Sagimet Biosciences Inc. (SGMT) shareholders
SGMTNasdaqPharmaceutical PreparationsFiscal year ends December 31
$10.22−0.71 (-6.50%)
Close on Nov 13, 2026Market cap $635.26MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
82.1%
51M of 62M shares
Institutional holders
122
58 new, 24 sold out
Net institutional buying
38M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $4.91M
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 |
|---|---|---|---|---|
| Commodore Capital LP Joint filing with Commodore Capital Master LP (7.60%), Robert Egen Atkinson (7.60%) and 1 more | 5,507,752 | 7.60% | 13G (passive) | Sep 30, 2026 |
| BlackRock, Inc. | 4,751,186 | 7.80% | 13G (passive) | Jun 30, 2026 |
| Bam Gp LLC Joint filing with Balyasny Asset Management L.P. (5.93%), Balyasny Asset Management Holdings LP (5.93%) and 2 more | 3,626,113 | 5.93% | 13G (passive) | Jun 30, 2026 |
| Ascletis Pharma Inc. Joint filing with AP11 Limited (5.40%) | 1,654,701 | 5.40% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SGMT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,575,788 | 10.58% | $50.83M | +5,775,845 | 0.00% |
| Balyasny Asset Management L.P. | 3,626,113 | 5.83% | $28.03M | New | 0.03% |
| Woodline Partners LP | 3,000,652 | 4.83% | $23.20M | +1,999,709 | 0.07% |
| Silverarc Capital Management, LLC | 2,927,698 | 4.71% | $22.63M | New | 2.35% |
| Vanguard Capital Management LLC | 2,566,272 | 4.13% | $19.84M | +1,467,353 | 0.00% |
| Caligan Partners LP | 2,500,000 | 4.02% | $19.33M | New | 0.91% |
| Bvf Inc/Il | 2,500,000 | 4.02% | $19.33M | New | 0.49% |
| Affinity Asset Advisors, LLC | 2,497,864 | 4.02% | $19.31M | +1,629,844 | 0.87% |
| Federated Hermes, Inc. | 2,086,715 | 3.36% | $16.13M | +2,085,934 | 0.02% |
| Great Point Partners LLC | 2,029,933 | 3.27% | $15.69M | New | 2.97% |
| State Street Corp | 1,995,092 | 3.21% | $15.42M | +1,866,304 | 0.00% |
| Saturn V Capital Management LP | 1,479,918 | 2.38% | $11.44M | New | 1.64% |
| Geode Capital Management, LLC | 1,444,019 | 2.32% | $11.17M | +1,134,497 | 0.00% |
| Blue Owl Capital Holdings LP | 1,260,544 | 2.03% | $9.74M | +926,667 | 1.47% |
| Baker Bros. Advisors LP | 952,996 | 1.53% | $7.37M | – | 0.04% |
| Millennium Management LLC | 937,025 | 1.51% | $7.24M | +74,722 | 0.00% |
| abrdn plc | 847,700 | 1.36% | $6.55M | New | 0.01% |
| Goldman Sachs Group Inc | 759,086 | 1.22% | $5.87M | +589,827 | 0.00% |
| Hhlr Advisors, Ltd. | 724,800 | 1.17% | $5.60M | – | 0.67% |
| Ameriprise Financial Inc | 581,217 | 0.94% | $4.49M | 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 | 122 | 51M | 82.1% | 58 / 36 | 10 / 24 | 41M | 3M |
| Q1 2026 | 88 | 13M | 21.5% | 18 / 32 | 18 / 13 | 3M | 3M |
| Q4 2025 | 86 | 14M | 23.2% | 26 / 27 | 16 / 10 | 4M | 2M |
| Q3 2025 | 72 | 13M | 20.3% | 20 / 22 | 12 / 14 | 3M | 2M |
| Q2 2025 | 67 | 12M | 18.8% | 24 / 11 | 14 / 27 | 4M | 6M |
| Q1 2025 | 70 | 14M | 22.2% | 18 / 16 | 18 / 13 | 1M | 5M |
| Q4 2024 | 66 | 18M | 28.2% | 16 / 15 | 20 / 13 | 1M | 4M |
| Q3 2024 | 63 | 20M | 31.7% | 11 / 15 | 20 / 29 | 3M | 3M |
| Q2 2024 | 82 | 21M | 33.7% | 22 / 22 | 21 / 21 | 3M | 6M |
| Q1 2024 | 81 | 24M | 38.4% | 35 / 31 | 11 / 5 | 15M | 5M |
| Q4 2023 | 51 | 14M | 23.3% | 11 / 18 | 9 / 7 | 2M | 2M |
| Q3 2023 | 48 | 16M | 25.0% | 48 / 0 | 0 / 0 | 16M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
87 funds held SGMT in Q2 2026, 60% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of SGMT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Federated Hermes Kaufmann Small Cap Fund | 2,083,333 | 3.35% | $14.81M | 0.52% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,861,227 | 2.99% | $14.39M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,497,525 | 2.41% | $11.58M | 0.01% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 983,147 | 1.58% | $7.60M | 0.07% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 659,000 | 1.06% | $5.09M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 643,413 | 1.04% | $4.57M | 0.01% | Jul 31, 2026 |
| BlackRock Health Sciences Opportunities Portfolio | 585,181 | 0.94% | $4.27M | 0.07% | May 29, 2026 |
| iShares Russell 2000 Growth ETF | 431,516 | 0.69% | $3.34M | 0.02% | Jun 30, 2026 |
| iShares Biotechnology ETF | 413,328 | 0.66% | $3.20M | 0.04% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 290,427 | 0.47% | $2.12M | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 197,472 | 0.32% | $1.53M | 0.10% | Jun 30, 2026 |
| Ultra-Small Company Fund | 166,441 | 0.27% | $1.29M | 1.30% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 142,839 | 0.23% | $1.02M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 136,754 | 0.22% | $972.32K | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 118,725 | 0.19% | $917.74K | 0.01% | 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 |
|---|---|---|---|---|
| David Happel | President & CEO, Director | 741,570 | 1.19% | Jul 22, 2026 |
| Elizabeth Rozek | Chief Legal & Admin. Officer | 224,414 | 0.36% | Jul 22, 2026 |
| Andreas Grauer | Chief Medical Officer | – | – | Jun 1, 2026 |
| Thierry Chauche | Chief Financial Officer | 59,688 | 0.10% | Jun 1, 2026 |
| Eduardo Bruno Martins | Chief Medical Officer | 147,296 | 0.24% | Feb 20, 2026 |
| George Kemble | Director | 62,161 | 0.10% | Aug 17, 2026 |
| Elizabeth A. Grammer | Director | – | – | Jun 15, 2026 |
| Beth C. Seidenberg | Director | 131,643 | 0.21% | Jun 15, 2026 |
| Jennifer Jarrett | Director | – | – | Jun 15, 2026 |
| Paul W. Hoelscher | Director | – | – | Jun 15, 2026 |
| Anne M. Phillips | Director | – | – | Jun 15, 2026 |
| Timothy P. Walbert | Director | 2,200 | 0.00% | Jun 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| George Kemble Director | Aug 14, 2026 | Sale(10b5-1 plan) | −350,987 | $10.23 | $3.59M | 62,161 |
| George Kemble Director | Aug 14, 2026 | Option exercise | +24,369 | $6.36 | $154.99K | 413,148 |
| George Kemble Director | Aug 14, 2026 | Option exercise | +326,618 | $6.36 | $2.08M | 388,779 |
| George Kemble Director | Aug 11, 2026 | Option exercise | +10,455 | $6.36 | $66.49K | 82,367 |
| George Kemble Director | Aug 11, 2026 | Sale(10b5-1 plan) | −20,206 | $9.95 | $201.05K | 62,161 |
| George Kemble Director | Aug 11, 2026 | Option exercise | +9,751 | $6.36 | $62.02K | 71,912 |
| Elizabeth Rozek Chief Legal & Admin. Officer | Jul 20, 2026 | Sale | −10,545 | $7.76 | $81.83K | 224,414 |
| George Kemble Director | Jul 20, 2026 | Sale(10b5-1 plan) | −18,844 | $7.46 | $140.58K | 62,161 |
| David Happel President & CEO, Director | Jul 20, 2026 | Sale | −64,051 | $7.76 | $497.04K | 741,570 |
| Thierry Chauche Chief Financial Officer | Feb 19, 2026 | Award | +44,000 | – | – | 59,688 |
| Elizabeth Rozek Chief Legal & Admin. Officer | Feb 19, 2026 | Award | +44,000 | – | – | 234,959 |
| David Happel President & CEO, Director | Feb 19, 2026 | Award | +128,000 | – | – | 805,621 |
| Eduardo Bruno Martins Chief Medical Officer | Feb 19, 2026 | Award | +44,000 | – | – | 147,296 |
| Thierry Chauche Chief Financial Officer | Feb 10, 2026 | Sale | −1,312 | $5.36 | $7.03K | 15,688 |
| Elizabeth Rozek Chief Legal & Admin. Officer | Feb 10, 2026 | Sale | −2,622 | $5.36 | $14.05K | 190,959 |
| David Happel President & CEO, Director | Feb 10, 2026 | Sale | −12,101 | $5.36 | $64.86K | 677,621 |
| Eduardo Bruno Martins Chief Medical Officer | Feb 10, 2026 | Sale | −3,640 | $5.36 | $19.51K | 103,296 |
| George Kemble Executive Chairman, Director | Nov 20, 2025 | Sale(10b5-1 plan) | −37,688 | $7.69 | $289.82K | 81,005 |
| Elizabeth Rozek Chief Legal & Admin. Officer | Nov 4, 2025 | Award | +9,855 | – | – | 193,581 |
| Elizabeth Rozek General Counsel and CCO | Jul 21, 2025 | Sale | −10,780 | $9.13 | $98.42K | 183,726 |
| David Happel President & CEO, Director | Jul 21, 2025 | Sale | −65,478 | $9.13 | $597.81K | 689,722 |
| Eduardo Bruno Martins Chief Medical Officer | Jul 21, 2025 | Sale | −8,277 | $9.13 | $75.57K | 106,936 |
| David Happel President & CEO, Director | Feb 6, 2025 | Award | +116,000 | – | – | 755,200 |
| Thierry Chauche Chief Financial Officer | Feb 6, 2025 | Award | +17,000 | – | – | 17,000 |
| Elizabeth Rozek General Counsel and CCO | Feb 6, 2025 | Award | +34,000 | – | – | 194,506 |
| Eduardo Bruno Martins Chief Medical Officer | Feb 6, 2025 | Award | +34,000 | – | – | 115,213 |
| George Kemble Executive Chairman, Director | Jul 23, 2024 | Sale(10b5-1 plan) | −23,625 | $3.17 | $74.89K | 118,693 |
| Eduardo Bruno Martins Chief Medical Officer | Jul 19, 2024 | Sale | −8,357 | $3.10 | $25.91K | 81,213 |
| Elizabeth Rozek General Counsel and CCO | Jul 19, 2024 | Sale | −10,914 | $3.10 | $33.83K | 160,506 |
| George Kemble Executive Chairman, Director | Jul 19, 2024 | Sale | −14,062 | $3.10 | $43.59K | 142,318 |
| David Happel President & CEO, Director | Mar 26, 2024 | Buy | +12,100 | $5.27 | $63.77K | 639,200 |
| Forest Baskett 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| Forest Baskett 10% owner | Jan 29, 2024 | Other | +11,300 | – | – | 11,300 |
| Forest Baskett 10% owner | Jan 29, 2024 | Other | +260,950 | – | – | 260,950 |
| Forest Baskett 10% owner | Jan 29, 2024 | Other | −260,950 | – | – | 0 |
| Scott D. Sandell 10% owner | Jan 29, 2024 | Other | −260,950 | – | – | 0 |
| Scott D. Sandell 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| Scott D. Sandell 10% owner | Jan 29, 2024 | Other | +6,997 | – | – | 6,997 |
| Scott D. Sandell 10% owner | Jan 29, 2024 | Other | +260,950 | – | – | 260,950 |
| NEA 13 GP, Ltd 10% owner | Jan 29, 2024 | Other | −260,950 | – | – | 0 |
| NEA 13 GP, Ltd 10% owner | Jan 29, 2024 | Other | +260,950 | – | – | 260,950 |
| NEA 13 GP, Ltd 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| Patrick J. Kerins 10% owner | Jan 29, 2024 | Other | −260,950 | – | – | 0 |
| Patrick J. Kerins 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| Patrick J. Kerins 10% owner | Jan 29, 2024 | Other | +260,950 | – | – | 260,950 |
| Patrick J. Kerins 10% owner | Jan 29, 2024 | Other | +13,139 | – | – | 13,139 |
| Enterprise Associates 13 Lp New 10% owner | Jan 29, 2024 | Other | −850,000 | – | – | 3,000,275 |
| David Happel President & CEO, Director | Dec 7, 2023 | Buy | +1,600 | $4.10 | $6.56K | 627,100 |
| George Kemble Executive Chairman, Director | Nov 17, 2023 | Award | +150,750 | – | – | 156,380 |
| Eduardo Bruno Martins Chief Medical Officer | Nov 17, 2023 | Award | +89,570 | – | – | 89,570 |
| David Happel President & CEO, Director | Nov 17, 2023 | Award | +624,910 | – | – | 625,500 |
| Elizabeth Rozek General Counsel and CCO | Nov 17, 2023 | Award | +171,420 | – | – | 171,420 |
| David Happel President & CEO, Director | Nov 16, 2023 | Buy | +590 | $2.35 | $1.39K | 590 |
| George Kemble Executive Chairman, Director | Sep 7, 2023 | Option exercise | +5,630 | $0.79 | $4.45K | 5,630 |
| Jinzi Jason Wu Director | Jul 18, 2023 | Conversion | +1,654,701 | – | – | 1,654,701 |
| Merdad Parsey Director | Jul 18, 2023 | Returned to company | −8,677 | – | – | 0 |
| Merdad Parsey Director | Jul 18, 2023 | Award | +8,677 | – | – | 8,677 |
| Merdad Parsey Director | Jul 18, 2023 | Conversion | +4,117 | – | – | 12,794 |
| Beth C. Seidenberg Director | Jul 18, 2023 | Buy | +46,875 | $16.00 | $750.00K | 46,875 |
| Beth C. Seidenberg Director | Jul 18, 2023 | Returned to company | −38,763 | – | – | 0 |
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
20.02%
12M shares short
Days to cover
10.5
At 1M shares a day
Change since last report
+5.6%
From 12M shares
Short volume, 20 days
53.7%
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 Sagimet Biosciences's stock actually held short. Settlement fails (shares not delivered on time) peaked at 4,570 shares on Sep 28, 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 |
|---|---|---|---|---|---|
| George Kemble Director | Aug 14, 2026 | 350,987 | $3.26M | Aug 14, 2026 | Exercise of Stock Options |
| George Kemble Director | Aug 11, 2026 | 20,206 | $193.37K | Aug 11, 2026 | Exercise of Stock Options |
| George Kemble Director, Officer | Jul 20, 2026 | 18,844 | $147.36K | Jul 20, 2026 | Restricted Stock Units |
| George Kemble Director, Officer | Nov 20, 2025 | 37,688 | $295.85K | Nov 20, 2025 | Restricted Stock Units |
| George Kemble Director, Officer | Jul 23, 2024 | 23,625 | $73.00K | Jul 23, 2024 | Restricted Stock Units |
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