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 ($195.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.01. Options: 11 managers hold calls ($22.5m notional), 9 hold puts ($9.5m).
Trends to Q1 2026
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 |
| Q3 2025 | 130 |
| Q4 2025 | 134 |
| Q1 2026 | 196 |
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 |
| Q3 2025 | 71 | 45 |
| Q4 2025 | 75 | 59 |
| Q1 2026 | 142 | 57 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $4.3m | $8.3m | 1.92 |
| Q3 2025 | $154.6k | $10.5m | 67.76 |
| Q4 2025 | $2.0m | $4.0m | 1.97 |
| Q1 2026 | $22.5m | $9.5m | 0.42 |
Biggest buyers
| Deep Track Capital, LP | New | +6.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.2m |
| UBS Group AG | Added | +2.9m |
| BlackRock, Inc. | Added | +2.6m |
| JANUS HENDERSON GROUP PLC | New | +2.1m |
| Ikarian Capital, LLC | New | +1.2m |
| Invesco Ltd. | Added | +1.1m |
| PRINCIPAL FINANCIAL GROUP INC | New | +1.1m |
| FMR LLC | Added | +949.8k |
| GREAT POINT PARTNERS LLC | New | +856.1k |
Biggest sellers
| Trium Capital LLP | Reduced | -701.7k |
| ORBIMED ADVISORS LLC | Reduced | -554.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -544.8k |
| Siren, L.L.C. | Sold out | -500.0k |
| Omega Fund Management, LLC | Reduced | -412.0k |
| MORGAN STANLEY | Reduced | -281.5k |
| TOWERVIEW LLC | Reduced | -272.7k |
| JANE STREET GROUP, LLC | Sold out | -173.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold out | -163.1k |
| venBio Partners LLC | Reduced | -91.4k |
Biggest calls
| Ikarian Capital, LLC | New | $5.8m264.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.0m226.9k shares |
| Caption Management, LLC | New | $2.2m100.0k shares |
| DIADEMA PARTNERS LP | New | $2.2m100.0k shares |
| CITADEL ADVISORS LLC | Added | $2.2m99.1k shares |
| JANE STREET GROUP, LLC | Added | $2.0m90.4k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $1.7m77.1k shares |
| GROUP ONE TRADING LLC | Added | $727.0k33.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $319.4k14.5k shares |
| Point72 Asset Management, L.P. | New | $215.9k9.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $2.6m119.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.3m105.3k shares |
| Exome Asset Management LLC | Added | $2.3m105.0k shares |
| SIMPLEX TRADING, LLC | Added | $727.0k33.0k shares |
| DIADEMA PARTNERS LP | New | $687.3k31.2k shares |
| JANE STREET GROUP, LLC | New | $405.4k18.4k shares |
| Point72 Asset Management, L.P. | New | $215.9k9.8k shares |
| GROUP ONE TRADING LLC | Added | $158.6k7.2k shares |
| Persistent Asset Partners Ltd | New | $6.1k79 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 Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 2 | $65.0m | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 4 | $1.9m | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 2 | $12.7m | 0 | — | — |
| Q1 2026 | 2 | $17.0m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-01-09 | AKKARAJU SRINIVAS Director · By Samsara Opportunity Fund, L.P. | Bought | $10.0m588.2k shares |
| 2026-01-08 | Tananbaum James B. Director · See Footnote | Bought | $7.0m411.8k shares |
| 2026-01-08 | Foresite Capital Fund V, L.P. +8 10% owner · See Footnote | Bought | $7.0m411.8k shares |
| 2026-01-08 | Foresite Labs, LLC +1 10% owner · See Footnote | Bought | $7.0m411.8k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| AyurMaya Capital Management Company, LP 100.00% of their portfolio | 15.1m $333.5m | Added +1 |
| BlackRock, Inc. 0.00% of their portfolio | 7.2m $158.0m | Added +2.6m |
| Deep Track Capital, LP 3.08% of their portfolio | 6.8m $149.2m | New |
| SAMSARA BIOCAPITAL, LLC 13.58% of their portfolio | 6.3m $139.8m | Added +588.2k |
| Foresite Capital Management V, LLC 47.94% of their portfolio | 5.9m $129.9m | Added +117.6k |
| venBio Partners LLC 35.56% of their portfolio | 4.5m $99.8m | Reduced -91.4k |
| Foresite Capital Management VI LLC 20.33% of their portfolio | 4.2m $93.6m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.0m $88.8m | First filing |
| Cormorant Asset Management, LP 4.39% of their portfolio | 3.9m $87.0m | Added +313.6k |
| Nextech Invest Ltd. 5.49% of their portfolio | 3.5m $78.0m | Added +625.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 3.3m $72.4m | Added +3.2m |
| Saturn V Capital Management LP 12.77% of their portfolio | 3.2m $70.5m | Added +66.1k |
| UBS Group AG 0.01% of their portfolio | 3.1m $67.3m | Added +2.9m |
| Octagon Capital Advisors LP 6.90% of their portfolio | 2.8m $62.4m | Added +300.0k |
| MPM BIOIMPACT LLC 4.06% of their portfolio | 2.4m $52.6m | Reduced -15.5k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 2.1m $46.8m | New |
| BAKER BROS. ADVISORS LP 0.25% of their portfolio | 2.0m $44.3m | Added +450.0k |
| SR One Capital Management, LP 4.72% of their portfolio | 2.0m $43.2m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.9m $42.3m | Added +430.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $39.7m | Added +542.4k |
| Invesco Ltd. 0.00% of their portfolio | 1.5m $33.3m | Added +1.1m |
| Ikarian Capital, LLC 3.82% of their portfolio | 1.2m $26.7m | New |
| MARSHALL WACE, LLP 0.03% of their portfolio | 1.2m $25.8m | Added +799.8k |
| Weiss Asset Management LP 0.44% of their portfolio | 1.1m $24.2m | Not comparable |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 1.1m $23.3m | New |
| FMR LLC 0.00% of their portfolio | 973.8k $21.5m | Added +949.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 861.6k $17.4m | Added +505.2k |
| GREAT POINT PARTNERS LLC 4.62% of their portfolio | 856.1k $18.9m | New |
| Integral Health Asset Management, LLC 0.93% of their portfolio | 800.0k $17.6m | New |
| Yu Fan 17.64% of their portfolio | 776.8k $17.1m | Reduced -12.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 749.1k $16.5m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 718.0k $15.8m | Added +291.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 712.6k $15.7m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 658.1k $14.5m | Added +359.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 635.4k $14.0m | Added +131.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 606.3k $13.4m | Reduced -544.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 572.1k $12.6m | Added +340.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 563.5k $12.4m | Added +145.3k |
| Opaleye Management Inc. 1.60% of their portfolio | 550.0k $12.1m | Added +15.0k |
| ORBIMED ADVISORS LLC 0.26% of their portfolio | 548.2k $12.1m | Reduced -554.6k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 538.7k $11.9m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 527.3k $11.6m | First filing |
| ROYCE & ASSOCIATES LP 0.10% of their portfolio | 476.4k $10.5m | New |
| STEMPOINT CAPITAL LP 0.98% of their portfolio | 459.1k $10.1m | New |
| Spruce Street Capital LP 2.08% of their portfolio | 392.6k $8.6m | New |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 363.0k $8.0m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 351.5k $7.7m | Added +232.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.18% of their portfolio | 346.1k $7.6m | New |
| Artia Global Partners LP 1.61% of their portfolio | 325.0k $7.2m | New |
| Nuveen, LLC 0.00% of their portfolio | 319.2k $7.0m | Added +149.7k |
| Exome Asset Management LLC 3.62% of their portfolio | 279.2k $6.2m | Reduced -13.1k |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 266.2k $5.9m | Added +255.0k |
| Omega Fund Management, LLC 3.26% of their portfolio | 241.3k $5.3m | Reduced -412.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 239.2k $5.3m | Added +70.1k |
| MORGAN STANLEY 0.00% of their portfolio | 225.1k $5.0m | Reduced -281.5k |
| BARCLAYS PLC 0.00% of their portfolio | 222.7k $4.9m | Added +100.4k |
| TOWERVIEW LLC 3.16% of their portfolio | 222.3k $4.9m | Reduced -272.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 209.7k $4.6m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 206.7k $4.6m | Added +46.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 194.4k $4.3m | Reduced -13.8k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 193.4k $4.3m | New |
| Trium Capital LLP 3.06% of their portfolio | 191.4k $4.2m | Reduced -701.7k |
| TD Asset Management Inc 0.00% of their portfolio | 191.2k $4.2m | New |
| ACT CAPITAL MANAGEMENT, LLC 3.02% of their portfolio | 174.2k $3.8m | New |
| Susquehanna Portfolio Strategies, LLC 0.06% of their portfolio | 172.8k $3.8m | Unchanged |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 169.5k $3.7m | New |
| Ally Bridge Group (NY) LLC 3.65% of their portfolio | 167.0k $3.7m | New |
| Burkehill Global Management, LP 0.18% of their portfolio | 165.0k $3.6m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 162.2k $3.6m | Added +147.2k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 157.8k $3.5m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 154.6k $3.4m | Added +137.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 146.7k $3.2m | Added +8.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 137.3k $2.8m | New |
| Elmind Capital, LP 0.81% of their portfolio | 130.0k $2.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 127.8k $2.8m | Reduced -10.5k |
| Swiss National Bank 0.00% of their portfolio | 127.8k $2.8m | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 127.1k $2.8m | Reduced -8.4k |
| Squarepoint Ops LLC 0.01% of their portfolio | 114.2k $2.5m | New |
| HighVista Strategies LLC 0.69% of their portfolio | 112.9k $2.5m | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 106.4k $2.3m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 102.5k $2.3m | Added +92.1k |
| Ghisallo Capital Management LLC 0.06% of their portfolio | 100.0k $2.2m | New |
| Harvest Investment Services, LLC 0.40% of their portfolio | 99.8k $2.2m | New |
| CITIGROUP INC 0.00% of their portfolio | 98.9k $2.2m | Added +84.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 86.7k $1.9m | Reduced -42.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 84.3k $1.9m | Added +15.1k |
| Informed Momentum Co LLC 0.21% of their portfolio | 83.2k $1.8m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 82.7k $1.8m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 82.1k $1.8m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 80.8k $1.8m | Added +77.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 75.2k $1.7m | Reduced -33.0k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 74.8k $1.6m | Reduced -13.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 73.9k $1.6m | New |
| Mariner, LLC 0.00% of their portfolio | 73.1k $1.6m | Reduced -71.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 68.1k $664.6k | Reduced -8.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 66.1k $1.5m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 58.2k $1.3m | Added +17.0k |
| Legal & General Group Plc 0.00% of their portfolio | 50.6k $1.1m | Added +45.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 44.5k $980.6k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 42.2k $930.6k | First filing |