68% buyers of institutions opening or closing positions this quarter
26 more new buyers than exits, ownership rose 31.07 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
68% buyers of institutions opening or closing positions this quarter
104.9% institutional ownership
Versant Venture Management, portfolio allocation
Institutional ownership vs Biotechnology peers
No Form 4 insider transactions on file
Latest positioning in GLUE across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GLUE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | NEA Management Company, LLC | 7.7M | $126.5M | 0.0% | 11.812% | 7.19% |
| 2 | BlackRock, Inc. | 5.6M | $92.7M | +34.8% | 8.657% | 0.00% |
| 3 | TCG Crossover Management, LLC | 4.6M | $76.0M | 0.0% | 7.098% | 2.18% |
| 4 | BVF INC/IL | 4.5M | $73.4M | +16.3% | 6.850% | 2.34% |
| 5 | BAKER BROS. ADVISORS LP | 4.3M | $71.5M | 0.0% | 6.673% | 0.41% |
| 6 | SUVRETTA CAPITAL MANAGEMENT, LLC | 4.2M | $69.5M | +25.8% | 6.491% | 1.78% |
| 7 | Vestal Point Capital, LP | 3.6M | $59.3M | +365.0% | 5.533% | 1.66% |
| 8 | STATE STREET CORP | 3.4M | $55.2M | +59.2% | 5.150% | 0.00% |
| 9 | BRAIDWELL LP | 3.2M | $52.7M | +238.1% | 4.924% | 1.76% |
| 10 | Versant Venture Management, LLC | 3.2M | $52.3M | -27.4% | 4.884% | 37.00% |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $51.0M | β | 4.761% | 0.00% |
| 12 | AMERICAN CENTURY COMPANIES INC | 2.8M | $46.2M | +111.3% | 4.314% | 0.02% |
| 13 | SILVERARC CAPITAL MANAGEMENT, LLC | 2.0M | $32.9M | +94.5% | 3.074% | 3.36% |
| 14 | Aisling Capital Management LP | 1.6M | $25.6M | +5.7% | 2.389% | 5.37% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $25.4M | +27.9% | 2.366% | 0.00% |
| 16 | MARSHALL WACE, LLP | 1.4M | $23.6M | +259.3% | 2.201% | 0.02% |
| 17 | Bellevue Group AG | 1.3M | $20.6M | β | 1.919% | 0.49% |
| 18 | MPM Oncology Impact Management LP | 1.2M | $19.4M | +0.3% | 1.807% | 1.50% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 1.0M | $17.1M | +83.2% | 1.599% | 0.00% |
| 20 | FMR LLC | 1.0M | $16.8M | -21.2% | 1.573% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 1.0M | $16.5M | +238.5% | 1.538% | 0.00% |
| 22 | Frazier Life Sciences Management, L.P. | 1.0M | $16.4M | β | 1.536% | 0.42% |
| 23 | NORTHERN TRUST CORP | 827K | $13.6M | +18.6% | 1.269% | 0.00% |
| 24 | JANUS HENDERSON GROUP PLC | 686K | $11.3M | β | 1.053% | 0.01% |
| 25 | Alphabet Inc. | 684K | $11.3M | -8.1% | 1.051% | 0.28% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in GLUE β a direct measure of their conviction.
Filings activity in GLUE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new GLUE position in Q1 2026
Institutions that fully closed their GLUE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 185 | +16% | 104.87% | +31.07 pp | $1.31B | +42% |
| Q4 2025 | 159 | +27% | 73.80% | +41.38 pp | $923M | +128% |
| Q3 2025 | 125 | +8.7% | 32.42% | +12.71 pp | $405M | +64% |
| Q2 2025 | 115 | +8.5% | 19.71% | +0.42 pp | $246M | +2.2% |
| Q1 2025 | 106 | +1.0% | 19.29% | 10.05 pp | $241M | 34% |
| Q4 2024 | 105 | +28% | 29.34% | +11.98 pp | $367M | +69% |
| Q3 2024 | 82 | +11% | 17.36% | +5.87 pp | $217M | +51% |
| Q2 2024 | 74 | β | 11.49% | β | $144M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for GLUE.
Quick answers to the most common questions about buying GLUE stock.
Based on Q1 2026 13F filings, institutional ownership of Monte Rosa Therapeutics, Inc. stands at 104.9%, held across 185 reporting institutions.
NEA Management Company, LLC is the largest reported institutional holder of GLUE, with approximately 7,692,298 shares worth $0.13B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of GLUE.
Our composite Smart Money Score for GLUE is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
49 institutions opened new positions in GLUE during Q1 2026, while 23 fully exited. 98 added to existing positions and 36 trimmed.
GLUE institutional ownership rose by 31.07 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 55.6% of all reported 13F value in GLUE, and the top 25 account for 82.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.