GLUE at a glance
Monte Rosa Therapeutics, Inc. (GLUE, SEC CIK 1826457) filed its latest 10-K annual report on March 17, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as October 6, 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), Monte Rosa Therapeutics, Inc. (GLUE) reported revenue of $123.7 million (up 63.5% from FY2024) and a net loss of $38.6 million.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Monte Rosa Therapeutics, Inc. (GLUE) shares worth $754.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Bowen Matthew on October 5, 2026 of 13 shares at $10.56 per share.
- In the last 90 days, GLUE insiders reported 0 open-market purchases ($0) and 3 open-market sales ($322K) on Form 4, a net sale of $322K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $123.7M
- +63.5% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$322K
- 13F holders
- 30 funds
- $754.1M · −2 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 7.01 · Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No newly added or changed risk factors provided; filing text contains financial statements and notes, not Item 1A disclosure
- Liquidity risk: accumulated deficit $565.1 million and six-month net loss $87.9 million
- Funding risk: cash, cash equivalents, and marketable securities $621.1 million expected to fund operations for at least 12 months
- Regulatory risk: product candidates require extensive clinical testing and regulatory approval before commercialization
- Operational risk: continued development requires significant additional capital, personnel, infrastructure, and compliance-reporting capabilities
AI summary of the GLUE 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
- Positive Phase 1 MRT-8102 results in GFORCE-1, targeting NLRP3-driven inflammatory conditions
- Key pathogenic ASCVD drivers reportedly normalized in subjects with elevated cardiovascular risk
Item 8.01: Other Events
- Phase 1 GFORCE-1 enrolled 108 obese subjects, with MRT-8102 achieving 80–90% median NEK7 degradation across 5 mg, 20 mg, and 40 mg doses
- Atherosclerosis and systemic inflammation biomarkers substantially reduced, supporting MRT-8102’s potential across NLRP3/IL-1-driven diseases
Item EX-99.1: Item EX-99.1
- Phase 1 GFORCE-1 enrolled 108 obese subjects; MRT-8102 achieved 80–90% median NEK7 degradation across 5 mg, 20 mg, and 40 mg doses
- ASCVD-related biomarkers declined materially, including calprotectin 56%, S100A12 46%, SAA 51%, and fibrinogen 28%
Item 7.01: Regulation FD Disclosure
- MRT-6160 (DDY391) Phase 2 study initiated in participants with Sjögren’s disease
- Novartis conducting the study under its collaboration with Monte Rosa
Item EX-99.1: Item EX-99.1
- Novartis initiated Phase 2a/b Sjögren’s study for MRT-6160, advancing the partnered program toward dose selection for Phase 3
- Monte Rosa to receive $50 million milestone tied to the study’s first patient visit
Item 8.01: Other Events
- Phase 2 initiation for MRT-6160 triggered a $50 million milestone payment from Novartis
- Novartis holds exclusive worldwide development, manufacturing, and commercialization rights
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results announced for quarter ended June 30, 2026
- Full earnings release furnished as Exhibit 99.1, containing the detailed results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 2026 net loss $43.4M vs $12.3M, reflecting R&D investment rising to $48.0M from $30.7M
- Cash, restricted cash and marketable securities $626.0M, supporting operations into 2029 despite $45.2M quarterly decline
AI summaries of GLUE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GLUE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bowen Matthew | Sell | Oct 5, 2026 | 13 | $10.56 |
| Warmuth Markus | Sell | Jul 16, 2026 | 9,500 | $23.18 |
| Champoux Jennifer | M | Jul 15, 2026 | 4,351 | $3.98 |
| Champoux Jennifer | M | Jul 15, 2026 | 4,351 | - |
| Champoux Jennifer | Sell | Jul 15, 2026 | 4,351 | $23.38 |
| Townson Sharon | M | Jul 6, 2026 | 6,000 | - |
| Townson Sharon | Sell | Jul 6, 2026 | 5,600 | $23.25 |
| Townson Sharon | Sell | Jul 6, 2026 | 400 | $24.13 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $0 | $75.6M | $123.7M |
| Operating Income | -$143.3M | -$81.1M | -$54.2M |
| Net Income | -$135.4M | -$72.7M | -$38.6M |
| Op. Margin | - | -107.3% | -43.8% |
| Net Margin | - | -96.1% | -31.2% |
| Balance Sheet | |||
| Total Assets | - | $438.7M | $448.7M |
| Equity | $179.3M | $222.9M | $233.1M |
| ROE | -75.5% | -32.6% | -16.6% |
| Cash Flow | |||
| Operating CF | -$43.8M | $42.0M | -$22.8M |
| CapEx | $19.0M | $4.0M | $4.7M |
Source: XBRL data in Monte Rosa Therapeutics, Inc. (GLUE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GLUE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $754.1M |
| Q1 2026 | 32 | $449.6M |
| Q4 2025 | 23 | $331.0M |
| Q3 2025 | 25 | $157.4M |
| Q2 2025 | 25 | $103.9M |
| Q1 2025 | 20 | $59.2M |
| Q4 2024 | 17 | $94.0M |
| Q3 2024 | 12 | $23.2M |
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- Millennium Management−191.4K
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Source: 13F-HR filings on SEC EDGAR (aggregated from 184 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GLUE 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 |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
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GLUE SEC filings: frequently asked questions
Are GLUE insiders buying or selling?
In the last 90 days, Monte Rosa Therapeutics, Inc. (GLUE) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $322,086 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold GLUE stock?
As of June 30, 2026, the largest Monte Rosa Therapeutics, Inc. (GLUE) holders among the 13F filers tracked by SignalX were T. Rowe Price Group ($214.4 million), BlackRock ($165.6 million), State Street Corp ($90.3 million), Vanguard Capital Management LLC ($82.6 million), Dimensional Fund Advisors ($28.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GLUE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Monte Rosa Therapeutics, Inc. (GLUE) reported revenue of $123.7 million (up 63.5% from FY2024) and a net loss of $38.6 million. The figures come from the XBRL data in the 10-K.
What did GLUE report in its latest 8-K?
Monte Rosa Therapeutics, Inc. (GLUE) filed an 8-K on October 1, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). Positive Phase 1 MRT-8102 results in GFORCE-1, targeting NLRP3-driven inflammatory conditions.
What are the latest GLUE SEC filings?
Monte Rosa Therapeutics, Inc. (GLUE) filed its latest 10-K annual report on March 17, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on October 6, 2026.
What is GLUE's SEC CIK number?
Monte Rosa Therapeutics, Inc. (GLUE)'s SEC Central Index Key (CIK) is 1826457. EDGAR lists every GLUE filing under that number.
Ask anything about GLUE
The research agent reads GLUE's filings, financials, insider trades and 13F holders, then answers with sources.