $3 | 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 | 8 | 0M | 2.3% | 8 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
7 funds held ISPC in Q1 2025, 6% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of ISPC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 6,558 | 0.26% | $20.72K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 44 | 0.00% | $139 | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 31 | 0.00% | $82 | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 29 | 0.00% | $92 | 0.00% | May 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -200 | -0.01% | -$530 | -0.00% | 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 |
|---|---|---|---|---|
| Robert Bradley Lim | Chief Executive Officer, Director | – | – | Dec 13, 2024 |
| Yuying Liang | Chief Financial Officer | – | – | Jan 30, 2025 |
| Arphing Lee | Director | – | – | Nov 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Benjamin Bielak Chief Info Officer & Secretary | Sep 14, 2023 | Buy | +18,000 | $0.72 | $12.96K | 84,348 |
| Tracy Curley CEO, CFO and Treasurer, Director | May 31, 2023 | Buy | +4,400 | $1.25 | $5.50K | 49,541 |
| Jill Mullan Director | Jan 17, 2023 | Option exercise | +66,637 | $1.00 | $66.64K | 246,226 |
| Christopher Ianelli Director | Jan 6, 2023 | Option exercise | +845 | $1.00 | $845 | 425,359 |
| Joseph J. Basile Director | Jan 1, 2023 | Award | +63 | – | – | 63 |
| Jill Mullan Director | Jan 1, 2023 | Award | +92 | – | – | 246,318 |
| Steven R. Ph.D. Gullans Director | Jan 1, 2023 | Award | +125 | – | – | 3,250 |
| Andrew L. Ross Director | Jan 1, 2023 | Award | +125 | – | – | 1,326,340 |
| Christopher Ianelli Director | Jan 1, 2023 | Award | +92 | – | – | 425,451 |
| John L. Brooks III Director | Jan 1, 2023 | Award | +125 | – | – | 3,250 |
| Christopher Ianelli Director | Oct 24, 2022 | Other | −18,229 | – | – | 424,514 |
| Jill Mullan Director | Oct 24, 2022 | Other | −18,229 | – | – | 179,589 |
| Steven R. Ph.D. Gullans Director | Oct 1, 2022 | Award | +625 | – | – | 3,125 |
| George H. Scholl Director | Oct 1, 2022 | Award | +625 | – | – | 3,125 |
| Andrew L. Ross Director | Oct 1, 2022 | Award | +625 | – | – | 1,326,215 |
| John L. Brooks III Director | Oct 1, 2022 | Award | +625 | – | – | 3,125 |
| Margaret H. Lawrence Director | Oct 1, 2022 | Award | +625 | – | – | 3,125 |
| Christopher Ianelli CEO and President, Director | Jun 22, 2022 | Tax withholding | −3,903 | $2.36 | $9.21K | 442,743 |
| Tracy Curley CFO and Treasurer | Jun 22, 2022 | Tax withholding | −2,738 | $2.36 | $6.46K | 45,141 |
| Benjamin Bielak Chief Information Officer | Jun 22, 2022 | Tax withholding | −3,148 | $2.36 | $7.43K | 66,348 |
| Jill Mullan COO and Secretary, Director | Jun 22, 2022 | Tax withholding | −3,124 | $2.36 | $7.37K | 197,818 |
| Christopher Ianelli President & CEO, Director | Feb 23, 2022 | Option exercise | +48,106 | $1.00 | $48.11K | 446,646 |
| Christopher Ianelli President & CEO, Director | Feb 22, 2022 | Option exercise | +3,099 | $1.00 | $3.10K | 398,540 |
| Jill Mullan COO & Secretary, Director | Feb 22, 2022 | Option exercise | +3,099 | $1.00 | $3.10K | 200,942 |
| Jill Mullan COO & Secretary, Director | Feb 22, 2022 | Option exercise | +19,296 | $1.00 | $19.30K | 197,843 |
| Benjamin Bielak Chief Information Officer | Nov 30, 2021 | Discretionary | +282 | $1.00 | $282 | 69,496 |
| Benjamin Bielak Chief Information Officer | Nov 29, 2021 | Discretionary | +1,465 | $1.00 | $1.47K | 69,214 |
| Tracy Curley Chief Financial Officer | Nov 17, 2021 | Buy | +2,000 | $5.12 | $10.24K | 10,000 |
| Andrew L. Ross Director, 10% owner | Nov 16, 2021 | Buy | +1,000 | $5.19 | $5.19K | 1,314,524 |
| Tracy Curley Chief Financial Officer | Nov 16, 2021 | Buy | +8,000 | $5.23 | $41.84K | 8,000 |
| Andrew L. Ross Director, 10% owner | Nov 15, 2021 | Buy | +500 | $5.29 | $2.65K | 1,313,024 |
| Andrew L. Ross Director, 10% owner | Nov 15, 2021 | Buy | +500 | $5.30 | $2.65K | 1,313,524 |
| Andrew L. Ross Director, 10% owner | Nov 10, 2021 | Buy | +500 | $5.85 | $2.93K | 1,312,524 |
| Andrew L. Ross Director, 10% owner | Nov 8, 2021 | Buy | +1,000 | $5.73 | $5.73K | 1,312,024 |
| Benjamin Bielak Chief Information Officer | Sep 1, 2021 | Discretionary | +282 | $1.00 | $282 | 67,749 |
| Benjamin Bielak Chief Information Officer | Jul 30, 2021 | Award | +47,349 | – | – | 67,467 |
| Tracy Curley CFO & Treasurer | Jul 30, 2021 | Award | +37,879 | – | – | 47,879 |
| George H. Scholl Director | Jul 30, 2021 | Award | +2,500 | – | – | 2,500 |
| Steven R. Ph.D. Gullans Director | Jul 30, 2021 | Award | +2,500 | – | – | 2,500 |
| John L. Brooks III Director | Jul 30, 2021 | Award | +2,500 | – | – | 2,500 |
| Jill Mullan COO & Secretary, Director | Jul 30, 2021 | Award | +52,084 | – | – | 178,547 |
| Margaret H. Lawrence Director | Jul 30, 2021 | Award | +2,500 | – | – | 2,500 |
| Christopher Ianelli President & CEO, Director | Jul 30, 2021 | Award | +52,084 | – | – | 395,441 |
| Benjamin Bielak Chief Information Officer | Jul 2, 2021 | Discretionary | +1,466 | $1.00 | $1.47K | 20,118 |
| Andrew L. Ross Director, 10% owner | Jun 23, 2021 | Buy | +400 | $6.52 | $2.61K | 1,311,024 |
| Christopher Ianelli CEO, President, Director | Jun 21, 2021 | Conversion | +2,663 | – | – | 343,357 |
| Jill Mullan COO, Secretary, Treasurer, Director | Jun 21, 2021 | Conversion | +6,250 | – | – | 49,566 |
| Jill Mullan COO, Secretary, Treasurer, Director | Jun 21, 2021 | Conversion | +76,897 | – | – | 126,463 |
| OBF Investments, LLC 10% owner | Jun 21, 2021 | Conversion | +119,035 | – | – | 841,981 |
| OBF Investments, LLC 10% owner | Jun 21, 2021 | Conversion | +250,456 | – | – | 250,456 |
| OBF Investments, LLC 10% owner | Jun 21, 2021 | Conversion | +472,490 | – | – | 722,946 |
| Andrew L. Ross Director, 10% owner | Jun 21, 2021 | Conversion | +360,674 | – | – | 1,210,101 |
| Andrew L. Ross Director, 10% owner | Jun 21, 2021 | Conversion | +86,438 | – | – | 1,296,539 |
| Andrew L. Ross Director, 10% owner | Jun 21, 2021 | Conversion | +13,985 | – | – | 1,310,524 |
| Andrew L. Ross Director, 10% owner | Jun 21, 2021 | Conversion | +130,081 | – | – | 849,427 |
| Andrew L. Ross Director, 10% owner | Jun 21, 2021 | Conversion | +355,005 | – | – | 719,346 |
| Andrew L. Ross Director, 10% owner | Jun 17, 2021 | Buy | +100 | $6.27 | $627 | 1,310,624 |
| Benjamin Bielak Chief Information Officer | Jun 16, 2021 | Discretionary | +18,652 | $1.00 | $18.65K | 18,652 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of iSpecimen's stock actually held short. Settlement fails (shares not delivered on time) peaked at 141,245 shares on Sep 9, 2026 over the last 90 days.
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