FULC at a glance
Fulcrum Therapeutics, Inc. (FULC, SEC CIK 1680581) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 17, 2026 and Form 4 insider filings as recently as July 20, 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), Fulcrum Therapeutics, Inc. (FULC) reported revenue of $0 (down 100.0% from FY2024) and a net loss of $74.9 million. Diluted EPS was -$1.18.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Fulcrum Therapeutics, Inc. (FULC) shares worth $108.2 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by TANG KEVIN on July 17, 2026 of 50,945 shares at $3.52 per share.
- In the last 90 days, FULC insiders reported 6 open-market purchases ($1.5M) and 0 open-market sales ($0) on Form 4, a net purchase of $1.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $0
- −100.0% vs prior year
- Insiders · 90 days
- 6 buys · 0 sells
- Net +$1.5M
- 13F holders
- 24 funds
- $108.2M · −2 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 1.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $0, unchanged YoY; no product sales
- Operating margin (loss) 100.0% vs 100.0% YoY; net loss $26.2M vs $17.3M
- Pociredir highest R&D spending at $5.2M; Losmapimod lowest at $0
- Cash, equivalents and securities $318.8M; operating cash outflow $34.8M vs $29.1M
- Pociredir discontinued; 85% workforce reduction and strategic-alternatives review underway
Risk Factors
- New strategic-alternatives risk triggered by June 2026 pociredir discontinuation, including potential transaction costs and no assured outcome
- Most material operational change: workforce reduced 85%, from 57 to nine employees, potentially hindering strategic transactions
- Regulatory risk: FDA identified no viable pociredir path after malignancy concerns linked to PRC2 inhibition and Tazverik observations
- Near-term business risk: no product candidates remain in active clinical development following pociredir discontinuation
- Liquidity risk: $318.8 million in cash, equivalents, and marketable securities projected to fund operations into 2029, subject to changing assumptions
AI summary of the FULC 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 1.01: Entry into a Material Definitive Agreement
- Slate shares in the Concurrent Investment to be issued through private placements
- Securities issuance relies on Securities Act Section 4(a)(2) and/or Regulation D exemptions
Item EX-99.1: Item EX-99.1
- All-stock merger shifts Fulcrum into Slate Medicines, focusing the public company on migraine therapeutics
- Fulcrum holders expected to own 5.0%; Slate holders 95.0%, subject to adjustment based on Fulcrum net cash
Item 7.01: Regulation FD Disclosure
- Proposed Fulcrum-Slate merger remains subject to stockholder approval, regulatory clearances and other closing conditions
- Transaction contemplates Slate private-placement financing, with proceeds intended to support the combined company
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Principal accounting officer Greg Tourangeau departing Fulcrum on August 7, 2026
- CFO Alan Musso appointed principal accounting officer effective August 7, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders elected Sonja Banks, Alan Ezekowitz, and Colin Hill to three-year Class I director terms ending in 2029
- Sonja Banks received 43,187,717 votes for and 10,601,385 withheld, signaling comparatively weaker support
AI summaries of FULC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FULC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| TANG KEVIN | Buy | Jul 17, 2026 | 50,945 | $3.52 |
| TANG KEVIN | Buy | Jul 16, 2026 | 116,671 | $3.56 |
| TANG KEVIN | Buy | Jul 15, 2026 | 107,377 | $3.56 |
| TANG KEVIN | Buy | Jul 14, 2026 | 53,651 | $3.56 |
| TANG KEVIN | Buy | Jul 14, 2026 | 75,952 | $3.58 |
| TANG KEVIN | Buy | Jul 13, 2026 | 12,966 | $3.54 |
| Ezekowitz Alan | Sell | Jun 26, 2026 | 18,000 | $3.65 |
| Lehrer-Graiwer Joshua | A | Apr 23, 2026 | 64,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.8M | $80.0M | $0 |
| Operating Income | -$110.7M | -$21.9M | -$84.8M |
| Net Income | -$97.3M | -$9.7M | -$74.9M |
| Op. Margin | -3945.2% | -27.4% | - |
| Net Margin | -3470.1% | -12.2% | - |
| Balance Sheet | |||
| Total Assets | - | $260.7M | $366.3M |
| Equity | - | $243.0M | $349.0M |
| ROE | - | -4.0% | -21.5% |
| Per Share | |||
| EPS | $-1.59 | $-0.16 | $-1.18 |
| Cash Flow | |||
| Operating CF | - | -$2.2M | -$60.1M |
| CapEx | - | $278K | $314K |
Source: XBRL data in Fulcrum Therapeutics, Inc. (FULC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FULC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $108.2M |
| Q1 2026 | 26 | $132.3M |
| Q4 2025 | 24 | $175.7M |
| Q3 2025 | 24 | $128.8M |
| Q2 2025 | 26 | $101.2M |
| Q1 2025 | 23 | $27.1M |
| Q4 2024 | 17 | $39.2M |
| Q3 2024 | 14 | $24.4M |
- BlackRock+3.43M (+64%)
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- D.E. Shaw & Co+1.42M (+88%)
- Citadel Advisors LLC+1.41M (+109%)
- Millennium Management+1.13M (+317%)
- Dimensional Fund Advisors−169.7K (-15%)
- Franklin Resources−20.6K (-38%)
- PNC Financial Services−808 (-91%)
- Marex Group plc−42.0K
- U.S. Bancorp−26
Source: 13F-HR filings on SEC EDGAR (aggregated from 178 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FULC 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 | Aug 17, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| SC 13G | Aug 3, 2026 | - | - | |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 20, 2026 | - | - | - |
| SC 13G | Jul 17, 2026 | - | - | |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| SC 13G | Jun 25, 2026 | - | - | |
| SC 13G | Jun 25, 2026 | - | - | |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| SC 13G | Jun 10, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| 10-Q | Apr 27, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 8-K | Feb 24, 2026 | - | Analysis | - |
| 10-K | Feb 24, 2026 | Dec 31, 2025 | - | |
| 4 | Feb 4, 2026 | - | - | |
| 4 | Feb 4, 2026 | - | - | |
| 4 | Feb 4, 2026 | - | - | |
| 4 | Feb 4, 2026 | - | - |
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FULC SEC filings: frequently asked questions
Are FULC insiders buying or selling?
In the last 90 days, Fulcrum Therapeutics, Inc. (FULC) officers, directors and 10% owners reported 6 open-market purchases worth $1.5 million by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FULC stock?
As of June 30, 2026, the largest Fulcrum Therapeutics, Inc. (FULC) holders among the 13F filers tracked by SignalX were BlackRock ($32.3 million), D.E. Shaw & Co ($11.1 million), Citadel Advisors LLC ($9.9 million), Vanguard Capital Management LLC ($9.9 million), State Street Corp ($7.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FULC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Fulcrum Therapeutics, Inc. (FULC) reported revenue of $0 (down 100.0% from FY2024) and a net loss of $74.9 million. Diluted EPS was -$1.18. The figures come from the XBRL data in the 10-K.
What did FULC report in its latest 8-K?
Fulcrum Therapeutics, Inc. (FULC) filed an 8-K on August 17, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). Slate shares in the Concurrent Investment to be issued through private placements.
What are the latest FULC SEC filings?
Fulcrum Therapeutics, Inc. (FULC) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on August 17, 2026 and a Form 4 insider filing on July 20, 2026.
What is FULC's SEC CIK number?
Fulcrum Therapeutics, Inc. (FULC)'s SEC Central Index Key (CIK) is 1680581. EDGAR lists every FULC filing under that number.
Ask anything about FULC
The research agent reads FULC's filings, financials, insider trades and 13F holders, then answers with sources.