| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Frazier Life Sciences Public Fund, L.P. | 12% | -14% | $72,562,680 | +$9,264,602 | 5,224,095 | +15% | Patrick J. Heron | 26 Sep 2025 |
| ORBIMED ADVISORS LLC | 7.7% | -14% | $118,413,222 | -$11,880,750 | 3,637,887 | -9.1% | ORBIMED ADVISORS LLC | 05 Feb 2026 |
| New Enterprise Associates 17, L.P. | 8.1% | $63,340,795 | 3,619,474 | Edward T. Mathers | 06 Nov 2025 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 7.5% | -30% | $109,041,231 | -$47,958,356 | 3,349,961 | -31% | Wellington Management Group LLP | 31 Dec 2025 |
| BlackRock, Inc. | 5.1% | $71,632,418 | 2,271,161 | BlackRock, Inc. | 31 Dec 2025 | |||
| Deep Track Capital, LP | 6.6% | $28,604,897 | 2,188,592 | Deep Track Capital, LP | 30 Jun 2025 | |||
| Norwest Venture Partners XVI, LP | 4.8% | $29,738,337 | 2,140,989 | Tiba Aynechi | 26 Sep 2025 | |||
| Wellington Biomedical Innovation Master Investors (Cayman) II L.P. | 4.5% | $35,304,395 | 2,017,394 | Wellington Biomedical Innovation Master Investors (Cayman) II, L.P. | 30 Sep 2025 | |||
| Hawryluk P. Kent | 4.3% | $34,925,782 | 1,995,759 | P. Kent Hawryluk | 30 Sep 2025 |
As of 31 Dec 2025, 136 institutional investors reported holding 48,408,859 shares of MBX Biosciences, Inc. - COMMON STOCK (MBX). This represents 102% of the company’s total 47,245,286 outstanding shares.
The largest institutional shareholders of MBX Biosciences, Inc. - COMMON STOCK (MBX) together control 91% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 14% | 6,652,013 | 0% | 5.6% | $209,804,490 |
| ORBIMED ADVISORS LLC | 8.3% | 3,935,203 | -1.7% | 2.7% | $124,116,303 |
| NEA Management Company, LLC | 7.7% | 3,614,486 | 0% | 5.8% | $114,000,888 |
| WELLINGTON MANAGEMENT GROUP LLP | 7.1% | 3,349,961 | -31% | 0.02% | $105,657,771 |
| Deep Track Capital, LP | 6.9% | 3,249,790 | +3.2% | 2.3% | $102,498,377 |
| BlackRock, Inc. | 6.2% | 2,919,756 | +49% | 0% | $92,089,105 |
| NVP ASSOCIATES, LLC | 4.5% | 2,136,335 | 0% | 26% | $67,380,006 |
| EcoR1 Capital, LLC | 4.5% | 2,123,604 | 0% | 3.1% | $66,978,470 |
| VANGUARD GROUP INC | 3.8% | 1,817,811 | +8.4% | 0% | $57,333,759 |
| Driehaus Capital Management LLC | 3% | 1,408,159 | -8.5% | 0.3% | $44,413,335 |
| Cormorant Asset Management, LP | 2.4% | 1,120,000 | -8.6% | 2% | $35,324,800 |
| BRAIDWELL LP | 2.2% | 1,018,600 | 1% | $32,126,644 | |
| Woodline Partners LP | 2.1% | 1,000,063 | -17% | 0.12% | $31,541,987 |
| Kynam Capital Management, LP | 2% | 934,799 | -53% | 1.9% | $29,483,560 |
| EVENTIDE ASSET MANAGEMENT, LLC | 1.9% | 890,000 | 0.44% | $28,070,600 | |
| Parkman Healthcare Partners LLC | 1.9% | 885,639 | +15% | 2.7% | $27,933,054 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.8% | 840,506 | -12% | 0% | $26,511,000 |
| CITADEL ADVISORS LLC | 1.7% | 809,857 | -19% | 0.02% | $25,542,890 |
| Point72 Asset Management, L.P. | 1.4% | 680,609 | +8.4% | 0.03% | $21,466,408 |
| STATE STREET CORP | 1.4% | 672,740 | +111% | 0% | $21,218,220 |
| D. E. Shaw & Co., Inc. | 1.4% | 671,838 | 0.02% | $21,189,771 | |
| TCG Crossover Management, LLC | 1.4% | 650,000 | 0% | 0.68% | $20,501,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4% | 649,391 | +37% | 0% | $20,486,608 |
| MILLENNIUM MANAGEMENT LLC | 0.98% | 462,049 | -30% | 0.01% | $14,573,025 |
| Soleus Capital Management, L.P. | 0.87% | 408,900 | +49% | 0.55% | $12,896,706 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 48,408,859 | $1,526,631,741 | +$34,724,481 | $31.54 | 136 |
| 2025 Q3 | 47,790,065 | $836,364,494 | +$203,956,820 | $17.50 | 117 |
| 2025 Q2 | 36,839,365 | $420,338,016 | +$15,667,999 | $11.41 | 87 |
| 2025 Q1 | 35,666,401 | $263,219,997 | +$14,436,597 | $7.38 | 79 |
| 2024 Q4 | 32,941,714 | $606,485,118 | +$45,787,522 | $18.43 | 63 |
| 2024 Q3 | 30,305,441 | $784,071,713 | +$784,024,689 | $25.98 | 45 |