OLMA at a glance
Olema Pharmaceuticals, Inc. (OLMA, SEC CIK 1750284) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 13, 2026 and Form 4 insider filings as recently as September 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding Olema Pharmaceuticals, Inc. (OLMA) shares worth $508.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Harmon Cyrus on July 24, 2026 of 12,500 shares at $11.71 per share.
- In the last 90 days, OLMA insiders reported 0 open-market purchases ($0) and 2 open-market sales ($291K) on Form 4, a net sale of $291K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$291K
- 13F holders
- 26 funds
- $508.9M · −1 vs prior quarter
- Latest 8-K
- Aug 13, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Clinical-stage biopharma developing next-generation targeted therapies for ER+ breast cancer, emphasizing oral small molecule endocrine therapies
- New emphasis: Initiated pivotal Phase 3 OPERA-01 trial for palazestrant monotherapy (2023) and Phase 3 OPERA-02 trial with ribociclib combination (2025)
- Strategic shift: Collaboration with Novartis for ribociclib supply, advancing palazestrant as potential endocrine therapy of choice in frontline metastatic breast cancer
- Quantitative highlight: Over 400 patients treated with palazestrant; FDA Fast Track designation granted in July 2022
- Noteworthy: Second product OP-3136 entered clinical development in late 2024 targeting KAT6, with IND clearance and ongoing Phase 1 trial enrollment
Risk Factors
- FDA regulatory risk: reliance on successful OPERA-01 Phase 3 trial results expected fall 2026 for NDA submission and potential FDA approval by late 2027
- Geopolitical/macroeconomic threat: funding and operational risks tied to global economic uncertainty and volatile credit markets impacting capital raises and collaborations
- Supply chain vulnerability: dependence on third-party contract manufacturers (CMOs) for clinical and potential commercial production with no in-house manufacturing
- Competitive risk: Novartis collaboration supplying ribociclib for OPERA-02 trial, with palazestrant competing against established CDK4/6 inhibitors like palbociclib and ribociclib
- Financial risk: accumulated deficit $597.6 million with net losses increasing to $162.5 million in 2025, requiring ongoing substantial capital raises including $237 million net from 2024 private placement
Management Discussion & Analysis
- Revenue and profitability details not disclosed in the provided MD&A excerpt
- Cash flow, capital allocation, buybacks, dividends, and capex information not included
- Forward-looking statements indicating potential risks and uncertainties affecting actual results and events timing
AI summary of the OLMA 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
- No product revenue in either quarter; product sales not yet commercialized
- R&D expense $57.8M vs $43.9M YoY, up 32%
- G&A expense $9.4M vs $4.0M YoY, up 137%
- Net loss $63.2M vs $43.8M YoY, up 44%
- OPERA-01 enrollment complete; top-line results expected Q1 2027 and potential launch in 2028
Risk Factors
- Newly added financing risk: Fourth Amendment added Olema Oncology International Limited as a secured guarantor on July 1, 2026
- Materially updated debt risk: Loan maturity extended to January 1, 2029, with potential extension to July 1, 2029
- Regulatory risk: No pivotal trial completed or NDA submitted, leaving approval for palazestrant and OP-3136 uncertain
- Clinical risk: Palazestrant remains the lead candidate, with failure delaying commercialization and revenue generation
- Financial risk: Net loss $63.2 million in Q2 2026 versus $43.8 million in Q2 2025, with accumulated deficit $713.8 million
AI summary of the OLMA 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
- CFO appointment disclosed under Regulation FD, making the leadership change broadly available to investors
- Mr. O’Byrne appointed Chief Financial Officer, adding new executive oversight of finance and reporting
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jason O’Byrne appointed CFO, principal financial officer and principal accounting officer effective August 11, 2026
- Senior biopharma finance executive with prior CFO roles at Vir Biotechnology and Caribou Biosciences
Item EX-99.1: Item EX-99.1
- Jason O’Byrne appointed CFO, succeeding prior finance leadership as Olema approaches pivotal OPERA-01 data
- Executive brings IPO, capital markets, acquisition integration, and commercial-stage biotechnology experience
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as the source for detailed financial results
Item EX-99.1: Item EX-99.1
- OPERA-01 Phase 3 enrollment complete; top-line data expected Q1 2027, creating a major near-term clinical catalyst for palazestrant
- Cash, equivalents, and marketable securities $461.1M, down from $505.4M at December 31, 2025
Item 5.07: Submission of Matters to a Vote of Security Holders
- All four Class III director nominees elected through the 2029 annual meeting
- Yi Larson received 50,371,668 votes for and 18,268,079 withheld, signaling comparatively weaker shareholder support
AI summaries of OLMA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OLMA
Don't miss the next OLMA filing
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- Fund moves. Which tracked funds opened, added or cut OLMA, 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 |
|---|---|---|---|---|
| O'Byrne Jason | A | Sep 1, 2026 | 650,000 | - |
| Harmon Cyrus | Sell | Jul 24, 2026 | 12,500 | $11.71 |
| Harmon Cyrus | Sell | Jul 23, 2026 | 12,500 | $11.58 |
| Harmon Cyrus | A | Jun 18, 2026 | 29,500 | - |
| BUTITTA CYNTHIA M | A | Jun 18, 2026 | 29,500 | - |
| Horning Sandra | A | Jun 18, 2026 | 29,500 | - |
| CLARK IAN T | A | Jun 18, 2026 | 29,500 | - |
| Larson Yi | A | Jun 18, 2026 | 29,500 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Operating Income | -$105.0M | -$142.3M | -$178.7M | |
| Net Income | -$96.7M | -$129.5M | -$162.5M | |
| Balance Sheet | ||||
| Total Assets | $276.9M | $451.0M | $533.4M | |
| Equity | $253.9M | $409.0M | $478.6M | |
| ROE | -38.1% | -31.7% | -33.9% | |
| Per Share | ||||
| EPS | $-2.14 | $-2.20 | $-1.87 | |
| Cash Flow | ||||
| Operating CF | -$83.7M | -$104.4M | -$146.7M | |
| CapEx | - | $159K | - | |
Source: XBRL data in Olema Pharmaceuticals, Inc. (OLMA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OLMA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $508.9M |
| Q1 2026 | 27 | $500.7M |
| Q4 2025 | 25 | $592.9M |
| Q3 2025 | 23 | $198.0M |
| Q2 2025 | 24 | $91.4M |
| Q1 2025 | 20 | $54.6M |
| Q4 2024 | 17 | $59.3M |
| Q3 2024 | 14 | $70.2M |
- FMR LLC (Fidelity)+1.76M (+17%)
- Franklin Resources+1.13M (+93%)
- Vanguard Portfolio Management LLC+1.07M (+180%)
- BlackRock+1.06M (+19%)
- Ameriprise Financial+783.3K (+1366%)
- T. Rowe Price Group−356.3K (-30%)
- Citadel Advisors LLC−263.5K (-29%)
- Bank of America Corp−173.8K (-34%)
- Prudential Financial−50.1K (-45%)
- Two Sigma Investments−38.0K (-3%)
- Millennium Management−182.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 176 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OLMA 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 2, 2026 | - | - | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 8-K | May 26, 2026 | - | Analysis | |
| 8-K | May 21, 2026 | - | Analysis | |
| 10-Q | May 12, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 4 | Apr 29, 2026 | - | - | - |
| SC 13G | Mar 20, 2026 | - | - |
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OLMA SEC filings: frequently asked questions
Are OLMA insiders buying or selling?
In the last 90 days, Olema Pharmaceuticals, Inc. (OLMA) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $291,163 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold OLMA stock?
As of June 30, 2026, the largest Olema Pharmaceuticals, Inc. (OLMA) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($151.9 million), BlackRock ($84.0 million), State Street Corp ($54.0 million), Vanguard Capital Management LLC ($41.8 million), Franklin Resources ($29.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What are the main risks in OLMA's latest 10-K?
In the 10-K filed March 16, 2026, Olema Pharmaceuticals, Inc. (OLMA) flagged: FDA regulatory risk: reliance on successful OPERA-01 Phase 3 trial results expected fall 2026 for NDA submission and potential FDA approval by late 2027. Geopolitical/macroeconomic threat: funding and operational risks tied to global economic uncertainty and volatile credit markets impacting capital raises and collaborations. (AI summary of the Risk Factors section.)
What did OLMA report in its latest 8-K?
Olema Pharmaceuticals, Inc. (OLMA) filed an 8-K on August 13, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). CFO appointment disclosed under Regulation FD, making the leadership change broadly available to investors.
What are the latest OLMA SEC filings?
Olema Pharmaceuticals, Inc. (OLMA) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 13, 2026 and a Form 4 insider filing on September 2, 2026.
What is OLMA's SEC CIK number?
Olema Pharmaceuticals, Inc. (OLMA)'s SEC Central Index Key (CIK) is 1750284. EDGAR lists every OLMA filing under that number.
Ask anything about OLMA
The research agent reads OLMA's filings, financials, insider trades and 13F holders, then answers with sources.