Follow-The-Filings

Security

Tvardi Therapeutics Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

5 owners 1 new max 0.0% (Vanguard Group Inc.)

owners 5
max % 0.0%
tracked value $2M
qoq N 1 A 1 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 424,821 $2M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 92,100 $293 hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% New 0.0% 42,192 $134 hist
Farallon Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 21,438 $68 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 10,492 $45 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $20.97M $7.14M
Gross profit
Gross margin
Net income -$118.51M -$70.87M -$18.21M
Net margin * -565.2% -993.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $116.16M $43.83M $31.54M
Total non-current assets * $9.69M $0.00 $535,000
Total assets $125.84M $43.83M $32.07M
Total current liabilities $25.59M $3.97M $11.04M
Total non-current liabilities * $43.17M $44.45M $85,000
Total equity $57.08M -$4.59M $20.95M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$92.08M -$60.92M -$23.5M
Cash from investing $43.46M $48.74M -$10.08M
Cash from financing $38.15M -$3.6M $22.7M
Net change in cash * -$10.47M -$15.78M -$10.88M

ownership over time

filing count by report period · click a bar for that quarter’s holders