$ALEC

$1.83 +$0.00 (0.0%) Close

$ALEC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 111.7M shares outstanding

Who owns ALEC?

By type of holder

Institutions 81.7% Insiders 5.4% Everyone else 12.9%

Concentration Top 10 holders own 42.7%

TCG Crossover Management, LLC 9.0% · BlackRock, Inc. 7.0%

Institutional ownership

81.7%

+2.5 pts vs last qtr

Institutional holders

139

+1 vs last qtr

Net shares bought

+2.8M

by institutions in Q2 2026

New / sold out

13 / 12

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

ADAR1 Capital Management, LLC +1.8M
Kynam Capital Management, LP +1.8M

Biggest sellers in Q2 2026

Foresite Capital Management IV, LLC SOLD OUT −3.9M
FMR LLC −399.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$962K

21 notices from 5 people

Shares covered

497.7K

0.45% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Arnon Rosenthal Officer $609K
Neil L. Berkley Officer $212K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+32.5%

+5.78% a year

Each share's claim on the business

−24.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $226M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years33% 3–5 years18% 1–3 years11% Under 1 year37%

Quarterly turnover

10.4%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting ALEC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TC TCG Crossover Management, LLC	10.0M	8.96%	Unchanged	Q4 '25	0.5%
Shares held by quarter Peak holding10.0M (Q4'25) Change over 8 quarters+10.0M Share of the company8.960% TCG Crossover Management, LLC's full portfolio →
B BlackRock, Inc.	7.8M	7.03%	+106.6K (+1.4%)	≤2021	0.0%
Shares held by quarter Peak holding9.4M (Q3'24) Change over 8 quarters−1.5M Share of the company7.030% BlackRock, Inc.'s full portfolio →

TCG Crossover Management, LLC

10.0M

% of company

8.96%

Change vs last qtr

Unchanged

Held since

Q4 '25

BlackRock, Inc.

7.8M

% of company

7.03%

Change vs last qtr

+106.6K (+1.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Alector, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ALEC on Form N-PORT; together they hold 16.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$5.7M	2.8M	2.54%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$5.12M	2.5M	2.28%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$5.7M

% of company

2.54%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$5.12M

% of company

2.28%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Alector, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RA Rosenthal Arnon Insider	3.5M	3.15%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.150% Rosenthal Arnon's insider activity →
KS Kenkare-Mitra Sara Insider	501.7K	0.45%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.450% Kenkare-Mitra Sara's insider activity →

Rosenthal Arnon

Insider

3.5M

% of company

3.15%

Change vs last qtr

—

Held since

—

Kenkare-Mitra Sara

Insider

501.7K

% of company

0.45%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Alector, Inc..

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