ALUMIS INC ALMS
COM · Common Stock · CUSIP 022307102
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersSouth San Francisco, CA
- FilingsSEC EDGAR
* 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 ($43.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.00. Options: 7 managers hold calls ($4.3m notional), 9 hold puts ($8.3m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 30 |
| Q3 2024 | 53 |
| Q4 2024 | 65 |
| Q1 2025 | 73 |
| Q2 2025 | 113 |
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 | 38 | 16 |
| Q4 2024 | 36 | 10 |
| Q1 2025 | 46 | 14 |
| Q2 2025 | 100 | 15 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $0 | $0 | — |
| Q4 2024 | $0 | $0 | — |
| Q1 2025 | $0 | $0 | — |
| Q2 2025 | $4.3m | $8.3m | 1.92 |
Biggest buyers
| AyurMaya Capital Management Company, LP | Added | +4.5m |
| BlackRock, Inc. | Added | +2.7m |
| VANGUARD GROUP INC | Added | +2.5m |
| TANG CAPITAL MANAGEMENT LLC | New | +2.0m |
| ORBIMED ADVISORS LLC | New | +1.9m |
| Madison Avenue Partners, LP | New | +1.8m |
| venBio Partners LLC | Added | +1.8m |
| Velan Capital Investment Management LP | New | +1.6m |
| SAMSARA BIOCAPITAL, LLC | Added | +1.5m |
| Nextech Invest Ltd. | Added | +1.4m |
Biggest sellers
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -45.8k |
| Squarepoint Ops LLC | Sold out | -24.1k |
| MARSHALL WACE, LLP | Sold out | -19.0k |
| XTX Topco Ltd | Sold out | -18.4k |
| Scientech Research LLC | Sold out | -13.6k |
| CAPSTONE INVESTMENT ADVISORS, LLC | Sold out | -11.6k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -10.7k |
| Corebridge Financial, Inc. | Sold out | -10.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Sold out | -3.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Sold out | -981 |
Biggest calls
| GROUP ONE TRADING LLC | New | $1.5m514.5k shares |
| JANE STREET GROUP, LLC | New | $1.3m426.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.1m365.3k shares |
| CITADEL ADVISORS LLC | New | $319.8k106.6k shares |
| SIMPLEX TRADING, LLC | New | $62.0k20.8k shares |
| HAP Trading, LLC | New | $260266.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $2.7m903.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $2.0m661.4k shares |
| GROUP ONE TRADING LLC | New | $1.3m418.3k shares |
| SIMPLEX TRADING, LLC | New | $967.0k322.5k shares |
| CITADEL ADVISORS LLC | New | $563.5k187.8k shares |
| SIG BROKERAGE, LP | New | $545.7k181.9k shares |
| HAP Trading, LLC | New | $213.1k402.5k shares |
| CSS LLC/IL | New | $22.2k7.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $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 |
|---|---|
Foresite Capital Fund VI LP
13D · may seek influence
-1.4 pts · filed 2026-04-03
Stated purposeThe Reporting Persons hold their securities of the Issuer for investment purposes. Depending on the factors discussed herein, the Reporting Persons may, from time to time, acquire additional shares of Common Stock and/or retain and/or sell all or a portion of the Common Stock held by the Reporting Persons in the open market or in privately negotiated transactions, and/or may distribute the Common Stock held by the Reporting Persons to their respective members or limited partners. Any actions the Reporting Persons might undertake will be dependent upon the Reporting Persons' review of numerous factors, including, among other things, the price levels of the Common Stock; general market and economic conditions; ongoing evaluation of the Issuer's business, financial condition, operations and p… Full filing |
12.7% |
| AyurMaya Capital Management Company, LP 13D · may seek influence -3.5 pts · filed 2026-07-02 | 12.3% |
| Deep Track Capital, LP 13G · passive investor new · filed 2026-04-07 | 6.0% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-27 | 5.7% |
| FMR LLC 13G · institution new · filed 2026-08-06 | 5.5% |
| Samsara BioCapital, L.P. 13D · may seek influence +0.1 pts · filed 2026-01-13 | 5.4% |
Fell to 5% or below in the last year: venBio Global Strategic Fund IV, L.P. (4.8%, 2025-11-17)
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 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 2 | $65.0m | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 4 | $1.9m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-06 | Foresite Capital Fund V, L.P. +8 10% owner · See Footnote | Bought | $86.8k20.0k shares |
| 2025-05-06 | Tananbaum James B. Director · See Footnote | Bought | $86.8k20.0k shares |
| 2025-05-06 | Foresite Labs, LLC +1 10% owner · See Footnote | Bought | $86.8k20.0k shares |
| 2025-05-05 | AKKARAJU SRINIVAS Director · By Samsara BioCapital, L.P. | Bought | $749.7k160.4k shares |
| 2025-05-02 | AKKARAJU SRINIVAS Director · By Samsara BioCapital, L.P. | Bought | $727.6k159.9k shares |
| 2025-05-02 | Foresite Labs, LLC +1 10% owner · See Footnote | Bought | $115.5k25.0k shares |
| 2025-05-02 | Foresite Capital Fund V, L.P. +8 10% owner · See Footnote | Bought | $115.5k25.0k shares |
| 2025-05-02 | Tananbaum James B. Director · See Footnote | Bought | $115.5k25.0k shares |
| 2025-04-02 | Colowick Alan Director · By Revocable Living Trust | Bought | $17.2k2.3k shares |
| 2025-04-01 | Colowick Alan Director · By Revocable Living Trust | Bought | $112.2k16.1k shares |
| 2025-04-01 | Babler Martin President, CEO and Chairman, director · By Trust | Bought | $100.8k15.7k 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 |
|---|---|---|
| AyurMaya Capital Management Company, LP 100.00% of their portfolio | 15.1m $45.4m | Added +4.5m |
| Foresite Capital Management V, LLC 21.48% of their portfolio | 5.8m $17.3m | Unchanged |
| SAMSARA BIOCAPITAL, LLC 2.95% of their portfolio | 4.8m $14.4m | Added +1.5m |
| venBio Partners LLC 12.08% of their portfolio | 4.6m $13.9m | Added +1.8m |
| Foresite Capital Management VI LLC 7.16% of their portfolio | 4.2m $12.7m | Added +45.0k |
| BlackRock, Inc. 0.00% of their portfolio | 4.2m $12.5m | Added +2.7m |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.4m $10.2m | Added +2.5m |
| Nextech Invest Ltd. 1.66% of their portfolio | 2.9m $8.7m | Added +1.4m |
| Trium Capital LLP 1.98% of their portfolio | 2.6m $7.9m | Not comparable |
| Cormorant Asset Management, LP 0.48% of their portfolio | 2.1m $6.4m | Unchanged |
| TANG CAPITAL MANAGEMENT LLC 0.30% of their portfolio | 2.0m $6.0m | New |
| SR One Capital Management, LP 1.27% of their portfolio | 2.0m $5.9m | Unchanged |
| ORBIMED ADVISORS LLC 0.15% of their portfolio | 1.9m $5.8m | New |
| Madison Avenue Partners, LP 0.37% of their portfolio | 1.8m $5.5m | New |
| Velan Capital Investment Management LP 4.87% of their portfolio | 1.6m $4.9m | New |
| BAKER BROS. ADVISORS LP 0.05% of their portfolio | 1.6m $4.7m | Unchanged |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD 12.15% of their portfolio | 1.4m $4.2m | New |
| GENERAL ATLANTIC, L.P. 0.11% of their portfolio | 1.3m $3.9m | New |
| BML Capital Management, LLC 2.78% of their portfolio | 1.2m $3.6m | Added +1.2m |
| UBS Group AG 0.00% of their portfolio | 1.2m $3.6m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $3.5m | Added +724.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $3.3m | Added +893.6k |
| Yu Fan 3.24% of their portfolio | 789.6k $2.4m | Unchanged |
| Opaleye Management Inc. 0.47% of their portfolio | 775.0k $2.3m | New |
| Omega Fund Management, LLC 1.27% of their portfolio | 653.2k $2.0m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 609.1k $1.8m | Added +582.9k |
| CANTOR FITZGERALD, L. P. 0.04% of their portfolio | 559.2k $1.7m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 501.1k $1.5m | New |
| TOWERVIEW LLC 1.06% of their portfolio | 495.0k $1.5m | Added +65.0k |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.18% of their portfolio | 387.0k $1.2m | Added +248.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 378.9k $1.1m | Added +251.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 378.3k $1.1m | Added +223.2k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 351.1k $1.1m | New |
| Stonepine Capital Management, LLC 1.03% of their portfolio | 349.6k $1.0m | New |
| MORGAN STANLEY 0.00% of their portfolio | 339.1k $1.0m | Added +110.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 292.2k $876.5k | Added +275.4k |
| LMR Partners LLP 0.01% of their portfolio | 232.9k $698.8k | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 226.8k $680.4k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 209.7k $629.0k | Added +100.0k |
| Woodline Partners LP 0.00% of their portfolio | 192.5k $577.5k | New |
| Palo Alto Investors LP 0.09% of their portfolio | 143.4k $430.3k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 132.1k $396.3k | Added +70.5k |
| Nuveen, LLC 0.00% of their portfolio | 123.8k $371.3k | Added +106.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 122.8k $368.3k | Added +80.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 122.7k $368.1k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 111.0k $333.1k | Added +93.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 107.1k $321.2k | New |
| Invesco Ltd. 0.00% of their portfolio | 102.9k $308.6k | Added +76.2k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 91.7k $275.0k | New |
| BARCLAYS PLC 0.00% of their portfolio | 90.1k $270.2k | Added +63.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 88.3k $264.9k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 73.7k $221.2k | New |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 69.8k $209.4k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 69.8k $209.3k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 69.6k $208.8k | Added +53.1k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 66.7k $200.2k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 58.4k $175.2k | Added +40.3k |
| Engineers Gate Manager LP 0.00% of their portfolio | 45.7k $137.1k | New |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 44.2k $133.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 41.7k $125.1k | Added +18.1k |
| ADAR1 Capital Management, LLC 0.02% of their portfolio | 37.8k $113.4k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 35.2k $105.7k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 31.3k $94.0k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 31.3k $93.9k | New |
| Mariner, LLC 0.00% of their portfolio | 30.6k $91.8k | New |
| Carlson Capital, L.P. 0.05% of their portfolio | 30.0k $90.0k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 28.3k $85.0k | New |
| STONERIDGE INVESTMENT PARTNERS LLC 0.06% of their portfolio | 27.3k $82.0k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 27.1k $81.2k | Added +26.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 26.4k $79.1k | Added +13.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 26.1k $78.3k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 25.1k $75.0k | New |
| STRS OHIO 0.00% of their portfolio | 23.8k $71.5k | Added +21.3k |
| Yakira Capital Management, Inc. 0.03% of their portfolio | 23.4k $70.1k | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 21.5k $64.6k | New |
| SIG BROKERAGE, LP 0.02% of their portfolio | 19.8k $59.4k | New |
| China Universal Asset Management Co., Ltd. 0.01% of their portfolio | 19.2k $57.6k | Added +9.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 18.8k $56.4k | New |
| CITIGROUP INC 0.00% of their portfolio | 18.5k $55.4k | Added +2.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 14.4k $43.1k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 13.5k $40.4k | New |
| Western Wealth Management, LLC 0.00% of their portfolio | 12.0k $36.1k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.8k $35.3k | Added +7.5k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 11.5k $34.4k | Added +8.2k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 11.0k $33.0k | Added +587 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 10.8k $32.3k | Added +7.2k |
| Kera Capital Partners, Inc. 0.01% of their portfolio | 10.5k $31.6k | New |
| Birchview Capital, LP 0.03% of their portfolio | 10.0k $30.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 9.5k $28.0k | Added +8.7k |
| CSS LLC/IL 0.00% of their portfolio | 8.0k $24.1k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.7k $17.2k | Reduced -45.8k |
| FMR LLC 0.00% of their portfolio | 4.8k $14.5k | Added +3.2k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 4.8k $14.5k | Added +3.5k |
| Legal & General Group Plc 0.00% of their portfolio | 4.3k $13.0k | Added +2.3k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 3.7k $11.1k | Added +2.1k |
| GF FUND MANAGEMENT CO. LTD. 0.00% of their portfolio | 2.4k $7.2k | Added +1.2k |
| AMALGAMATED BANK 0.00% of their portfolio | 1.6k $5.0k | Added +1.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 1.5k $4.6k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 1.3k $3.8k | Added +1.1k |
| CWM, LLC 0.00% of their portfolio | 920 $3.0k | Added +341 |