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 ($84.7k this quarter). Holder counts are more reliable. Shares outstanding: 37.5m as of 2025-07-31, 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 ≈ $11.21. Options: 2 managers hold calls ($2.2k notional), 1 hold puts ($0).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 43 |
| Q4 2024 | 67 |
| Q1 2025 | 72 |
| Q2 2025 | 82 |
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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $453.4k | $147.1k | 0.32 |
| Q4 2024 | $0 | $0 | — |
| Q1 2025 | $2.0k | $0 | 0.00 |
| Q2 2025 | $2.2k | $0 | 0.00 |
Biggest buyers
| BlackRock, Inc. | Added | +1.2m |
| MERCER GLOBAL ADVISORS INC /ADV | New | +852.3k |
| Deep Track Capital, LP | Added | +474.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +354.8k |
| FRANKLIN RESOURCES INC | Added | +292.4k |
| STATE STREET CORP | Added | +286.1k |
| VANGUARD GROUP INC | Added | +179.9k |
| SILVERARC CAPITAL MANAGEMENT, LLC | New | +165.4k |
| NORTHERN TRUST CORP | Added | +162.6k |
| Cable Car Capital, LP | Added | +150.0k |
Biggest sellers
| Redmile Group, LLC | Sold out | -387.0k |
| Jefferies Financial Group Inc. | Reduced | -340.0k |
| MORGAN STANLEY | Reduced | -319.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -316.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -171.9k |
| Ikarian Capital, LLC | Reduced | -106.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -87.5k |
| Polar Capital Holdings Plc | Reduced | -75.0k |
| Qube Research & Technologies Ltd | Sold out | -52.0k |
| BRAIDWELL LP | Reduced | -47.6k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $2.2k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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.
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.00% of their portfolio | 5.6m $63.0m | Added +54.7k |
| Venrock Adviser, LLC 3.48% of their portfolio | 4.1m $46.5m | Unchanged |
| Fairmount Funds Management LLC 4.90% of their portfolio | 3.4m $37.8m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 2.0m $22.3m | Added +1.2m |
| RTW INVESTMENTS, LP 0.31% of their portfolio | 1.9m $21.8m | Unchanged |
| Deep Track Capital, LP 0.69% of their portfolio | 1.9m $21.5m | Added +474.1k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.8m $20.4m | Added +179.9k |
| BRAIDWELL LP 0.58% of their portfolio | 1.5m $17.1m | Reduced -47.6k |
| Commodore Capital LP 1.12% of their portfolio | 1.4m $15.9m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.0m $11.4m | Added +292.4k |
| Polar Capital Holdings Plc 0.06% of their portfolio | 975.0k $10.9m | Reduced -75.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio | 852.3k $9.6m | New |
| Blackstone Inc. 0.04% of their portfolio | 826.7k $9.3m | Added +43.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 707.4k $7.9m | Added +354.8k |
| Affinity Asset Advisors, LLC 1.00% of their portfolio | 603.5k $6.8m | Added +58.1k |
| Cable Car Capital, LP 2.91% of their portfolio | 600.0k $6.7m | Added +150.0k |
| Frazier Life Sciences Management, L.P. 0.26% of their portfolio | 583.3k $6.5m | Unchanged |
| SR One Capital Management, LP 1.05% of their portfolio | 430.3k $4.8m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 410.9k $4.6m | Reduced -721 |
| Woodline Partners LP 0.02% of their portfolio | 390.9k $4.4m | Added +100 |
| STATE STREET CORP 0.00% of their portfolio | 372.8k $4.2m | Added +286.1k |
| Avidity Partners Management LP 0.79% of their portfolio | 352.1k $3.9m | Unchanged |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 330.0k $3.7m | Reduced -12.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 222.2k $2.5m | Added +162.6k |
| MORGAN STANLEY 0.00% of their portfolio | 208.3k $2.3m | Reduced -319.5k |
| SILVERARC CAPITAL MANAGEMENT, LLC 0.38% of their portfolio | 165.4k $1.9m | New |
| ADAR1 Capital Management, LLC 0.26% of their portfolio | 142.8k $1.6m | Added +10.0k |
| Candriam S.C.A. 0.01% of their portfolio | 116.7k $1.3m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 110.6k $1.2m | Added +76.8k |
| BARCLAYS PLC 0.00% of their portfolio | 91.2k $1.0m | Added +15.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 84.0k $941.7k | Added +68.4k |
| Aberdeen Group plc 0.00% of their portfolio | 78.4k $878.6k | New |
| B Group, Inc. 0.73% of their portfolio | 75.0k $840.8k | Added +16.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 72.2k $809.9k | Reduced -171.9k |
| Ikarian Capital, LLC 0.25% of their portfolio | 68.6k $768.7k | Reduced -106.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 67.6k $758.3k | New |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 65.0k $728.5k | Reduced -340.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 64.9k $727.8k | Reduced -823 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 63.5k $711.9k | New |
| TORONTO DOMINION BANK 0.00% of their portfolio | 58.3k $653.9k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 52.7k $591.3k | Added +9.8k |
| TD Asset Management Inc 0.00% of their portfolio | 45.9k $514.3k | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 35.3k $395.9k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 34.0k $380.7k | Reduced -316.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 32.3k $362.6k | Added +10.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 28.6k $320.3k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 19.4k $217.0k | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 19.0k $213.0k | Reduced -34.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 18.8k $211.3k | Added +14.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 17.5k $195.7k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 16.5k $185.1k | New |
| AlphaQuest LLC 0.02% of their portfolio | 16.1k $180.1k | Reduced -271 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 15.4k $172.9k | Added +13.1k |
| Invesco Ltd. 0.00% of their portfolio | 15.3k $171.6k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 15.0k $168.4k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 14.9k $166.9k | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 13.9k $155.8k | Reduced -21.9k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 12.3k $138.2k | Reduced -41.8k |
| CITIGROUP INC 0.00% of their portfolio | 9.8k $110.3k | Added +8.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 8.6k $96.4k | New |
| China Universal Asset Management Co., Ltd. 0.01% of their portfolio | 7.5k $84.3k | Added +11 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 6.1k $68.5k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.0k $54.0k | Added +5.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.8k $31.4k | Added +2.3k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.8k $31.1k | New |
| Legal & General Group Plc 0.00% of their portfolio | 2.5k $27.8k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.3k $26.3k | Added +1.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.7k $19.0k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 1.4k $16.2k | Added +193 |
| AMALGAMATED BANK 0.00% of their portfolio | 929 $10.0k | New |
| GF FUND MANAGEMENT CO. LTD. 0.00% of their portfolio | 896 $10.0k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 734 $8.2k | New |
| Activest Wealth Management 0.00% of their portfolio | 166 $1.9k | Unchanged |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 116 $1.0k | Unchanged |
| J.Safra Asset Management Corp 0.00% of their portfolio | 24 $269 | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 20 $224 | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 8 $89 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 5 $57 | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 2 $22 | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1 $11 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1 $11 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |