$GLUE

$10.66 +$0.18 (1.72%) Close

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

Ownership

13F as of Q2 2026 · 85.3M shares outstanding

Who owns GLUE?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 79.9%

Price T Rowe Associates Inc /MD/ 10.4% · NEA Management Company, LLC 9.0%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

191

0 vs last qtr

Net shares bought

+5.7M

by institutions in Q2 2026

New / sold out

27 / 27

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Price T Rowe Associates Inc /MD/ +2.1M
BlackRock, Inc. +1.2M

Biggest sellers in Q2 2026

American Century Companies Inc −1.2M
Silverarc Capital Management, LLC −893.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.39M

28 notices from 10 people

Shares covered

278.8K

0.33% of the company

Arranged in advance

42%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Edmund Dunn Officer $1.44M
Filip Janku Officer $1.28M

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

+232.3%

+35.01% a year

Each share's claim on the business

−69.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $70.5M

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+ years35% 3–5 years18% 1–3 years17% Under 1 year30%

Quarterly turnover

13.0%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting GLUE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PT Price T Rowe Associates Inc /MD/	8.9M	10.39%	+2.1M (+31.9%)	≤2021	0.0%
Shares held by quarter Peak holding8.9M (Q2'26) Change over 8 quarters+2.3M Share of the company10.390% Price T Rowe Associates Inc /MD/'s full portfolio →
NM NEA Management Company, LLC	7.7M	9.02%	Unchanged	≤2021	11.7%
Shares held by quarter Peak holding7.7M (Q3'24) Change over 8 quarters0 Share of the company9.020% NEA Management Company, LLC's full portfolio →

Price T Rowe Associates Inc /MD/

8.9M

% of company

10.39%

Change vs last qtr

+2.1M (+31.9%)

Held since

≤2021

NEA Management Company, LLC

7.7M

% of company

9.02%

Change vs last qtr

Unchanged

Held since

≤2021

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting GLUE on Form N-PORT; together they hold 31.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$61.7M	2.6M	2.99%	0.00%	June 30, 2026
TR T. Rowe Price New Horizons Fund, Inc. T. Rowe Price New Horizons Fund, Inc.	$54M	2.2M	2.62%	0.37%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$61.7M

% of company

2.99%

% of the fund

0.00%

As of

June 30, 2026

T. Rowe Price New Horizons Fund, Inc.

Position value

$54M

% of company

2.62%

% of the fund

0.37%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Monte Rosa 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
NE New Enterprise Associates 17, L.P. 5%+ holder 13D · 7.9%	6.7M	7.84%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company7.840% Disclosed stake13D · 7.9% View the 13D/G filing →
NP NEA Partners 17, L.P. 5%+ holder 13D · 7.9%	6.7M	7.84%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company7.840% Disclosed stake13D · 7.9% View the 13D/G filing →

New Enterprise Associates 17, L.P.

5%+ holder13D · 7.9%

6.7M

% of company

7.84%

Change vs last qtr

—

Held since

—

NEA Partners 17, L.P.

5%+ holder13D · 7.9%

6.7M

% of company

7.84%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

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

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