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GLUE Monte Rosa Therapeutics Inc.

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

Bought by 2 managers in 2026 Q2

  • 2 Owners
  • Max 1.6%
  • $25M
  • 2 new

In 2026 Q2 James Silverman and Stanley Druckenmiller opened positions in Monte Rosa Therapeutics.

Who owns this now

Largest portfolio weights among holders, up to 1.6% (James Silverman, Opaleye Management). Not free-float ownership.

  1. James Silverman New 1.6%
  2. Stanley Druckenmiller New 0.14%

Who owns GLUE

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

History
James Silverman, Opaleye Management 1.6% New 1.6% 745,000 $18M History
Stanley Druckenmiller, Duquesne Family Office 0.14% New 0.14% 297,600 $7.2M History

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

Insider trades

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

All GLUE insider trades
  • None no insider bought on the open market
  • $1.5M sold by 5 insiders outside a trading plan
  • $2.2M sold by 4 insiders under 10b5-1 plans
  1. Markus Warmuth CEO
    Sale
    $220K 9,500 shares at $23.18 1.6% of stake
    Traded Jul 16 Filed Jul 17
  2. Jennifer Champoux COO
    Planned sale
    $102K 4,351 shares at $23.38 6.5% of stake
    Traded Jul 15 Filed Jul 16
  3. Sharon Townson Chief Scientific Officer
    Planned sale
    $140K 6,000 shares at $23.31 8.1% of stake
    Traded Jul 6 Filed Jul 7
  4. Filip Janku Chief Medical Officer
    Planned sale
    $132K 5,407 shares at $24.50 8.2% of stake
    Traded Jun 30 Filed Jul 1
  5. Filip Janku Chief Medical Officer
    Planned sale
    $138K 6,000 shares at $22.95 9.1% of stake
    Traded Jun 29 Filed Jun 30
  6. Anthony M. Manning Director
    Sale
    $231K 10,000 shares at $23.11 100% of stake
    Traded Jun 29 Filed Jun 30
  7. Filip Janku Chief Medical Officer
    Planned sale
    $882K 41,845 shares at $21.08 41% of stake
    Traded Jun 23–24 Filed Jun 25
  8. Sharon Townson Chief Scientific Officer
    Planned sale
    $60K 3,000 shares at $20.00 4.2% of stake
    Traded Jun 23 Filed Jun 25
  9. Jennifer Champoux COO
    Planned sale
    $44K 2,175 shares at $20.00 3.4% of stake
    Traded Jun 23 Filed Jun 25
  10. Jennifer Champoux COO
    Planned sale
    $41K 2,176 shares at $19.00 3.4% of stake
    Traded Jun 17 Filed Jun 18
  11. Sharon Townson Chief Scientific Officer
    Planned sale
    $57K 3,000 shares at $19.00 4.2% of stake
    Traded Jun 17 Filed Jun 18
  12. Markus Warmuth CEO
    Planned sale
    $106K 5,466 shares at $19.44 0.9% of stake
    Traded Jun 1 Filed Jun 2
  13. Sharon Townson Chief Scientific Officer
    Planned sale
    $119K 6,000 shares at $19.87 8.1% of stake
    Traded May 29 Filed Jun 1
  14. Jennifer Champoux COO
    Planned sale
    $44K 2,175 shares at $20.00 3.4% of stake
    Traded May 27 Filed May 28
  15. Jennifer Champoux COO
    Planned sale
    $41K 2,176 shares at $19.00 3.4% of stake
    Traded May 22 Filed May 26

Also filed in the last 12 months, not counted as buying or selling: 17 option exercises, 8 sales to cover taxes, 6 stock grants, and 3 other transactions.

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K 7.01,8.01,9.01
8-K 7.01,8.01,9.01
SCHEDULE 13G —
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q
SCHEDULE 13G/A —
SCHEDULE 13D/A —
8-K 5.07
SCHEDULE 13G/A —
SCHEDULE 13G/A —
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q

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 — $75.62M $123.67M
Net income -$135.35M -$72.7M -$38.63M
Net margin * — -96.1% -31.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $236.21M $377.44M $393.18M
Total non-current assets * $67.54M $61.29M $55.47M
Total assets $303.76M $438.73M $448.66M
Total current liabilities $46.59M $156.95M $64.21M
Total non-current liabilities * $77.91M $58.85M $151.39M
Total equity $179.25M $222.94M $233.06M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$43.8M $42M -$22.8M
Cash from investing $88.8M -$44.45M -$101.83M
Cash from financing $27.49M $98.89M $30.35M
Net change in cash $72.49M $96.44M -$94.28M

Ownership over time

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