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 ($365.6k this quarter). Holder counts are more reliable. Shares outstanding: 58.3m as of 2025-10-24, 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 ≈ $40.10. Options: 17 managers hold calls ($85.2m notional), 12 hold puts ($79.3m).
Trends to Q3 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 |
| Q3 2025 | 221 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 107 | 102 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $9.0m | $11.5m | 1.28 |
| Q1 2025 | $10.6m | $11.1m | 1.05 |
| Q2 2025 | $11.2m | $8.7m | 0.77 |
| Q3 2025 | $85.2m | $79.3m | 0.93 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +2.0m |
| Paradigm Biocapital Advisors LP | Added | +1.5m |
| TCG Crossover Management, LLC | Added | +733.0k |
| Balyasny Asset Management L.P. | New | +495.5k |
| Erste Asset Management GmbH | Added | +438.4k |
| JANE STREET GROUP, LLC | Added | +361.6k |
| STATE STREET CORP | Added | +311.6k |
| SummitTX Capital, L.P. | New | +263.0k |
| Legal & General Group Plc | Added | +258.6k |
| PEREGRINE CAPITAL MANAGEMENT LLC | New | +162.9k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -661.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -617.3k |
| CITADEL ADVISORS LLC | Reduced | -589.5k |
| ORBIMED ADVISORS LLC | Sold out | -557.9k |
| MARSHALL WACE, LLP | Reduced | -457.8k |
| ARMISTICE CAPITAL, LLC | Reduced | -404.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -295.2k |
| BlackRock, Inc. | Reduced | -288.0k |
| CenterBook Partners LP | Sold out | -243.1k |
| D. E. Shaw & Co., Inc. | Reduced | -228.5k |
Biggest calls
| ARMISTICE CAPITAL, LLC | New | $36.1m900.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.7m267.3k shares |
| DIADEMA PARTNERS LP | Added | $8.9m222.1k shares |
| Paradigm Biocapital Advisors LP | New | $8.0m200.0k shares |
| Ikarian Capital, LLC | New | $6.0m150.0k shares |
| CITADEL ADVISORS LLC | Added | $3.0m74.3k shares |
| JANE STREET GROUP, LLC | New | $2.3m58.0k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $2.2m54.4k shares |
| SIMPLEX TRADING, LLC | Added | $1.7m43.1k shares |
| Centiva Capital, LP | New | $1.7m42.9k shares |
Biggest puts
| Caligan Partners LP | New | $39.1m975.0k shares |
| Caption Management, LLC | Added | $15.5m386.6k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $11.7m290.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.7m167.6k shares |
| CITADEL ADVISORS LLC | Added | $1.6m38.7k shares |
| JPMORGAN CHASE & CO | Added | $1.5m36.8k shares |
| GROUP ONE TRADING LLC | Added | $1.3m32.9k shares |
| TORNO CAPITAL, LLC | Not comparable | $802.8k20.0k shares |
| SIMPLEX TRADING, LLC | Added | $582.0k14.5k shares |
| JANE STREET GROUP, LLC | New | $401.4k10.0k 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)
Insider purchases and sales in Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 5 | $1.5m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-30 | Scadden David Director | Sold plan | $8.0k200 shares |
| 2025-09-26 | Jones Cecilia Chief Financial Officer | Sold plan | $134.2k3.7k shares |
| 2025-09-05 | Washburn Theodore James Jr. Principal Accounting Officer | Sold | $315.1k8.5k shares |
| 2025-08-27 | Scadden David Director | Sold plan | $8.0k200 shares |
| 2025-08-08 | Goff Brian Chief Executive Officer, director | Sold plan | $406.5k11.1k shares |
| 2025-07-10 | Scadden David Director | Sold plan | $56.0k1.4k shares |
| 2025-07-09 | Gheuens Sarah Chief Medical Officer | Sold plan | $452.6k11.9k shares |
| 2025-07-01 | Gheuens Sarah Chief Medical Officer | Sold plan | $139.8k4.1k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.31% of their portfolio | 5.8m $232.1m | Added +13.6k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.6m $225.0m | Reduced -77.1k |
| BlackRock, Inc. 0.00% of their portfolio | 4.5m $182.5m | Reduced -288.0k |
| Bellevue Group AG 3.10% of their portfolio | 3.7m $149.1m | Added +124.6k |
| Erste Asset Management GmbH 1.05% of their portfolio | 2.8m $108.6m | Added +438.4k |
| Paradigm Biocapital Advisors LP 3.18% of their portfolio | 2.7m $107.3m | Added +1.5m |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.5m $99.2m | Added +2.0m |
| Commodore Capital LP 4.58% of their portfolio | 2.3m $93.9m | Added +13.3k |
| STATE STREET CORP 0.00% of their portfolio | 2.3m $90.8m | Added +311.6k |
| MACQUARIE GROUP LTD 0.09% of their portfolio | 2.0m $78.6m | Added +57.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.7m $66.5m | Reduced -617.3k |
| TCG Crossover Management, LLC 2.82% of their portfolio | 1.4m $57.4m | Added +733.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $56.9m | Added +10.6k |
| Frazier Life Sciences Management, L.P. 1.54% of their portfolio | 1.3m $51.4m | Unchanged |
| Caligan Partners LP 6.30% of their portfolio | 1.1m $45.4m | Added +59.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $45.4m | Added +9.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.0m $41.0m | Reduced -84.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% of their portfolio | 987.3k $39.6m | Reduced -29.6k |
| Rock Springs Capital Management LP 2.25% of their portfolio | 958.5k $38.5m | Reduced -31.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 926.7k $37.2m | Added +5.1k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 870.1k $34.9m | Reduced -7.4k |
| GW&K Investment Management, LLC 0.30% of their portfolio | 852.9k $34.2m | Reduced -15.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 804.8k $32.3m | Added +156.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 800.0k $32.1m | Added +9.0k |
| ARMISTICE CAPITAL, LLC 0.96% of their portfolio | 764.0k $30.7m | Reduced -404.0k |
| ArrowMark Colorado Holdings LLC 0.51% of their portfolio | 679.9k $27.3m | Added +21.2k |
| SCS Capital Management LLC 0.26% of their portfolio | 598.8k $24.0m | Reduced -5.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 555.4k $22.3m | Reduced -1.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 530.1k $21.3m | Added +24.9k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 495.5k $19.9m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.50% of their portfolio | 495.3k $19.9m | Added +48.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 492.0k $19.7m | Reduced -589.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 482.2k $19.4m | Added +6.1k |
| MORGAN STANLEY 0.00% of their portfolio | 417.0k $16.7m | Added +125.0k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 402.9k $16.2m | Added +13.0k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 395.1k $15.9m | Added +361.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 367.7k $14.8m | Reduced -228.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 366.2k $14.7m | Reduced -661.2k |
| Legal & General Group Plc 0.00% of their portfolio | 322.9k $13.0m | Added +258.6k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 272.2k $10.7m | Reduced -22.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 270.1k $10.8m | Added +3.4k |
| Palo Alto Investors LP 1.97% of their portfolio | 265.5k $10.7m | Reduced -3.3k |
| SummitTX Capital, L.P. 0.44% of their portfolio | 263.0k $10.6m | New |
| Eagle Health Investments LP 2.59% of their portfolio | 246.2k $9.9m | Reduced -84.6k |
| UBS Group AG 0.00% of their portfolio | 242.8k $9.7m | Added +124.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 226.8k $9.1m | Reduced -457.8k |
| BARCLAYS PLC 0.00% of their portfolio | 216.0k $8.7m | Added +35.3k |
| HighVista Strategies LLC 1.92% of their portfolio | 195.3k $7.8m | Added +125.2k |
| BAKER BROS. ADVISORS LP 0.06% of their portfolio | 189.9k $7.6m | Unchanged |
| AXA Investment Managers S.A. 0.02% of their portfolio | 177.7k $7.1m | First filing |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 162.9k $6.5m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 146.6k $5.9m | Added +7.7k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 146.5k $5.9m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 145.1k $5.8m | Added +17.5k |
| Patient Square Capital LP 1.44% of their portfolio | 133.8k $5.4m | Reduced -5.9k |
| TD Asset Management Inc 0.00% of their portfolio | 128.3k $5.1m | Reduced -39.9k |
| Vestal Point Capital, LP 0.23% of their portfolio | 127.0k $5.1m | New |
| Ikarian Capital, LLC 1.03% of their portfolio | 127.0k $5.1m | New |
| Invesco Ltd. 0.00% of their portfolio | 127.0k $5.1m | Added +14.4k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 122.5k $4.9m | Reduced -7.5k |
| Nuveen, LLC 0.00% of their portfolio | 119.6k $4.8m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 106.9k $4.3m | Reduced -110.5k |
| Swiss National Bank 0.00% of their portfolio | 106.7k $4.3m | Reduced -2.8k |
| Parkman Healthcare Partners LLC 0.44% of their portfolio | 100.4k $4.0m | New |
| Nantahala Capital Management, LLC 0.25% of their portfolio | 100.0k $4.0m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 98.2k $3.9m | Reduced -60.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 96.0k $3.9m | Reduced -36.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 91.6k $3.6m | Reduced -5.3k |
| Jump Financial, LLC 0.04% of their portfolio | 87.9k $3.5m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 87.7k $3.5m | Reduced -2.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 74.4k $3.0m | Added +38.0k |
| Woodline Partners LP 0.01% of their portfolio | 74.0k $3.0m | Reduced -159.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 71.2k $2.9m | Added +15.9k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 68.2k $2.7m | Added +18.8k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 67.2k $2.7m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 61.5k $2.5m | Added +33 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 61.3k $2.5m | Added +13.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 59.6k $2.4m | New |
| MOORE CAPITAL MANAGEMENT, LP 0.04% of their portfolio | 55.0k $2.2m | Reduced -25.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 49.8k $2.0m | Added +10.7k |
| Phocas Financial Corp. 0.24% of their portfolio | 46.6k $1.9m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 44.8k $1.8m | Added +7.1k |
| CITIGROUP INC 0.00% of their portfolio | 43.6k $1.8m | Reduced -12.9k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 41.1k $1.6m | Reduced -8.6k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 40.0k $1.6m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 38.4k $1.5m | Reduced -13.8k |
| ADAR1 Capital Management, LLC 0.15% of their portfolio | 37.0k $1.5m | Added +1.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 36.6k $1.5m | Reduced -3.0k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 35.8k $1.4m | Reduced -53.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 35.6k $1.4m | Reduced -23.5k |
| EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio | 35.0k $1.4m | Unchanged |
| HARBOR CAPITAL ADVISORS, INC. 0.11% of their portfolio | 34.8k $1.4m | Reduced -2.2k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 34.0k $1.4m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 32.3k $1.3m | Added +22.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 30.2k $1.2m | Added +818 |
| SG Americas Securities, LLC 0.00% of their portfolio | 27.6k $1.1m | New |
| ALPS ADVISORS INC 0.01% of their portfolio | 27.6k $1.1m | Reduced -3.7k |
| Hennion & Walsh Asset Management, Inc. 0.04% of their portfolio | 25.5k $1.0m | Added +10.5k |
| OAK RIDGE INVESTMENTS LLC 0.07% of their portfolio | 25.4k $1.0m | Reduced -11.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 24.6k $989.1k | Reduced -12.1k |