ALDX at a glance
Aldeyra Therapeutics, Inc. (ALDX, SEC CIK 1341235) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as June 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding Aldeyra Therapeutics, Inc. (ALDX) shares worth $31.1 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $31.1M · +0 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $0; no products approved for sale
- Net loss $5.5M vs $9.8M YoY; operating loss $5.9M vs $10.2M
- R&D expense $3.5M vs $8.5M YoY; late-stage candidates 20% of quarterly R&D
- Cash and equivalents $45.1M at June 30, 2026; no debt after repaying $15.0M principal
- Outlook: operating losses expected; AbbVie option unexercised as of August 6, 2026
Risk Factors
- Newly added FDA transparency risk, triggered by 2025 policy requiring prompt public release of future Complete Response Letters
- Reproxalap approval risk materially elevated after the March 17, 2026 Complete Response Letter citing inconsistent trials and insufficient evidence
- Regulatory risk: FDA may require additional clinical trials before NDA resubmission, increasing costs and delaying potential approval
- Commercial risk: AbbVie may not exercise its exclusive option, leaving Aldeyra responsible for reproxalap development and commercialization funding
- Financial risk: continued reproxalap development may require additional capital unavailable on acceptable terms
AI summary of the ALDX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Forward-looking disclosure centers on FDA discussions and reproxalap regulatory pathway
- Potential FDRR submission and NDA resubmission represent key approval catalysts
Item EX-99.1: Item EX-99.1
- Aldeyra plans a Formal Dispute Resolution Request to FDA’s Office of New Drugs after three complete response letters for reproxalap
- OND meeting expected in Q4 2026, but FDRR timing and outcome remain uncertain
Item 1.01: Entry into a Material Definitive Agreement
- New corporate headquarters lease for approximately 4,067 square feet in Concord, Massachusetts
- Lease term: September 1, 2026 through September 30, 2029
Item 8.01: Other Events
- FDA Type A meeting minutes received July 14 regarding potential reproxalap NDA resubmission for dry eye disease
- Aldeyra requested FDA clarification on July 15, signaling unresolved regulatory interpretation
AI summaries of ALDX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ALDX
Don't miss the next ALDX filing
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- Fund moves. Which tracked funds opened, added or cut ALDX, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Miller-Rich Nancy | A | Jun 9, 2026 | 70,000 | - |
| Miller-Rich Nancy | A | Jun 9, 2026 | 3,318 | - |
| Bronstein Ben | A | Jun 9, 2026 | 70,000 | - |
| Bronstein Ben | A | Jun 9, 2026 | 5,309 | - |
| Bronstein Ben | A | Jun 9, 2026 | 4,977 | - |
| DOUGLAS RICHARD | A | Jun 9, 2026 | 70,000 | - |
| DOUGLAS RICHARD | A | Jun 9, 2026 | 19,909 | - |
| DOUGLAS RICHARD | A | Jun 9, 2026 | 2,323 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Operating Income | -$42.8M | -$60.1M | -$35.3M | |
| Net Income | -$37.5M | -$55.9M | -$33.8M | |
| Balance Sheet | ||||
| Total Assets | $148.3M | $104.6M | $72.1M | |
| Equity | $119.8M | $71.0M | $44.3M | |
| ROE | -31.3% | -78.7% | -76.5% | |
| Per Share | ||||
| EPS | $-0.64 | $-0.94 | $-0.56 | |
| Cash Flow | ||||
| Operating CF | -$30.3M | -$43.2M | -$33.3M | |
| CapEx | $0 | - | - | |
Source: XBRL data in Aldeyra Therapeutics, Inc. (ALDX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ALDX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $31.1M |
| Q1 2026 | 23 | $29.6M |
| Q4 2025 | 23 | $81.1M |
| Q3 2025 | 24 | $83.1M |
| Q2 2025 | 25 | $51.9M |
| Q1 2025 | 22 | $54.1M |
| Q4 2024 | 16 | $40.7M |
| Q3 2024 | 13 | $21.3M |
- AQR Capital Management+921.7K (+33%)
- D.E. Shaw & Co+536.3K (+38%)
- Goldman Sachs Group+182.3K (+34%)
- Citadel Advisors LLC+112.8K (+42%)
- Morgan Stanley+89.7K (+17%)
- BlackRock−2.51M (-67%)
- State Street Corp−890.9K (-79%)
- Millennium Management−634.9K (-64%)
- Northern Trust−265.9K (-71%)
- Bank of America Corp−181.4K (-84%)
- StoneX Group Inc.+19.3K
- BNY Mellon−136.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 169 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ALDX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 29, 2026 | - | Analysis | - |
| SC 13G | Aug 12, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 8-K | Apr 1, 2026 | - | - | - |
| 4 | Mar 31, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
| 8-K | Mar 17, 2026 | - | Analysis | - |
| 10-K | Feb 27, 2026 | Dec 31, 2025 | - | |
| 8-K | Dec 31, 2025 | - | - | |
| 8-K | Dec 16, 2025 | - | - |
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ALDX SEC filings: frequently asked questions
Which institutions hold ALDX stock?
As of June 30, 2026, the largest Aldeyra Therapeutics, Inc. (ALDX) holders among the 13F filers tracked by SignalX were AQR Capital Management ($8.0 million), Vanguard Capital Management LLC ($5.0 million), D.E. Shaw & Co ($4.1 million), BlackRock ($2.7 million), Renaissance Technologies LLC ($1.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What did ALDX report in its latest 8-K?
Aldeyra Therapeutics, Inc. (ALDX) filed an 8-K on September 29, 2026 reporting Item 7.01 (Regulation FD Disclosure). Forward-looking disclosure centers on FDA discussions and reproxalap regulatory pathway.
What are the latest ALDX SEC filings?
Aldeyra Therapeutics, Inc. (ALDX) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on June 11, 2026.
What is ALDX's SEC CIK number?
Aldeyra Therapeutics, Inc. (ALDX)'s SEC Central Index Key (CIK) is 1341235. EDGAR lists every ALDX filing under that number.
Ask anything about ALDX
The research agent reads ALDX's filings, financials, insider trades and 13F holders, then answers with sources.