AGIOS PHARMACEUTICALS INC AGIO
COM · Common Stock · CUSIP 00847X104 · ISIN US00847X1046
A public American pharmaceutical company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.5m this quarter). Holder counts are more reliable. Shares outstanding: 59.7m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $37.16. Options: 11 managers hold calls ($128.4m notional), 7 hold puts ($21.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 169 |
| Q4 2022 | 161 |
| Q1 2023 | 166 |
| Q2 2023 | 154 |
| Q3 2023 | 147 |
| Q4 2023 | 171 |
| Q1 2024 | 188 |
| Q2 2024 | 207 |
| Q3 2024 | 209 |
| Q4 2024 | 226 |
| Q1 2025 | 222 |
| Q2 2025 | 217 |
| Q3 2025 | 221 |
| Q4 2025 | 238 |
| Q1 2026 | 234 |
| Q2 2026 | 238 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 101 | 93 |
| Q4 2024 | 116 | 95 |
| Q1 2025 | 107 | 116 |
| Q2 2025 | 108 | 101 |
| Q3 2025 | 107 | 102 |
| Q4 2025 | 135 | 114 |
| Q1 2026 | 111 | 119 |
| Q2 2026 | 133 | 97 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $85.2m | $79.3m | 0.93 |
| Q4 2025 | $132.8m | $45.6m | 0.34 |
| Q1 2026 | $126.9m | $17.6m | 0.14 |
| Q2 2026 | $128.4m | $21.6m | 0.17 |
Biggest buyers
| ADAR1 Capital Management, LLC | Added | +1.1m |
| UBS Group AG | Added | +853.3k |
| Lynx1 Capital Management LP | Added | +797.4k |
| BlackRock, Inc. | Added | +701.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +647.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Added | +616.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +560.1k |
| Defilade Capital Management, L.P. | New | +546.8k |
| Point72 Asset Management, L.P. | New | +506.3k |
| D. E. Shaw & Co., Inc. | Added | +425.8k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Sold out | -1.5m |
| MPM BIOIMPACT LLC | Sold out | -1.3m |
| Frazier Life Sciences Management, L.P. | Sold out | -1.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -620.6k |
| Erste Asset Management GmbH | Reduced | -550.0k |
| Artisan Partners Limited Partnership | Sold out | -481.5k |
| Vestal Point Capital, LP | Sold out | -450.0k |
| ARMISTICE CAPITAL, LLC | Reduced | -316.0k |
| MARSHALL WACE, LLP | Reduced | -309.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -300.8k |
Biggest calls
| ARMISTICE CAPITAL, LLC | Reduced | $104.3m2.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.3m170.7k shares |
| CITADEL ADVISORS LLC | Added | $3.4m91.7k shares |
| Caligan Partners LP | Unchanged | $3.3m90.0k shares |
| GROUP ONE TRADING LLC | Reduced | $2.2m58.9k shares |
| Tetragon Partners GP Ltd | New | $1.9m50.0k shares |
| Caption Management, LLC | New | $1.9m50.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m39.9k shares |
| JANE STREET GROUP, LLC | Reduced | $1.5m39.1k shares |
| CITIGROUP INC | Reduced | $1.2m33.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $8.0m214.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.1m136.9k shares |
| GROUP ONE TRADING LLC | Added | $3.6m98.1k shares |
| CITADEL ADVISORS LLC | Added | $3.3m88.8k shares |
| CITIGROUP INC | Reduced | $1.2m33.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $378.5k10.2k shares |
| JPMORGAN CHASE & CO | Reduced | $11.4k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. 13G · institution filed 2026-08-03 | 9.9% |
| Farallon Capital Partners, L.P. 13G · passive investor -1.1 pts · filed 2026-02-09 | 8.8% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 7.8% |
| STATE STREET CORP 13G · institution new · filed 2026-02-09 | 5.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| D. E. SHAW & CO, L.P. 13G · passive investor new · filed 2026-07-02 | 5.1% |
| Lynx1 Capital Management LP 13G · passive investor new · filed 2026-05-06 | 5.1% |
Fell to 5% or below in the last year: ARMISTICE CAPITAL, LLC (4.6%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Bellevue Group AG (0.0%, 2025-12-05), Paradigm Biocapital Advisors LP (4.9%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $2.3m | $2.3m |
| Q1 2025 | 0 | — | 6 | $850.8k | $850.8k |
| Q2 2025 | 0 | — | 6 | $1.2m | $1.2m |
| Q3 2025 | 0 | — | 5 | $1.5m | $1.2m |
| Q4 2025 | 0 | — | 6 | $864.3k | $864.3k |
| Q1 2026 | 0 | — | 7 | $1.1m | $926.6k |
| Q2 2026 | 0 | — | 6 | $1.2m | $1.2m |
| Q3 2026 | 0 | — | 1 | $1.1m | $1.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-04 | Gheuens Sarah Chief Medical Officer | Sold plan | $914.4k30.0k shares |
| 2026-07-01 | Gheuens Sarah Chief Medical Officer | Sold plan | $150.5k4.0k shares |
| 2026-04-02 | Goff Brian Chief Executive Officer, director | Sold plan | $661.9k19.1k shares |
| 2026-04-02 | Burns James William Chief Legal Officer | Sold plan | $113.8k3.3k shares |
| 2026-04-02 | Milanova Tsveta Chief Commercial Officer | Sold plan | $113.2k3.3k shares |
| 2026-04-02 | Jones Cecilia Chief Financial Officer | Sold plan | $109.0k3.1k shares |
| 2026-04-02 | Viswanadhan Krishnan Chief Corp Dev & Strategy | Sold plan | $102.7k3.0k shares |
| 2026-04-02 | Gheuens Sarah Chief Medical Officer | Sold plan | $102.0k2.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 6.5m $239.6m | Added +701.0k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.29% of their portfolio | 5.9m $219.6m | Added +233.4k |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $131.1m | Added +168.8k |
| Lynx1 Capital Management LP 14.62% of their portfolio | 3.4m $126.5m | Added +797.4k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 3.1m $115.3m | Added +425.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.9m $107.6m | Added +287.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.7m $99.5m | Added +49.5k |
| ARMISTICE CAPITAL, LLC 2.46% of their portfolio | 2.4m $89.1m | Reduced -316.0k |
| Erste Asset Management GmbH 0.64% of their portfolio | 2.2m $82.0m | Reduced -550.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.12% of their portfolio | 2.1m $78.3m | Added +616.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $58.4m | Added +106.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 1.4m $51.0m | Added +30.6k |
| ADAR1 Capital Management, LLC 2.25% of their portfolio | 1.3m $47.8m | Added +1.1m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 1.3m $47.5m | Reduced -300.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $46.3m | Added +97.1k |
| GW&K Investment Management, LLC 0.35% of their portfolio | 1.2m $44.8m | Reduced -8.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $42.7m | Added +345.2k |
| UBS Group AG 0.01% of their portfolio | 985.8k $36.6m | Added +853.3k |
| MORGAN STANLEY 0.00% of their portfolio | 963.3k $35.7m | Reduced -4.3k |
| Nuveen, LLC 0.01% of their portfolio | 873.6k $32.4m | Added +151.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 810.5k $30.1m | Added +560.1k |
| Foresite Capital Management VI LLC 4.53% of their portfolio | 785.0k $29.1m | Added +260.0k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 732.7k $27.2m | Added +113.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 684.3k $25.4m | Added +647.9k |
| Parkman Healthcare Partners LLC 2.55% of their portfolio | 669.0k $24.8m | Added +265.5k |
| SCS Capital Management LLC 0.21% of their portfolio | 612.9k $22.7m | Unchanged |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 597.6k $22.2m | Added +410.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 554.7k $20.6m | Added +45.4k |
| Defilade Capital Management, L.P. 2.72% of their portfolio | 546.8k $20.3m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 538.1k $20.0m | Added +61.1k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 536.4k $19.9m | Added +284.7k |
| Rock Springs Capital Management LP 0.96% of their portfolio | 532.6k $19.8m | Reduced -266.6k |
| Schonfeld Strategic Advisors LLC 0.10% of their portfolio | 520.1k $19.3m | Added +320.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 507.9k $18.8m | Reduced -31 |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 506.3k $18.8m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 492.6k $18.3m | Reduced -192.6k |
| Legal & General Group Plc 0.00% of their portfolio | 434.7k $16.1m | Added +10.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 395.9k $14.7m | Added +13.8k |
| PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio | 373.9k $13.9m | Added +135.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 373.2k $13.9m | Added +97.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 359.8k $13.8m | Added +208.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 359.6k $13.3m | Reduced -90.5k |
| Squarepoint Ops LLC 0.02% of their portfolio | 321.1k $11.9m | Added +112.2k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 297.6k $11.0m | Added +291.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 269.4k $10.0m | Reduced -58.1k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 248.0k $9.2m | Reduced -20.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 219.0k $8.1m | Reduced -79.8k |
| Palo Alto Investors LP 1.10% of their portfolio | 213.6k $7.9m | Unchanged |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 207.9k $7.7m | Added +140.8k |
| Tetragon Partners GP Ltd 1.24% of their portfolio | 205.6k $7.6m | Added +40.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 198.7k $7.4m | Added +11.9k |
| Jump Financial, LLC 0.06% of their portfolio | 182.8k $6.8m | New |
| Invesco Ltd. 0.00% of their portfolio | 168.2k $6.2m | Added +16.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 165.6k $6.1m | New |
| Ishara Investments LP 4.47% of their portfolio | 164.0k $6.1m | New |
| HRT FINANCIAL LP 0.01% of their portfolio | 160.8k $6.0m | Reduced -34.7k |
| GROUP ONE TRADING LLC 0.16% of their portfolio | 152.0k $5.6m | Reduced -21.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.10% of their portfolio | 149.9k $5.6m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 138.8k $5.2m | Reduced -309.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 134.5k $5.0m | Added +14.3k |
| Man Group plc 0.01% of their portfolio | 124.5k $4.6m | Reduced -19.8k |
| ArrowMark Colorado Holdings LLC 0.18% of their portfolio | 117.7k $4.4m | Reduced -285.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 116.9k $4.3m | Added +6.2k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 111.9k $4.2m | Reduced -17.0k |
| Swiss National Bank 0.00% of their portfolio | 111.7k $4.1m | Added +2.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 104.1k $3.9m | Reduced -25.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 99.7k $3.7m | Added +39.0k |
| Knott David M Jr 1.86% of their portfolio | 95.1k $3.5m | Added +2.0k |
| Trexquant Investment LP 0.02% of their portfolio | 93.5k $3.5m | Added +18.2k |
| Jain Global LLC 0.04% of their portfolio | 91.6k $3.4m | New |
| CITIGROUP INC 0.00% of their portfolio | 89.2k $3.3m | Added +72.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 79.4k $2.9m | Added +6.1k |
| Campbell & CO Investment Adviser LLC 0.14% of their portfolio | 73.1k $2.7m | New |
| Exome Asset Management LLC 1.61% of their portfolio | 70.5k $2.6m | Reduced -54.6k |
| Edgestream Partners, L.P. 0.08% of their portfolio | 70.2k $2.6m | Reduced -73.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 66.9k $2.5m | Added +27.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 66.8k $2.5m | Reduced -1.8k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 65.8k $2.4m | Added +7.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 62.2k $2.3m | Added +11.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 61.9k $2.1m | Added +370 |
| ALPS ADVISORS INC 0.01% of their portfolio | 60.1k $2.2m | Added +12.4k |
| Seven Fleet Capital Management LP 0.35% of their portfolio | 56.9k $2.1m | Reduced -152.6k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 55.6k $2.1m | Reduced -47.2k |
| Engineers Gate Manager LP 0.03% of their portfolio | 53.9k $2.0m | Added +25.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 53.2k $2.0m | Added +30.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 52.0k $1.9m | Reduced -6.6k |
| XTX Topco Ltd 0.02% of their portfolio | 50.4k $1.9m | Reduced -110.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 49.8k $1.8m | New |
| BARCLAYS PLC 0.00% of their portfolio | 48.3k $1.8m | Reduced -4.1k |
| HARBOR CAPITAL ADVISORS, INC. 0.12% of their portfolio | 46.5k $1.7m | Added +3.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 43.5k $1.6m | Added +15.9k |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 43.0k $1.6m | Added +7.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 41.5k $1.5m | Reduced -616 |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 40.4k $1.5m | New |
| Virtus Investment Advisers, LLC 0.34% of their portfolio | 39.5k $1.5m | Added +8.5k |
| Caption Management, LLC 0.05% of their portfolio | 39.2k $1.5m | Added +26.9k |
| FMR LLC 0.00% of their portfolio | 39.1k $1.4m | Added +30.0k |
| Aquatic Capital Management LLC 0.05% of their portfolio | 38.6k $1.4m | Added +27.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 37.7k $1.4m | Reduced -12.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 35.1k $1.3m | Reduced -28.5k |