$FDMT

$11.03 +$0.23 (2.13%) Close

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

Ownership

13F as of Q2 2026 · 70.3M shares outstanding

Who owns FDMT?

By type of holder

Institutions 82.4% Insiders 8.8% Everyone else 8.8%

Concentration Top 10 holders own 50.7%

Jupiter Topco LLC 8.2% · Ra Capital Management, L.P. 7.2%

Institutional ownership

82.4%

+10.3 pts vs last qtr

Institutional holders

154

+1 vs last qtr

Net shares bought

+7.2M

by institutions in Q2 2026

New / sold out

29 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +5.7M
T. Rowe Price Investment Management, Inc. NEW +2.5M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −5.2M
Federated Hermes, Inc. −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.39M

15 notices from 2 people

Shares covered

427.8K

0.61% 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

David Kirn Officer 10b5-1 $5.07M
Scott Bizily Officer 10b5-1 $321K

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–FY2025

+108.9%

+20.22% a year

Each share's claim on the business

−52.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $98.7M

over 5 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+ years32% 3–5 years24% 1–3 years8% Under 1 year35%

Quarterly turnover

24.2%

of institutional shares changed hands

Top 10 managers, median time held

3.3 years

Super Investors

Investment managers reporting FDMT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
JT Jupiter Topco LLC	5.7M	8.18%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding5.7M (Q2'26) Change over 8 quarters+5.7M Share of the company8.180% Jupiter Topco LLC's full portfolio →
JH Janus Henderson Group PLC	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding5.2M (Q1'26) Change over 8 quarters−3.1M Janus Henderson Group PLC's full portfolio →

Jupiter Topco LLC

5.7M

% of company

8.18%

Change vs last qtr

NEW

Held since

Q2 '26

Janus Henderson Group PLC

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

28 more super investors behind a free account

See every manager holding 4D Molecular Therapeutics Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FDMT on Form N-PORT; together they hold 19.9% 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	$21.4M	1.6M	2.29%	0.20%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$21.1M	1.6M	2.26%	0.00%	June 30, 2026

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

SPDR Series Trust

Position value

$21.4M

% of company

2.29%

% of the fund

0.20%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$21.1M

% of company

2.26%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding 4D Molecular 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
KD Kirn David Insider	1.3M	1.86%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.860% Kirn David's insider activity →
GA Gupta Ashoo Insider	47.1K	0.07%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.070% Gupta Ashoo's insider activity →

Kirn David

Insider

1.3M

% of company

1.86%

Change vs last qtr

—

Held since

—

Gupta Ashoo

Insider

47.1K

% of company

0.07%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of 4D Molecular Therapeutics Inc.

Comments