ORUKA THERAPEUTICS INC ORKA
COM · Common Stock · CUSIP 687604108
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersMenlo Park, 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 ($8.7m this quarter). Holder counts are more reliable. Shares outstanding: 66.2m 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 ≈ $95.10. Options: 6 managers hold calls ($18.3m notional), 5 hold puts ($15.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 43 |
| Q4 2024 | 67 |
| Q1 2025 | 72 |
| Q2 2025 | 82 |
| Q3 2025 | 105 |
| Q4 2025 | 143 |
| Q1 2026 | 184 |
| Q2 2026 | 257 |
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 2024 | 45 | 13 |
| Q1 2025 | 43 | 22 |
| Q2 2025 | 52 | 28 |
| Q3 2025 | 64 | 29 |
| Q4 2025 | 92 | 25 |
| Q1 2026 | 120 | 50 |
| Q2 2026 | 190 | 74 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $497.4k | $3.0m | 6.09 |
| Q4 2025 | $527.4k | $466.8k | 0.89 |
| Q1 2026 | $2.0m | $5.2m | 2.62 |
| Q2 2026 | $18.3m | $15.1m | 0.82 |
Biggest buyers
| Capital World Investors | New | +3.4m |
| FMR LLC | Added | +1.6m |
| RA CAPITAL MANAGEMENT, L.P. | New | +1.6m |
| BlackRock, Inc. | Added | +1.5m |
| Bellevue Group AG | Added | +1.2m |
| T. Rowe Price Investment Management, Inc. | New | +1.1m |
| RTW INVESTMENTS, LP | Added | +1.1m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.1m |
| STATE STREET CORP | Added | +1.1m |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | +658.3k |
Biggest sellers
| VIKING GLOBAL INVESTORS LP | Reduced | -1.2m |
| MERCER GLOBAL ADVISORS INC /ADV | Sold out | -802.5k |
| Avidity Partners Management LP | Reduced | -760.4k |
| SR One Capital Management, LP | Sold out | -430.3k |
| Woodline Partners LP | Reduced | -289.6k |
| Ikarian Capital, LLC | Sold out | -242.0k |
| Kalehua Capital Management LLC | Sold out | -237.0k |
| Cable Car Capital, LP | Sold out | -200.0k |
| Paradigm Biocapital Advisors LP | Reduced | -175.8k |
| Jones Hill Capital LP | Sold out | -140.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $15.1m158.4k shares |
| CITADEL ADVISORS LLC | Added | $2.3m23.9k shares |
| JANE STREET GROUP, LLC | New | $456.8k4.8k shares |
| SIMPLEX TRADING, LLC | New | $390.2k4.1k shares |
| Belvedere Trading LLC | New | $76.1k800 shares |
| GROUP ONE TRADING LLC | New | $9.5k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.1m116.8k shares |
| JANE STREET GROUP, LLC | Reduced | $1.9m20.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.0m11.0k shares |
| CITADEL ADVISORS LLC | New | $923.1k9.7k shares |
| Belvedere Trading LLC | New | $76.1k800 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 |
|---|---|
| Fairmount Funds Management LLC 13D · may seek influence -0.5 pts · filed 2026-07-01 | 19.5% |
| Venrock Healthcare Capital Partners III, L.P. 13G · passive investor -2.5 pts · filed 2026-08-14 | 7.4% |
| BlackRock, Inc. 13G · institution +2.1 pts · filed 2026-01-21 | 6.6% |
| Capital World Investors 13G · institution new · filed 2026-08-12 | 5.6% |
| RTW INVESTMENTS, LP 13G · institution +0.9 pts · filed 2026-08-14 | 5.2% |
Fell to 5% or below in the last year: VIKING GLOBAL INVESTORS LP (2.5%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27), Deep Track Capital, LP (4.5%, 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 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $214.3k | $214.3k |
| Q1 2026 | 0 | — | 5 | $1.4m | $1.3m |
| Q2 2026 | 0 | — | 6 | $12.0m | $11.8m |
| Q3 2026 | 0 | — | 6 | $319.8m | $19.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-21 | Quinlan Paul T General Counsel | Sold plan | $936.4k10.0k shares |
| 2026-09-21 | Agarwal Arjun Senior Vice President, Finance | Sold plan | $51.0k533 shares |
| 2026-09-15 | Goncalves Joana Chief Medical Officer | Sold plan | $734.2k7.9k shares |
| 2026-09-15 | Klein Lawrence Otto Chief Executive Officer, director | Sold | $234.7k2.5k shares |
| 2026-09-15 | Quinlan Paul T General Counsel | Sold | $99.4k1.0k shares |
| 2026-09-15 | Sandler Laura Lee Chief Operating Officer | Sold | $86.7k906 shares |
| 2026-09-15 | Agarwal Arjun Senior Vice President, Finance | Sold plan | $53.6k560 shares |
| 2026-09-11 | Agarwal Arjun Senior Vice President, Finance | Sold plan | $872.4k9.5k shares |
| 2026-09-01 | Klein Lawrence Otto Chief Executive Officer, director | Sold plan | $6.9m75.0k shares |
| 2026-09-01 | Sandler Laura Lee Chief Operating Officer | Sold plan | $459.1k5.0k shares |
| 2026-08-17 | Goncalves Joana Chief Medical Officer | Sold plan | $782.9k7.0k shares |
| 2026-08-14 | Quinlan Paul T General Counsel | Sold plan | $5.6m52.0k shares |
| 2026-08-13 | Agarwal Arjun Senior Vice President, Finance | Sold plan | $1.1m10.0k shares |
| 2026-07-15 | Goncalves Joana Chief Medical Officer | Sold plan | $604.0k7.0k shares |
| 2026-07-13 | Agarwal Arjun Senior Vice President, Finance | Sold plan | $846.2k10.0k shares |
| 2026-07-01 | Harwin Peter Evan +4 Director · By Fairmount Healthcare Fund II L.P. | Sold | $300.0m3.6m shares |
| 2026-07-01 | Sandler Laura Lee Chief Operating Officer | Sold plan | $472.1k5.0k shares |
| 2026-06-22 | Agarwal Arjun Senior Vice President, Finance | Sold plan | $128.5k1.6k shares |
| 2026-06-15 | Goncalves Joana Chief Medical Officer | Sold plan | $550.6k7.9k shares |
| 2026-06-15 | Klein Lawrence Otto Chief Executive Officer, director | Sold | $120.5k1.7k shares |
| 2026-06-15 | Quinlan Paul T General Counsel | Sold | $51.1k733 shares |
| 2026-06-15 | Sandler Laura Lee Chief Operating Officer | Sold | $41.8k600 shares |
| 2026-06-15 | Agarwal Arjun Senior Vice President, Finance | Sold plan | $27.5k395 shares |
| 2026-06-12 | Dambkowski Carl Director | Sold plan | $882.2k12.6k shares |
| 2026-06-12 | Agarwal Arjun Senior Vice President, Finance | Sold plan | $659.5k9.5k shares |
| 2026-06-11 | Dambkowski Carl Director | Sold plan | $1.6m22.4k shares |
| 2026-05-21 | Dambkowski Carl Director | Sold plan | $6.2m105.0k shares |
| 2026-05-18 | Agarwal Arjun Senior Vice President, Finance | Sold plan | $607.8k10.3k shares |
| 2026-05-15 | Goncalves Joana Chief Medical Officer | Sold plan | $432.9k7.0k shares |
| 2026-05-01 | Sandler Laura Lee Chief Operating Officer | Sold plan | $319.4k5.0k shares |
The latest 30 of 31 trades.
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 |
|---|---|---|
| FMR LLC 0.04% of their portfolio | 9.1m $862.0m | Added +1.6m |
| BlackRock, Inc. 0.01% of their portfolio | 5.0m $474.9m | Added +1.5m |
| Venrock Adviser, LLC 11.97% of their portfolio | 4.1m $394.8m | Unchanged |
| Fairmount Funds Management LLC 23.31% of their portfolio | 3.7m $352.6m | Unchanged |
| Capital World Investors 0.04% of their portfolio | 3.4m $323.7m | New |
| RTW INVESTMENTS, LP 2.55% of their portfolio | 3.1m $298.7m | Added +1.1m |
| STATE STREET CORP 0.01% of their portfolio | 2.7m $254.4m | Added +1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.4m $224.7m | Added +501.3k |
| Paradigm Biocapital Advisors LP 3.82% of their portfolio | 2.1m $204.1m | Reduced -175.8k |
| Deep Track Capital, LP 2.70% of their portfolio | 1.9m $183.3m | Reduced -108.2k |
| Bellevue Group AG 3.32% of their portfolio | 1.7m $157.7m | Added +1.2m |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.6m $154.3m | Added +617.4k |
| Remedium Capital Partners, LLC 32.99% of their portfolio | 1.6m $149.0m | Unchanged |
| RA CAPITAL MANAGEMENT, L.P. 1.29% of their portfolio | 1.6m $148.0m | New |
| VIKING GLOBAL INVESTORS LP 0.41% of their portfolio | 1.5m $143.1m | Reduced -1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.4m $136.1m | Added +475.1k |
| Jupiter Topco LLC 0.05% of their portfolio | 1.4m $131.0m | First filing |
| PERCEPTIVE ADVISORS LLC 1.99% of their portfolio | 1.3m $128.0m | Reduced -50.4k |
| Polar Capital Holdings Plc 0.33% of their portfolio | 1.2m $116.9m | Added +180.9k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 1.1m $106.5m | Added +111.5k |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 1.1m $105.0m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 1.1m $102.7m | Added +1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 838.6k $79.8m | Added +111.2k |
| Avidity Partners Management LP 11.59% of their portfolio | 760.4k $72.4m | Reduced -760.4k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.63% of their portfolio | 658.3k $62.7m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 655.0k $60.7m | Added +632.4k |
| Aberdeen Group plc 0.09% of their portfolio | 646.9k $61.6m | Added +571.3k |
| UBS Group AG 0.01% of their portfolio | 639.4k $60.8m | Added +427.1k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.20% of their portfolio | 631.4k $60.1m | Added +318.3k |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 619.1k $58.9m | New |
| Affinity Asset Advisors, LLC 2.75% of their portfolio | 590.0k $56.2m | Added +90.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 582.4k $55.4m | Added +231.5k |
| Cormorant Asset Management, LP 2.60% of their portfolio | 533.3k $50.8m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 433.4k $41.2m | Added +111.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 428.9k $40.8m | Added +129.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 401.1k $38.2m | Added +334.5k |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 390.1k $37.1m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 365.6k $34.8m | Added +108.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 364.1k $34.7m | New |
| Synergy Asset Management, LLC 3.20% of their portfolio | 356.3k $33.9m | Reduced -119.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 355.0k $33.8m | Added +165.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 352.8k $33.6m | Added +252.7k |
| SILVERARC CAPITAL MANAGEMENT, LLC 3.74% of their portfolio | 352.8k $33.6m | Added +201.9k |
| Candriam S.C.A. 0.15% of their portfolio | 352.7k $33.5m | Reduced -58.3k |
| Holocene Advisors, LP 0.07% of their portfolio | 306.0k $29.1m | Added +120.4k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 299.3k $28.5m | Added +122.6k |
| Woodline Partners LP 0.08% of their portfolio | 285.2k $27.1m | Reduced -289.6k |
| BRAIDWELL LP 0.98% of their portfolio | 278.2k $26.5m | New |
| Siren, L.L.C. 0.48% of their portfolio | 250.0k $23.8m | New |
| Nuveen, LLC 0.01% of their portfolio | 249.3k $23.7m | Added +162.3k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.31% of their portfolio | 240.0k $22.8m | New |
| Blackstone Inc. 0.07% of their portfolio | 237.1k $22.6m | Not comparable |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 219.0k $20.8m | New |
| SEB Asset Management AB 0.07% of their portfolio | 196.8k $18.7m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 195.2k $18.6m | Added +54.4k |
| GREAT POINT PARTNERS LLC 4.11% of their portfolio | 183.3k $17.4m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 179.4k $17.1m | Reduced -67.3k |
| Sio Capital Management, LLC 2.89% of their portfolio | 177.1k $16.9m | Added +44.6k |
| Handelsbanken Fonder AB 0.04% of their portfolio | 160.9k $15.3m | New |
| PFM Health Sciences, LP 1.31% of their portfolio | 158.8k $15.1m | Reduced -15.2k |
| First Turn Management, LLC 1.58% of their portfolio | 155.3k $14.8m | New |
| ExodusPoint Capital Management, LP 0.13% of their portfolio | 148.2k $14.1m | Added +46.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 140.9k $13.4m | Added +34.0k |
| Invesco Ltd. 0.00% of their portfolio | 124.7k $11.9m | Added +27.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 124.3k $11.8m | Added +119.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 119.6k $11.4m | Reduced -1.6k |
| STEMPOINT CAPITAL LP 1.92% of their portfolio | 116.5k $11.1m | New |
| Parkman Healthcare Partners LLC 1.11% of their portfolio | 113.2k $10.8m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 113.2k $10.8m | Added +167 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 112.9k $10.7m | Added +67.5k |
| Apis Capital Advisors, LLC 1.04% of their portfolio | 112.0k $10.7m | New |
| SEVEN GRAND MANAGERS, LLC 0.42% of their portfolio | 110.0k $10.5m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 106.9k $10.2m | Reduced -19.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 104.3k $9.9m | Added +87.4k |
| TD Asset Management Inc 0.01% of their portfolio | 102.9k $9.8m | Added +27.2k |
| Moody Aldrich Partners LLC 1.73% of their portfolio | 101.4k $9.7m | Reduced -33.6k |
| Atika Capital Management LLC 0.94% of their portfolio | 100.0k $9.5m | Reduced -129.9k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 89.8k $8.5m | New |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 87.7k $8.4m | Reduced -97.1k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 85.9k $8.2m | Added +79.9k |
| Rhenman & Partners Asset Management AB 0.72% of their portfolio | 80.0k $7.6m | New |
| MORGAN STANLEY 0.00% of their portfolio | 76.4k $7.3m | Reduced -99.1k |
| B Group, Inc. 4.05% of their portfolio | 75.0k $7.1m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 74.8k $7.1m | Reduced -11.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 72.7k $6.9m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 68.4k $6.5m | Reduced -4.1k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 67.9k $6.5m | New |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 67.7k $6.4m | Reduced -11.7k |
| CITIGROUP INC 0.00% of their portfolio | 67.1k $6.4m | Added +56.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 66.1k $3.2m | Added +25.7k |
| Secure Asset Management, LLC 0.88% of their portfolio | 65.9k $6.3m | Reduced -6.5k |
| Swiss National Bank 0.00% of their portfolio | 63.0k $6.0m | Added +20.0k |
| ALPS ADVISORS INC 0.03% of their portfolio | 61.0k $5.8m | Added +21.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 60.8k $5.8m | Added +14.4k |
| Informed Momentum Co LLC 0.50% of their portfolio | 59.0k $5.6m | Reduced -932 |
| Atle Fund Management AB 1.41% of their portfolio | 54.9k $5.2m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 51.9k $4.9m | Added +37.1k |
| Granahan Investment Management, LLC 0.17% of their portfolio | 51.0k $4.9m | New |
| Ghisallo Capital Management LLC 0.09% of their portfolio | 50.0k $4.8m | New |
| Burkehill Global Management, LP 0.17% of their portfolio | 50.0k $4.8m | New |