HUMACYTE INC HUMA
COM · Common Stock · CUSIP 44486Q103
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersDurham, NC
- 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 ($28.9k this quarter). Holder counts are more reliable. Shares outstanding: 277.8m as of 2026-08-10, 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 ≈ $0.78. Options: 8 managers hold calls ($1.9m notional), 5 hold puts ($764.9k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 70 |
| Q4 2022 | 76 |
| Q1 2023 | 70 |
| Q2 2023 | 76 |
| Q3 2023 | 84 |
| Q4 2023 | 89 |
| Q1 2024 | 96 |
| Q2 2024 | 123 |
| Q3 2024 | 143 |
| Q4 2024 | 162 |
| Q1 2025 | 169 |
| Q2 2025 | 157 |
| Q3 2025 | 141 |
| Q4 2025 | 147 |
| Q1 2026 | 159 |
| Q2 2026 | 162 |
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 | 86 | 40 |
| Q4 2024 | 87 | 62 |
| Q1 2025 | 94 | 67 |
| Q2 2025 | 101 | 67 |
| Q3 2025 | 55 | 74 |
| Q4 2025 | 76 | 52 |
| Q1 2026 | 84 | 48 |
| Q2 2026 | 92 | 70 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.0m | $1.3m | 1.28 |
| Q4 2025 | $1.5m | $526.7k | 0.36 |
| Q1 2026 | $1.2m | $397.4k | 0.33 |
| Q2 2026 | $1.9m | $764.9k | 0.39 |
Biggest buyers
| Alyeska Investment Group, L.P. | New | +6.0m |
| ANTIPODES PARTNERS Ltd | Added | +4.4m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +2.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.8m |
| CITADEL ADVISORS LLC | New | +1.4m |
| HRT FINANCIAL LP | New | +1.1m |
| HBK INVESTMENTS L P | New | +790.0k |
| GSA CAPITAL PARTNERS LLP | Added | +755.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +672.4k |
| LuminArx Capital Management LP | New | +650.0k |
Biggest sellers
| BlackRock, Inc. | Reduced | -7.5m |
| STATE STREET CORP | Reduced | -2.2m |
| Woodline Partners LP | Reduced | -1.5m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -1.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -849.3k |
| NORTHERN TRUST CORP | Reduced | -767.4k |
| XTX Topco Ltd | Sold out | -412.1k |
| Nuveen, LLC | Reduced | -338.1k |
| Bank of New York Mellon Corp | Reduced | -297.6k |
| DEUTSCHE BANK AG\ | Sold out | -168.6k |
Biggest calls
| SIMPLEX TRADING, LLC | Reduced | $527.4k676.2k shares |
| JANE STREET GROUP, LLC | Added | $431.2k552.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $384.5k493.0k shares |
| CITADEL ADVISORS LLC | Added | $235.2k301.4k shares |
| NOMURA HOLDINGS INC | Unchanged | $187.3k240.0k shares |
| GROUP ONE TRADING LLC | Added | $122.6k157.1k shares |
| Polar Asset Management Partners Inc. | New | $41.0k52.6k shares |
| Verition Fund Management LLC | New | $19.0k24.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $544.3k697.8k shares |
| CITADEL ADVISORS LLC | Reduced | $97.0k124.3k shares |
| SIMPLEX TRADING, LLC | Added | $93.7k120.1k shares |
| JANE STREET GROUP, LLC | Added | $18.5k23.7k shares |
| GROUP ONE TRADING LLC | Reduced | $11.4k14.6k 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 |
|---|---|
| Fresenius Medical Care AG 13D · may seek influence -0.4 pts · filed 2026-01-09 | 9.5% |
Fell to 5% or below in the last year: FRESENIUS MEDICAL CARE HOLDINGS INC /NY/ (4.9%, 2026-08-18; now reported by Fresenius Medical Care AG), BlackRock, Inc. (1.5%, 2026-07-28), DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (4.7%, 2026-06-22)
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 | 3 | $28.2k | 2 | $6.6m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 6 | $146.1k | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $3.7m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 2 | $59.8k | 2 | $41.3k | $41.3k |
| Q3 2026 | 1 | $30.2k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-14 | Jones Keith Anthony Director | Bought | $5.6k10.0k shares |
| 2026-08-20 | Jones Keith Anthony Director | Bought | $6.9k10.0k shares |
| 2026-08-17 | Jones Keith Anthony Director | Bought | $17.7k30.0k shares |
| 2026-05-19 | Sebelius Kathleen Director | Bought | $50.0k56.8k shares |
| 2026-05-18 | Sander Dale A. CFO and Chief Corp. Dev. Off | Sold plan | $41.3k45.9k shares |
| 2026-05-18 | Parikh Shamik J Chief Medical Officer | Sold plan | $41.3k45.9k shares |
| 2026-05-18 | Constantino Michael T. Director | Bought | $9.8k11.0k 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 |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.1m $7.9m | Added +2.9m |
| ANTIPODES PARTNERS Ltd 0.14% of their portfolio | 10.1m $7.9m | Added +4.4m |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 6.0m $4.7m | New |
| Davidson Kempner Capital Management LP 0.06% of their portfolio | 5.0m $3.9m | Not comparable |
| BlackRock, Inc. 0.00% of their portfolio | 4.8m $3.8m | Reduced -7.5m |
| GREAT POINT PARTNERS LLC 0.69% of their portfolio | 3.8m $2.9m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 2.8m $2.2m | Added +61.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $2.0m | Added +672.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $1.7m | Reduced -1.5m |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 1.9m $1.5m | Added +1.8m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 1.7m $1.3m | Added +641.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.4m $1.1m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $1.1m | Added +62.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.2m $921.4k | Added +170.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 1.1m $850.0k | New |
| LPL Financial LLC 0.00% of their portfolio | 1.0m $800.3k | Added +161.1k |
| GSA CAPITAL PARTNERS LLP 0.05% of their portfolio | 1.0m $785.0k | Added +755.9k |
| Private Advisor Group, LLC 0.00% of their portfolio | 965.1k $753.2k | Added +132.3k |
| STATE STREET CORP 0.00% of their portfolio | 842.5k $657.5k | Reduced -2.2m |
| HBK INVESTMENTS L P 0.01% of their portfolio | 790.0k $616.5k | New |
| WEALTH EFFECTS LLC 0.15% of their portfolio | 693.9k $541.5k | Added +489.4k |
| Lion Point Capital, LP 2.43% of their portfolio | 650.0k $507.3k | Unchanged |
| LuminArx Capital Management LP 0.23% of their portfolio | 650.0k $507.3k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 586.5k $457.7k | Reduced -90.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 578.6k $451.3k | Added +182.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 568.5k $443.4k | Reduced -849.3k |
| Woodline Partners LP 0.00% of their portfolio | 500.6k $390.7k | Reduced -1.5m |
| Ghisallo Capital Management LLC 0.01% of their portfolio | 500.0k $390.2k | New |
| Virtu Financial LLC 0.01% of their portfolio | 462.3k $361.0k | Added +403.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 456.5k $356.2k | Reduced -767.4k |
| Aster Capital Management (DIFC) Ltd 0.07% of their portfolio | 422.4k $329.6k | New |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 375.0k $292.6k | New |
| MORGAN STANLEY 0.00% of their portfolio | 345.1k $269.3k | Added +158.4k |
| Scientech Research LLC 0.18% of their portfolio | 284.0k $221.6k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 279.1k $217.8k | Added +14.7k |
| LJI Wealth Management, LLC 0.03% of their portfolio | 269.5k $210.3k | Reduced -8.0k |
| Invesco Ltd. 0.00% of their portfolio | 255.5k $199.4k | Added +83.1k |
| Stonepine Capital Management, LLC 0.14% of their portfolio | 231.3k $180.5k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 209.8k $163.7k | Added +170.7k |
| United Asset Strategies, Inc. 0.01% of their portfolio | 209.6k $163.6k | Unchanged |
| Catalyst Funds Management Pty Ltd 0.01% of their portfolio | 207.9k $162.2k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 181.8k $141.8k | New |
| Mariner, LLC 0.00% of their portfolio | 175.0k $136.6k | Added +68.7k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 161.6k $126.1k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 160.0k $124.9k | Reduced -50.0k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 157.1k $122.6k | Reduced -58.3k |
| Jain Global LLC 0.00% of their portfolio | 114.6k $89.4k | New |
| LaSalle St. Investment Advisors, LLC 0.01% of their portfolio | 113.9k $88.9k | Added +44.2k |
| Creative Planning 0.00% of their portfolio | 111.3k $86.9k | Added +6.2k |
| Cetera Investment Advisers 0.00% of their portfolio | 106.7k $83.3k | Added +49.4k |
| Endowment Wealth Management, Inc. 0.03% of their portfolio | 105.4k $82.2k | Unchanged |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 87.7k $68.4k | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 83.2k $64.9k | Added +22.6k |
| CenterBook Partners LP 0.00% of their portfolio | 83.0k $64.8k | New |
| Kovack Advisors, Inc. 0.00% of their portfolio | 82.6k $64.5k | Added +10.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 71.4k $55.7k | Reduced -103.1k |
| Shay Capital LLC 0.01% of their portfolio | 69.3k $54.1k | Reduced -103.7k |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 69.0k $53.8k | Added +5.0k |
| INTEGRITY ALLIANCE, LLC. 0.00% of their portfolio | 57.3k $44.7k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 56.6k $44.1k | Added +1.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 55.8k $43.6k | Reduced -297.6k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 53.7k $41.9k | New |
| Merit Financial Group, LLC 0.00% of their portfolio | 52.8k $41.2k | Added +10.9k |
| Cerity Partners LLC 0.00% of their portfolio | 51.8k $40.4k | Added +3.7k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 50.0k $34.7k | Reduced -28.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 49.9k $38.9k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 49.8k $38.9k | Added +1.5k |
| LETKO, BROSSEAU & ASSOCIATES INC 0.00% of their portfolio | 46.0k $35.9k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 44.6k $35.0k | Added +23.6k |
| Arax Advisory Partners 0.00% of their portfolio | 41.9k $32.7k | Added +37.8k |
| Financial Advisors Network, Inc. 0.00% of their portfolio | 41.6k $32.5k | Added +21.1k |
| Clarus Wealth Advisors 0.01% of their portfolio | 40.0k $29.3k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 39.7k $31.0k | Added +4.7k |
| BARCLAYS PLC 0.00% of their portfolio | 39.7k $31.0k | Reduced -467 |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 36.0k $28.1k | Unchanged |
| BRIGHTON JONES LLC 0.00% of their portfolio | 35.7k $27.9k | Added +13.2k |
| China Universal Asset Management Co., Ltd. 0.00% of their portfolio | 35.3k $27.6k | Added +1.1k |
| MAI Capital Management 0.00% of their portfolio | 34.7k $27.1k | Added +28.8k |
| Chicago Partners Investment Group LLC 0.00% of their portfolio | 33.3k $21.3k | Reduced -4.1k |
| R Squared Ltd 0.01% of their portfolio | 31.8k $24.8k | Reduced -31.1k |
| V. M. MANNING & CO., INC. 0.02% of their portfolio | 31.6k $24.7k | First filing |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 29.9k $23.3k | Reduced -4.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 29.5k $23.1k | Reduced -148.0k |
| Corient Private Wealth LP 0.00% of their portfolio | 26.7k $20.9k | New |
| Trust Co of Kansas 0.01% of their portfolio | 24.0k $19.0k | Unchanged |
| Focus Partners Wealth 0.00% of their portfolio | 23.9k $18.6k | Added +10.4k |
| Waverly Advisors, LLC 0.00% of their portfolio | 23.7k $18.5k | Added +846 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 23.3k $18.2k | Added +4.5k |
| HighTower Advisors, LLC 0.00% of their portfolio | 22.3k $17.4k | Reduced -743 |
| HAMILTON LANE ADVISORS LLC 0.01% of their portfolio | 21.9k $17.1k | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 21.6k $16.9k | New |
| Equitable Holdings, Inc. 0.00% of their portfolio | 20.0k $15.6k | Added +5.0k |
| COLUMBIA ADVISORY PARTNERS LLC 0.01% of their portfolio | 20.0k $15.6k | Unchanged |
| Valeo Financial Advisors, LLC 0.00% of their portfolio | 19.9k $15.5k | Added +5.0k |
| GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio | 19.8k $15.4k | New |
| FMR LLC 0.00% of their portfolio | 19.3k $15.1k | Reduced -9.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 18.8k $14.0k | Reduced -2.0k |
| PFG Investments, LLC 0.00% of their portfolio | 17.9k $14.0k | Added +50 |
| Rather & Kittrell, Inc. 0.00% of their portfolio | 17.4k $13.5k | Unchanged |
| Trilogy Capital Inc. 0.00% of their portfolio | 17.1k $13.3k | Reduced -20.8k |