$LONA

$4.76 -$0.08 (1.65%) Close

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

Ownership

13F as of Q2 2026 · 9.4M shares outstanding

Who owns LONA?

By type of holder

Institutions 77.2% Insiders 14.2% Everyone else 8.7%

Concentration Top 10 holders own 202.9%

Sermonix Pharmaceuticals, Inc. 58.4% · Portman David J. 58.4%

Institutional ownership

77.2%

+8.7 pts vs last qtr

Institutional holders

+4 vs last qtr

Net shares bought

+817.2K

by institutions in Q2 2026

New / sold out

8 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Blackstone Inc. NEW +324.6K
Adage Capital Partners GP, L.L.C. NEW +300.0K

Biggest sellers in Q2 2026

Seven Fleet Capital Management LP −10.5K
Osaic Holdings, Inc. −1.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$27.7K

1 notice from 1 person

Shares covered

5.2K

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

Mark James Litton Officer $27.7K

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

+15.8%

+3.74% a year

Each share's claim on the business

−13.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $43M

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+ years33% 3–5 years3% 1–3 years2% Under 1 year61%

Quarterly turnover

6.6%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting LONA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PA Perceptive Advisors LLC 13D · 20.0%	1.9M	19.73%	Unchanged	≤2021	0.3%
Shares held by quarter Peak holding5.4M (Q3'24) Change over 8 quarters−3.5M Share of the company19.730% Disclosed stake13D · 20.0% Perceptive Advisors LLC's full portfolio →
AC ADAR1 Capital Management, LLC	777.1K	8.25%	+49.6K (+6.8%)	Q4 '25	0.3%
Shares held by quarter Peak holding777.1K (Q2'26) Change over 8 quarters+777.1K Share of the company8.250% ADAR1 Capital Management, LLC's full portfolio →

Perceptive Advisors LLC

13D · 20.0%

1.9M

% of company

19.73%

Change vs last qtr

Unchanged

Held since

≤2021

ADAR1 Capital Management, LLC

777.1K

% of company

8.25%

Change vs last qtr

+49.6K (+6.8%)

Held since

Q4 '25

27 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting LONA on Form N-PORT; together they hold 5.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.68M	183.3K	1.95%	0.00%	June 30, 2026
SP Simplify Propel Opportunities ETF Simplify Exchange Traded Funds	$1.37M	149.3K	1.58%	1.78%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.68M

% of company

1.95%

% of the fund

0.00%

As of

June 30, 2026

Simplify Propel Opportunities ETF

Simplify Exchange Traded Funds

Position value

$1.37M

% of company

1.58%

% of the fund

1.78%

As of

June 30, 2026

19 more funds behind a free account

See every fund holding LeonaBio 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
SP Sermonix Pharmaceuticals, Inc. 5%+ holder 13D · 36.9%	5.5M	58.40%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company58.400% Disclosed stake13D · 36.9% View the 13D/G filing →
PD Portman David J. 5%+ holder 13D · 36.9%	5.5M	58.40%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company58.400% Disclosed stake13D · 36.9% View the 13D/G filing →

Sermonix Pharmaceuticals, Inc.

5%+ holder13D · 36.9%

5.5M

% of company

58.40%

Change vs last qtr

—

Held since

—

Portman David J.

5%+ holder13D · 36.9%

5.5M

% of company

58.40%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of LeonaBio Inc.

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