MONTE ROSA THERAPEUTICS INC GLUE
COM · Common Stock · CUSIP 61225M102
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersBoston, MA
- 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 ($5.1m this quarter). Holder counts are more reliable. Shares outstanding: 80.0m as of 2026-03-02, 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 ≈ $16.45. Options: 5 managers hold calls ($4.2m notional), 4 hold puts ($1.4m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 70 |
| Q4 2022 | 67 |
| Q1 2023 | 70 |
| Q2 2023 | 69 |
| Q3 2023 | 72 |
| Q4 2023 | 72 |
| Q1 2024 | 69 |
| Q2 2024 | 76 |
| Q3 2024 | 82 |
| Q4 2024 | 106 |
| Q1 2025 | 107 |
| Q2 2025 | 117 |
| Q3 2025 | 129 |
| Q4 2025 | 161 |
| Q1 2026 | 191 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 45 | 19 |
| Q3 2024 | 52 | 19 |
| Q4 2024 | 64 | 29 |
| Q1 2025 | 44 | 62 |
| Q2 2025 | 76 | 35 |
| Q3 2025 | 63 | 54 |
| Q4 2025 | 98 | 56 |
| Q1 2026 | 129 | 61 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $482.6k | $29.7k | 0.06 |
| Q3 2025 | $1.8m | $3.9m | 2.11 |
| Q4 2025 | $4.8m | $6.4m | 1.34 |
| Q1 2026 | $4.2m | $1.4m | 0.33 |
Biggest buyers
| Vestal Point Capital, LP | Added | +2.8m |
| BRAIDWELL LP | Added | +2.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.6m |
| AMERICAN CENTURY COMPANIES INC | Added | +1.5m |
| BlackRock, Inc. | Added | +1.5m |
| Bellevue Group AG | New | +1.2m |
| STATE STREET CORP | Added | +1.2m |
| MARSHALL WACE, LLP | Added | +1.0m |
| Frazier Life Sciences Management, L.P. | New | +1.0m |
| SILVERARC CAPITAL MANAGEMENT, LLC | Added | +973.0k |
Biggest sellers
| Versant Venture Management, LLC | Reduced | -1.2m |
| FMR LLC | Reduced | -275.8k |
| Invesco Ltd. | Reduced | -260.0k |
| Parkwood LLC | Reduced | -203.0k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -169.3k |
| Nuveen, LLC | Reduced | -165.0k |
| JANE STREET GROUP, LLC | Sold out | -137.0k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -126.6k |
| BARCLAYS PLC | Reduced | -124.6k |
| MORGAN STANLEY | Reduced | -121.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.6m94.5k shares |
| JANE STREET GROUP, LLC | Added | $1.4m83.1k shares |
| CITADEL ADVISORS LLC | Added | $505.0k30.7k shares |
| SIMPLEX TRADING, LLC | Added | $399.7k24.3k shares |
| GROUP ONE TRADING LLC | Reduced | $381.6k23.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $541.2k32.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $435.9k26.5k shares |
| JANE STREET GROUP, LLC | Reduced | $279.6k17.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $130.0k7.9k 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 |
|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution +3.0 pts · filed 2026-07-08 | 10.5% |
| BAKER BROS. ADVISORS LP 13G · institution +3.3 pts · filed 2026-05-15 | 10.0% |
| Dimension Capital I, L.P. 13G · passive investor -0.6 pts · filed 2026-04-22 | 8.1% |
New Enterprise Associates 17, L.P.
13D · may seek influence
-1.8 pts · filed 2026-07-06
Stated purposeThe information provided in Item 5(c) is hereby incorporated by reference. Depending on market conditions and other factors, NEA 17 and the Reporting Persons may dispose of additional shares of the Issuer. Full filing |
7.9% |
| BIOTECHNOLOGY VALUE FUND L P 13G · passive investor +0.4 pts · filed 2026-05-15 | 6.3% |
| BlackRock, Inc. 13G · institution new · filed 2025-02-04 | 6.3% |
| TCG Crossover GP II, LLC 13G · passive investor -1.7 pts · filed 2026-05-15 | 5.5% |
| Vestal Point Capital, LP 13G · institution new · filed 2026-08-14 | 5.4% |
Fell to 5% or below in the last year: MONTANOVA CAPITAL, LLC (4.2%, 2026-08-14), Versant Venture Capital VI, L.P. (3.4%, 2026-01-09)
Insider purchases and sales in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $4.9k | — |
| Q3 2024 | 0 | — | 1 | $6.2k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $58.4k | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $9.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 6 | $1.1m | $226.3k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-04 | Dunn Edmund Principal Accounting Officer | Sold | $2.5k139 shares |
| 2026-03-02 | Warmuth Markus President & CEO, director | Sold plan | $98.0k5.5k shares |
| 2026-03-02 | Dunn Edmund Principal Accounting Officer | Sold | $9.4k536 shares |
| 2026-02-27 | Dunn Edmund Principal Accounting Officer | Sold | $455.5k25.2k shares |
| 2026-02-23 | Janku Filip Chief Medical Officer | Sold | $179.2k9.2k shares |
| 2026-01-07 | Warmuth Markus President & CEO, director | Sold plan | $128.4k5.5k shares |
| 2026-01-05 | Warmuth Markus President & CEO, director | Sold | $153.7k10.1k shares |
| 2026-01-05 | Nickson Philip Chief Business & Legal Officer | Sold | $47.9k3.2k shares |
| 2026-01-05 | Townson Sharon Chief Scientific Officer | Sold | $47.9k3.2k shares |
| 2026-01-05 | Janku Filip Chief Medical Officer | Sold | $47.9k3.2k shares |
| 2026-01-05 | Champoux Jennifer Chief Operating Officer | Sold | $39.9k2.6k shares |
| 2026-01-05 | Dunn Edmund Principal Accounting Officer | Sold | $15.8k1.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| NEA Management Company, LLC 7.19% of their portfolio | 7.7m $126.5m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 6.7m $110.5m | Added +1.6m |
| BlackRock, Inc. 0.00% of their portfolio | 5.6m $92.7m | Added +1.5m |
| TCG Crossover Management, LLC 2.18% of their portfolio | 4.6m $76.0m | Unchanged |
| BVF INC/IL 2.34% of their portfolio | 4.5m $73.4m | Added +625.0k |
| BAKER BROS. ADVISORS LP 0.41% of their portfolio | 4.3m $71.5m | Unchanged |
| MONTANOVA CAPITAL, LLC 1.89% of their portfolio | 4.2m $69.5m | Added +866.8k |
| Vestal Point Capital, LP 1.66% of their portfolio | 3.6m $59.3m | Added +2.8m |
| STATE STREET CORP 0.00% of their portfolio | 3.4m $55.2m | Added +1.2m |
| BRAIDWELL LP 1.76% of their portfolio | 3.2m $52.7m | Added +2.3m |
| Versant Venture Management, LLC 37.00% of their portfolio | 3.2m $52.3m | Reduced -1.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.1m $51.0m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 2.8m $46.2m | Added +1.5m |
| SILVERARC CAPITAL MANAGEMENT, LLC 3.88% of their portfolio | 2.0m $32.9m | Added +973.0k |
| Aisling Capital Management LP 5.37% of their portfolio | 1.6m $25.6m | Added +83.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $25.4m | Added +336.0k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 1.4m $23.6m | Added +1.0m |
| Bellevue Group AG 0.49% of their portfolio | 1.2m $20.6m | New |
| MPM BIOIMPACT LLC 1.50% of their portfolio | 1.2m $19.4m | Added +3.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.0m $17.1m | Added +473.0k |
| FMR LLC 0.00% of their portfolio | 1.0m $16.8m | Reduced -275.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.0m $16.5m | Added +705.6k |
| Frazier Life Sciences Management, L.P. 0.42% of their portfolio | 1.0m $16.4m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 826.6k $13.6m | Added +129.6k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 685.9k $11.3m | New |
| Alphabet Inc. 0.28% of their portfolio | 684.3k $11.3m | Reduced -60.7k |
| MORGAN STANLEY 0.00% of their portfolio | 684.1k $11.3m | Reduced -121.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 658.5k $10.8m | Reduced -126.6k |
| Nantahala Capital Management, LLC 0.67% of their portfolio | 652.0k $10.7m | Added +594.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 647.7k $10.7m | Added +340.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 546.7k $9.0m | Added +98.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.17% of their portfolio | 528.7k $8.7m | Added +5.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 516.0k $8.5m | First filing |
| Parkwood LLC 0.74% of their portfolio | 505.0k $8.3m | Reduced -203.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 407.1k $6.7m | First filing |
| Cormorant Asset Management, LP 0.33% of their portfolio | 400.0k $6.6m | New |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 392.2k $6.5m | Added +365.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 387.5k $6.4m | Added +164.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 379.1k $6.2m | New |
| Fisher Asset Management, LLC 0.00% of their portfolio | 314.9k $5.2m | New |
| Empowered Funds, LLC 0.03% of their portfolio | 305.4k $5.0m | Added +27.3k |
| Nextech Invest Ltd. 0.35% of their portfolio | 304.2k $5.0m | Added +25.0k |
| TD Asset Management Inc 0.00% of their portfolio | 287.0k $4.7m | Added +73.5k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 256.7k $4.2m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 254.5k $4.2m | Added +208.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 250.0k $4.1m | New |
| ADAR1 Capital Management, LLC 0.21% of their portfolio | 215.8k $3.5m | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 209.8k $3.5m | Added +75.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 204.7k $3.4m | Added +31.4k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 200.0k $3.3m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 199.7k $3.3m | Added +114.5k |
| Atom Investors LP 0.23% of their portfolio | 194.5k $3.2m | Added +57.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 191.4k $3.1m | Added +87.4k |
| DIADEMA PARTNERS LP 1.27% of their portfolio | 187.3k $3.1m | Added +125.0k |
| Casdin Capital, LLC 0.23% of their portfolio | 186.0k $3.1m | Added +100.0k |
| Jump Financial, LLC 0.04% of their portfolio | 184.5k $3.0m | New |
| Exome Asset Management LLC 1.74% of their portfolio | 179.5k $3.0m | New |
| J. Goldman & Co LP 0.13% of their portfolio | 171.8k $2.8m | Added +139.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 154.7k $2.5m | New |
| UBS Group AG 0.00% of their portfolio | 152.6k $2.5m | Added +29.6k |
| Informed Momentum Co LLC 0.25% of their portfolio | 130.2k $2.1m | Added +60.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 128.8k $2.1m | Reduced -19.3k |
| Nuveen, LLC 0.00% of their portfolio | 120.9k $2.0m | Reduced -165.0k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 104.6k $1.7m | Added +37.2k |
| Invesco Ltd. 0.00% of their portfolio | 102.2k $1.7m | Reduced -260.0k |
| OpenArc Corporate Advisory, LLC 0.02% of their portfolio | 100.2k $1.6m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 82.3k $1.4m | Added +56.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 78.5k $1.3m | Reduced -169.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 77.7k $1.3m | Added +18.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 76.4k $1.3m | Added +14.5k |
| Woodline Partners LP 0.00% of their portfolio | 74.5k $1.2m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 74.2k $1.2m | Added +54.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 67.5k $1.0m | Added +43.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 66.3k $1.1m | Reduced -19.2k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.22% of their portfolio | 63.0k $1.0m | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 62.7k $1.0m | Reduced -26.6k |
| Swiss National Bank 0.00% of their portfolio | 61.1k $1.0m | New |
| XTX Topco Ltd 0.02% of their portfolio | 57.8k $950.1k | Added +26.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 56.5k $929.3k | Added +6.9k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 56.3k $925.8k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 55.7k $873.4k | Reduced -7.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 54.0k $888.3k | Added +20.4k |
| Trexquant Investment LP 0.01% of their portfolio | 49.2k $809.0k | Reduced -100.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 47.9k $787.3k | Added +14.8k |
| Persistent Asset Partners Ltd 0.30% of their portfolio | 47.5k $781.4k | Added +25.3k |
| PROFUND ADVISORS LLC 0.03% of their portfolio | 46.7k $768.0k | Added +21.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 45.1k $741.3k | Added +39.4k |
| SEVEN GRAND MANAGERS, LLC 0.05% of their portfolio | 45.0k $740.2k | New |
| Aquatic Capital Management LLC 0.02% of their portfolio | 44.9k $738.2k | Added +13.9k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 43.5k $715.1k | New |
| STRS OHIO 0.00% of their portfolio | 42.7k $702.4k | Added +6.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 42.4k $697.3k | New |
| Round Rock Advisors LLC 0.09% of their portfolio | 37.2k $612.4k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 37.1k $610.4k | Added +27.1k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 36.0k $592.2k | First filing |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 36.0k $592.2k | Reduced -86.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 35.8k $582.0k | Added +10.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 33.4k $549.6k | Added +7.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 32.0k $526.0k | New |
| ADVISORY RESEARCH INC 0.06% of their portfolio | 31.2k $513.8k | Reduced -32.0k |