Vault-13

IBIO INC IBIO

COM NEW · Common Stock · CUSIP 451033708

55 institutional holders +3 vs Q1 2026
34,740,15434.7m shares reported held*
69.9% of all shares outstanding*
$60.8mreported value*
15 new 22 added 9 reduced 12 sold out net bought ≈ $26.8m (+15.3m 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: 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

0204060Q1 23: 1Q2 23: 1Q3 23: 0Q4 23: 22Q1 24: 29Q2 24: 29Q3 24: 33Q4 24: 31Q1 25: 35Q2 25: 31Q3 25: 32Q4 25: 50Q1 26: 52Q2 26: 5555Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20231
Q2 20231
Q3 20230
Q4 202322
Q1 202429
Q2 202429
Q3 202433
Q4 202431
Q1 202535
Q2 202531
Q3 202532
Q4 202550
Q1 202652
Q2 202655

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 6 bought or addedQ3 24: 6 cut or sold outQ4 24: 6 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 5 cut or sold outQ2 25: 12 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 8 cut or sold outQ4 25: 37 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 29 bought or addedQ1 26: 20 cut or sold outQ2 26: 37 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202466
Q4 2024610
Q1 2025175
Q2 20251212
Q3 2025148
Q4 20253712
Q1 20262920
Q2 20263721

Biggest buyers

Cormorant Asset Management, LP New +3,570,000+3.6m
SILVERARC CAPITAL MANAGEMENT, LLC Added +3,294,490+3.3m
Vestal Point Capital, LP New +2,600,000+2.6m
Ensign Peak Advisors, Inc New +1,832,457+1.8m
Woodline Partners LP New +1,776,547+1.8m
VANGUARD CAPITAL MANAGEMENT LLC Added +1,009,852+1.0m
Affinity Asset Advisors, LLC Added +900,681+900.7k
BANK OF AMERICA CORP /DE/ Added +831,079+831.1k
Squarepoint Ops LLC New +498,872+498.9k
CITADEL ADVISORS LLC Added +427,600+427.6k

Biggest sellers

EcoR1 Capital, LLC Sold out -1,583,000-1.6m
Logos Global Management LP Sold out -1,300,000-1.3m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -412,725-412.7k
ADAR1 Capital Management, LLC Reduced -94,347-94.3k
Lynx1 Capital Management LP Sold out -68,076-68.1k
MORGAN STANLEY Reduced -30,927-30.9k
DAFNA Capital Management LLC Reduced -23,585-23.6k
PFG Investments, LLC Sold out -20,000-20.0k
Vanguard Personalized Indexing Management, LLC Sold out -12,180-12.2k
Scientech Research LLC Sold out -11,402-11.4k

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.

HolderStakeChangeShares Last filed
Cormorant Asset Management, LP 13G · institution no change · filed 2026-08-14 10.0% no change 5.1m≈ $9.0m 2026-08-14
Affinity Asset Advisors, LLC 13G · institution no change · filed 2026-08-13 10.0% no change 5.1m≈ $8.9m 2026-08-13
SILVERARC CAPITAL MANAGEMENT, LLC 13G · institution new · filed 2025-11-14 10.0% new 2.2m≈ $3.8m 2025-11-14
Adage Capital Management, L.P. 13G · institution new · filed 2025-11-13 10.0% new 2.2m≈ $3.8m 2025-11-13
Sirenia Capital Management LP 13G · institution new · filed 2026-05-15 9.9% new 11.6m≈ $9.5m 2026-05-15
Coastlands Capital LP 13G · institution new · filed 2026-10-14 9.7% new 6.2m≈ $9.3m 2026-10-14
Vestal Point Capital, LP 13G · institution -2.0 pts · filed 2026-08-14 7.9% -2.0 pts 4.0m≈ $7.0m 2026-08-14
Opaleye Management Inc. 13G · passive investor filed 2025-02-14 7.6% 750.0k≈ $1.3m 2025-02-14
Frazier Life Sciences Public Fund, L.P. 13G · passive investor -3.0 pts · filed 2026-05-12 5.7% -3.0 pts 2.0m≈ $3.4m 2026-05-12
Lynx1 Capital Management LP 13G · passive investor +5.4 pts · filed 2026-08-14 5.4% +5.4 pts 2.8m≈ $4.9m 2026-08-14
INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor new · filed 2026-01-22 5.2% new 1.2m≈ $2.2m 2026-01-22

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)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 7 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 3 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20257$580.0k0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20263$98.1k0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Affinity Asset Advisors, LLC 0.34% of their portfolio NEW YORK, NY 4,007,8814.0m $7.0m $7.0m 0.34% Added +900.7k +900,681
2 Cormorant Asset Management, LP 0.32% of their portfolio BOSTON, MA 3,570,0003.6m $6.2m $6.2m 0.32% New
3 SILVERARC CAPITAL MANAGEMENT, LLC 0.69% of their portfolio BOSTON, MA 3,520,4903.5m $6.2m $6.2m 0.69% Added +3.3m +3,294,490
4 Vestal Point Capital, LP 0.11% of their portfolio NEW YORK, NY 2,600,0002.6m $4.5m $4.5m 0.11% New
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,098,1512.1m $3.7m $3.7m 0.00% Added +1.0m +1,009,852
6 Frazier Life Sciences Management, L.P. 0.07% of their portfolio PALO ALTO, CA 1,953,4672.0m $3.4m $3.4m 0.07% Unchanged
7 Ensign Peak Advisors, Inc 0.01% of their portfolio SALT LAKE CITY, UT 1,832,4571.8m $3.2m $3.2m 0.01% New
8 Woodline Partners LP 0.01% of their portfolio San Francisco, CA 1,776,5471.8m $3.1m $3.1m 0.01% New
9 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 1,651,4731.7m $2.9m $2.9m 0.00% Added +101.6k +101,623
10 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 1,384,0291.4m $2.4m $2.4m 0.00% Added +427.6k +427,600
11 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 1,170,8931.2m $2.0m $2.0m 0.00% Added +159.9k +159,938
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,121,4921.1m $2.0m $2.0m 0.00% Added +831.1k +831,079
13 Ikarian Capital, LLC 0.27% of their portfolio DALLAS, TX 957,062957.1k $1.7m $1.7m 0.27% Unchanged
14 Sio Capital Management, LLC 0.27% of their portfolio NEW YORK, NY 904,268904.3k $1.6m $1.6m 0.27% Unchanged
15 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 904,132904.1k $1.6m $1.6m 0.00% Added +283.5k +283,530
16 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 500,816500.8k $876.6k $876.6k 0.00% Added +113.2k +113,249
17 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 500,375500.4k $875.7k $875.7k 0.00% Added +111.8k +111,821
18 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 498,872498.9k $873.0k $873.0k 0.00% New
19 NOESIS CAPITAL MANGEMENT CORP 0.09% of their portfolio BOCA RATON, FL 405,000405.0k $708.8k $708.8k 0.09% Added +93.5k +93,500
20 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 400,667400.7k $701.2k $701.2k 0.00% Reduced -8.2k -8,191
21 Ally Bridge Group (NY) LLC 0.88% of their portfolio NEW YORK, NY 390,147390.1k $682.8k $682.8k 0.88% New
22 ADAR1 Capital Management, LLC 0.03% of their portfolio AUSTIN, TX 375,531375.5k $657.2k $657.2k 0.03% Reduced -94.3k -94,347
23 Verdad Advisers, LP 0.50% of their portfolio BOSTON, MA 298,927298.9k $523.1k $523.1k 0.50% Added +242.6k +242,609
24 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 286,875286.9k $502.0k $502.0k 0.00% Added +81.9k +81,860
25 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 254,412254.4k $445.2k $445.2k 0.01% Unchanged
26 BlackRock, Inc. 0.00% of their portfolio New York, NY 242,016242.0k $423.5k $423.5k 0.00% Added +110.8k +110,801
27 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 202,847202.8k $355.0k $355.0k 0.00% New
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 200,455200.5k $350.8k $350.8k 0.00% Added +243 +243
29 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 170,799170.8k $298.9k $298.9k 0.00% Added +29.6k +29,600
30 DAFNA Capital Management LLC 0.06% of their portfolio LOS ANGELES, CA 170,053170.1k $297.6k $297.6k 0.06% Reduced -23.6k -23,585
31 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 111,319111.3k $194.8k $194.8k 0.00% Added +34.0k +33,995
32 Atom Investors LP 0.02% of their portfolio AUSTIN, TX 101,557101.6k $177.7k $177.7k 0.02% New
33 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 57,84257.8k $101.2k $101.2k 0.00% Reduced -4.6k -4,609
34 Headlands Technologies LLC 0.01% of their portfolio CHICAGO, IL 47,41347.4k $83.0k $83.0k 0.01% Added +36.5k +36,463
35 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 16,15116.2k $28.3k $28.3k 0.00% New
36 Innovative Asset Advisors Group, LLC 0.01% of their portfolio SHELTON, CT 15,00015.0k $26.2k $26.2k 0.01% New
37 Spark Investment Management LLC 0.05% of their portfolio NEW YORK, NY 13,50013.5k $23.6k $23.6k 0.05% New
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,63710.6k $18.6k $18.6k 0.00% New
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,8975.9k $10.2k $10.2k 0.00% Added +5.9k +5,895
40 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 5,4605.5k $9.6k $9.6k 0.00% Unchanged
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,2553.3k $5.7k $5.7k 0.00% New
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 501501 $877 $877 0.00% Reduced -1.7k -1,672
43 FMR LLC 0.00% of their portfolio BOSTON, MA 433433 $757 $757 0.00% New
44 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 431431 $754 $754 0.00% Reduced -207 -207
45 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 380380 $665 $665 0.00% Reduced -204 -204
46 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 101101 $177 $177 0.00% Added +100 +100
47 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 6060 $105 $105 0.00% Unchanged
48 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 4242 $74 $74 0.00% Added +20 +20
49 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 1313 $23 $23 0.00% Unchanged
50 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1010 $18 $18 0.00% Reduced -30.9k -30,927
51 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 99 $16 $16 0.00% Added +7 +7
52 Activest Wealth Management 0.00% of their portfolio AVENTURA, FL 44 $7 $7 0.00% Unchanged
53 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 22 $4 $4 0.00% Reduced -3 -3
54 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 22 $4 $4 0.00% First filing
55 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11 $2 $2 0.00% New