$CGEM

$14.84 +$0.30 (2.06%) Close

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

Ownership

13F as of Q2 2026 · 64.4M shares outstanding

Who owns CGEM?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 72.7%

MPM Bioimpact LLC 15.1% · Lynx1 Capital Management LP 13.9%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

181

+7 vs last qtr

Net shares bought

+5.8M

by institutions in Q2 2026

New / sold out

31 / 24

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

MPM Bioimpact LLC +2.1M
Price T Rowe Associates Inc /MD/ +1.8M

Biggest sellers in Q2 2026

Nextech Invest Ltd. SOLD OUT −1.1M
Marshall Wace, LLP −983.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.43M

12 notices from 1 person

Shares covered

83.9K

0.13% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jennifer Michaelson Officer 10b5-1 $1.43M

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, FY2021–FY2023

−3.5%

−1.79% a year

Each share's claim on the business

+3.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

— vs $82.8M

over 3 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+ years49% 3–5 years8% 1–3 years33% Under 1 year9%

Quarterly turnover

14.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CGEM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MB MPM Bioimpact LLC	9.7M	15.12%	+2.1M (+27.2%)	≤2021	10.8%
Shares held by quarter Peak holding9.7M (Q2'26) Change over 8 quarters+2.1M Share of the company15.120% MPM Bioimpact LLC's full portfolio →
LC Lynx1 Capital Management LP	9.0M	13.93%	Unchanged	2024	18.9%
Shares held by quarter Peak holding9.0M (Q4'25) Change over 8 quarters+8.6M Share of the company13.930% Lynx1 Capital Management LP's full portfolio →

MPM Bioimpact LLC

9.7M

% of company

15.12%

Change vs last qtr

+2.1M (+27.2%)

Held since

≤2021

Lynx1 Capital Management LP

9.0M

% of company

13.93%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting CGEM on Form N-PORT; together they hold 26.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$43.3M	2.4M	3.69%	0.40%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$35.1M	1.9M	3.00%	0.00%	June 30, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$43.3M

% of company

3.69%

% of the fund

0.40%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$35.1M

% of company

3.00%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Cullinan Therapeutics, 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
AN Ahmed Nadim Insider	390.8K	0.61%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.610% Ahmed Nadim's insider activity →
SC Savill Corrine Insider	241.0K	0.37%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.370% Savill Corrine's insider activity →

Ahmed Nadim

Insider

390.8K

% of company

0.61%

Change vs last qtr

—

Held since

—

Savill Corrine

Insider

241.0K

% of company

0.37%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

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

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