SION at a glance
Sionna Therapeutics, Inc. (SION, SEC CIK 2036042) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as September 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding Sionna Therapeutics, Inc. (SION) shares worth $533.3 million in 13F-HR filings.
- In the last 90 days, SION insiders reported 0 open-market purchases ($0) and 2 open-market sales ($21.8M) on Form 4, a net sale of $21.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$21.8M
- 13F holders
- 23 funds
- $533.3M · +0 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 2.05 · Item 5.02 · 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 product sales or other revenue
- Operating margin (loss) (100.0%) vs (100.0%) YoY; net loss $29.9M vs $18.1M
- Best-performing program NBD1 and combination development, R&D $11.8M vs $8.8M
- Cash, equivalents and marketable securities $268.3M; operating cash use $44.1M vs $34.4M
- Funding runway into 2028; additional capital needed as clinical-development expenses increase
Risk Factors
- No explicit new or changed risk factors identified; filing text is truncated before completion
- Clinical-stage losses: net loss $56.7 million and accumulated deficit $313.0 million as of June 30, 2026
- Regulatory approval risk: FDA may require additional preclinical studies or clinical trials before or after approval
- Combination-therapy risk: SION-719 and SION-451 programs face drug-drug interaction and unforeseen side-effect risks
- Liquidity risk: $268.3 million in cash, cash equivalents and marketable securities expected to fund operations into 2028
AI summary of the SION 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 2.05: Costs Associated with Exit or Disposal Activities
- Workforce reduction of approximately 46% to prioritize SION-451 and SION-2222 dual combination program
- SION-719 add-on program wind-down, including clinical, manufacturing, and vendor contract terminations
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Business Officer Caroline Stark Beer terminated without cause effective September 15, 2026, signaling restructuring-driven leadership consolidation
- CFO Elena Ridloff adds Chief Business Officer duties, while CMO Charlotte McKee adds R&D leadership
Item 8.01: Other Events
- Phase 2a proof-of-concept trial planned for SION-451 and SION-2222 dual combination program
- Advancement creates a clinical catalyst but carries trial-design, safety, efficacy, and regulatory execution risk
Item EX-99.1: Item EX-99.1
- Sionna advancing SION-451 + SION-2222 into Phase 2a, with trial initiation targeted for Q1 2027
- Post hoc analysis showed placebo-adjusted sweat chloride reduction of -8.6 mmol/L after excluding three PK outliers
Item 8.01: Other Events
- SION-719 Phase 2a topline data announced, but Company will not advance it as an add-on to standard of care
- SION-451 dual-combination Phase 1 data reported from healthy subjects
Item EX-99.1: Item EX-99.1
- SION-719 failed its Phase 2a activity endpoint, with placebo-adjusted sweat chloride change of -1.0 mmol/L (p=0.7)
- Company will not advance SION-719 as an add-on to Trikafta, materially narrowing its CF development opportunity
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results and business highlights announced for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing detailed results and company updates
AI summaries of SION 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SION
Don't miss the next SION filing
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- Fund moves. Which tracked funds opened, added or cut SION, 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 |
|---|---|---|---|---|
| McKee Charlotte | A | Sep 17, 2026 | 50,000 | - |
| Cloonan Michael | D | Sep 17, 2026 | 436,100 | - |
| Fitzpatrick Jennifer | A | Sep 17, 2026 | 28,132 | - |
| Fitzpatrick Jennifer | D | Sep 17, 2026 | 103,140 | - |
| Cloonan Michael | A | Sep 17, 2026 | 109,025 | - |
| Cloonan Michael | A | Sep 17, 2026 | 436,100 | - |
| Cloonan Michael | A | Sep 17, 2026 | 109,025 | - |
| Fitzpatrick Jennifer | A | Sep 17, 2026 | 28,133 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Operating Income | - | -$70.6M | -$89.0M |
| Net Income | - | -$61.7M | -$75.3M |
| Balance Sheet | |||
| Total Assets | - | $185.8M | $326.0M |
| Equity | -$114.9M | -$163.7M | $306.8M |
| ROE | - | 37.7% | -24.5% |
| Per Share | |||
| EPS | - | $-15.99 | $-1.88 |
| Cash Flow | |||
| Operating CF | - | -$52.8M | -$66.3M |
| CapEx | - | $27K | $377K |
Source: XBRL data in Sionna Therapeutics, Inc. (SION)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SION share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $533.3M |
| Q1 2026 | 23 | $432.9M |
| Q4 2025 | 22 | $416.4M |
| Q3 2025 | 21 | $319.2M |
| Q2 2025 | 19 | $155.0M |
| Q1 2025 | 14 | $74.0M |
- State Street Corp+265.3K (+35%)
- FMR LLC (Fidelity)+196.9K (+242%)
- BlackRock+178.9K (+14%)
- Millennium Management+136.1K (+97%)
- Goldman Sachs Group+125.6K (+48%)
- T. Rowe Price Group−278.4K (-37%)
- Citadel Advisors LLC−19.3K (-2%)
- PNC Financial Services−11 (-69%)
- D.E. Shaw & Co+101.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 122 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SION 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 | Sep 21, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis |
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SION SEC filings: frequently asked questions
Are SION insiders buying or selling?
In the last 90 days, Sionna Therapeutics, Inc. (SION) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $21.8 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SION stock?
As of June 30, 2026, the largest Sionna Therapeutics, Inc. (SION) holders among the 13F filers tracked by SignalX were Viking Global Investors ($140.6 million), BlackRock ($64.9 million), JPMorgan Chase & Co ($64.1 million), Citadel Advisors LLC ($50.5 million), Vanguard Capital Management LLC ($49.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What did SION report in its latest 8-K?
Sionna Therapeutics, Inc. (SION) filed an 8-K on September 14, 2026 reporting Item 2.05 (Costs Associated with Exit or Disposal Activities), Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 8.01 (Other Events). Workforce reduction of approximately 46% to prioritize SION-451 and SION-2222 dual combination program.
What are the latest SION SEC filings?
Sionna Therapeutics, Inc. (SION) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on September 21, 2026.
What is SION's SEC CIK number?
Sionna Therapeutics, Inc. (SION)'s SEC Central Index Key (CIK) is 2036042. EDGAR lists every SION filing under that number.
Ask anything about SION
The research agent reads SION's filings, financials, insider trades and 13F holders, then answers with sources.