CLDX at a glance
Celldex Therapeutics, Inc. (CLDX, SEC CIK 744218) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 22, 2026 and Form 4 insider filings as recently as June 29, 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), Celldex Therapeutics, Inc. (CLDX) reported revenue of $1.5 million (down 78.0% from FY2024) and a net loss of $258.8 million. Diluted EPS was -$3.90.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Celldex Therapeutics, Inc. (CLDX) shares worth $1.1 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5M
- −78.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $1.1B · +1 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Development of therapeutic antibodies targeting mast cell biology for severe inflammatory and autoimmune diseases
- New emphasis on bispecific antibody platform, highlighted by CDX-622 targeting TSLP and SCF with Phase 1 studies initiated in 2024-2026
- Strategic shift toward building a fully integrated, commercial-stage biopharma company with potential for retaining full economic rights or forming partnerships
- Phase 3 enrollment completed for Barzolvolimab in Chronic Spontaneous Urticaria; topline data expected Q4 2026
- Notable sustained efficacy: over 40% of CSU patients maintained complete response at 76 weeks post-dosing with Barzolvolimab
Risk Factors
- FDA regulatory delays from recent 43-day government shutdown Oct-Nov 2025 impacting review timelines
- Global supply chain disruptions threatening clinical trial material supplies and contract manufacturing capacity
- Clinical trial enrollment challenges due to patient recruitment difficulties risking costly delays or trial cancellations
- Market competition risk from other monoclonal antibody developers with more advanced or approved therapies
- $52.5M milestone payment under Kolltan merger may require dilutive stock issuance or additional debt funding
Management Discussion & Analysis
- R&D expenses $245.1M in 2025 vs $163.6M in 2024 and $118.0M in 2023, driven by barzolvolimab program ($198.3M in 2025)
- Barzolvolimab program best performing segment with $198.3M R&D spend; CDX-622 at $19.0M; no revenue or profit data provided
- Management expects topline Phase 3 data for CSU indication in Q4 2026; key risk: lengthy, costly clinical trials, uncertain regulatory approvals, and capital needs
AI summary of the CLDX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Six-month R&D expense $140.543M vs $106.810M, including Barzolvolimab $117.110M vs $82.348M
- CSU Phase 3 enrollment complete; topline data expected September/October 2026, with BLA filing planned in 2027 assuming positive data
Risk Factors
- No material changes to risk factors disclosed in the February 25, 2026 Form 10-K
- No newly triggered risk factor identified during the quarter
- No updated regulatory, legal, or compliance risk disclosed
- No new operational, competitive, market, liquidity, debt, currency, or concentration risk disclosed
AI summary of the CLDX 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 8.01: Other Events
- Phase 3 EMBARQ-CSU1 and EMBARQ-CSU2 results announced for barzolvolimab in chronic spontaneous urticaria
- Clinical readout is material to barzolvolimab’s regulatory path and Celldex’s commercial prospects
Item EX-99.1: Item EX-99.1
- Phase 3 EMBARQ-CSU1 and CSU2 met primary and all key secondary endpoints, materially reducing barzolvolimab’s clinical risk
- Complete response at Week 24 reached 49.0%-54.0% versus 15.4%-17.6% for placebo, supporting competitive differentiation
Item 2.02: Results of Operations and Financial Condition
- Celldex reported second-quarter 2026 financial results on August 6, 2026
- Full financial results and management commentary are furnished in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Sam Martin plans to retire effective on or about March 31, 2027
- Martin has served as CFO since July 2017, providing extended leadership continuity
AI summaries of CLDX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CLDX
Don't miss the next CLDX filing
- Alerts as it files. A push when CLDX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CLDX, by share count.
- Ask anything. An AI agent that reads every CLDX filing and answers with sources.
CLDX alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Brownlie Keith L | A | Jun 25, 2026 | 26,000 | - |
| PENNER HARRY JR | A | Jun 25, 2026 | 26,000 | - |
| Cohen Cheryl | A | Jun 25, 2026 | 26,000 | - |
| CONRAD HERBERT J | A | Jun 25, 2026 | 26,000 | - |
| MARINO JAMES J | A | Jun 25, 2026 | 26,000 | - |
| Torres Denice | A | Jun 25, 2026 | 26,000 | - |
| NEIL GARRY ARTHUR | A | Jun 25, 2026 | 26,000 | - |
| NEIL GARRY ARTHUR | A | Jun 25, 2026 | 26,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.0M | $1.5M |
| Operating Income | - | -$195.1M | -$287.4M |
| Net Income | -$141.4M | -$157.9M | -$258.8M |
| Op. Margin | - | -2778.9% | -18599.8% |
| Net Margin | - | -2248.8% | -16748.0% |
| Balance Sheet | |||
| Total Assets | $465.6M | $792.3M | $583.0M |
| Equity | - | $747.0M | $527.2M |
| ROE | - | -21.1% | -49.1% |
| Per Share | |||
| EPS | $-2.92 | $-2.45 | $-3.90 |
| Cash Flow | |||
| Operating CF | - | -$157.8M | -$210.9M |
| CapEx | $1.8M | $1.9M | $2.7M |
Source: XBRL data in Celldex Therapeutics, Inc. (CLDX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CLDX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $1.15B |
| Q1 2026 | 26 | $745.9M |
| Q4 2025 | 23 | $680.5M |
| Q3 2025 | 23 | $642.2M |
| Q2 2025 | 23 | $529.8M |
| Q1 2025 | 18 | $303.0M |
| Q4 2024 | 16 | $366.3M |
| Q3 2024 | 12 | $181.8M |
- T. Rowe Price Group+2.60M (+125%)
- BlackRock+1.63M (+30%)
- State Street Corp+1.10M (+39%)
- Goldman Sachs Group+626.9K (+63%)
- Two Sigma Investments+524.2K (+383%)
- Bank of America Corp−101.5K (-14%)
- Millennium Management−82.7K (-7%)
- D.E. Shaw & Co−35.0K (-66%)
- FMR LLC (Fidelity)−26.2K (-1%)
- Morgan Stanley−20.6K (-9%)
- Allstate+7.8K
- Blackstone Group+6.4K
- Ameriprise Financial+5.6K
- Citadel Advisors LLC−200.6K
- Marex Group plc−12.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 168 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CLDX 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 |
|---|---|---|---|---|
| 8-K | Sep 22, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| SC 13G | May 12, 2026 | - | - |
Related Health Care companies
- TKNO · Alpha Teknova, Inc.In Vitro & In Vivo Diagnostic Substances
- IDXX · Idexx LaboratoriesIn Vitro & In Vivo Diagnostic Substances
- NTLA · Intellia Therapeutics, Inc.In Vitro & In Vivo Diagnostic Substances
- LNTH · Lantheus Holdings, Inc.In Vitro & In Vivo Diagnostic Substances
- MYGN · MYRIAD GENETICS INCIn Vitro & In Vivo Diagnostic Substances
- NEOG · NEOGEN CORPIn Vitro & In Vivo Diagnostic Substances
- QDEL · QuidelOrtho CorpIn Vitro & In Vivo Diagnostic Substances
- TXG · 10x Genomics, Inc.Laboratory Analytical Instruments
CLDX SEC filings: frequently asked questions
Which institutions hold CLDX stock?
As of June 30, 2026, the largest Celldex Therapeutics, Inc. (CLDX) holders among the 13F filers tracked by SignalX were BlackRock ($260.6 million), T. Rowe Price Group ($174.3 million), State Street Corp ($145.1 million), FMR LLC (Fidelity) ($138.5 million), Vanguard Capital Management LLC ($128.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CLDX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Celldex Therapeutics, Inc. (CLDX) reported revenue of $1.5 million (down 78.0% from FY2024) and a net loss of $258.8 million. Diluted EPS was -$3.90. The figures come from the XBRL data in the 10-K.
What are the main risks in CLDX's latest 10-K?
In the 10-K filed February 25, 2026, Celldex Therapeutics, Inc. (CLDX) flagged: FDA regulatory delays from recent 43-day government shutdown Oct-Nov 2025 impacting review timelines. Global supply chain disruptions threatening clinical trial material supplies and contract manufacturing capacity. (AI summary of the Risk Factors section.)
What did CLDX report in its latest 8-K?
Celldex Therapeutics, Inc. (CLDX) filed an 8-K on September 22, 2026 reporting Item 8.01 (Other Events). Phase 3 EMBARQ-CSU1 and EMBARQ-CSU2 results announced for barzolvolimab in chronic spontaneous urticaria.
What are the latest CLDX SEC filings?
Celldex Therapeutics, Inc. (CLDX) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 22, 2026 and a Form 4 insider filing on June 29, 2026.
What is CLDX's SEC CIK number?
Celldex Therapeutics, Inc. (CLDX)'s SEC Central Index Key (CIK) is 744218. EDGAR lists every CLDX filing under that number.
Ask anything about CLDX
The research agent reads CLDX's filings, financials, insider trades and 13F holders, then answers with sources.