§ BIOTECHNOLOGY
USD · BiotechnologyGLUE
MONTE ROSA THERAPEUTICS INC
USDSector · BiotechnologyBeta · 1.34
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
114 increased/new, 62 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 4.38 | EPS (TTM) | -1.74 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| NEA Management Company, LLC | 7.7M | 7.2% | ±0% |
| BlackRock, Inc. | 5.6M | 0.0% | +35% |
| TCG Crossover Management, LLC | 4.6M | 2.2% | ±0% |
| BVF INC/IL | 4.5M | 2.3% | +16% |
| BAKER BROS. ADVISORS LP | 4.3M | 0.4% | ±0% |
| MONTANOVA CAPITAL, LLC | 4.2M | 1.8% | +26% |
◇ AC INTELLIGENCE
Top institutional owners for GLUE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER88.7% · 128 holders
PASSIVE / INDEX10.9% · 8 holders
QUALITY / COMPOUNDER10.6% · 16 holders
DEALER / BANK9.4% · 18 holders
SYSTEMATIC / QUANT3.5% · 7 holders
TACTICAL / MACRO1.1% · 3 holders
INCOME / DEFENSIVE0.6% · 9 holders
GROWTH / MOMENTUM0.1% · 1 holder
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for GLUE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention GLUE yet.