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 ($504.7k this quarter). Holder counts are more reliable. Shares outstanding: 58.1m as of 2025-07-25, 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 ≈ $33.26. Options: 9 managers hold calls ($11.2m notional), 7 hold puts ($8.7m).
Trends to Q2 2025
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 |
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 2023 | 66 | 62 |
| Q4 2023 | 90 | 57 |
| Q1 2024 | 101 | 81 |
| Q2 2024 | 98 | 108 |
| Q3 2024 | 101 | 93 |
| Q4 2024 | 116 | 95 |
| Q1 2025 | 107 | 116 |
| Q2 2025 | 108 | 101 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $17.8m | $21.1m | 1.18 |
| Q4 2024 | $9.0m | $11.5m | 1.28 |
| Q1 2025 | $10.6m | $11.1m | 1.05 |
| Q2 2025 | $11.2m | $8.7m | 0.77 |
Biggest buyers
| Paradigm Biocapital Advisors LP | New | +1.1m |
| TCG Crossover Management, LLC | New | +697.0k |
| Rock Springs Capital Management LP | Added | +647.6k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +397.7k |
| Caligan Partners LP | Added | +370.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +247.1k |
| ORBIMED ADVISORS LLC | Added | +232.4k |
| CITADEL ADVISORS LLC | Added | +218.0k |
| Woodline Partners LP | Added | +212.7k |
| Frazier Life Sciences Management, L.P. | Added | +209.9k |
Biggest sellers
| Polar Capital Holdings Plc | Sold out | -1.0m |
| ARMISTICE CAPITAL, LLC | Reduced | -880.0k |
| STATE STREET CORP | Reduced | -498.4k |
| BlackRock, Inc. | Reduced | -275.0k |
| Cutter Capital Management, LP | Sold out | -235.3k |
| ArrowMark Colorado Holdings LLC | Reduced | -168.9k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -156.0k |
| Walleye Capital LLC | Sold out | -150.5k |
| Casdin Capital, LLC | Reduced | -150.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -144.2k |
Biggest calls
| DIADEMA PARTNERS LP | Added | $4.1m122.1k shares |
| Caption Management, LLC | Added | $2.4m73.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.0m60.0k shares |
| CITADEL ADVISORS LLC | Added | $1.1m33.3k shares |
| GROUP ONE TRADING LLC | Added | $658.5k19.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $631.0k19.0k shares |
| WOLVERINE TRADING, LLC | New | $274.5k8.2k shares |
| Persistent Asset Partners Ltd | Added | $63.5k316 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Caption Management, LLC | Added | $5.4m162.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2m37.2k shares |
| CITADEL ADVISORS LLC | Reduced | $1.0m30.8k shares |
| JPMORGAN CHASE & CO | New | $612.0k18.4k shares |
| GROUP ONE TRADING LLC | Reduced | $372.5k11.2k shares |
| SIMPLEX TRADING, LLC | New | $6.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 5 | $1.2m | $345.7k |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 9 | $6.4m | $1.4m |
| Q2 2024 | 0 | — | 3 | $866.8k | $806.3k |
| Q3 2024 | 0 | — | 3 | $761.2k | $761.2k |
| Q4 2024 | 0 | — | 4 | $2.3m | $2.3m |
| Q1 2025 | 0 | — | 6 | $850.8k | $850.8k |
| Q2 2025 | 0 | — | 6 | $1.2m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-24 | Goff Brian Chief Executive Officer, director | Sold plan | $627.2k18.7k shares |
| 2025-06-24 | Gheuens Sarah Chief Medical Officer | Sold plan | $97.6k2.9k shares |
| 2025-06-24 | Burns James William Chief Legal Officer | Sold plan | $93.9k2.8k shares |
| 2025-06-24 | Milanova Tsveta Chief Commercial Officer | Sold plan | $92.9k2.8k shares |
| 2025-06-24 | Jones Cecilia Chief Financial Officer | Sold plan | $59.7k1.8k shares |
| 2025-04-10 | FOUSE JACQUALYN A Director | Sold plan | $194.2k7.5k 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 2025
| Manager | Shares | Change |
|---|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.87% of their portfolio | 5.8m $191.8m | Added +67.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.7m $189.0m | Added +77.4k |
| BlackRock, Inc. 0.00% of their portfolio | 4.8m $160.8m | Reduced -275.0k |
| Bellevue Group AG 2.63% of their portfolio | 3.6m $119.4m | Added +75.0k |
| Erste Asset Management GmbH 0.65% of their portfolio | 2.3m $77.4m | Added +96.6k |
| Commodore Capital LP 5.46% of their portfolio | 2.3m $77.3m | Added +140.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.3m $75.6m | Reduced -27.1k |
| STATE STREET CORP 0.00% of their portfolio | 2.0m $64.9m | Reduced -498.4k |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 1.9m $63.2m | Added +50.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $46.8m | Added +11.2k |
| Frazier Life Sciences Management, L.P. 1.70% of their portfolio | 1.3m $42.6m | Added +209.9k |
| ARMISTICE CAPITAL, LLC 1.47% of their portfolio | 1.2m $38.8m | Reduced -880.0k |
| Paradigm Biocapital Advisors LP 1.62% of their portfolio | 1.1m $38.0m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $37.3m | Reduced -15.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.1m $36.8m | Reduced -156.0k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.1m $36.0m | Added +218.0k |
| Caligan Partners LP 6.92% of their portfolio | 1.1m $35.6m | Added +370.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $34.2m | Reduced -21.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 1.0m $33.8m | Reduced -8.8k |
| Rock Springs Capital Management LP 2.05% of their portfolio | 989.7k $32.9m | Added +647.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 921.6k $30.7m | Reduced -7.4k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 877.5k $29.2m | Reduced -81.8k |
| GW&K Investment Management, LLC 0.26% of their portfolio | 868.6k $28.9m | Added +51.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 791.0k $26.3m | Added +48.0k |
| TCG Crossover Management, LLC 2.65% of their portfolio | 697.0k $23.2m | New |
| MARSHALL WACE, LLP 0.03% of their portfolio | 684.7k $22.8m | Added +163.8k |
| ArrowMark Colorado Holdings LLC 0.39% of their portfolio | 658.7k $21.9m | Reduced -168.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 648.1k $21.6m | Reduced -10.6k |
| SCS Capital Management LLC 0.22% of their portfolio | 604.1k $20.1m | Reduced -7.0k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 596.2k $19.8m | Added +41.4k |
| ORBIMED ADVISORS LLC 0.47% of their portfolio | 557.9k $18.6m | Added +232.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 556.8k $18.5m | Reduced -19.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 505.2k $16.8m | Added +118.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 476.0k $15.8m | Added +11.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.46% of their portfolio | 447.0k $14.9m | Added +185.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 422.1k $14.0m | Added +397.7k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 390.0k $13.0m | Reduced -20.7k |
| Eagle Health Investments LP 2.72% of their portfolio | 330.8k $11.0m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 300.2k $10.0m | Added +247.1k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 294.7k $9.9m | Reduced -16.0k |
| MORGAN STANLEY 0.00% of their portfolio | 292.0k $9.7m | Reduced -2.7k |
| Palo Alto Investors LP 1.90% of their portfolio | 268.8k $8.9m | Reduced -7.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 266.7k $8.9m | Added +3.2k |
| CenterBook Partners LP 0.45% of their portfolio | 243.1k $8.1m | Added +134.6k |
| Woodline Partners LP 0.04% of their portfolio | 233.1k $7.8m | Added +212.7k |
| AXA S.A. 0.02% of their portfolio | 225.4k $7.5m | Added +248 |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 224.7k $7.5m | Added +573 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 217.4k $7.2m | Added +70.1k |
| BAKER BROS. ADVISORS LP 0.06% of their portfolio | 189.9k $6.3m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 187.4k $6.2m | Reduced -144.2k |
| BARCLAYS PLC 0.00% of their portfolio | 180.7k $6.0m | Added +67.6k |
| TD Asset Management Inc 0.00% of their portfolio | 168.2k $5.6m | Reduced -9.9k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 158.4k $5.3m | Reduced -45.9k |
| Patient Square Capital LP 1.68% of their portfolio | 139.7k $4.6m | Unchanged |
| Allianz Asset Management GmbH 0.01% of their portfolio | 138.9k $4.6m | Added +46.7k |
| CANTOR FITZGERALD, L. P. 0.11% of their portfolio | 134.2k $4.5m | Added +102.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 132.1k $4.4m | Added +512 |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 130.0k $4.3m | Added +19.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 127.6k $4.2m | Added +12.7k |
| Nuveen, LLC 0.00% of their portfolio | 119.6k $4.0m | Added +36.2k |
| UBS Group AG 0.00% of their portfolio | 118.8k $4.0m | Reduced -12.8k |
| Invesco Ltd. 0.00% of their portfolio | 112.6k $3.7m | Added +5.2k |
| Swiss National Bank 0.00% of their portfolio | 109.5k $3.6m | Added +10.0k |
| Casdin Capital, LLC 0.30% of their portfolio | 100.0k $3.3m | Reduced -150.0k |
| Trexquant Investment LP 0.04% of their portfolio | 98.4k $3.3m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 96.9k $3.2m | Added +45.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 89.9k $3.0m | Added +3.0k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 88.8k $3.0m | Added +14.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.02% of their portfolio | 82.7k $2.7m | Unchanged |
| MOORE CAPITAL MANAGEMENT, LP 0.05% of their portfolio | 80.0k $2.7m | Added +20.0k |
| HighVista Strategies LLC 0.86% of their portfolio | 70.1k $2.3m | Added +26.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 68.5k $2.3m | Reduced -3.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 68.1k $2.3m | Reduced -13.9k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 67.4k $2.2m | Reduced -60.6k |
| Legal & General Group Plc 0.00% of their portfolio | 64.3k $2.1m | Added +4.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 61.5k $2.0m | Reduced -8 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 59.1k $2.0m | Reduced -10.6k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% of their portfolio | 56.8k $1.9m | Reduced -1.9k |
| CITIGROUP INC 0.00% of their portfolio | 56.5k $1.9m | Reduced -119.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 55.3k $1.8m | Added +633 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 52.3k $1.7m | Added +5.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 50.1k $1.7m | Reduced -18.0k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 49.7k $1.7m | Added +10.4k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 49.4k $1.6m | Reduced -44.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 47.7k $1.6m | Added +671 |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 47.2k $1.6m | Reduced -31 |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 46.3k $1.5m | Added +22.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 46.3k $1.5m | Added +13.1k |
| Granahan Investment Management, LLC 0.06% of their portfolio | 41.9k $1.4m | Reduced -90.2k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 40.0k $1.3m | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 39.6k $1.3m | Reduced -3.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 39.1k $1.3m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 37.7k $1.3m | Reduced -30.4k |
| OAK RIDGE INVESTMENTS LLC 0.09% of their portfolio | 37.3k $1.2m | Reduced -1.8k |
| HARBOR CAPITAL ADVISORS, INC. 0.05% of their portfolio | 37.0k $1.2m | Added +1.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 36.7k $1.2m | Reduced -26.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 36.4k $1.2m | Reduced -903 |
| ADAR1 Capital Management, LLC 0.19% of their portfolio | 35.9k $1.2m | Added +8.0k |
| EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio | 35.0k $1.2m | Unchanged |
| MetLife Investment Management, LLC 0.01% of their portfolio | 34.0k $1.1m | Unchanged |