IMAGENEBIO INC IMA
COM · Common Stock · CUSIP 45175G207
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersSan Diego, CA
- 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: 11.4m as of 2026-07-31, 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 ≈ $5.90.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 33 |
| Q4 2025 | 41 |
| Q1 2026 | 39 |
| Q2 2026 | 35 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2025 | 24 | 12 |
| Q1 2026 | 20 | 15 |
| Q2 2026 | 13 | 20 |
Biggest buyers
| ORBIMED ADVISORS LLC | Added | +530.7k |
| Trails Edge Capital Partners, LP | New | +282.0k |
| Monashee Investment Management LLC | New | +192.3k |
| Cable Car Capital, LP | Added | +26.9k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | Added | +20.0k |
| TWO SIGMA INVESTMENTS, LP | New | +19.9k |
| NORTHERN TRUST CORP | New | +11.3k |
| BlackRock, Inc. | Added | +5.9k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +5.2k |
| GOLDMAN SACHS GROUP INC | Added | +4.0k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -68.7k |
| Blue Owl Capital Holdings LP | Reduced | -41.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -26.7k |
| XTX Topco Ltd | Sold out | -15.1k |
| HRT FINANCIAL LP | Sold out | -13.9k |
| JANE STREET GROUP, LLC | Sold out | -13.2k |
| PRELUDE CAPITAL MANAGEMENT, LLC | Sold out | -13.0k |
| Rangeley Capital, LLC | Reduced | -12.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -6.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -4.6k |
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 |
|---|---|
| BIOTECHNOLOGY VALUE FUND L P 13G · passive investor no change · filed 2026-08-14 | 9.9% |
| Trails Edge Capital Partners, LP 13G · passive investor new · filed 2026-04-21 | 9.9% |
| Blue Owl Capital Holdings LP 13G · institution +1.1 pts · filed 2026-05-14 | 8.5% |
Omega Fund VI, L.P.
13D · may seek influence
new · filed 2026-04-21
Stated purposeThe Reporting Persons acquired their shares of Common Stock as an investment in the ordinary course of business. Stampacchia serves on the Issuer's board of directors. The Reporting Persons, either directly or indirectly through Stampacchia, may engage in discussions from time to time with the Issuer's board of directors, the Issuer's management or the Issuer's other stockholders. These discussions may be with respect to (i) acquiring or disposing of the shares or other securities of the Issuer; (ii) maintaining or changing the Issuer's business, operations, governance, management, strategy or capitalization; or (iii) implementing transactions that may relate to or may result in any matter set forth in paragraphs (a) through (j) of Item 4 of Schedule 13D. Additionally, the Reporting Perso… Full filing |
8.4% |
| Funicular Funds, LP 13G · passive investor new · filed 2026-01-06 | 5.8% |
Fell to 5% or below in the last year: Deep Track Capital, LP (0.0%, 2026-02-13)
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 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 2 | — | 0 | — | — |
| Q4 2025 | 1 | $95.8k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $17.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-17 | Lally Robert B Principal Accounting Officer | Sold | $8.1k1.5k shares |
| 2026-07-16 | Lally Robert B Principal Accounting Officer | Sold | $9.2k1.7k 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 |
|---|---|---|
| BVF INC/IL 0.17% of their portfolio | 1.1m $6.5m | Unchanged |
| Blue Owl Capital Holdings LP 0.82% of their portfolio | 917.7k $5.4m | Reduced -41.6k |
| ORBIMED ADVISORS LLC 0.10% of their portfolio | 909.3k $5.4m | Added +530.7k |
| Cable Car Capital, LP 0.20% of their portfolio | 781.6k $4.6m | Added +26.9k |
| Omega Fund Management, LLC 1.45% of their portfolio | 455.4k $2.7m | Unchanged |
| RTW INVESTMENTS, LP 0.02% of their portfolio | 334.4k $2.0m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 320.5k $1.9m | Reduced -4.6k |
| Trails Edge Capital Partners, LP 0.26% of their portfolio | 282.0k $1.7m | New |
| BML Capital Management, LLC 0.68% of their portfolio | 200.7k $1.2m | Unchanged |
| Monashee Investment Management LLC 1.90% of their portfolio | 192.3k $1.1m | New |
| BlackRock, Inc. 0.00% of their portfolio | 135.1k $797.0k | Added +5.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 86.9k $512.9k | Added +5.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 66.7k $393.3k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 55.6k $328.1k | Reduced -68.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 53.5k $315.8k | Reduced -6.4k |
| NEA Management Company, LLC 0.02% of their portfolio | 50.0k $295.0k | Unchanged |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.23% of their portfolio | 50.0k $295.0k | Added +20.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 34.2k $208.4k | Reduced -656 |
| Sofinnova Investments, Inc. 0.01% of their portfolio | 31.9k $188.1k | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 27.5k $162.1k | Added +189 |
| Rangeley Capital, LLC 0.11% of their portfolio | 20.1k $118.5k | Reduced -12.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 19.9k $117.4k | New |
| Aldebaran Capital, LLC 0.08% of their portfolio | 18.1k $106.9k | Reduced -442 |
| Shay Capital LLC 0.01% of their portfolio | 18.1k $106.7k | Reduced -1.1k |
| MORGAN STANLEY 0.00% of their portfolio | 16.7k $98.4k | Reduced -1.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 15.5k $91.4k | Added +4.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 11.3k $66.5k | New |
| BARCLAYS PLC 0.00% of their portfolio | 10.8k $63.7k | Reduced -162 |
| UBS Group AG 0.00% of their portfolio | 6.9k $40.6k | Added +1.5k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 675 $4.0k | Reduced -336 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 602 $3.6k | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 464 $2.7k | Added +462 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 160 $944 | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 70 $425 | Reduced -223 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 24 $142 | Unchanged |