IBIO INC IBIO
COM NEW · Common Stock · CUSIP 451033708
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersNew York, NY
- 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. Holder counts are more reliable. Shares outstanding: 49.7m as of 2026-05-12, 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 ≈ $1.75.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 1 |
| Q2 2023 | 1 |
| Q3 2023 | 0 |
| Q4 2023 | 22 |
| Q1 2024 | 29 |
| Q2 2024 | 29 |
| Q3 2024 | 33 |
| Q4 2024 | 31 |
| Q1 2025 | 35 |
| Q2 2025 | 31 |
| Q3 2025 | 32 |
| Q4 2025 | 50 |
| Q1 2026 | 52 |
| Q2 2026 | 55 |
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 | 6 | 6 |
| Q4 2024 | 6 | 10 |
| Q1 2025 | 17 | 5 |
| Q2 2025 | 12 | 12 |
| Q3 2025 | 14 | 8 |
| Q4 2025 | 37 | 12 |
| Q1 2026 | 29 | 20 |
| Q2 2026 | 37 | 21 |
Biggest buyers
| Cormorant Asset Management, LP | New | +3.6m |
| SILVERARC CAPITAL MANAGEMENT, LLC | Added | +3.3m |
| Vestal Point Capital, LP | New | +2.6m |
| Ensign Peak Advisors, Inc | New | +1.8m |
| Woodline Partners LP | New | +1.8m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +1.0m |
| Affinity Asset Advisors, LLC | Added | +900.7k |
| BANK OF AMERICA CORP /DE/ | Added | +831.1k |
| Squarepoint Ops LLC | New | +498.9k |
| CITADEL ADVISORS LLC | Added | +427.6k |
Biggest sellers
| EcoR1 Capital, LLC | Sold out | -1.6m |
| Logos Global Management LP | Sold out | -1.3m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -412.7k |
| ADAR1 Capital Management, LLC | Reduced | -94.3k |
| Lynx1 Capital Management LP | Sold out | -68.1k |
| MORGAN STANLEY | Reduced | -30.9k |
| DAFNA Capital Management LLC | Reduced | -23.6k |
| PFG Investments, LLC | Sold out | -20.0k |
| Vanguard Personalized Indexing Management, LLC | Sold out | -12.2k |
| Scientech Research LLC | Sold out | -11.4k |
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 |
|---|---|
| Cormorant Asset Management, LP 13G · institution no change · filed 2026-08-14 | 10.0% |
| Affinity Asset Advisors, LLC 13G · institution no change · filed 2026-08-13 | 10.0% |
| SILVERARC CAPITAL MANAGEMENT, LLC 13G · institution new · filed 2025-11-14 | 10.0% |
| Adage Capital Management, L.P. 13G · institution new · filed 2025-11-13 | 10.0% |
| Sirenia Capital Management LP 13G · institution new · filed 2026-05-15 | 9.9% |
| Coastlands Capital LP 13G · institution new · filed 2026-10-14 | 9.7% |
| Vestal Point Capital, LP 13G · institution -2.0 pts · filed 2026-08-14 | 7.9% |
| Opaleye Management Inc. 13G · passive investor filed 2025-02-14 | 7.6% |
| Frazier Life Sciences Public Fund, L.P. 13G · passive investor -3.0 pts · filed 2026-05-12 | 5.7% |
| Lynx1 Capital Management LP 13G · passive investor +5.4 pts · filed 2026-08-14 | 5.4% |
| INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor new · filed 2026-01-22 | 5.2% |
Fell to 5% or below in the last year: EcoR1 Capital, LLC (4.6%, 2026-05-15), Point72 Asset Management, L.P. (0.0%, 2026-05-15), Logos Global Management LP (0.0%, 2026-05-15), ADAR1 Capital Management, LLC (4.4%, 2026-02-17), Ikarian Capital, LLC (5.0%, 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 | — | 0 | — | — |
| Q1 2025 | 7 | $580.0k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 3 | $98.1k | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Affinity Asset Advisors, LLC 0.34% of their portfolio | 4.0m $7.0m | Added +900.7k |
| Cormorant Asset Management, LP 0.32% of their portfolio | 3.6m $6.2m | New |
| SILVERARC CAPITAL MANAGEMENT, LLC 0.69% of their portfolio | 3.5m $6.2m | Added +3.3m |
| Vestal Point Capital, LP 0.11% of their portfolio | 2.6m $4.5m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.1m $3.7m | Added +1.0m |
| Frazier Life Sciences Management, L.P. 0.07% of their portfolio | 2.0m $3.4m | Unchanged |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 1.8m $3.2m | New |
| Woodline Partners LP 0.01% of their portfolio | 1.8m $3.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 1.7m $2.9m | Added +101.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 1.4m $2.4m | Added +427.6k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 1.2m $2.0m | Added +159.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $2.0m | Added +831.1k |
| Ikarian Capital, LLC 0.27% of their portfolio | 957.1k $1.7m | Unchanged |
| Sio Capital Management, LLC 0.27% of their portfolio | 904.3k $1.6m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 904.1k $1.6m | Added +283.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 500.8k $876.6k | Added +113.2k |
| Walleye Capital LLC 0.00% of their portfolio | 500.4k $875.7k | Added +111.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 498.9k $873.0k | New |
| NOESIS CAPITAL MANGEMENT CORP 0.09% of their portfolio | 405.0k $708.8k | Added +93.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 400.7k $701.2k | Reduced -8.2k |
| Ally Bridge Group (NY) LLC 0.88% of their portfolio | 390.1k $682.8k | New |
| ADAR1 Capital Management, LLC 0.03% of their portfolio | 375.5k $657.2k | Reduced -94.3k |
| Verdad Advisers, LP 0.50% of their portfolio | 298.9k $523.1k | Added +242.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 286.9k $502.0k | Added +81.9k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 254.4k $445.2k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 242.0k $423.5k | Added +110.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 202.8k $355.0k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 200.5k $350.8k | Added +243 |
| STATE STREET CORP 0.00% of their portfolio | 170.8k $298.9k | Added +29.6k |
| DAFNA Capital Management LLC 0.06% of their portfolio | 170.1k $297.6k | Reduced -23.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 111.3k $194.8k | Added +34.0k |
| Atom Investors LP 0.02% of their portfolio | 101.6k $177.7k | New |
| XTX Topco Ltd 0.00% of their portfolio | 57.8k $101.2k | Reduced -4.6k |
| Headlands Technologies LLC 0.01% of their portfolio | 47.4k $83.0k | Added +36.5k |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 16.2k $28.3k | New |
| Innovative Asset Advisors Group, LLC 0.01% of their portfolio | 15.0k $26.2k | New |
| Spark Investment Management LLC 0.05% of their portfolio | 13.5k $23.6k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 10.6k $18.6k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.9k $10.2k | Added +5.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 5.5k $9.6k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 3.3k $5.7k | New |
| UBS Group AG 0.00% of their portfolio | 501 $877 | Reduced -1.7k |
| FMR LLC 0.00% of their portfolio | 433 $757 | New |
| Fortitude Family Office, LLC 0.00% of their portfolio | 431 $754 | Reduced -207 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 380 $665 | Reduced -204 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 101 $177 | Added +100 |
| SHP Wealth Management 0.00% of their portfolio | 60 $105 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 42 $74 | Added +20 |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 13 $23 | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 10 $18 | Reduced -30.9k |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 9 $16 | Added +7 |
| Activest Wealth Management 0.00% of their portfolio | 4 $7 | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2 $4 | Reduced -3 |
| Financial Gravity Companies, Inc. 0.00% of their portfolio | 2 $4 | First filing |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 1 $2 | New |