Recursion Pharmaceuticals, Inc. (RXRX) shareholders
RXRXNasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 2, 2026Score 8/302% above fair value
$3.19−0.15 (-4.35%)
Close on Nov 13, 2026Market cap $1.71BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
67.6%
362M of 535M shares
Institutional holders
343
53 new, 40 sold out
Net institutional buying
26M
In Q2 2026
Insider trades, 12 months
0 buys · 35 sales
Net sold $7.60M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 44,541,605 | 8.50% | 13G (passive) amendment | Jun 30, 2026 |
| ARK Investment Management LLC Joint filing with Catherine D. Wood (7.25%) | 37,316,856 | 7.25% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 31,369,274 | 5.97% | 13G (passive) | Jun 30, 2026 |
| State Street Corporation | 30,001,137 | 5.60% | 13G (passive) | Sep 30, 2026 |
| Vanguard Capital Management | 26,744,129 | 5.09% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RXRX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 50,304,691 | 9.40% | $184.62M | +7,112,385 | 0.00% |
| ARK Investment Management LLC | 41,337,632 | 7.72% | $151.71M | +1,124,863 | 0.98% |
| State Street Corp | 34,706,130 | 6.48% | $127.37M | +6,215,492 | 0.00% |
| Vanguard Portfolio Management LLC | 31,131,599 | 5.82% | $114.25M | +8,372,499 | 0.01% |
| Baillie Gifford & Co | 23,487,907 | 4.39% | $86.20M | −187,500 | 0.08% |
| Vanguard Capital Management LLC | 22,765,940 | 4.25% | $83.55M | +521,553 | 0.00% |
| Geode Capital Management, LLC | 13,819,135 | 2.58% | $50.72M | +1,544,051 | 0.00% |
| Softbank Group Corp. | 13,636,515 | 2.55% | $50.05M | – | 0.28% |
| MIC Capital Management UK LLP | 9,644,033 | 1.80% | $35.39M | +1 | 8.98% |
| UBS Group AG | 8,947,102 | 1.67% | $32.84M | +3,845,865 | 0.00% |
| Norges Bank | 6,833,534 | 1.28% | $25.08M | New | 0.00% |
| Data Collective IV GP, LLC | 5,941,120 | 1.11% | $21.80M | – | 27.76% |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,511,687 | 1.03% | $20.23M | +92,466 | 0.01% |
| Nikko Asset Management Americas, Inc. | 5,511,687 | 1.03% | $20.23M | +92,466 | 0.26% |
| Northern Trust Corp | 4,758,236 | 0.89% | $17.46M | +789,825 | 0.00% |
| Marshall Wace, Llp | 4,714,577 | 0.88% | $17.30M | +1,837,649 | 0.01% |
| Charles Schwab Investment Management Inc | 4,138,286 | 0.77% | $15.19M | +329,488 | 0.00% |
| DCVC Opportunity Fund II GP, LLC | 3,951,141 | 0.74% | $14.50M | – | 84.30% |
| Goldman Sachs Group Inc | 3,917,858 | 0.73% | $14.38M | −2,147,803 | 0.00% |
| Vanguard Fiduciary Trust Co | 3,470,558 | 0.65% | $12.74M | −44,425 | 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 | 343 | 362M | 67.6% | 53 / 129 | 100 / 40 | 50M | 24M |
| Q1 2026 | 335 | 336M | 62.8% | 60 / 133 | 81 / 51 | 86M | 28M |
| Q4 2025 | 335 | 325M | 60.7% | 70 / 123 | 85 / 51 | 55M | 44M |
| Q3 2025 | 322 | 328M | 61.3% | 45 / 133 | 75 / 52 | 38M | 20M |
| Q2 2025 | 333 | 311M | 58.1% | 57 / 112 | 90 / 59 | 24M | 21M |
| Q1 2025 | 336 | 308M | 57.5% | 65 / 138 | 70 / 43 | 25M | 21M |
| Q4 2024 | 316 | 305M | 56.9% | 86 / 116 | 61 / 35 | 57M | 18M |
| Q3 2024 | 268 | 266M | 49.6% | 45 / 112 | 52 / 44 | 44M | 14M |
| Q2 2024 | 270 | 253M | 47.3% | 70 / 110 | 48 / 46 | 53M | 16M |
| Q1 2024 | 248 | 218M | 40.7% | 69 / 89 | 52 / 19 | 18M | 9M |
| Q4 2023 | 199 | 210M | 39.1% | 43 / 69 | 48 / 34 | 63M | 5M |
| Q3 2023 | 192 | 152M | 28.5% | 56 / 74 | 38 / 20 | 35M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
174 funds held RXRX in Q2 2026, 78% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of RXRX | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 22,137,492 | 4.14% | $81.24M | 0.76% | Jun 30, 2026 |
| ARK Innovation ETF | 20,255,566 | 3.78% | $60.77M | 1.09% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 15,819,431 | 2.96% | $58.06M | 0.00% | Jun 30, 2026 |
| ARK Genomic Revolution ETF | 13,638,907 | 2.55% | $40.92M | 2.63% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 13,134,916 | 2.45% | $48.21M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 11,420,983 | 2.13% | $41.92M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 6,556,858 | 1.22% | $24.06M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 6,009,329 | 1.12% | $22.05M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 5,591,936 | 1.04% | $16.78M | 0.05% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 4,366,298 | 0.82% | $16.02M | 0.11% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 3,889,209 | 0.73% | $14.27M | 0.12% | Jun 30, 2026 |
| iShares Biotechnology ETF | 3,337,151 | 0.62% | $12.25M | 0.13% | Jun 30, 2026 |
| Vanguard U.S. Growth Fund | 3,258,587 | 0.61% | $11.70M | 0.02% | May 31, 2026 |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF | 3,041,246 | 0.57% | $11.16M | 1.53% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 2,646,001 | 0.49% | $9.50M | 0.02% | 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 |
|---|---|---|---|---|
| Najat Khan | CEO and President, Director | 2,072,890 | 0.39% | Sep 10, 2026 |
| Ben R. Taylor | Chief Financial Officer | 1,071,462 | 0.20% | Sep 16, 2026 |
| David Hallett | Chief Scientific Officer | 1,043,837 | 0.19% | Aug 18, 2026 |
| Tina Marriott | President and COO | 506,852 | 0.09% | Nov 19, 2024 |
| David J. Mauro | Chief Medical Officer | 225,429 | 0.04% | Nov 19, 2024 |
| Michael Secora | Chief Financial Officer | 1,487,694 | 0.28% | Nov 19, 2024 |
| Fred Hassan | Director | 156,658 | 0.03% | Nov 4, 2026 |
| Blake Borgeson | Director | 6,068,287 | 1.13% | Nov 4, 2026 |
| Robert Hershberg | Director | 162,156 | 0.03% | Oct 7, 2026 |
| Zavain Dar | Director | 245,371 | 0.05% | Oct 2, 2026 |
| Dean Y. Li | Director | 3,319,755 | 0.62% | Oct 2, 2026 |
| Elaine D. Sun | Director | 135,981 | 0.03% | Jun 22, 2026 |
| Franziska Michor | Director | 215,477 | 0.04% | Jun 22, 2026 |
| Namandje Bumpus | Director | 127,632 | 0.02% | Jun 22, 2026 |
| Christopher Gibson | Director | 6,128,944 | 1.14% | Jun 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Blake Borgeson Director | Nov 3, 2026 | Sale(10b5-1 plan) | −40,000 | $3.88 | $155.20K | 6,068,287 |
| Fred Hassan Director | Nov 2, 2026 | Award | +156,658 | – | – | 156,658 |
| Blake Borgeson Director | Oct 6, 2026 | Sale(10b5-1 plan) | −50,000 | $4.84 | $242.00K | 6,108,287 |
| Robert Hershberg Director | Oct 6, 2026 | Sale(10b5-1 plan) | −25,000 | $5.00 | $125.00K | 162,156 |
| Robert Hershberg Director | Oct 6, 2026 | Option exercise | +25,000 | $2.22 | $55.50K | 187,156 |
| Zavain Dar Director | Oct 1, 2026 | Award | +4,607 | – | – | 245,371 |
| Dean Y. Li Director | Oct 1, 2026 | Award | +3,378 | – | – | 1,476,707 |
| Ben R. Taylor Chief Financial Officer | Sep 15, 2026 | Tax withholding | −5,396 | $3.41 | $18.40K | 1,071,462 |
| Najat Khan CEO and President, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −22,408 | $3.52 | $78.88K | 2,072,890 |
| Blake Borgeson Director | Sep 1, 2026 | Sale(10b5-1 plan) | −30,000 | $3.34 | $100.20K | 6,158,287 |
| Ben R. Taylor Chief Financial Officer | Aug 17, 2026 | Tax withholding | −25,018 | $3.16 | $79.06K | 1,076,858 |
| David Hallett Chief Scientific Officer | Aug 17, 2026 | Tax withholding | −26,657 | $3.16 | $84.24K | 1,043,837 |
| Najat Khan CEO and President, Director | Aug 17, 2026 | Tax withholding | −80,498 | $3.16 | $254.37K | 2,095,298 |
| Blake Borgeson Director | Aug 4, 2026 | Sale(10b5-1 plan) | −30,000 | $3.25 | $97.50K | 6,188,287 |
| Blake Borgeson Director | Jul 7, 2026 | Sale(10b5-1 plan) | −40,000 | $3.96 | $158.40K | 6,218,287 |
| Zavain Dar Director | Jul 1, 2026 | Award | +5,109 | – | – | 240,764 |
| Dean Y. Li Director | Jul 1, 2026 | Award | +3,747 | – | – | 1,473,329 |
| Namandje Bumpus Director | Jun 18, 2026 | Sale(10b5-1 plan) | −3,963 | $3.18 | $12.60K | 127,632 |
| Blake Borgeson Director | Jun 17, 2026 | Award | +88,424 | – | – | 6,258,287 |
| Elaine D. Sun Director | Jun 17, 2026 | Award | +88,424 | – | – | 135,981 |
| Namandje Bumpus Director | Jun 17, 2026 | Award | +88,424 | – | – | 131,595 |
| Robert Hershberg Director | Jun 17, 2026 | Award | +88,424 | – | – | 162,156 |
| Franziska Michor Director | Jun 17, 2026 | Award | +88,424 | – | – | 215,477 |
| Dean Y. Li Director | Jun 17, 2026 | Award | +88,424 | – | – | 1,469,582 |
| Zavain Dar Director | Jun 17, 2026 | Award | +88,424 | – | – | 235,655 |
| Ben R. Taylor Chief Financial Officer | Jun 15, 2026 | Tax withholding | −5,396 | $3.15 | $17.00K | 1,101,876 |
| Najat Khan CEO and President, Director | Jun 5, 2026 | Sale(10b5-1 plan) | −23,588 | $3.58 | $84.45K | 2,175,796 |
| Christopher Gibson Director | Jun 5, 2026 | Conversion | +40,000 | – | – | 923,735 |
| Christopher Gibson Director | Jun 5, 2026 | Sale(10b5-1 plan) | −40,000 | $3.62 | $144.80K | 883,735 |
| Namandje Bumpus Director | Jun 3, 2026 | Sale(10b5-1 plan) | −4,386 | $3.54 | $15.53K | 43,171 |
| Blake Borgeson Director | Jun 2, 2026 | Sale(10b5-1 plan) | −30,000 | $3.68 | $110.40K | 6,169,863 |
| Christopher Gibson Director | May 22, 2026 | Sale(10b5-1 plan) | −40,000 | $3.08 | $123.20K | 883,735 |
| Christopher Gibson Director | May 22, 2026 | Conversion | +40,000 | – | – | 923,735 |
| Ben R. Taylor Chief Financial Officer | May 15, 2026 | Tax withholding | −25,018 | $3.04 | $76.05K | 1,107,272 |
| David Hallett Chief Scientific Officer | May 15, 2026 | Tax withholding | −26,657 | $3.04 | $81.04K | 1,070,494 |
| Najat Khan CEO and President, Director | May 15, 2026 | Tax withholding | −62,701 | $3.04 | $190.61K | 2,199,384 |
| Christopher Gibson Director | May 15, 2026 | Tax withholding | −22,821 | $3.04 | $69.38K | 883,735 |
| Christopher Gibson Director | May 7, 2026 | Sale(10b5-1 plan) | −40,000 | $3.37 | $134.80K | 926,556 |
| Christopher Gibson Director | May 7, 2026 | Conversion | +60,000 | – | – | 966,556 |
| Christopher Gibson Director | May 7, 2026 | Gift | −20,000 | – | – | 906,556 |
| Blake Borgeson Director | May 5, 2026 | Sale(10b5-1 plan) | −30,000 | $3.52 | $105.60K | 6,199,863 |
| Christopher Gibson Director | Apr 22, 2026 | Sale(10b5-1 plan) | −40,000 | $3.61 | $144.40K | 906,556 |
| Christopher Gibson Director | Apr 22, 2026 | Conversion | +40,000 | – | – | 946,556 |
| Blake Borgeson Director | Apr 7, 2026 | Sale(10b5-1 plan) | −30,000 | $3.10 | $93.00K | 6,229,863 |
| Christopher Gibson Director | Apr 7, 2026 | Sale(10b5-1 plan) | −40,000 | $3.10 | $124.00K | 906,556 |
| Christopher Gibson Director | Apr 7, 2026 | Conversion | +40,000 | – | – | 946,556 |
| Ben R. Taylor Chief Financial Officer | Apr 6, 2026 | Tax withholding | −48,028 | $3.11 | $149.37K | 1,132,290 |
| Zavain Dar Director | Apr 1, 2026 | Award | +4,902 | – | – | 147,231 |
| Dean Y. Li Director | Apr 1, 2026 | Award | +3,268 | – | – | 1,244,177 |
| Christopher Gibson Director | Mar 23, 2026 | Conversion | +40,000 | – | – | 946,556 |
| Christopher Gibson Director | Mar 23, 2026 | Sale(10b5-1 plan) | −40,000 | $3.25 | $130.00K | 906,556 |
| Ben R. Taylor Chief Financial Officer | Mar 17, 2026 | Sale(10b5-1 plan) | −7,956 | $3.39 | $26.97K | 1,180,318 |
| Ben R. Taylor Chief Financial Officer | Mar 16, 2026 | Tax withholding | −7,075 | $3.42 | $24.20K | 1,188,274 |
| Christopher Gibson Director | Mar 9, 2026 | Gift | −20,000 | – | – | 906,556 |
| Christopher Gibson Director | Mar 9, 2026 | Conversion | +20,000 | – | – | 926,556 |
| Najat Khan CEO and President, Director | Mar 9, 2026 | Sale(10b5-1 plan) | −28,298 | $3.35 | $94.80K | 2,262,085 |
| Blake Borgeson Director | Mar 3, 2026 | Sale(10b5-1 plan) | −170,000 | $3.46 | $588.20K | 6,259,863 |
| Christopher Gibson Director | Feb 19, 2026 | Conversion | +40,000 | – | – | 946,556 |
| Christopher Gibson Director | Feb 19, 2026 | Sale(10b5-1 plan) | −40,000 | $3.46 | $138.40K | 906,556 |
| Ben R. Taylor Chief Financial Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −13,426 | $3.08 | $41.35K | 1,195,349 |
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)
Short % of float
28.15%
142M shares short
Days to cover
6.1
At 23M shares a day
Change since last report
-12.1%
From 162M shares
Short volume, 20 days
49.8%
Of volume reported to FINRA
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 Recursion Pharmaceuticals's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,726,286 shares on Sep 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Blake Borgeson Director | Nov 3, 2026 | 40,000 | $155.20K | Nov 3, 2026 | Founders Shares |
| Robert Hershberg Director | Oct 6, 2026 | 25,000 | $125.00K | Oct 6, 2026 | Stock Option Exercise |
| Blake Borgeson Director | Oct 6, 2026 | 50,000 | $242.00K | Oct 6, 2026 | Founders shares |
| Najat Khan Officer | Sep 8, 2026 | 22,408 | $78.82K | Sep 8, 2026 | Equity Compensation |
| Blake Borgeson Director | Sep 1, 2026 | 30,000 | $100.20K | Sep 1, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 21, 2026 | 77,290 | $262.01K | Aug 21, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 20, 2026 | 75,000 | $255.00K | Aug 20, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 19, 2026 | 100,000 | $327.50K | Aug 19, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 18, 2026 | 26,806 | $80.40K | Aug 18, 2026 | Restricted Stock Vesting |
| Christopher Gibson Former Director | Aug 13, 2026 | 100,000 | $331.00K | Aug 13, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 12, 2026 | 50,000 | $168.50K | Aug 12, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 10, 2026 | 100,000 | $326.75K | Aug 10, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 7, 2026 | 100,000 | $325.41K | Aug 7, 2026 | Founders Shares |
| Blake Borgeson Director | Aug 4, 2026 | 30,000 | $97.50K | Aug 4, 2026 | Founders Shares |
| Christopher Gibson Former Director | Aug 4, 2026 | 75,000 | $244.88K | Aug 4, 2026 | Founders Shares |
See a number that looks wrong?