$LBRX

$39.67 +$0.33 (0.84%) Live

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

Ownership

13F as of Q2 2026 · 32.3M shares outstanding

Who owns LBRX?

By type of holder

Institutions 92.3% Insiders 7.8% Everyone else 0.0%

Concentration Top 10 holders own 57.4%

Deep Track Capital, LP 10.4% · BlackRock, Inc. 8.5%

Institutional ownership

92.3%

+4.8 pts vs last qtr

Institutional holders

114

+37 vs last qtr

Net shares bought

+1.5M

by institutions in Q2 2026

New / sold out

42 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Boothbay Fund Management, LLC NEW +275.7K
BlackRock, Inc. +263.5K

Biggest sellers in Q2 2026

TCG Crossover Management, LLC −392.2K
Logos Global Management LP −330.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$487K

1 notice from 1 person

Shares covered

16.5K

0.05% 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

Prensky Zachary Former officer $487K

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, FY2024–FY2025

+2145.8%

+2145.81% a year

Each share's claim on the business

−95.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $7.28M

over 2 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+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

6.9%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting LBRX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
DT Deep Track Capital, LP 13D · 11.7%	3.4M	10.39%	Unchanged	Q3 '25	1.6%
Shares held by quarter Peak holding3.4M (Q3'25) Change over 8 quarters+3.4M Share of the company10.390% Disclosed stake13D · 11.7% Deep Track Capital, LP's full portfolio →
B BlackRock, Inc.	2.7M	8.48%	+263.5K (+10.7%)	Q3 '25	0.0%
Shares held by quarter Peak holding2.7M (Q2'26) Change over 8 quarters+2.7M Share of the company8.480% BlackRock, Inc.'s full portfolio →

Deep Track Capital, LP

13D · 11.7%

3.4M

% of company

10.39%

Change vs last qtr

Unchanged

Held since

Q3 '25

BlackRock, Inc.

2.7M

% of company

8.48%

Change vs last qtr

+263.5K (+10.7%)

Held since

Q3 '25

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting LBRX on Form N-PORT; together they hold 18.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
BH BlackRock Health Sciences Opportunities Portfolio BlackRock Funds	$26.8M	567.6K	1.76%	0.42%	August 31, 2026
JS JPMorgan Small Cap Growth Fund JPMorgan Trust II	$22.5M	692.9K	2.15%	0.86%	June 30, 2026

BlackRock Health Sciences Opportunities Portfolio

BlackRock Funds

Position value

$26.8M

% of company

1.76%

% of the fund

0.42%

As of

August 31, 2026

JPMorgan Small Cap Growth Fund

JPMorgan Trust II

Position value

$22.5M

% of company

2.15%

% of the fund

0.86%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding LB Pharmaceuticals 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
PM Pontifax Management 4 G.P. (2015) Ltd. 5%+ holder 13D · 6.3%	1.4M	4.38%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.380% Disclosed stake13D · 6.3% View the 13D/G filing →
NR Nussbaum Ran Insider	1.4M	4.38%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.380% Nussbaum Ran's insider activity →

Pontifax Management 4 G.P. (2015) Ltd.

5%+ holder13D · 6.3%

1.4M

% of company

4.38%

Change vs last qtr

—

Held since

—

Nussbaum Ran

Insider

1.4M

% of company

4.38%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of LB Pharmaceuticals Inc.

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