$RXRX

$4.05 +$0.25 (6.58%) Close

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

Ownership

13F as of Q2 2026 · 535.3M shares outstanding

Who owns RXRX?

By type of holder

Institutions 67.0% Insiders 1.5% Everyone else 31.5%

Concentration Top 10 holders own 46.7%

BlackRock, Inc. 9.4% · ARK Investment Management LLC 7.7%

Institutional ownership

67.0%

+4.2 pts vs last qtr

Institutional holders

345

+10 vs last qtr

Net shares bought

+22.5M

by institutions in Q2 2026

New / sold out

54 / 44

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Vanguard Portfolio Management LLC +8.4M
BlackRock, Inc. +7.1M

Biggest sellers in Q2 2026

Susquehanna International Group, LLP SOLD OUT −4.2M
Lingotto Investment Management LLP −3.7M

Who is planning to sell?

Notices of proposed sale, last 12 months

$17.8M

62 notices from 6 people

Shares covered

4.9M

0.91% of the company

Arranged in advance

44%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Gibson Christopher Former director $12.4M
Borgeson Blake Director 10b5-1 $4.34M

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, FY2019–FY2025

+1974.4%

+65.76% a year

Each share's claim on the business

−95.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $295M

over 7 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+ years74% 3–5 years9% 1–3 years12% Under 1 year5%

Quarterly turnover

11.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting RXRX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	50.3M	9.40%	+7.1M (+16.5%)	≤2021	0.0%
Shares held by quarter Peak holding50.3M (Q2'26) Change over 8 quarters+29.6M Share of the company9.400% BlackRock, Inc.'s full portfolio →
AI ARK Investment Management LLC	41.3M	7.72%	+1.1M (+2.8%)	≤2021	1.0%
Shares held by quarter Peak holding41.3M (Q2'26) Change over 8 quarters+8.6M Share of the company7.720% ARK Investment Management LLC's full portfolio →

BlackRock, Inc.

50.3M

% of company

9.40%

Change vs last qtr

+7.1M (+16.5%)

Held since

≤2021

ARK Investment Management LLC

41.3M

% of company

7.72%

Change vs last qtr

+1.1M (+2.8%)

Held since

≤2021

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting RXRX on Form N-PORT; together they hold 32.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$81.2M	22.1M	4.14%	0.76%	June 30, 2026
AI ARK Innovation ETF ARK ETF Trust	$60.8M	20.3M	3.78%	1.09%	July 31, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$81.2M

% of company

4.14%

% of the fund

0.76%

As of

June 30, 2026

ARK Innovation ETF

ARK ETF Trust

Position value

$60.8M

% of company

3.78%

% of the fund

1.09%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Recursion 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
LD Li Dean Y Insider	8.1M	1.51%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.510% Li Dean Y's insider activity →
MC MDC Capital Partners (Ventures), LP 5%+ holder 13D · 1.4%	7.1M	1.32%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company1.320% Disclosed stake13D · 1.4% View the 13D/G filing →

Li Dean Y

Insider

8.1M

% of company

1.51%

Change vs last qtr

—

Held since

—

MDC Capital Partners (Ventures), LP

5%+ holder13D · 1.4%

7.1M

% of company

1.32%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

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

Comments