Vault-13

CYTOMX THERAPEUTICS INC CTMX

COM · Common Stock · CUSIP 23284F105 · ISIN US23284F1057

Company in South San Francisco, United States

84 institutional holders +17 vs Q1 2025
133,548,658133.5m shares reported held*
81.0% of all shares outstanding*
$303.2mreported value*
29 new 27 added 17 reduced 12 sold out net bought ≈ $200.4m (+88.3m 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: 164.9m as of 2025-07-31, 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 ≈ $2.27. Options: 7 managers hold calls ($2.1m notional), 5 hold puts ($362.1k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 85Q4 22: 81Q1 23: 77Q2 23: 68Q3 23: 63Q4 23: 69Q1 24: 89Q2 24: 75Q3 24: 70Q4 24: 71Q1 25: 67Q2 25: 8484Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202285
Q4 202281
Q1 202377
Q2 202368
Q3 202363
Q4 202369
Q1 202489
Q2 202475
Q3 202470
Q4 202471
Q1 202567
Q2 202584

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 14 bought or addedQ3 23: 33 cut or sold outQ4 23: 24 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 47 bought or addedQ1 24: 32 cut or sold outQ2 24: 42 bought or addedQ2 24: 51 cut or sold outQ2 24Q3 24: 27 bought or addedQ3 24: 36 cut or sold outQ4 24: 32 bought or addedQ4 24: 31 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 36 cut or sold outQ2 25: 56 bought or addedQ2 25: 29 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231433
Q4 20232422
Q1 20244732
Q2 20244251
Q3 20242736
Q4 20243231
Q1 20252736
Q2 20255629

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 24 calls: $142.5kQ3 24 puts: $9.8kQ3 24P/C 0.07Q4 24 calls: $36.1kQ4 24 puts: $4.9kQ4 24P/C 0.14Q1 25 calls: $9.1kQ1 25 puts: $30.5kQ1 25P/C 3.33Q2 25 calls: $2.1mQ2 25 puts: $362.1kQ2 25P/C 0.17
Numbers
QuarterCallsPutsP/C
Q3 2024$142.5k$9.8k0.07
Q4 2024$36.1k$4.9k0.14
Q1 2025$9.1k$30.5k3.33
Q2 2025$2.1m$362.1k0.17

Biggest buyers

Venrock Adviser, LLC New +13,969,882+14.0m
FMR LLC Added +9,130,557+9.1m
ORBIMED ADVISORS LLC New +8,461,500+8.5m
Commodore Capital LP New +7,692,300+7.7m
PERCEPTIVE ADVISORS LLC New +6,993,646+7.0m
Vivo Capital, LLC New +5,769,230+5.8m
FRANKLIN RESOURCES INC New +5,769,230+5.8m
Point72 Asset Management, L.P. Added +5,434,623+5.4m
TANG CAPITAL MANAGEMENT LLC Added +4,347,837+4.3m
VANGUARD GROUP INC Added +4,262,418+4.3m

Biggest sellers

BVF INC/IL Sold out -5,228,461-5.2m
MILLENNIUM MANAGEMENT LLC Reduced -2,592,937-2.6m
ACADIAN ASSET MANAGEMENT LLC Reduced -1,676,999-1.7m
Laurion Capital Management LP Sold out -1,293,686-1.3m
JACOBS LEVY EQUITY MANAGEMENT, INC Sold out -686,208-686.2k
Schonfeld Strategic Advisors LLC Sold out -589,332-589.3k
Congress Park Capital LLC Reduced -578,264-578.3k
SEI INVESTMENTS CO Sold out -487,902-487.9k
BANK OF AMERICA CORP /DE/ Reduced -459,083-459.1k
Prosight Management, LP Reduced -412,895-412.9k

Biggest calls

SIMPLEX TRADING, LLC Added $832.0k366.8k shares
GROUP ONE TRADING LLC Added $563.6k248.3k shares
CITADEL ADVISORS LLC Added $340.0k149.8k shares
Caption Management, LLC New $170.2k75.0k shares
JANE STREET GROUP, LLC New $142.1k62.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $40.6k17.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $240.6k106.0k shares
SIMPLEX TRADING, LLC New $65.0k28.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $33.8k14.9k shares
GROUP ONE TRADING LLC New $22.7k10.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $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.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +2.2 pts · filed 2026-02-05 14.6% +2.2 pts 24.7m≈ $92.6m 2026-02-05
Kynam Capital Management, LP 13G · institution +3.1 pts · filed 2026-08-14 10.0% +3.1 pts 0 2026-08-14
BlackRock, Inc. 13G · institution new · filed 2026-07-27 7.6% new 16.6m≈ $62.1m 2026-07-27
Longitude Capital Partners V, LLC 13G · passive investor -0.3 pts · filed 2026-05-15 7.0% -0.3 pts 15.3m≈ $57.3m 2026-05-15
BANK OF AMERICA CORP /DE/ 13G · institution -1.6 pts · filed 2026-10-28 5.4% -1.6 pts 11.9m≈ $44.5m 2026-10-28
STATE STREET CORP 13G · institution new · filed 2026-08-07 5.4% new 11.7m≈ $44.1m 2026-08-07

Fell to 5% or below in the last year: Point72 Asset Management, L.P. (3.6%, 2026-08-14), Venrock Healthcare Capital Partners III, L.P. (4.6%, 2026-05-15), Seven Fleet Capital Management LP (0.5%, 2026-05-15), PERCEPTIVE ADVISORS LLC (4.6%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26), TANG CAPITAL MANAGEMENT LLC (0.0%, 2026-02-17), ORBIMED ADVISORS LLC (2.1%, 2026-02-17)

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)

BuyingSelling
505Q3 23: 0 buyingQ3 23: 4 sellingQ4 23: 0 buyingQ4 23: 5 sellingQ4 23Q1 24: 0 buyingQ1 24: 5 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 5 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 5 sellingQ2 25: 0 buyingQ2 25: 3 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—4$31.5k—
Q4 20230—5$27.1k—
Q1 20240—5$99.9k—
Q2 20240—0——
Q3 20240—5$24.7k—
Q4 20240—0——
Q1 20250—5$48.0k—
Q2 20250—3$220.1k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-16 McCarthy Sean A. CEO, director Sold 55,511 $2.69 $149.3k55.5k shares -5%
2025-06-16 BELVIN MARCIA SVP, Chief Scientific Officer Sold 13,884 $2.69 $37.3k13.9k shares -5%
2025-06-16 Ogden Christopher Chief Financial Officer Sold 10,614 $2.69 $28.6k10.6k shares -4%
2025-06-13 Ogden Christopher Chief Financial Officer Sold 1,641 $2.95 $4.8k1.6k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Venrock Adviser, LLC 2.38% of their portfolio NEW YORK, NY 13,969,88214.0m $31.7m $31.7m 2.38% New
2 TANG CAPITAL MANAGEMENT LLC 1.27% of their portfolio SAN DIEGO, CA 11,065,66211.1m $25.1m $25.1m 1.27% Added +4.3m +4,347,837
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 9,379,7949.4m $21.3m $21.3m 0.00% Added +4.3m +4,262,418
4 FMR LLC 0.00% of their portfolio BOSTON, MA 9,238,8689.2m $21.0m $21.0m 0.00% Added +9.1m +9,130,557
5 ORBIMED ADVISORS LLC 0.48% of their portfolio New York, NY 8,461,5008.5m $19.2m $19.2m 0.48% New
6 Point72 Asset Management, L.P. 0.04% of their portfolio STAMFORD, CT 8,084,6238.1m $18.4m $18.4m 0.04% Added +5.4m +5,434,623
7 Commodore Capital LP 1.23% of their portfolio NEW YORK, NY 7,692,3007.7m $17.5m $17.5m 1.23% New
8 PERCEPTIVE ADVISORS LLC 0.60% of their portfolio NEW YORK, NY 6,993,6467.0m $15.9m $15.9m 0.60% New
9 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 5,769,2305.8m $13.1m $13.1m 0.00% New
10 Vivo Capital, LLC 1.34% of their portfolio Palo Alto, CA 5,769,2305.8m $13.1m $13.1m 1.34% New
11 Fairmount Funds Management LLC 1.15% of their portfolio WEST CONSHOHOCKEN, PA 3,896,5823.9m $8.8m $8.8m 1.15% New
12 Prosight Management, LP 1.95% of their portfolio DALLAS, TX 3,517,1133.5m $8.0m $8.0m 1.95% Reduced -412.9k -412,895
13 BAKER BROS. ADVISORS LP 0.08% of their portfolio NEW YORK, NY 3,484,2263.5m $7.9m $7.9m 0.08% New
14 RTW INVESTMENTS, LP 0.11% of their portfolio NEW YORK, NY 3,461,5003.5m $7.9m $7.9m 0.11% New
15 ADAR1 Capital Management, LLC 1.14% of their portfolio AUSTIN, TX 3,081,4143.1m $7.0m $7.0m 1.14% Added +3.0m +3,034,378
16 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 2,865,6252.9m $6.5m $6.5m 0.01% New
17 RA CAPITAL MANAGEMENT, L.P. 0.10% of their portfolio BOSTON, MA 2,661,3312.7m $6.0m $6.0m 0.10% Added +1.7m +1,661,331
18 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,388,4532.4m $5.4m $5.4m 0.00% Added +1.2m +1,222,069
19 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 2,353,1222.4m $5.3m $5.3m 0.01% Added +2.3m +2,267,583
20 Woodline Partners LP 0.03% of their portfolio San Francisco, CA 2,336,8992.3m $5.3m $5.3m 0.03% Added +679.6k +679,593
21 Kynam Capital Management, LP 0.53% of their portfolio PRINCETON, NJ 2,154,4132.2m $4.9m $4.9m 0.53% New
22 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 1,862,2001.9m $4.2m $4.2m 0.01% Added +706.2k +706,200
23 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,745,1761.7m $4.0m $4.0m 0.00% Added +887.2k +887,218
24 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 1,557,0361.6m $3.5m $3.5m 0.01% Reduced -1.7m -1,676,999
25 Soleus Capital Management, L.P. 0.20% of their portfolio GREENWICH, CT 1,304,3001.3m $3.0m $3.0m 0.20% New
26 READYSTATE ASSET MANAGEMENT LP 0.08% of their portfolio CHICAGO, IL 844,643844.6k $1.9m $1.9m 0.08% New
27 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 720,020720.0k $1.6m $1.6m 0.00% Added +8.6k +8,566
28 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 639,040639.0k $1.5m $1.5m 0.00% Added +319.0k +318,997
29 GSA CAPITAL PARTNERS LLP 0.10% of their portfolio LONDON, X0 630,809630.8k $1.4m $1.4m 0.10% Reduced -132.1k -132,121
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 487,094487.1k $1.1m $1.1m 0.00% New
31 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 450,107450.1k $1.0m $1.0m 0.00% Added +299.5k +299,475
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 408,035408.0k $926.2k $926.2k 0.00% Reduced -338.8k -338,753
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 339,206339.2k $770.0k $770.0k 0.00% Added +278.6k +278,622
34 Formidable Asset Management, LLC 0.12% of their portfolio CINCINNATI, OH 312,850312.9k $710.2k $710.2k 0.12% Reduced -41.0k -40,990
35 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 312,850312.9k $710.2k $710.2k 0.00% Reduced -41.0k -40,990
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 291,896291.9k $662.6k $662.6k 0.00% Added +263.2k +263,162
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 283,560283.6k $643.7k $643.7k 0.00% New
38 Informed Momentum Co LLC 0.09% of their portfolio SOLANA BEACH, CA 254,580254.6k $577.9k $577.9k 0.09% New
39 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 252,659252.7k $573.5k $573.5k 0.00% Added +10.7k +10,679
40 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 233,339233.3k $529.7k $529.7k 0.00% Reduced -2.6m -2,592,937
41 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 201,224201.2k $456.8k $456.8k 0.00% Added +158.9k +158,909
42 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 183,166183.2k $415.8k $415.8k 0.00% New
43 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 157,681157.7k $357.9k $357.9k 0.00% Added +41.2k +41,206
44 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 126,000126.0k $286.0k $286.0k 0.01% Reduced -180.6k -180,624
45 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 121,899121.9k $276.7k $276.7k 0.01% New
46 Aspire Growth Partners LLC 0.19% of their portfolio MIROMAR LAKES, FL 102,254102.3k $232.1k $232.1k 0.19% Added +10.0k +10,000
47 Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio Bala Cynwyd, PA 99,41099.4k $225.7k $225.7k 0.00% New
48 Congress Park Capital LLC 0.07% of their portfolio SARATOGA SPRINGS, NY 95,42295.4k $216.6k $216.6k 0.07% Reduced -578.3k -578,264
49 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 88,57088.6k $201.1k $201.1k 0.00% Added +63.7k +63,693
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 85,50985.5k $194.1k $194.1k 0.00% Added +85.4k +85,409
51 Velan Capital Investment Management LP 0.17% of their portfolio ALPHARETTA, GA 75,00075.0k $170.2k $170.2k 0.17% Unchanged
52 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 53,24353.2k $121.0k $121.0k 0.00% Reduced -1.0k -1,000
53 Miller Financial Services LLC 0.15% of their portfolio MARSHALL, MI 51,00051.0k $115.8k $115.8k 0.15% Unchanged
54 Bayesian Capital Management, LP 0.02% of their portfolio Brooklyn, NY 50,11750.1k $113.8k $113.8k 0.02% New
55 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 49,39249.4k $112.1k $112.1k 0.00% New
56 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 47,31147.3k $107.4k $107.4k 0.01% New
57 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 44,00244.0k $99.9k $99.9k 0.00% Unchanged
58 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 43,31643.3k $98.0k $98.0k 0.00% Added +42.5k +42,500
59 Virtu Financial LLC 0.00% of their portfolio New York, NY 35,13635.1k $80.0k $80.0k 0.00% Added +23.3k +23,339
60 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 29,66129.7k $67.3k $67.3k 0.00% Added +19.4k +19,384
61 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 28,96629.0k $65.8k $65.8k 0.00% Added +11.3k +11,258
62 Forefront Analytics, LLC 0.07% of their portfolio WEST CONSHOHOCKEN, PA 27,69827.7k $62.9k $62.9k 0.07% Reduced -72.4k -72,372
63 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 25,70025.7k $58.3k $58.3k 0.00% Reduced -55.8k -55,800
64 WestHill Financial Advisors, Inc. 0.01% of their portfolio San Rafael, CA 17,08217.1k $38.8k $38.8k 0.01% Unchanged
65 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,21016.2k $36.8k $36.8k 0.00% Added +860 +860
66 Truvestments Capital LLC 0.01% of their portfolio SARASOTA, FL 14,86814.9k $33.8k $33.8k 0.01% New
67 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 14,67814.7k $33.3k $33.3k 0.00% Reduced -47.0k -47,041
68 PURSUE WEALTH PARTNERS LLC 0.02% of their portfolio ALAMO, CA 14,49214.5k $32.9k $32.9k 0.02% New
69 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 14,17114.2k $32.2k $32.2k 0.00% New
70 Nierenberg Investment Management Company, LLC 0.02% of their portfolio Camas, WA 12,55512.6k $28.5k $28.5k 0.02% Unchanged
71 IPG Investment Advisors LLC 0.01% of their portfolio SAN DIEGO, CA 12,50012.5k $28.4k $28.4k 0.01% Unchanged
72 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 12,43512.4k $28.2k $28.2k 0.00% New
73 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,96812.0k $27.2k $27.2k 0.00% Reduced -8.0k -7,994
74 Peregrine Asset Advisers, Inc. 0.01% of their portfolio Portland, OR 10,00010.0k $22.7k $22.7k 0.01% Unchanged
75 Meridian Wealth Management, LLC 0.00% of their portfolio LEXINGTON, KY 10,00010.0k $22.7k $22.7k 0.00% Unchanged
76 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,7714.8k $10.8k $10.8k 0.00% Reduced -459.1k -459,083
77 Private Wealth Asset Management, LLC 0.00% of their portfolio OMAHA, NE 4,0004.0k $9.1k $9.1k 0.00% New
78 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 1,6561.7k $3.8k $3.8k 0.00% New
79 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 398398 $903 $903 0.00% New
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 281281 $638 $638 0.00% Reduced -105.0k -105,013
81 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 8484 $191 $191 0.00% Reduced -24 -24
82 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1717 $39 $39 0.00% Unchanged
83 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 22 $5 $5 0.00% Unchanged
84 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged