Vault-13

TRAWS PHARMA INC TRAW

COM NEW · Common Stock · CUSIP 68232V884

34 institutional holders +6 vs Q1 2026
6,156,3316.2m shares reported held*
40.1% of all shares outstanding*
$5.2mreported value*
13 new 9 added 8 reduced 7 sold out net bought ≈ $2.1m (+2.5m 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: 15.4m as of 2026-08-12, 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 ≈ $0.84.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 24: 12Q4 24: 19Q1 25: 19Q2 25: 20Q3 25: 18Q4 25: 22Q1 26: 28Q2 26: 3434Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202412
Q4 202419
Q1 202519
Q2 202520
Q3 202518
Q4 202522
Q1 202628
Q2 202634

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 24: 11 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 7 cut or sold outQ2 25: 6 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 5 cut or sold outQ4 25: 13 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 11 cut or sold outQ2 26: 22 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 2024114
Q1 2025117
Q2 202568
Q3 202595
Q4 2025137
Q1 20261211
Q2 20262215

Biggest buyers

Ally Bridge Group (NY) LLC New +786,236+786.2k
ORBIMED ADVISORS LLC Added +597,729+597.7k
Lynx1 Capital Management LP Added +544,392+544.4k
ADAR1 Capital Management, LLC Added +443,631+443.6k
SPHERA FUNDS MANAGEMENT LTD. New +398,486+398.5k
VANGUARD CAPITAL MANAGEMENT LLC Added +274,856+274.9k
JANE STREET GROUP, LLC Added +194,765+194.8k
Alyeska Investment Group, L.P. New +164,376+164.4k
HRT FINANCIAL LP New +91,220+91.2k
Kynam Capital Management, LP New +84,400+84.4k

Biggest sellers

Squadron Capital Management LLC Sold out -511,714-511.7k
Dauntless Investment Group, LLC Reduced -336,424-336.4k
Ikarian Capital, LLC Reduced -200,000-200.0k
Palumbo Wealth Management LLC Sold out -61,175-61.2k
BOOTHBAY FUND MANAGEMENT, LLC Reduced -60,600-60.6k
TWO SIGMA INVESTMENTS, LP Sold out -19,244-19.2k
MORGAN STANLEY Reduced -3,261-3.3k
UBS Group AG Reduced -602-602
FMR LLC Reduced -21-21
BlackRock, Inc. Reduced -15-15

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
ORBIMED ADVISORS LLC 13D · may seek influence -8.0 pts · filed 2026-05-05
Stated purposeThe Reporting Persons from time to time intend to review their investment in the Issuer on the basis of various factors, including the Issuer's business, financial condition, results of operations and prospects, general economic and industry conditions, the securities markets in general and those for the Issuer's Shares in particular, as well as other developments and other investment opportunities. Based upon such review, the Reporting Persons will take such actions in the future as the Reporting Persons may deem appropriate in light of the circumstances existing from time to time. If the Reporting Persons believe that further investment in the Issuer is attractive, whether because of the market price of Shares or otherwise, they may acquire Shares or other securities of the Issuer either… Full filing
11.9% -8.0 pts 1.9m≈ $1.6m 2026-05-05
Sirenia Capital Management LP 13G · institution new · filed 2026-08-14 9.9% new 6.6m≈ $1.4m 2026-08-14
Alyeska Investment Group, L.P. 13G · institution new · filed 2025-02-14 9.9% new 302.3k≈ $254.9k 2025-02-14
Ikarian Capital, LLC 13G · institution -0.5 pts · filed 2026-08-14 9.5% -0.5 pts 1.6m≈ $1.3m 2026-08-14
Chernett Jorey 13G · passive investor new · filed 2026-01-16 6.8% new 543.3k≈ $458.1k 2026-01-16
PERCEPTIVE ADVISORS LLC 13G · passive investor -3.9 pts · filed 2026-05-15 6.1% -3.9 pts 979.8k≈ $826.3k 2026-05-15

Fell to 5% or below in the last year: Squadron Capital Management LLC (0.0%, 2026-08-14), Adage Capital Management, L.P. (4.8%, 2026-08-12), Ayrton Capital LLC (4.3%, 2026-02-11)

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.

DateInsiderTradeSharesPrice ValueTheir holding
2026-04-16 ORBIMED ADVISORS LLC +1 10% owner · See Footnote Bought 597,729 $1.67 $998.2k597.7k shares +99%

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 ORBIMED ADVISORS LLC 0.02% of their portfolio New York, NY 1,203,2601.2m $1.0m $1.0m 0.02% Added +597.7k +597,729
2 Ally Bridge Group (NY) LLC 0.85% of their portfolio NEW YORK, NY 786,236786.2k $663.0k $663.0k 0.85% New
3 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio Boston, MA 730,000730.0k $615.6k $615.6k 0.00% Unchanged
4 ADAR1 Capital Management, LLC 0.02% of their portfolio AUSTIN, TX 597,729597.7k $504.1k $504.1k 0.02% Added +443.6k +443,631
5 Lynx1 Capital Management LP 0.05% of their portfolio DORADO, PR 559,470559.5k $471.8k $471.8k 0.05% Added +544.4k +544,392
6 Ikarian Capital, LLC 0.07% of their portfolio DALLAS, TX 478,142478.1k $403.2k $403.2k 0.07% Reduced -200.0k -200,000
7 SPHERA FUNDS MANAGEMENT LTD. 0.05% of their portfolio TEL AVIV, L3 398,486398.5k $336.0k $336.0k 0.05% New
8 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 330,049330.0k $278.2k $278.2k 0.00% Added +274.9k +274,856
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 216,006216.0k $182.2k $182.2k 0.00% Added +194.8k +194,765
10 Alyeska Investment Group, L.P. 0.00% of their portfolio CHICAGO, IL 164,376164.4k $138.6k $138.6k 0.00% New
11 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 133,936133.9k $112.9k $112.9k 0.00% Reduced -60.6k -60,600
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 111,365111.4k $93.9k $93.9k 0.00% Added +34.3k +34,262
13 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 91,22091.2k $76.0k $76.0k 0.00% New
14 Kynam Capital Management, LP 0.00% of their portfolio PRINCETON, NJ 84,40084.4k $71.2k $71.2k 0.00% New
15 Dauntless Investment Group, LLC 0.12% of their portfolio Milford, MI 80,57480.6k $67.9k $67.9k 0.12% Reduced -336.4k -336,424
16 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 54,51154.5k $46.0k $46.0k 0.00% Added +22.7k +22,707
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 37,45437.5k $31.6k $31.6k 0.00% New
18 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 25,80225.8k $21.8k $21.8k 0.00% Unchanged
19 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 18,09218.1k $15.3k $15.3k 0.00% New
20 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 14,52414.5k $12.0k $12.0k 0.00% New
21 Virtu Financial LLC 0.00% of their portfolio New York, NY 12,57912.6k $11.0k $11.0k 0.00% New
22 BlackRock, Inc. 0.00% of their portfolio New York, NY 9,9419.9k $8.4k $8.4k 0.00% Reduced -15 -15
23 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 5,1425.1k $4.3k $4.3k 0.00% Added +1.2k +1,178
24 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 4,6764.7k $3.9k $3.9k 0.00% New
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,4513.5k $2.9k $2.9k 0.00% Reduced -602 -602
26 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,9471.9k $1.6k $1.6k 0.00% New
27 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,7211.7k $1.5k $1.5k 0.00% Added +1.6k +1,593
28 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 500500 $414 $414 0.00% New
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 468468 $395 $395 0.00% Reduced -3.3k -3,261
30 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 262262 $221 $221 0.00% Unchanged
31 Cassaday & Co Wealth Management LLC 0.00% of their portfolio MCLEAN, VA 66 $6 $6 0.00% Reduced -5 -5
32 FMR LLC 0.00% of their portfolio BOSTON, MA 22 $2 $2 0.00% Reduced -21 -21
33 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 22 $2 $2 0.00% Unchanged
34 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 22 $2 $2 0.00% New