Vault-13

SUTRO BIOPHARMA INC

COM · CUSIP 869367102

3 institutional holders -4 vs Q1 2026
153153 shares reported held*
$5.1kreported value*
0 new 0 added 0 reduced 4 sold out net sold ≈ $9.6m (-289.9k 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. Implied quarter-end price ≈ $33.20.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 113Q4 22: 120Q1 23: 117Q2 23: 121Q3 23: 110Q4 23: 115Q1 24: 118Q2 24: 120Q3 24: 131Q4 24: 124Q1 25: 114Q2 25: 102Q3 25: 88Q4 25: 7Q1 26: 7Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022113
Q4 2022120
Q1 2023117
Q2 2023121
Q3 2023110
Q4 2023115
Q1 2024118
Q2 2024120
Q3 2024131
Q4 2024124
Q1 2025114
Q2 2025102
Q3 202588
Q4 20257
Q1 20267
Q2 20263

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 71 bought or addedQ3 24: 42 cut or sold outQ4 24: 55 bought or addedQ4 24: 66 cut or sold outQ4 24Q1 25: 54 bought or addedQ1 25: 58 cut or sold outQ2 25: 53 bought or addedQ2 25: 66 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 57 cut or sold outQ4 25: 3 bought or addedQ4 25: 81 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 2 cut or sold outQ2 26: 0 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247142
Q4 20245566
Q1 20255458
Q2 20255366
Q3 20252957
Q4 2025381
Q1 202612
Q2 202604

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2k$4k$6kQ3 25 calls: $5.5kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$5.5k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

None

Biggest sellers

Merck & Co., Inc. Sold out -272,351-272.4k
AJU IB Investment Co., Ltd. Sold out -17,500-17.5k
EverSource Wealth Advisors, LLC Sold out -19-19
Advisory Services Network, LLC Sold out -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
Affinity Asset Advisors, LLC 13G · passive investor new · filed 2025-10-23 7.8% new 6.6m 2025-10-23
MILLENNIUM MANAGEMENT LLC 13G · passive investor new · filed 2025-06-30 5.6% new 4.7m 2025-06-30
Kynam Capital Management, LP 13G · institution -1.2 pts · filed 2026-05-15 5.3% -1.2 pts 0 2026-05-15

Fell to 5% or below in the last year: SUVRETTA CAPITAL MANAGEMENT, LLC (0.0%, 2026-02-13)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 5656 $1.9k $1.9k 0.00% Unchanged
2 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 5050 $1.7k $1.7k 0.00% Unchanged
3 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4747 $1.6k $1.6k 0.00% Unchanged