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DNLI Denali Therapeutics Inc.

Health Care, filed as DENALI THERAPEUTICS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 1 Owner
  • Max 3.6%
  • $19M
  • 1 add 2 exits

In 2026 Q2 Nathan Fischel added to Denali Therapeutics, while Palo Alto Investors and Polen Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 3.6% (Nathan Fischel, Dafna Capital Management). Not free-float ownership.

  1. Nathan Fischel Add 3.6%

Who owns DNLI

Sorted by value, long equity only, as of 2026 Q2.

History
Nathan Fischel, Dafna Capital Management 3.6%, was 1.4% Add +132.0% 739,014 $19M History
Palo Alto Investors exited 2026 Q2 Last 2026 Q1 0.69% Exit −0.69% 234,582 $4.5M History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 65,301 $1.3M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by DNLI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All DNLI insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $327K sold by 2 insiders under 10b5-1 plans
  1. Nancy Thornberry Director
    Planned sale
    $262K 11,439 shares at $22.90 37% of stake
    Traded Sep 2 Filed Sep 4
  2. Alexander O. Schuth COFO and Secretary
    Planned sale
    $65K 2,768 shares at $23.44 1% of stake
    Traded Sep 1 Filed Sep 3

Also filed in the last 12 months, not counted as buying or selling: 12 stock grants, 4 sales to cover taxes, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 22 shown.

Filed Form Detail Links
8-K 2.02,9.01
10-Q
SCHEDULE 13G/A —
8-K 2.01,9.01
SCHEDULE 13G/A —
8-K 1.01,7.01,9.01
8-K 5.07,9.01
8-K 7.01
SCHEDULE 13G —
8-K 2.02,9.01
10-Q
SCHEDULE 13G/A —
DEF 14A
DEFA14A DEFA14A ADDITIONAL MATERIALS
8-K 1.02,9.01
8-K 2.03,7.01
SCHEDULE 13G/A —
8-K 7.01,9.01
8-K 2.02,9.01
10-K
8-K 7.01,9.01
8-K 1.01,8.01,9.01

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $330.53M $0M $0M
Net income -$145.22M -$422.77M -$512.54M
Net margin * -43.9% — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.06B $0.864B $0.901B
Total non-current assets * $89.78M $509.74M $244.2M
Total assets $1.15B $1.37B $1.14B
Total current liabilities $77.98M $102.21M $98.35M
Total non-current liabilities * $44.98M $42.29M $32.74M
Total equity $1.03B $1.23B $1.01B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$357.99M -$347.69M -$412.6M
Cash from investing $249.31M -$88.76M $255.28M
Cash from financing $17.82M $484.3M $189.22M
Net change in cash -$90.86M $47.85M $31.9M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.