Vault-13

AN2 THERAPEUTICS INC ANTX

COM · Common Stock · CUSIP 037326105

66 institutional holders +14 vs Q1 2026
24,584,03524.6m shares reported held*
65.1% of all shares outstanding*
$119.0mreported value*
28 new 15 added 14 reduced 14 sold out net bought ≈ $13.0m (+2.7m shares)

* 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. Holder counts are more reliable. Shares outstanding: 37.7m as of 2026-08-06, 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 ≈ $4.84.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 38Q4 22: 37Q1 23: 39Q2 23: 32Q3 23: 38Q4 23: 52Q1 24: 55Q2 24: 46Q3 24: 32Q4 24: 38Q1 25: 38Q2 25: 37Q3 25: 35Q4 25: 37Q1 26: 52Q2 26: 6666Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202238
Q4 202237
Q1 202339
Q2 202332
Q3 202338
Q4 202352
Q1 202455
Q2 202446
Q3 202432
Q4 202438
Q1 202538
Q2 202537
Q3 202535
Q4 202537
Q1 202652
Q2 202666

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 15 bought or addedQ3 24: 29 cut or sold outQ4 24: 21 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 16 cut or sold outQ2 25: 17 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 14 cut or sold outQ4 25: 13 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 17 cut or sold outQ2 26: 43 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241529
Q4 20242113
Q1 20251316
Q2 20251714
Q3 20251014
Q4 20251312
Q1 20263517
Q2 20264328

Biggest buyers

BlackRock, Inc. Added +1,346,726+1.3m
CITADEL ADVISORS LLC Added +796,758+796.8k
Commodore Capital LP Added +599,967+600.0k
SummitTX Capital, L.P. New +597,453+597.5k
Balyasny Asset Management L.P. New +556,027+556.0k
GEODE CAPITAL MANAGEMENT, LLC Added +411,259+411.3k
VANGUARD CAPITAL MANAGEMENT LLC Added +227,627+227.6k
STATE STREET CORP Added +196,400+196.4k
VANGUARD PORTFOLIO MANAGEMENT LLC New +179,594+179.6k
NORTHERN TRUST CORP Added +171,725+171.7k

Biggest sellers

Woodline Partners LP Reduced -533,866-533.9k
BANK OF NOVA SCOTIA Sold out -459,194-459.2k
JANE STREET GROUP, LLC Sold out -303,649-303.6k
BANK OF MONTREAL /CAN/ Sold out -260,127-260.1k
BANK OF AMERICA CORP /DE/ Reduced -247,899-247.9k
CANTOR FITZGERALD, L. P. Sold out -200,000-200.0k
MORGAN STANLEY Reduced -184,808-184.8k
Stonepine Capital Management, LLC Reduced -162,153-162.2k
AMERIPRISE FINANCIAL INC Reduced -159,117-159.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -130,720-130.7k

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.

HolderStakeChangeShares Last filed
Commodore Capital LP 13G · passive investor new · filed 2026-03-16 9.9% new 3.7m≈ $17.9m 2026-03-16
Coastlands Capital Partners LP 13G · institution new · filed 2025-06-04 9.3% new 2.8m≈ $13.6m 2025-06-04
Vivo Opportunity Fund Holdings, L.P. 13G · passive investor new · filed 2026-03-13 8.0% new 2.9m≈ $13.9m 2026-03-13
Easom Eric 13G · exempt (held before listing) +1.7 pts · filed 2026-02-13 7.9% +1.7 pts 2.2m≈ $10.8m 2026-02-13
Adjuvant Global Health Technology Fund, L.P. 13G · exempt (held before listing) filed 2025-02-28 7.9% 2.4m≈ $11.5m 2025-02-28
INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor new · filed 2026-03-13 6.3% new 2.2m≈ $10.8m 2026-03-13

Fell to 5% or below in the last year: Almitas Capital LLC (4.1%, 2026-05-15)

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)

BuyingSelling
505Q4 24: 3 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 4 sellingQ1 25Q2 25: 2 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 2 sellingQ1 26: 0 buyingQ1 26: 5 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 1 buyingQ3 26: 3 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20243$483.4k0——
Q1 20250—4$19.6k—
Q2 20252$20.9k0——
Q3 20250—0——
Q4 20250—2$4.1k—
Q1 20260—5$46.6k—
Q2 20260—1$1.2k—
Q3 20261$11.6k3$343.1k$316.8k
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-09 Readnour Robin Shane Director · See footnotes Sold plan 1,108 $6.02 $6.7k1.1k shares -<1%
2026-09-08 Readnour Robin Shane Director · See footnotes Sold plan 10,019 $6.02 $60.3k10.0k shares -2%
2026-09-03 Readnour Robin Shane Director · See footnotes Sold plan 6,100 $6.07 $37.0k6.1k shares -1%
2026-09-01 FitzPatrick Margaret M Director Bought 2,098 $5.53 $11.6k2.1k shares +24%
2026-09-01 Williams Sarah Joanne Principal Accounting Officer Sold 272 $5.53 $1.5k272 shares -<1%
2026-08-17 Readnour Robin Shane Director · See footnotes Sold plan 35,402 $6.01 $212.8k35.4k shares -5%
2026-07-08 Eizen Joshua M Officer Sold 5,945 $4.17 $24.8k5.9k shares -3%
2026-05-29 Williams Sarah Joanne Principal Accounting Officer Sold 265 $4.43 $1.2k265 shares -<1%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Vivo Capital, LLC 1.39% of their portfolio Palo Alto, CA 3,153,6403.2m $15.3m $15.3m 1.39% Unchanged
2 Commodore Capital LP 0.85% of their portfolio NEW YORK, NY 2,933,6802.9m $14.2m $14.2m 0.85% Added +600.0k +599,967
3 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 2,318,6922.3m $11.2m $11.2m 0.01% Added +96.2k +96,190
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,665,4941.7m $8.1m $8.1m 0.00% Added +1.3m +1,346,726
5 Spruce Street Capital LP 1.58% of their portfolio NEW YORK, NY 1,661,0731.7m $8.0m $8.0m 1.58% Unchanged
6 Almitas Capital LLC 1.70% of their portfolio SANTA MONICA, CA 1,469,1291.5m $7.1m $7.1m 1.70% Reduced -10.0k -10,000
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,238,7051.2m $6.0m $6.0m 0.00% Added +227.6k +227,627
8 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio Boston, MA 1,000,0001.0m $4.8m $4.8m 0.01% Unchanged
9 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 951,997952.0k $4.6m $4.6m 0.00% Added +796.8k +796,758
10 Boxer Capital Management, LLC 0.27% of their portfolio San Diego, CA 749,035749.0k $3.6m $3.6m 0.27% Unchanged
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 697,806697.8k $3.4m $3.4m 0.00% Added +411.3k +411,259
12 SummitTX Capital, L.P. 0.08% of their portfolio FORT WORTH, TX 597,453597.5k $2.9m $2.9m 0.08% New
13 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 556,027556.0k $2.7m $2.7m 0.00% New
14 Stonepine Capital Management, LLC 2.03% of their portfolio Bend, OR 551,692551.7k $2.7m $2.7m 2.03% Reduced -162.2k -162,153
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 537,064537.1k $2.6m $2.6m 0.00% Reduced -159.1k -159,117
16 Sio Capital Management, LLC 0.44% of their portfolio NEW YORK, NY 529,933529.9k $2.6m $2.6m 0.44% Reduced -127.3k -127,267
17 Ally Bridge Group (NY) LLC 3.28% of their portfolio NEW YORK, NY 526,315526.3k $2.5m $2.5m 3.28% Unchanged
18 Prosight Management, LP 0.40% of their portfolio DALLAS, TX 474,638474.6k $2.3m $2.3m 0.40% Reduced -41.1k -41,116
19 Woodline Partners LP 0.01% of their portfolio San Francisco, CA 459,805459.8k $2.2m $2.2m 0.01% Reduced -533.9k -533,866
20 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 311,602311.6k $1.5m $1.5m 0.00% Added +196.4k +196,400
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 214,921214.9k $1.0m $1.0m 0.00% Added +171.7k +171,725
22 Seven Fleet Capital Management LP 0.17% of their portfolio MOUNTAIN VIEW, CA 208,946208.9k $1.0m $1.0m 0.17% Added +9.2k +9,245
23 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 196,920196.9k $953.1k $953.1k 0.00% Added +59.2k +59,212
24 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 179,594179.6k $869.2k $869.2k 0.00% New
25 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.05% of their portfolio Englewood, NJ 167,446167.4k $810.4k $810.4k 0.05% Reduced -130.7k -130,720
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 145,803145.8k $705.7k $705.7k 0.00% Reduced -247.9k -247,899
27 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 129,700129.7k $627.7k $627.7k 0.00% Reduced -69.1k -69,100
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 87,93387.9k $425.6k $425.6k 0.00% New
29 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 76,04576.0k $368.1k $368.1k 0.00% New
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 74,08674.1k $358.6k $358.6k 0.00% Added +12.7k +12,694
31 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 72,13972.1k $349.2k $349.2k 0.00% New
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 67,67667.7k $327.6k $327.6k 0.00% New
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 64,22064.2k $310.8k $310.8k 0.00% New
34 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 59,90059.9k $289.9k $289.9k 0.01% Unchanged
35 ADAR1 Capital Management, LLC 0.01% of their portfolio AUSTIN, TX 58,80858.8k $284.6k $284.6k 0.01% Added +44.9k +44,947
36 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 49,37949.4k $239.0k $239.0k 0.00% Reduced -184.8k -184,808
37 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 40,16540.2k $194.4k $194.4k 0.00% Added +165 +165
38 Velan Capital Investment Management LP 0.12% of their portfolio ALPHARETTA, GA 40,00040.0k $193.6k $193.6k 0.12% New
39 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 35,33335.3k $171.0k $171.0k 0.00% New
40 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 25,83825.8k $125.1k $125.1k 0.00% New
41 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 24,34224.3k $117.8k $117.8k 0.00% New
42 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,38922.4k $108.4k $108.4k 0.00% New
43 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 22,02222.0k $107.0k $107.0k 0.00% New
44 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 15,91315.9k $77.0k $77.0k 0.00% New
45 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 13,83913.8k $67.0k $67.0k 0.00% New
46 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,35012.3k $59.8k $59.8k 0.00% New
47 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,26712.3k $59.4k $59.4k 0.00% Reduced -6.8k -6,821
48 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 12,18612.2k $59.0k $59.0k 0.00% New
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,97111.0k $55.2k $55.2k 0.00% New
50 Bronte Capital Management Pty Ltd. 0.01% of their portfolio Bondi Junction, C3 10,89510.9k $52.7k $52.7k 0.01% New
51 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 10,18510.2k $49.3k $49.3k 0.00% Reduced -19.9k -19,893
52 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 8,6158.6k $41.7k $41.7k 0.00% New
53 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,3347.3k $35.5k $35.5k 0.00% Unchanged
54 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,4915.5k $26.6k $26.6k 0.00% Added +5.1k +5,091
55 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 5,0005.0k $24.2k $24.2k 0.00% New
56 Legal & General Group Plc 0.00% of their portfolio London, X0 2,5762.6k $12.4k $12.4k 0.00% New
57 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,4022.4k $11.6k $11.6k 0.00% New
58 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 2,1122.1k $10.2k $10.2k 0.00% New
59 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,8071.8k $8.7k $8.7k 0.00% Added +1.2k +1,233
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 938938 $5.0k $5.0k 0.00% New
61 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 484484 $2.3k $2.3k 0.00% New
62 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 449449 $2.2k $2.2k 0.00% Reduced -7.9k -7,873
63 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 300300 $1.5k $1.5k 0.00% Unchanged
64 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 274274 $1.3k $1.3k 0.00% Reduced -2.3k -2,326
65 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 201201 $973 $973 0.00% Unchanged
66 FMR LLC 0.00% of their portfolio BOSTON, MA 6161 $295 $295 0.00% New