13FPulse
AL

ALMS ALUMIS INC

2026Q2 · CUSIP 022307102 · Sector: Healthcare & Biotech

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
193
Institutions that reported holding it to the SEC
Net decrease in holders
2
Last quarter 195 → now 193
How unusual is that
Below average
Stronger than only 28% of US stocks
What the filings say, in one paragraph

193 funds held ALMS at the end of 2026Q2, down 2 from the quarter before. Buying is stronger than only 28.5% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $7M, return on equity is -97.1%. ALMS has had 4 buying rushes in its history, and the price moved +239.5% 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.

2024Q3: holders=51 2024Q4: holders=64 2025Q1: holders=72 2025Q2: holders=112 2025Q3: holders=130 2025Q4: holders=134 2026Q1: holders=195 2026Q2: holders=193 -61 -30.5 +0 +30.5 +61 45125205 24Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 5%
2025Q3 Top 20% +423.9% +295.3%
2025Q2 Top 10% +13.8% +467.2%
2024Q3 Top 20% -40.2% -44.0%

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
100
Change in large funds
+4
Total value they hold
$3.3B
Funds buying for the first time
29
Funds that sold out entirely
31
Price change that quarter
-51.1%
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)
$-3.66
EPS YoY
-111.2%
Revenue (TTM)
$0.0B
Revenue YoY
Net margin
ROE
-97.1%
Debt ratio
19.4%
FCF (TTM)
-$352M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2024-09-30: EPS -1.73 2025-03-31: EPS -1.82 2025-06-30: EPS 0.77 2025-09-30: EPS -1.06 2025-12-31: EPS -0.75 2026-03-31: EPS -0.74 2026-06-30: EPS -1.11 0M 9M 17M $M -2.00 -0.58 0.85 20242025202606/26 Revenue EPS

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

Quarterly free cash flow
-111M-55M0K 2023202420252026
Latest quarter $-87M (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.