$PTHS

$15.20 -$1.80 (10.59%) Close

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

Ownership

13F as of Q2 2026 · 3.8M shares outstanding

Who owns PTHS?

By type of holder

Institutions 34.6% Insiders 13.5% Everyone else 52.0%

Concentration Top 10 holders own 178.0%

Ligand Pharmaceuticals Incorporated 135.5% · AIGH Capital Management LLC 8.6%

Institutional ownership

34.6%

+10.7 pts vs last qtr

Institutional holders

+7 vs last qtr

Net shares bought

+410.9K

by institutions in Q2 2026

New / sold out

10 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

AIGH Capital Management LLC NEW +329.1K
Wexford Capital LP NEW +22.4K

Biggest sellers in Q2 2026

J. Goldman & Co LP −12.3K
Cantor Fitzgerald, L. P. −3.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$46.6K

1 notice from 1 person

Shares covered

1.7K

0.04% 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

Francis Knuettel II Officer $46.6K

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, FY2023–FY2025

+194.6%

+71.65% a year

Each share's claim on the business

−66.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$75K vs $8.99M

over 3 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 years1% Under 1 year99%

Quarterly turnover

24.5%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting PTHS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AC AIGH Capital Management LLC	329.1K	8.60%	NEW	Q2 '26	0.6%
Shares held by quarter Peak holding329.1K (Q2'26) Change over 8 quarters+329.1K Share of the company8.600% AIGH Capital Management LLC's full portfolio →
M Murchinson Ltd.	304.3K	7.95%	+8.0K (+2.7%)	Q3 '25	1.2%
Shares held by quarter Peak holding304.3K (Q2'26) Change over 8 quarters+304.3K Share of the company7.950% Murchinson Ltd.'s full portfolio →

AIGH Capital Management LLC

329.1K

% of company

8.60%

Change vs last qtr

NEW

Held since

Q2 '26

Murchinson Ltd.

304.3K

% of company

7.95%

Change vs last qtr

+8.0K (+2.7%)

Held since

Q3 '25

25 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting PTHS on Form N-PORT; together they hold 3.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.2M	78.0K	2.04%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$456K	16.1K	0.42%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.2M

% of company

2.04%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$456K

% of company

0.42%

% of the fund

0.00%

As of

June 30, 2026

7 more funds behind a free account

See every fund holding Pelthos 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
LP Ligand Pharmaceuticals Incorporated 5%+ holder 13D · 49.9%	5.2M	135.54%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company135.540% Disclosed stake13D · 49.9% View the 13D/G filing →
EF Ezra Friedberg 5%+ holder 13D · 8.3%	250.1K	6.53%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company6.530% Disclosed stake13D · 8.3% View the 13D/G filing →

Ligand Pharmaceuticals Incorporated

5%+ holder13D · 49.9%

5.2M

% of company

135.54%

Change vs last qtr

—

Held since

—

Ezra Friedberg

5%+ holder13D · 8.3%

250.1K

% of company

6.53%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

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

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