183 tracked 13F filers disclose a position in GLUE as of the latest SEC 13F filings, a combined $1.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEA Management Company, LLC | $126.5M | 7.7M | —Held | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $110.5M | 6.7M | ▲+31% Added · +1.6M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $92.7M | 5.6M | ▲+35% Added · +1.5M sh | Q1 2026 | |
| 4 | TCG Crossover Management, LLC | $76.0M | 4.6M | —Held | Q1 2026 | |
| 5 | BVF INC/IL | $73.4M | 4.5M | ▲+16% Added · +625K sh | Q1 2026 | |
| 6 | Versant Venture Management, LLC | $68.7M | 4.4M | ▼−22% Reduced · −1.3M sh | Q4 2025 | |
| 7 | BAKER BROS. ADVISORS LP | $71.5M | 4.3M | —Held | Q1 2026 | |
| 8 | SUVRETTA CAPITAL MANAGEMENT, LLC | $69.5M | 4.2M | ▲+26% Added · +867K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $90.3M | 3.7M | ▲+11% Added · +377K sh | Q2 2026 | |
| 10 | Vestal Point Capital, LP | $59.3M | 3.6M | ▲+365% Added · +2.8M sh | Q1 2026 | |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | $51.0M | 3.1M | →First observed position No prior filed position | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $46.2M | 2.8M | ▲+111% Added · +1.5M sh | Q1 2026 | |
| 13 | BRAIDWELL LP | $59.3M | 2.5M | ▼−24% Reduced · −755K sh | Q2 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $45.1M | 1.9M | ▲+21% Added · +323K sh | Q2 2026 | |
| 15 | MARSHALL WACE, LLP | $23.6M | 1.4M | ▲+259% Added · +1.0M sh | Q1 2026 | |
| 16 | Bellevue Group AG | $28.8M | 1.2M | ▼−4.8% Reduced · −60K sh | Q2 2026 | |
| 17 | MPM BioImpact LLC | $19.4M | 1.2M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 18 | SILVERARC CAPITAL MANAGEMENT, LLC | $26.8M | 1.1M | ▼−45% Reduced · −894K sh | Q2 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $17.1M | 1.0M | ▲+83% Added · +473K sh | Q1 2026 | |
| 20 | FMR LLC | $16.8M | 1.0M | ▼−21% Reduced · −276K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $16.5M | 1.0M | ▲+238% Added · +706K sh | Q1 2026 | |
| 22 | Frazier Life Sciences Management, L.P. | $24.2M | 1.0M | —Held | Q2 2026 | |
| 23 | NORTHERN TRUST CORP | $13.6M | 827K | ▲+19% Added · +130K sh | Q1 2026 | |
| 24 | JANUS HENDERSON GROUP PLC | $11.3M | 686K | ▲New +686K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $11.3M | 684K | ▼−15% Reduced · −121K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 18 funds opened a new position in GLUE and 28 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 86 funds | $58.0B |
| NVIDIA CORPNVDA | 85 funds | $296.7B |
| AMAZON.COM INCAMZN | 84 funds | $148.5B |
| MICROSOFT CORPMSFT | 83 funds | $206.0B |
| BROADCOM INCAVGO | 81 funds | $119.9B |
| META PLATFORMS INC-CLASS AMETA | 81 funds | $82.2B |
| LAM RESEARCH CORPLRCX | 81 funds | $25.9B |
| MICRON TECHNOLOGY INCMU | 81 funds | $24.6B |
| INTUITIVE SURGICAL INCISRG | 81 funds | $22.1B |
| UNITEDHEALTH GROUP INCUNH | 81 funds | $21.8B |
| BOSTON SCIENTIFIC CORPBSX | 81 funds | $11.3B |
| ALPHABET INC-CL AGOOGL | 80 funds | $123.6B |
Ranked by how many of GLUE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 16, 2026 | Warmuth Markus | President & CEO, Director | Sell (S) | 10K | $220K |
| Jul 15, 2026 | Champoux Jennifer | Chief Operating Officer | Sell (S) | 4K | $102K |
| Jul 6, 2026 | Townson Sharon | Chief Scientific Officer | Sell (S) | 6K | $130K |
| Jul 6, 2026 | Townson Sharon | Chief Scientific Officer | Sell (S) | 400 | $10K |
| Jun 30, 2026 | Janku Filip | Chief Medical Officer | Sell (S) | 5K | $132K |
| Jun 29, 2026 | Janku Filip | Chief Medical Officer | Sell (S) | 6K | $138K |
| Jun 29, 2026 | Manning Anthony M. | Director | Sell (S) | 10K | $231K |
| Jun 24, 2026 | Janku Filip | Chief Medical Officer | Sell (S) | 30K | $643K |
| Jun 23, 2026 | Champoux Jennifer | Chief Operating Officer | Sell (S) | 2K | $44K |
| Jun 23, 2026 | Janku Filip | Chief Medical Officer | Sell (S) | 12K | $240K |
| Jun 23, 2026 | Townson Sharon | Chief Scientific Officer | Sell (S) | 3K | $60K |
| Jun 17, 2026 | Townson Sharon | Chief Scientific Officer | Sell (S) | 3K | $57K |
Connected entities for GLUE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GLUE/capital-change-brief"
Use Arkolith's capital_change_brief for GLUE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GLUE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.