13FPulse
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AG

AGIO AGIOS PHARMACEUTICALS INC

2026Q2 · CUSIP 00847X104 · Sector: Healthcare & Biotech

Normal

Fund flows are within the usual range

Funds that own it
233
Institutions that reported holding it to the SEC
Net increase in holders
+2
Last quarter 231 → now 233
How unusual is that
Below average
Stronger than only 45% of US stocks
What the filings say, in one paragraph

233 funds held AGIO at the end of 2026Q2, up 2 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $98M(YoY +140.6%), return on equity is -40.1%. AGIO has had 11 buying rushes in its history, and the price moved +17.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q4: holders=64 2014Q1: holders=74 2014Q2: holders=98 2014Q3: holders=119 2014Q4: holders=141 2015Q1: holders=151 2015Q2: holders=158 2015Q3: holders=148 2015Q4: holders=142 2016Q1: holders=158 2016Q2: holders=157 2016Q3: holders=164 2016Q4: holders=160 2017Q1: holders=156 2017Q2: holders=167 2017Q3: holders=170 2017Q4: holders=175 2018Q1: holders=196 2018Q2: holders=212 2018Q3: holders=207 2018Q4: holders=194 2019Q1: holders=198 2019Q2: holders=185 2019Q3: holders=187 2019Q4: holders=198 2020Q1: holders=197 2020Q2: holders=214 2020Q3: holders=214 2020Q4: holders=201 2021Q1: holders=172 2021Q2: holders=184 2021Q3: holders=163 2021Q4: holders=160 2022Q1: holders=158 2022Q2: holders=156 2022Q3: holders=169 2022Q4: holders=161 2023Q1: holders=165 2023Q2: holders=152 2023Q3: holders=145 2023Q4: holders=170 2024Q1: holders=186 2024Q2: holders=205 2024Q3: holders=206 2024Q4: holders=225 2025Q1: holders=219 2025Q2: holders=214 2025Q3: holders=222 2025Q4: holders=238 2026Q1: holders=231 2026Q2: holders=233 -29 -14.5 +0 +14.5 +29 57154250 13Q415Q216Q418Q219Q421Q222Q424Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q2 Top 20% +23.0% -24.5%
2024Q1 Top 20% +32.4% +56.6%
2022Q3 Top 20% +2.0% -3.8%
2018Q2 Top 20% -16.1% -24.0%
2018Q1 Top 10% -11.7% -25.9%
2017Q2 Top 20% +5.8% +40.1%
2016Q1 Top 10% -21.0% +33.1%
2015Q1 Top 20% -17.1% -45.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
131
Change in large funds
+11
Total value they hold
$2.4B
Funds buying for the first time
39
Funds that sold out entirely
37
Price change that quarter
+21.3%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-7.02
EPS YoY
-162.1%
Revenue (TTM)
$0.1B
Revenue YoY
+140.6%
Net margin
-418.2%
ROE
-40.1%
Debt ratio
7.4%
FCF (TTM)
-$365M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS -1.49 2022-12-31: EPS 0.68 2023-03-31: EPS -1.47 2023-06-30: EPS -1.51 2023-09-30: EPS -1.64 2023-12-31: EPS -1.71 2024-03-31: EPS -1.45 2024-06-30: EPS -1.69 2024-09-30: EPS 16.22 2024-12-31: EPS -1.44 2025-03-31: EPS -1.55 2025-06-30: EPS -1.93 2025-09-30: EPS -1.78 2025-12-31: EPS -1.86 2026-03-31: EPS -1.69 2026-06-30: EPS -1.69 0M 44M 87M $M -2.12 7.86 17.84 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
2 4 5 202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-134M-67M0K 20162017201820192020202120222023202420252026
Latest quarter $-120M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.