$PLYX

$1.89 +$0.01 (0.53%) Close

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

Ownership

13F as of Q2 2026 · 49.8M shares outstanding

Who owns PLYX?

By type of holder

Institutions 4.4% Insiders 53.7% Everyone else 41.9%

Concentration Top 10 holders own 96.5%

Alex Keun Mo Yang 45.6% · Mstone Partners Healthcare Limited 45.0%

Institutional ownership

4.4%

-0.1 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

−74.0K

by institutions in Q2 2026

New / sold out

4 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

HRT Financial LP NEW +82.1K
Jane Street Group, LLC NEW +31.4K

Biggest sellers in Q2 2026

Millennium Management LLC SOLD OUT −127.5K
Bank Of America Corp /de/ SOLD OUT −25.9K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Polaryx Therapeutics, Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+32.8%

+32.81% a year

Each share's claim on the business

−24.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $7.13M

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

7.1%

of institutional shares changed hands

Top 10 managers, median time held

1 quarter

Super Investors

Investment managers reporting PLYX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VC Vanguard Capital Management LLC	1.7M	3.33%	−516 (−0.0%)	Q1 '26	0.0%
Shares held by quarter Peak holding1.7M (Q1'26) Change over 8 quarters+1.7M Share of the company3.330% Vanguard Capital Management LLC's full portfolio →
GC Geode Capital Management, LLC	171.0K	0.34%	+325 (+0.2%)	Q1 '26	0.0%
Shares held by quarter Peak holding171.0K (Q2'26) Change over 8 quarters+171.0K Share of the company0.340% Geode Capital Management, LLC's full portfolio →

Vanguard Capital Management LLC

1.7M

% of company

3.33%

Change vs last qtr

−516 (−0.0%)

Held since

Q1 '26

Geode Capital Management, LLC

171.0K

% of company

0.34%

Change vs last qtr

+325 (+0.2%)

Held since

Q1 '26

16 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting PLYX on Form N-PORT; together they hold 3.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$3.9M	1.5M	2.95%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$378K	142.0K	0.28%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$3.9M

% of company

2.95%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$378K

% of company

0.28%

% of the fund

0.00%

As of

June 30, 2026

7 more funds behind a free account

See every fund holding Polaryx 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
AK Alex Keun Mo Yang 5%+ holder 13D · 48.0%	22.7M	45.63%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company45.630% Disclosed stake13D · 48.0% View the 13D/G filing →
MP Mstone Partners Healthcare Limited 5%+ holder 13D · 47.4%	22.5M	45.04%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company45.040% Disclosed stake13D · 47.4% View the 13D/G filing →

Alex Keun Mo Yang

5%+ holder13D · 48.0%

22.7M

% of company

45.63%

Change vs last qtr

—

Held since

—

Mstone Partners Healthcare Limited

5%+ holder13D · 47.4%

22.5M

% of company

45.04%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

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

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