Among active 13F managers last quarter, 2 opened and 2 added, while none reduced or exited; the largest holder to move was Nantahala Capital Management, LLC (+453%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
14 tracked 13F filers disclose a position in PHGE as of the latest SEC 13F filings, a combined $417K 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Nantahala Capital Management, LLC | 635K | $215K | ▲+453% Added · +520K sh | Q2 2026 | |
| 2 | Ikarian Capital, LLC | 19K | $7K | —Held | Q2 2026 | |
| 3 | Morgan Stanley | 19K | $72K | ▲New +19K sh | Q1 2026 | |
| 4 | Kovack Advisors, Inc. | 17K | $6K | ▲New +17K sh | Q2 2026 | |
| 5 | JPMorgan Chase & Co | 14K | $63K | —Held | Q1 2026 | |
| 6 | Jane Street Group, LLC | 12K | $44K | ▲New +12K sh | Q1 2026 | |
| 7 | Barclays PLC | 1K | $5K | —Held | Q1 2026 | |
| 8 | UBS Group AG | 573 | $2K | ▼−75% Reduced · −2K sh | Q1 2026 | |
| 9 | SBI Securities Co., Ltd. | 505 | $176 | ▲25× Added · +485 sh | Q2 2026 | |
| 10 | Royal Bank Of Canada | 251 | $1K | ▲New +251 sh | Q1 2026 | |
| 11 | Osaic Holdings, Inc. | 200 | $750 | ▲New +200 sh | Q1 2026 | |
| 12 | CWM, LLC | 1 | $4 | —Held | Q1 2026 | |
| 13 | Danske Bank A/s | 1 | $0 | —Held | Q2 2026 | |
| 14 | Caitong International Asset Management Co., Ltd | 1 | $0 | ▲New +1 sh | Q2 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, 2 funds opened a new position in PHGE and 2 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Zevra Therapeutics IncZVRA | 4 funds | $28.2M |
| Fulcrum Therapeutics IncFULC | 4 funds | $23.9M |
| Biocryst Pharmaceuticals IncBCRX | 4 funds | $19.4M |
| Silence Therapeutics PLC-ADRSLN | 4 funds | $16.6M |
| Damora Therapeutics IncDMRA | 4 funds | $16.0M |
| Alector IncALEC | 4 funds | $12.7M |
| Amylyx Pharmaceuticals IncAMLX | 4 funds | $10.9M |
| Hims & Hers Health IncHIMS | 4 funds | $8.3M |
| Immunic IncIMUX | 4 funds | $4.9M |
| Altimmune IncALT | 4 funds | $4.7M |
| Cardiol Therapeutics Inc-ACRDL | 4 funds | $3.6M |
| Snap Inc - ASNAP | 4 funds | $1.2M |
Ranked by how many of PHGE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PHGE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 17, 2026 | Yeganeh Reuven | Director, 10% Owner | Sell (S) | 530K | $2.6M |
| Mar 16, 2026 | Yeganeh Reuven | Director, 10% Owner | Sell (S) | 450K | $2.3M |
| Mar 13, 2026 | Yeganeh Reuven | Director, 10% Owner | Sell (S) | 370K | $1.9M |
| Mar 12, 2026 | Yeganeh Reuven | Director, 10% Owner | Sell (S) | 300K | $1.5M |
| May 15, 2024 | Gordon Carl L | 10% Owner | Sell (S) | 24K | $9K |
| Nov 29, 2023 | Oron Assaf | Chief Business Officer | Sell (S) 3 lots, same day | 11K | $4K |
| May 22, 2023 | Oron Assaf | Chief Business Officer | Buy (P) | 3K | $862 |
| May 19, 2023 | Oron Assaf | Chief Business Officer | Buy (P) | 7K | $2K |
| May 18, 2023 | Oron Assaf | Chief Business Officer | Buy (P) | 1K | $324 |
| Feb 27, 2023 | OrbiMed Israel GP Ltd. | 10% Owner | Buy (P) | 348K | $87K |
| Nov 4, 2022 | Ugwumba Chidozie | Insider | Sell (S) | 2K | $570 |
| Nov 3, 2022 | Ugwumba Chidozie | Insider | Sell (S) | 2K | $740 |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 1 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PHGE
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/PHGE/capital-change-brief"
Use Arkolith's capital_change_brief for PHGE. 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 PHGE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.