SAGIMET BIOSCIENCES INC SGMT
COM SER A · Common Stock · CUSIP 786700104
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersFoster City, 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 ($21.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.73. Options: 5 managers hold calls ($3.5m notional), 5 hold puts ($3.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 49 |
| Q4 2023 | 52 |
| Q1 2024 | 82 |
| Q2 2024 | 83 |
| Q3 2024 | 64 |
| Q4 2024 | 67 |
| Q1 2025 | 71 |
| Q2 2025 | 68 |
| Q3 2025 | 72 |
| Q4 2025 | 86 |
| Q1 2026 | 88 |
| Q2 2026 | 122 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 23 | 49 |
| Q4 2024 | 28 | 33 |
| Q1 2025 | 34 | 30 |
| Q2 2025 | 34 | 41 |
| Q3 2025 | 42 | 26 |
| Q4 2025 | 52 | 26 |
| Q1 2026 | 47 | 31 |
| Q2 2026 | 92 | 34 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.9m | $1.3m | 0.47 |
| Q4 2025 | $1.9m | $1.3m | 0.69 |
| Q1 2026 | $1.7m | $1.1m | 0.66 |
| Q2 2026 | $3.5m | $3.4m | 0.97 |
Biggest buyers
| BlackRock, Inc. | Added | +5.8m |
| Balyasny Asset Management L.P. | New | +3.6m |
| SILVERARC CAPITAL MANAGEMENT, LLC | New | +2.9m |
| BVF INC/IL | New | +2.5m |
| Caligan Partners LP | New | +2.5m |
| FEDERATED HERMES, INC. | Added | +2.1m |
| GREAT POINT PARTNERS LLC | New | +2.0m |
| Woodline Partners LP | Added | +2.0m |
| STATE STREET CORP | Added | +1.9m |
| Affinity Asset Advisors, LLC | Added | +1.6m |
Biggest sellers
| MARSHALL WACE, LLP | Sold out | -966.3k |
| D. E. Shaw & Co., Inc. | Reduced | -389.4k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -278.5k |
| Hudson Bay Capital Management LP | Reduced | -253.4k |
| Point72 Asset Management, L.P. | Sold out | -187.6k |
| Qube Research & Technologies Ltd | Sold out | -182.7k |
| 683 Capital Management, LLC | Sold out | -126.3k |
| Squarepoint Ops LLC | Sold out | -118.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -113.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -78.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.2m289.3k shares |
| GROUP ONE TRADING LLC | Added | $568.9k73.6k shares |
| CITADEL ADVISORS LLC | Reduced | $397.3k51.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $217.2k28.1k shares |
| JANE STREET GROUP, LLC | Reduced | $112.9k14.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m186.4k shares |
| CITADEL ADVISORS LLC | Added | $1.0m133.9k shares |
| JANE STREET GROUP, LLC | New | $411.2k53.2k shares |
| SIMPLEX TRADING, LLC | Added | $353.3k45.7k shares |
| GROUP ONE TRADING LLC | Reduced | $174.7k22.6k 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 |
|---|---|
| BlackRock, Inc. 13G · institution new · filed 2026-07-30 | 7.8% |
| Commodore Capital LP 13G · passive investor new · filed 2026-10-07 | 7.6% |
| BALYASNY ASSET MANAGEMENT L.P. 13G · institution new · filed 2026-08-14 | 5.9% |
Fell to 5% or below in the last year: KPCB PANDEMIC & BIO DEFENSE FUND LLC (0.0%, 2025-12-18), Woodline Partners LP (4.8%, 2025-11-14)
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 | — | 3 | $771.8k | — |
| Q4 2025 | 0 | — | 1 | $289.8k | $289.8k |
| Q1 2026 | 0 | — | 4 | $105.5k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 3 | $4.5m | $3.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-14 | Kemble George Director | Sold plan | $3.6m351.0k shares |
| 2026-08-11 | Kemble George Director | Sold plan | $201.0k20.2k shares |
| 2026-07-20 | Happel David President & CEO, director | Sold | $497.0k64.1k shares |
| 2026-07-20 | Kemble George Director | Sold plan | $140.6k18.8k shares |
| 2026-07-20 | Rozek Elizabeth Chief Legal & Admin. Officer | Sold | $81.8k10.5k shares |
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 |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 6.6m $50.8m | Added +5.8m |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 3.6m $28.0m | New |
| Woodline Partners LP 0.07% of their portfolio | 3.0m $23.2m | Added +2.0m |
| SILVERARC CAPITAL MANAGEMENT, LLC 2.52% of their portfolio | 2.9m $22.6m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $19.8m | Added +1.5m |
| BVF INC/IL 0.49% of their portfolio | 2.5m $19.3m | New |
| Caligan Partners LP 0.93% of their portfolio | 2.5m $19.3m | New |
| Affinity Asset Advisors, LLC 0.94% of their portfolio | 2.5m $19.3m | Added +1.6m |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 2.1m $16.1m | Added +2.1m |
| GREAT POINT PARTNERS LLC 3.70% of their portfolio | 2.0m $15.7m | New |
| STATE STREET CORP 0.00% of their portfolio | 2.0m $15.4m | Added +1.9m |
| Saturn V Capital Management LP 1.64% of their portfolio | 1.5m $11.4m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $11.2m | Added +1.1m |
| Blue Owl Capital Holdings LP 1.48% of their portfolio | 1.3m $9.7m | Added +926.7k |
| BAKER BROS. ADVISORS LP 0.04% of their portfolio | 953.0k $7.4m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 937.0k $7.2m | Added +74.7k |
| Aberdeen Group plc 0.01% of their portfolio | 847.7k $6.6m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 759.1k $5.9m | Added +589.8k |
| HHLR ADVISORS, LTD. 0.67% of their portfolio | 724.8k $5.6m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 581.2k $4.5m | New |
| Vestal Point Capital, LP 0.10% of their portfolio | 535.5k $4.1m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 468.4k $3.6m | Added +412.9k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.07% of their portfolio | 464.1k $3.6m | New |
| ADAR1 Capital Management, LLC 0.16% of their portfolio | 437.5k $3.4m | New |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio | 415.0k $3.2m | Not comparable |
| Seven Fleet Capital Management LP 0.51% of their portfolio | 403.5k $3.1m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 403.5k $3.1m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 400.8k $3.1m | Added +238.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 398.0k $3.1m | Added +126.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 346.9k $2.7m | Reduced -278.5k |
| Atom Investors LP 0.24% of their portfolio | 346.0k $2.7m | New |
| UBS Group AG 0.00% of their portfolio | 339.9k $2.6m | Added +46.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 332.0k $2.6m | Added +14.5k |
| Palo Alto Investors LP 0.27% of their portfolio | 250.0k $1.9m | New |
| Rock Springs Capital Management LP 0.09% of their portfolio | 250.0k $1.9m | New |
| BARCLAYS PLC 0.00% of their portfolio | 227.9k $1.8m | Added +200.5k |
| Pale Fire Capital SE 0.12% of their portfolio | 221.9k $1.7m | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 221.5k $1.7m | Reduced -78.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 200.6k $1.6m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 175.9k $1.4m | Added +160.9k |
| Driehaus Capital Management LLC 0.01% of their portfolio | 166.7k $1.3m | New |
| Sofinnova Investments, Inc. 0.07% of their portfolio | 166.7k $1.3m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 143.7k $1.1m | Added +99.8k |
| Nuveen, LLC 0.00% of their portfolio | 140.6k $1.1m | New |
| Propel Bio Management, LLC 0.51% of their portfolio | 125.9k $973.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 120.0k $927.9k | Added +97.0k |
| FNY Investment Advisers, LLC 0.31% of their portfolio | 109.2k $844.0k | Reduced -40.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 104.6k $808.8k | Added +36.5k |
| MORGAN STANLEY 0.00% of their portfolio | 102.2k $790.2k | Added +8.9k |
| RB Capital Management, LLC 0.15% of their portfolio | 97.0k $749.8k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 81.9k $633.1k | Added +41.8k |
| AWM Investment Company, Inc. 0.05% of their portfolio | 80.0k $618.4k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 76.1k $588.2k | Added +15.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 74.3k $574.6k | New |
| DUMAC, INC. 0.05% of their portfolio | 71.2k $550.3k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 66.4k $513.4k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 64.0k $494.7k | Added +54.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 58.2k $449.9k | New |
| CITIGROUP INC 0.00% of their portfolio | 52.8k $408.4k | Added +39.3k |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 49.8k $384.8k | Reduced -253.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 48.9k $378.0k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 47.6k $368.0k | New |
| Dynamic Technology Lab Private Ltd 0.07% of their portfolio | 42.8k $331.0k | Reduced -5.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 40.8k $315.4k | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 40.2k $310.7k | Added +27.7k |
| Mariner, LLC 0.00% of their portfolio | 38.8k $299.9k | Unchanged |
| FOX RUN MANAGEMENT, L.L.C. 0.05% of their portfolio | 36.8k $284.6k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 35.7k $275.8k | New |
| Invesco Ltd. 0.00% of their portfolio | 34.7k $268.5k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 30.1k $233.0k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 28.9k $225.4k | Added +26.6k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 27.3k $211.2k | New |
| LPL Financial LLC 0.00% of their portfolio | 26.8k $206.8k | Added +4.1k |
| SummitTX Capital, L.P. 0.00% of their portfolio | 22.7k $175.6k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 22.2k $171.4k | Reduced -389.4k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 21.8k $168.2k | Added +8.3k |
| Composition Wealth, LLC 0.00% of their portfolio | 21.4k $165.2k | Unchanged |
| Cresset Asset Management, LLC 0.00% of their portfolio | 20.1k $155.2k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 19.2k $148.3k | Reduced -1.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 18.2k $95.1k | New |
| Abacus Planning Group, Inc. 0.02% of their portfolio | 18.1k $139.6k | Unchanged |
| RPG Investment Advisory, LLC 0.01% of their portfolio | 17.4k $134.1k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 17.3k $134.0k | New |
| Baird Financial Group, Inc. 0.00% of their portfolio | 15.7k $121.2k | Added +2.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 15.3k $118.3k | New |
| 1492 Capital Management LLC 0.03% of their portfolio | 15.0k $116.0k | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 14.9k $115.0k | New |
| PROFUND ADVISORS LLC 0.00% of their portfolio | 14.5k $112.1k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 14.1k $109.0k | New |
| Man Group plc 0.00% of their portfolio | 13.9k $107.1k | Reduced -39.9k |
| Cetera Investment Advisers 0.00% of their portfolio | 13.0k $100.5k | New |
| Jasper Ridge Partners, L.P. 0.00% of their portfolio | 12.9k $99.4k | Unchanged |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.00% of their portfolio | 12.0k $92.8k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.9k $92.3k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.6k $89.9k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.9k $84.6k | Reduced -113.7k |
| Persistent Asset Partners Ltd 0.03% of their portfolio | 10.4k $80.2k | New |
| PFG Investments, LLC 0.00% of their portfolio | 10.0k $77.3k | New |
| China Universal Asset Management Co., Ltd. 0.00% of their portfolio | 9.7k $75.3k | Added +4.2k |
| State of Wyoming 0.01% of their portfolio | 6.8k $52.5k | New |