RALLYBIO CORP
COM · CUSIP 75120L100
0
institutional holders
-45 vs Q4 2025
—reported value*
0 new
0 added
0 reduced
44 sold out
net sold ≈ $20.0m (-23.9m 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.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 53 |
| Q4 2022 | 59 |
| Q1 2023 | 54 |
| Q2 2023 | 60 |
| Q3 2023 | 59 |
| Q4 2023 | 55 |
| Q1 2024 | 63 |
| Q2 2024 | 67 |
| Q3 2024 | 50 |
| Q4 2024 | 50 |
| Q1 2025 | 48 |
| Q2 2025 | 49 |
| Q3 2025 | 45 |
| Q4 2025 | 45 |
| Q1 2026 | 0 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 33 | 34 |
| Q3 2024 | 12 | 40 |
| Q4 2024 | 16 | 19 |
| Q1 2025 | 11 | 18 |
| Q2 2025 | 15 | 18 |
| Q3 2025 | 15 | 21 |
| Q4 2025 | 11 | 14 |
| Q1 2026 | 0 | 44 |
Biggest buyers
| None |
Biggest sellers
| VIKING GLOBAL INVESTORS LP | Sold out | -4.2m |
| JOHNSON & JOHNSON | Sold out | -3.6m |
| 5AM Venture Management, LLC | Sold out | -3.6m |
| TPG GP A, LLC | Sold out | -3.0m |
| Pivotal bioVenture Partners Investment Advisor LLC | Sold out | -2.4m |
| FMR LLC | Sold out | -1.7m |
| Almitas Capital LLC | Sold out | -1.5m |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -835.7k |
| AJU IB Investment Co., Ltd. | Sold out | -754.7k |
| Canaan Partners XI LLC | Sold out | -450.0k |
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 |
|---|---|
| VIKING GLOBAL INVESTORS LP 13G · passive investor filed 2026-02-17 | 10.0% |
TPG GP A, LLC
13D · may seek influence
filed 2026-03-03
Stated purposeThis Amendment amends and restates the final two paragraphs of Item 4 of the Original Schedule 13D in their entirety as set forth below: "On March 1, 2026, the Issuer entered into an Agreement and Plan of Merger and Reorganization (the "Merger Agreement") with Candid Therapeutics, Inc. ("Candid") and Farmington Merger Sub, Inc., a wholly-owned subsidiary of the Issuer ("Merger Sub"), whereby Merger Sub will merge with and into Candid, with Candid surviving as a wholly owned subsidiary of the Issuer (the "Merger"). In connection with the Merger Agreement, Rise Fund Rascal entered into a Support Agreement (the "Support Agreement") in favor of Candid providing, among other things, that Rise Fund Rascal (x) will vote all of its shares of Common Stock, among other things: (i) in favor of appr… Full filing |
7.2% |
Holders, Q1 2026
| Manager | Shares | Change |
|---|