Vault-13

ODYSSEY THERAPEUTICS INC ODTX

COMMON STOCK · Common Stock · CUSIP 67613T104

58 institutional holders
34,815,12434.8m shares reported held*
72.5% of all shares outstanding*
$651.4mreported value*

* 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: 48.0m as of 2026-06-12, 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 ≈ $18.71.

Biggest buyers

FMR LLC New +5,179,262+5.2m
SR One Capital Management, LP New +3,794,883+3.8m
TPG GP A, LLC New +3,690,146+3.7m
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. New +3,608,443+3.6m
ORBIMED ADVISORS LLC New +3,001,198+3.0m
Sanofi New +1,991,918+2.0m
DEERFIELD MANAGEMENT COMPANY, L.P. New +1,046,139+1.0m
Sands Capital Alternatives, LLC New +875,000+875.0k
HHLR ADVISORS, LTD. New +831,656+831.7k
General Catalyst Group Management, LLC New +810,272+810.3k

Biggest sellers

None

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
FMR LLC 13G · institution new · filed 2026-06-05 10.2% new 4.6m≈ $85.6m 2026-06-05
SR ONE CAPITAL MANAGEMENT, LLC 13D · may seek influence new · filed 2026-05-18
Stated purposeThe Funds acquired their respective shares for investment purposes. Depending on market conditions, its continuing evaluation of the business and prospects of the Issuer and other factors, the Funds and other Reporting Persons may dispose of or acquire additional shares of the Issuer. Except as set forth above, none of the Reporting Persons has any present plans which relate to or would result in: (a) The acquisition by any person of additional securities of the Issuer, or the disposition of securities of the Issuer; (b) An extraordinary corporate transaction, such as a merger, reorganization or liquidation, involving the Issuer or any of its subsidiaries; (c) A sale or transfer of a material amount of assets of the Issuer or any of its subsidiaries; (d) Any change in the present board… Full filing
 8.0% new 3.8m≈ $71.0m 2026-05-18
TPG GP A, LLC 13D · may seek influence new · filed 2026-05-18
Stated purposeThe information set forth in or incorporated by reference in Items 2, 3, 5 and 6 of this Schedule 13D is incorporated by reference in its entirety into this Item 4. Share Purchase Agreement TPG Orazio II entered into a Share Purchase Agreement (the "Share Purchase Agreement") with the Issuer, dated as of May 7, 2026, pursuant to which it agreed to purchase, and the Issuer agreed to sell, $25,000,002 in shares of Common Stock at the $18.00 price per share of Common Stock at which shares were sold to the public in the Issuer's initial public offering (the "Concurrent Private Placement"). On May 11, 2026, the Concurrent Private Placement closed (the "Closing"), with the Issuer issuing to TPG Orazio II 1,388,889 shares of Common Stock. The aggregate purchase price of $25,000,002 paid by TP… Full filing
 7.8% new 3.7m≈ $69.0m 2026-05-18
Jeito II S.L.P. 13D · may seek influence new · filed 2026-05-15
Stated purposeJeito II S.L.P. acquired the shares of common stock as described in this Schedule 13D for investment purposes in the regular course of its business. Jeito Capital SAS, as the management company of Jeito II S.L.P., may be deemed to be a beneficial owner, for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Act"), of any securities held by Jeito II S.L.P. Rafaele Tordjman, as Chief Executive Officer of Jeito Capital SAS, and Sabine Dandiguian, as Managing Director of Jeito Capital SAS, may be deemed to be beneficial owners, for purposes of Section 13(d) of the Act, of any securities of the Issuer beneficially owned by Jeito Capital SAS. The Reporting Persons intend to review their investment in the Issuer on a continuing basis. Depending on market conditions… Full filing
 7.8% new 3.7m≈ $69.0m 2026-05-15
Lightspeed Venture Partners XV-B (Ignite), L.P. 13G · passive investor new · filed 2026-05-18 7.6% new 3.6m≈ $67.5m 2026-05-18
Dimension Capital II, L.P. 13D · may seek influence new · filed 2026-05-15
Stated purposeThe Reporting Persons acquired the Common Stock set forth in this Schedule 13D and hold their shares of Common Stock for investment purposes. Nan Li currently serves as a member of the Issuer's Board of Directors. Each Reporting Person expects to continuously review such person's investment in the Issuer and, depending on various factors including but not limited to, the price of the Common Stock, the terms and conditions of the transaction, prevailing market conditions and such other considerations as such Reporting Person deems relevant, may at any time or from time to time, and subject to any required regulatory approvals, acquire additional Common Stock, preferred stock or other securities convertible into or exercisable or exchangeable for Common Stock from time to time on the open m… Full filing
 7.1% new 3.3m≈ $62.4m 2026-05-15

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
505Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 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: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 5 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20265$40.3m0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-11 COULTER JAMES G +2 Former 10% Owner · See Explanation of Responses Bought 1,388,889 $18.00 $25.0m1.4m shares +60%
2026-05-11 Li Nan (LN) Director · See footnote Bought 1,111,111 $18.00 $20.0m1.1m shares +50%
2026-05-11 George Simeon +1 10% owner · See Note 2 Bought 222,222 $18.00 $4.0m222.2k shares +14%
2026-05-11 George Simeon +1 10% owner · See Note 12 Bought 200,000 $18.00 $3.6m200.0k shares +24%
2026-05-11 George Simeon +1 10% owner · See Note 10 Bought 133,333 $18.00 $2.4m133.3k shares +30%
2026-05-11 Chu Shelley Director Bought 11,111 $18.00 $200.0k11.1k shares new
2026-05-11 George Simeon +1 10% owner · See Note 2 Sold 1,065 $18.00 $19.2k1.1k shares -<1%
2026-05-11 George Simeon +1 10% owner · See Note 12 Sold 438 $18.00 $7.9k438 shares -<1%
2026-05-11 George Simeon +1 10% owner · See Note 10 Sold 277 $18.00 $5.0k277 shares -<1%
2026-05-08 Dimension Capital II, L.P. Director Bought 1,111,111 $18.00 $20.0m1.1m shares +50%
2026-05-08 LEIDEN JEFFREY M Director Bought 5,000 $20.00 $100.0k5.0k shares +2%
2026-05-08 Haas Jason Chief Financial Officer Bought 1,000 $20.00 $20.0k1.0k shares +2%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.00% of their portfolio BOSTON, MA 5,179,2625.2m $96.9m $96.9m 0.00% New
2 SR One Capital Management, LP 6.83% of their portfolio Redwood City, CA 3,794,8833.8m $71.0m $71.0m 6.83% New
3 TPG GP A, LLC 1.38% of their portfolio FORT WORTH, TX 3,690,1463.7m $69.0m $69.0m 1.38% New
4 LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 2.81% of their portfolio MENLO PARK, CA 3,608,4433.6m $67.5m $67.5m 2.81% New
5 ORBIMED ADVISORS LLC 1.06% of their portfolio New York, NY 3,001,1983.0m $56.2m $56.2m 1.06% New
6 Sanofi 6.98% of their portfolio Paris, I0 1,991,9182.0m $37.3m $37.3m 6.98% New
7 DEERFIELD MANAGEMENT COMPANY, L.P. 0.20% of their portfolio New York, NY 1,046,1391.0m $19.6m $19.6m 0.20% New
8 Sands Capital Alternatives, LLC 2.67% of their portfolio ARLINGTON, VA 875,000875.0k $16.4m $16.4m 2.67% New
9 HHLR ADVISORS, LTD. 1.87% of their portfolio GRAND CAYMAN, E9 831,656831.7k $15.6m $15.6m 1.87% New
10 General Catalyst Group Management, LLC 8.04% of their portfolio CAMBRIDGE, MA 810,272810.3k $15.2m $15.2m 8.04% New
11 Affinity Asset Advisors, LLC 0.70% of their portfolio NEW YORK, NY 766,346766.3k $14.3m $14.3m 0.70% New
12 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio Boston, MA 725,000725.0k $13.6m $13.6m 0.02% New
13 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 720,440720.4k $13.5m $13.5m 0.00% New
14 Foresite Capital Management V, LLC 3.68% of their portfolio WEST HOLLYWOOD, CA 713,105713.1k $13.3m $13.3m 3.68% New
15 Vivo Capital, LLC 0.98% of their portfolio Palo Alto, CA 575,000575.0k $10.8m $10.8m 0.98% New
16 EcoR1 Capital, LLC 0.52% of their portfolio San Francisco, CA 555,555555.6k $10.4m $10.4m 0.52% New
17 Logos Global Management LP 0.42% of their portfolio San Francisco, CA 521,736521.7k $9.8m $9.8m 0.42% New
18 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 492,697492.7k $9.2m $9.2m 0.01% New
19 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 471,987472.0k $8.8m $8.8m 0.00% New
20 Catalio Capital Management, LP 1.61% of their portfolio NEW YORK, NY 457,839457.8k $8.6m $8.6m 1.61% New
21 Redmile Group, LLC 0.53% of their portfolio LARKSPUR, CA 425,000425.0k $8.0m $8.0m 0.53% New
22 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 393,862393.9k $7.4m $7.4m 0.01% New
23 Woodline Partners LP 0.02% of their portfolio San Francisco, CA 345,746345.7k $6.5m $6.5m 0.02% New
24 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 275,022275.0k $5.1m $5.1m 0.00% New
25 Boxer Capital Management, LLC 0.39% of their portfolio San Diego, CA 275,000275.0k $5.1m $5.1m 0.39% New
26 BlackRock, Inc. 0.00% of their portfolio New York, NY 240,679240.7k $4.5m $4.5m 0.00% New
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 222,450222.4k $4.2m $4.2m 0.00% New
28 Siren, L.L.C. 0.08% of their portfolio New York, NY 200,000200.0k $3.7m $3.7m 0.08% New
29 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 189,488189.5k $3.5m $3.5m 0.00% New
30 Cormorant Asset Management, LP 0.17% of their portfolio BOSTON, MA 175,000175.0k $3.3m $3.3m 0.17% New
31 Aberdeen Group plc 0.00% of their portfolio EDINBURGH, X0 165,000165.0k $3.1m $3.1m 0.00% New
32 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 156,602156.6k $2.9m $2.9m 0.00% New
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 132,801132.8k $2.5m $2.5m 0.00% New
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 101,531101.5k $1.9m $1.9m 0.00% New
35 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 100,905100.9k $1.9m $1.9m 0.00% New
36 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 72,91872.9k $1.4m $1.4m 0.01% New
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 68,75868.8k $1.3m $1.3m 0.00% New
38 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 64,62164.6k $1.2m $1.2m 0.00% New
39 SEVEN GRAND MANAGERS, LLC 0.04% of their portfolio BRONXVILLE, NY 50,00050.0k $935.5k $935.5k 0.04% New
40 Eversept Partners, LP 0.05% of their portfolio NEW YORK, NY 49,65849.7k $929.1k $929.1k 0.05% New
41 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 44,17144.2k $826.4k $826.4k 0.00% New
42 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 34,58834.6k $647.1k $647.1k 0.00% New
43 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 32,12532.1k $601.1k $601.1k 0.00% New
44 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 29,13429.1k $545.1k $545.1k 0.00% New
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 27,78727.8k $524.9k $524.9k 0.00% New
46 Ghisallo Capital Management LLC 0.01% of their portfolio BOSTON, MA 25,00025.0k $467.8k $467.8k 0.01% New
47 Burkehill Global Management, LP 0.01% of their portfolio NEW YORK, NY 20,00020.0k $374.2k $374.2k 0.01% New
48 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 19,84819.8k $371.4k $371.4k 0.00% New
49 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 16,55216.6k $309.7k $309.7k 0.00% New
50 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 13,68513.7k $256.0k $256.0k 0.00% New
51 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,9487.9k $148.7k $148.7k 0.00% New
52 Omega Fund Management, LLC 0.03% of their portfolio Boston, MA 2,8932.9k $54.1k $54.1k 0.03% New
53 Legal & General Group Plc 0.00% of their portfolio London, X0 2,0002.0k $37.3k $37.3k 0.00% New
54 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,7951.8k $33.6k $33.6k 0.00% New
55 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,7721.8k $33.2k $33.2k 0.00% New
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,4591.5k $27.3k $27.3k 0.00% New
57 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 511511 $9.6k $9.6k 0.00% New
58 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 193193 $3.6k $3.6k 0.00% New