AMYLYX PHARMACEUTICALS INC AMLX
COM · Common Stock · CUSIP 03237H101
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersCambridge, MA
- 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 ($402.2k this quarter). Holder counts are more reliable. Shares outstanding: 111.4m as of 2026-07-27, 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 ≈ $17.97. Options: 9 managers hold calls ($11.6m notional), 9 hold puts ($3.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 95 |
| Q4 2022 | 135 |
| Q1 2023 | 149 |
| Q2 2023 | 156 |
| Q3 2023 | 171 |
| Q4 2023 | 179 |
| Q1 2024 | 144 |
| Q2 2024 | 120 |
| Q3 2024 | 111 |
| Q4 2024 | 123 |
| Q1 2025 | 137 |
| Q2 2025 | 132 |
| Q3 2025 | 169 |
| Q4 2025 | 180 |
| Q1 2026 | 171 |
| Q2 2026 | 207 |
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 | 54 | 66 |
| Q4 2024 | 62 | 60 |
| Q1 2025 | 79 | 47 |
| Q2 2025 | 67 | 72 |
| Q3 2025 | 102 | 67 |
| Q4 2025 | 107 | 72 |
| Q1 2026 | 84 | 89 |
| Q2 2026 | 119 | 72 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $7.3m | $2.2m | 0.29 |
| Q4 2025 | $6.4m | $775.5k | 0.12 |
| Q1 2026 | $9.0m | $1.5m | 0.17 |
| Q2 2026 | $11.6m | $3.0m | 0.26 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +1.7m |
| Alyeska Investment Group, L.P. | New | +1.1m |
| MORGAN STANLEY | Added | +955.3k |
| Aberdeen Group plc | New | +737.7k |
| FRANKLIN RESOURCES INC | Added | +688.7k |
| Nantahala Capital Management, LLC | Added | +437.7k |
| TWO SIGMA INVESTMENTS, LP | Added | +431.5k |
| Nearwater Capital Markets, Ltd | New | +425.0k |
| Trexquant Investment LP | New | +349.4k |
| Ensign Peak Advisors, Inc | New | +305.4k |
Biggest sellers
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -1.7m |
| Almitas Capital LLC | Reduced | -1.1m |
| GREAT POINT PARTNERS LLC | Reduced | -1.1m |
| STEMPOINT CAPITAL LP | Reduced | -955.1k |
| BARCLAYS PLC | Reduced | -915.6k |
| DEUTSCHE BANK AG\ | Reduced | -709.8k |
| Jones Hill Capital LP | Reduced | -704.7k |
| BANK OF AMERICA CORP /DE/ | Reduced | -508.8k |
| ADAR1 Capital Management, LLC | Reduced | -506.2k |
| Balyasny Asset Management L.P. | Reduced | -422.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.3m405.3k shares |
| 683 Capital Management, LLC | Unchanged | $1.7m96.6k shares |
| SIMPLEX TRADING, LLC | Added | $1.7m94.1k shares |
| JANE STREET GROUP, LLC | Added | $314.3k17.5k shares |
| GROUP ONE TRADING LLC | Reduced | $251.4k14.0k shares |
| Tetragon Partners GP Ltd | New | $152.7k8.5k shares |
| Point72 Asset Management, L.P. | New | $147.3k8.2k shares |
| Walleye Capital LLC | Reduced | $16.2k900 shares |
| Caption Management, LLC | New | $1.8k100 shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $1.1m60.1k shares |
| ADAR1 Capital Management, LLC | New | $720.2k40.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $578.3k32.2k shares |
| CITADEL ADVISORS LLC | Reduced | $192.2k10.7k shares |
| Point72 Asset Management, L.P. | New | $136.5k7.6k shares |
| Walleye Capital LLC | Added | $118.5k6.6k shares |
| GROUP ONE TRADING LLC | Unchanged | $109.6k6.1k shares |
| Caption Management, LLC | New | $14.4k800 shares |
| SIMPLEX TRADING, LLC | Reduced | $12.6k700 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 |
|---|---|
| FMR LLC 13G · institution +4.3 pts · filed 2026-02-05 | 15.0% |
| PERCEPTIVE ADVISORS LLC 13G · passive investor -0.7 pts · filed 2026-05-15 | 7.5% |
| BlackRock, Inc. 13G · institution +1.6 pts · filed 2026-01-21 | 7.1% |
| TCG Crossover GP II, LLC 13G · passive investor filed 2026-02-17 | 5.7% |
| Commodore Capital LP 13G · passive investor new · filed 2025-11-17 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Adage Capital Management, L.P. (2.5%, 2026-02-12), Point72 Asset Management, L.P. (2.6%, 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 | — | 1 | $30.0k | — |
| Q1 2025 | 1 | $37.0k | 5 | $464.6k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 5 | $1.6m | $246.2k |
| Q4 2025 | 1 | $100.8k | 1 | $94.4k | — |
| Q1 2026 | 0 | — | 5 | $5.6m | — |
| Q2 2026 | 1 | $51.3k | 0 | — | — |
| Q3 2026 | 0 | — | 5 | $3.5m | $539.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-10 | Cohen Joshua B Co-Chief Executive Officer, director | Sold | $980.6k30.5k shares |
| 2026-09-10 | Klee Justin B. Co-Chief Executive Officer, director | Sold | $980.3k30.5k shares |
| 2026-09-10 | FRATES JAMES M Chief Financial Officer | Sold | $349.8k10.8k shares |
| 2026-09-10 | Bedrosian Camille L Chief Medical Officer | Sold | $324.8k10.0k shares |
| 2026-09-10 | Mazzariello Gina Chief Legal Officer | Sold | $309.5k9.5k shares |
| 2026-07-10 | Mazzariello Gina Chief Legal Officer | Sold plan | $264.1k15.0k shares |
| 2026-07-09 | Mazzariello Gina Chief Legal Officer | Sold plan | $274.8k15.0k shares |
| 2026-05-21 | Firestone Karen Director | Bought | $51.3k3.8k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 16.7m $300.4m | Added +97.4k |
| BlackRock, Inc. 0.00% of their portfolio | 8.8m $158.5m | Reduced -1.8k |
| PERCEPTIVE ADVISORS LLC 2.32% of their portfolio | 8.3m $149.7m | Added +50.0k |
| TCG Crossover Management, LLC 2.70% of their portfolio | 6.2m $112.1m | Unchanged |
| Commodore Capital LP 6.04% of their portfolio | 5.7m $101.5m | Unchanged |
| Jupiter Topco LLC 0.04% of their portfolio | 5.2m $94.0m | First filing |
| Saturn V Capital Management LP 11.91% of their portfolio | 4.6m $83.0m | Added +274.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.2m $75.9m | Added +82.6k |
| MORGAN STANLEY 0.00% of their portfolio | 3.1m $56.2m | Added +955.3k |
| Driehaus Capital Management LLC 0.32% of their portfolio | 3.0m $54.5m | Added +49.8k |
| First Light Asset Management, LLC 3.30% of their portfolio | 3.0m $54.3m | Reduced -167.4k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 3.0m $53.0m | Added +688.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.9m $51.3m | Added +232.2k |
| STATE STREET CORP 0.00% of their portfolio | 2.6m $46.8m | Added +240.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.3m $41.9m | Added +124.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 1.9m $34.1m | Reduced -1.7m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.9m $34.9m | Added +1.7m |
| Siren, L.L.C. 0.54% of their portfolio | 1.5m $26.6m | Added +250.6k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.32% of their portfolio | 1.3m $23.8m | Reduced -186.4k |
| 683 Capital Management, LLC 2.11% of their portfolio | 1.3m $23.0m | Reduced -250.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.1m $19.1m | Added +116.8k |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 1.1m $18.9m | New |
| Almitas Capital LLC 4.20% of their portfolio | 974.9k $17.5m | Reduced -1.1m |
| Nantahala Capital Management, LLC 0.53% of their portfolio | 973.4k $17.5m | Added +437.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 902.5k $16.2m | Reduced -729 |
| Jones Hill Capital LP 3.41% of their portfolio | 894.1k $16.1m | Reduced -704.7k |
| Woodline Partners LP 0.05% of their portfolio | 846.4k $15.2m | Added +587 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 831.7k $14.9m | Added +51.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 821.8k $14.8m | Reduced -508.8k |
| Boxer Capital Management, LLC 1.08% of their portfolio | 800.0k $14.4m | Unchanged |
| Aberdeen Group plc 0.02% of their portfolio | 737.7k $13.2m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 725.0k $13.0m | Added +8.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 721.0k $12.9m | Reduced -147.3k |
| GREAT POINT PARTNERS LLC 2.96% of their portfolio | 700.0k $12.6m | Reduced -1.1m |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 685.0k $12.3m | Reduced -422.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 681.4k $12.2m | Reduced -20.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 623.1k $11.2m | Added +36.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 593.4k $10.7m | Added +431.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 557.9k $10.0m | Reduced -709.8k |
| Rock Springs Capital Management LP 0.44% of their portfolio | 499.8k $9.0m | Unchanged |
| ADAR1 Capital Management, LLC 0.42% of their portfolio | 494.4k $8.9m | Reduced -506.2k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 462.2k $8.3m | Added +98.7k |
| Nearwater Capital Markets, Ltd 0.13% of their portfolio | 425.0k $7.6m | New |
| Parkman Healthcare Partners LLC 0.74% of their portfolio | 398.8k $7.2m | Reduced -222.7k |
| HighVista Strategies LLC 1.58% of their portfolio | 386.1k $6.9m | Added +34.0k |
| STEMPOINT CAPITAL LP 1.19% of their portfolio | 384.3k $6.9m | Reduced -955.1k |
| Logos Global Management LP 0.27% of their portfolio | 350.0k $6.3m | Reduced -350.0k |
| Trexquant Investment LP 0.04% of their portfolio | 349.4k $6.3m | New |
| Nuveen, LLC 0.00% of their portfolio | 330.5k $5.9m | Added +65.6k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 305.4k $5.5m | New |
| iA Global Asset Management Inc. 0.06% of their portfolio | 303.8k $5.5m | Reduced -1.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 299.6k $5.4m | New |
| Tetragon Partners GP Ltd 0.87% of their portfolio | 297.9k $5.4m | Reduced -20.0k |
| JUPITER ASSET MANAGEMENT LTD 0.02% of their portfolio | 274.9k $4.9m | Reduced -317.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 274.4k $4.9m | Added +23.3k |
| UBS Group AG 0.00% of their portfolio | 271.9k $4.9m | Reduced -52.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 254.6k $4.6m | New |
| SummitTX Capital, L.P. 0.11% of their portfolio | 227.7k $4.1m | Added +680 |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 212.8k $3.8m | Reduced -28.7k |
| Cormorant Asset Management, LP 0.18% of their portfolio | 200.0k $3.6m | Reduced -150.0k |
| Aldebaran Capital, LLC 2.64% of their portfolio | 195.9k $3.5m | Reduced -2.0k |
| Walleye Capital LLC 0.02% of their portfolio | 186.6k $3.4m | Added +124.9k |
| ORBIMED ADVISORS LLC 0.06% of their portfolio | 183.4k $3.3m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 178.7k $3.2m | Reduced -232.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 174.3k $3.1m | Added +100.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 173.4k $3.1m | Added +16.3k |
| ACUTA CAPITAL PARTNERS, LLC 2.10% of their portfolio | 168.1k $3.0m | Added +17.0k |
| NORGES BANK 0.00% of their portfolio | 159.9k $2.9m | Not comparable |
| Alpha Wave Global, LP 0.04% of their portfolio | 155.4k $2.8m | Added +13.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 145.1k $2.6m | Added +23.7k |
| Swiss National Bank 0.00% of their portfolio | 144.2k $2.6m | Added +13.9k |
| PFM Health Sciences, LP 0.22% of their portfolio | 143.7k $2.6m | Reduced -1.6k |
| Invesco Ltd. 0.00% of their portfolio | 139.9k $2.5m | Reduced -31.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 128.2k $2.3m | Added +53.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 125.5k $2.3m | New |
| Lighthouse Investment Partners, LLC 0.07% of their portfolio | 122.9k $2.2m | New |
| Ikarian Capital, LLC 0.35% of their portfolio | 117.5k $2.1m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 112.9k $2.0m | Added +4.5k |
| ALPS ADVISORS INC 0.01% of their portfolio | 112.4k $2.0m | Added +22.5k |
| Elmind Capital, LP 0.51% of their portfolio | 112.0k $2.0m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 104.4k $1.5m | Added +23.6k |
| Campbell & CO Investment Adviser LLC 0.10% of their portfolio | 101.0k $1.8m | Added +46.5k |
| Affinity Asset Advisors, LLC 0.09% of their portfolio | 99.0k $1.8m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 87.6k $1.6m | Added +28.2k |
| Quantinno Capital Management LP 0.00% of their portfolio | 80.8k $1.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 79.9k $1.4m | Added +14.9k |
| 1492 Capital Management LLC 0.42% of their portfolio | 79.8k $1.4m | New |
| CITIGROUP INC 0.00% of their portfolio | 68.7k $1.2m | Added +36.9k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 66.8k $1.2m | Reduced -11.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 61.3k $1.1m | Reduced -10.8k |
| Corient Private Wealth LP 0.00% of their portfolio | 59.3k $1.1m | New |
| Moody Aldrich Partners LLC 0.19% of their portfolio | 57.8k $1.0m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 56.9k $1.0m | Added +13.7k |
| Legal & General Group Plc 0.00% of their portfolio | 56.5k $1.0m | Added +704 |
| BARCLAYS PLC 0.00% of their portfolio | 56.3k $1.0m | Reduced -915.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 55.7k $1.0m | Added +4.1k |
| SG Americas Securities, LLC 0.00% of their portfolio | 55.3k $994.0k | New |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 50.0k $898.0k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 47.9k $859.4k | Unchanged |
| FOX RUN MANAGEMENT, L.L.C. 0.13% of their portfolio | 44.8k $804.9k | New |