ALMS at a glance
ALUMIS INC. (ALMS, SEC CIK 1847367) filed its latest 10-K annual report on March 19, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as September 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ALUMIS INC. (ALMS) reported revenue of $24.1 million and a net loss of $243.3 million. Diluted EPS was -$2.86.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding ALUMIS INC. (ALMS) shares worth $1.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by AKKARAJU SRINIVAS on September 8, 2026 of 48,066 shares at $10.55 per share.
- In the last 90 days, ALMS insiders reported 4 open-market purchases ($10.7M) and 8 open-market sales ($1.4M) on Form 4, a net purchase of $9.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $24.1M
- 10-K XBRL
- Insiders · 90 days
- 4 buys · 8 sells
- Net +$9.3M
- 13F holders
- 25 funds
- $1.0B · −1 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $0, unchanged YoY; no products approved or product-sales revenue
- Net loss $142.2M vs $59.3M net income YoY
- Accumulated deficit $1,137.2M as of June 30, 2026
- Operating cash flow remained negative; January offering generated $324.4M net proceeds
- Envu NDA submission planned Q4 2026; SLE topline results expected Q3 2026
Risk Factors
- No explicit “no material changes” statement; latest filing identifies no clearly new risk trigger versus the 10-K
- Financing risk: March 2026 Cantor Sales Agreement permits up to $300.0 million in common-stock offerings
- Clinical enrollment risk: Phase 2b SLE trial requires active disease at screening, making recruitment challenging
- Regulatory risk: FDA or foreign regulators may impose clinical holds for protocol, safety, GCP, or funding deficiencies
- Financial risk: Accumulated deficit reached $1,137.2 million as of June 30, 2026
AI summary of the ALMS 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 EX-99.1: Item EX-99.1
- LUMUS Phase 2b missed primary and secondary endpoints in the overall 408-patient SLE population, weakening near-term lupus prospects
- Prespecified IFNGS-high subgroup showed robust BICLA, CLASI-50, SRI-4, and LLDAS responses, supporting planned Phase 3 regulatory discussions
Item 8.01: Other Events
- September 1, 2026 disclosure covers envudeucitinib Phase 2b LUMUS topline results in systemic lupus erythematosus
- Planned NDA submission in fourth quarter 2026 creates a key regulatory catalyst
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release issued August 13, 2026
Item EX-99.1: Item EX-99.1
- ONWARD3 showed 54% PASI 100 and 75% PASI 90 at 48 weeks, strengthening envudeucitinib’s psoriasis commercial positioning
- FDA NDA submission for moderate-to-severe plaque psoriasis remains targeted for Q4 2026, a key regulatory catalyst
Item 8.01: Other Events
- Envudeucitinib long-term data highlights highest reported PASI 100 skin clearance among oral psoriasis therapies
- Potential competitive positioning for plaque psoriasis treatment and Alumis’s oral immunology pipeline
Item EX-99.1: Item EX-99.1
- ONWARD3 showed 54% PASI 100 and 75% PASI 90 after 48 weeks, strengthening envudeucitinib’s differentiation among oral psoriasis therapies
- Approximately 90% of prior PASI 90 responders and 80% of prior PASI 100 responders sustained clearance
AI summaries of ALMS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ALMS
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- Fund moves. Which tracked funds opened, added or cut ALMS, 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 |
|---|---|---|---|---|
| AKKARAJU SRINIVAS | Sell | Sep 8, 2026 | 48,066 | $10.55 |
| AKKARAJU SRINIVAS | Sell | Sep 8, 2026 | 48,065 | $10.55 |
| AKKARAJU SRINIVAS | Buy | Sep 8, 2026 | 273,291 | $10.63 |
| AKKARAJU SRINIVAS | Buy | Sep 8, 2026 | 273,290 | $10.63 |
| AKKARAJU SRINIVAS | Buy | Sep 4, 2026 | 220,070 | $11.17 |
| AKKARAJU SRINIVAS | Buy | Sep 4, 2026 | 220,070 | $11.17 |
| Goldstein David M | Sell | Aug 3, 2026 | 2,596 | $26.37 |
| Bradley Mark Christopher | Sell | Aug 3, 2026 | 2,572 | $26.37 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | - | $24.1M |
| Operating Income | -$158.2M | -$300.8M | -$453.8M |
| Net Income | - | -$294.2M | -$243.3M |
| Op. Margin | - | - | -1886.9% |
| Net Margin | - | - | -1011.7% |
| Balance Sheet | |||
| Total Assets | $89.6M | $341.0M | $411.9M |
| Equity | -$339.3M | $260.1M | $301.3M |
| ROE | - | -113.1% | -80.8% |
| Per Share | |||
| EPS | - | $-10.38 | $-2.86 |
| Cash Flow | |||
| Operating CF | -$130.0M | -$255.1M | -$369.5M |
| CapEx | $4.5M | $1.7M | $653K |
Source: XBRL data in ALUMIS INC. (ALMS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ALMS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $1.01B |
| Q1 2026 | 26 | $580.2M |
| Q4 2025 | 23 | $143.6M |
| Q3 2025 | 22 | $51.7M |
| Q2 2025 | 22 | $34.4M |
| Q1 2025 | 13 | $10.7M |
| Q4 2024 | 7 | $9.2M |
| Q3 2024 | 5 | $2.8M |
- FMR LLC (Fidelity)+5.80M (+595%)
- T. Rowe Price Group+1.91M (+58%)
- BlackRock+1.05M (+15%)
- D.E. Shaw & Co+396.1K (+69%)
- State Street Corp+385.5K (+21%)
- Prudential Financial−376.1K (-70%)
- Invesco Ltd−338.0K (-22%)
- Two Sigma Investments−282.0K (-43%)
- Renaissance Technologies LLC−51.8K (-69%)
- AQR Capital Management−245 (-0%)
- Franklin Resources+32.6K
- Citadel Advisors LLC−351.5K
- Dimensional Fund Advisors−23.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 143 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ALMS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| SC 13D | Aug 17, 2026 | - | - | |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| SC 13G | Aug 6, 2026 | - | - | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| SC 13G | Jul 27, 2026 | - | - | |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | May 27, 2026 | - | - | |
| 10-Q | May 14, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 14, 2026 | - | Analysis | |
| SC 13G | Apr 7, 2026 | - | - | |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
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ALMS SEC filings: frequently asked questions
Are ALMS insiders buying or selling?
In the last 90 days, ALUMIS INC. (ALMS) officers, directors and 10% owners reported 4 open-market purchases worth $10.7 million by 1 insider and 8 open-market sales worth $1.4 million by 7 insiders on Form 4, a net purchase of $9.3 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ALMS stock?
As of June 30, 2026, the largest ALUMIS INC. (ALMS) holders among the 13F filers tracked by SignalX were BlackRock ($231.3 million), FMR LLC (Fidelity) ($190.5 million), T. Rowe Price Group ($146.3 million), Vanguard Capital Management LLC ($118.6 million), State Street Corp ($61.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ALMS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ALUMIS INC. (ALMS) reported revenue of $24.1 million and a net loss of $243.3 million. Diluted EPS was -$2.86. The figures come from the XBRL data in the 10-K.
What did ALMS report in its latest 8-K?
ALUMIS INC. (ALMS) filed an 8-K on September 1, 2026 reporting Item 8.01 (Other Events). LUMUS Phase 2b missed primary and secondary endpoints in the overall 408-patient SLE population, weakening near-term lupus prospects.
What are the latest ALMS SEC filings?
ALUMIS INC. (ALMS) filed its latest 10-K annual report on March 19, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on September 9, 2026.
What is ALMS's SEC CIK number?
ALUMIS INC. (ALMS)'s SEC Central Index Key (CIK) is 1847367. EDGAR lists every ALMS filing under that number.
Ask anything about ALMS
The research agent reads ALMS's filings, financials, insider trades and 13F holders, then answers with sources.