SYRE at a glance
Spyre Therapeutics, Inc. (SYRE, SEC CIK 1636282) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as October 2, 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), Spyre Therapeutics, Inc. (SYRE) reported revenue of $0 and a net loss of $155.2 million.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Spyre Therapeutics, Inc. (SYRE) shares worth $3.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by King-Jones Heidy on October 1, 2026 of 400 shares at $89.24 per share.
- In the last 90 days, SYRE insiders reported 0 open-market purchases ($0) and 42 open-market sales ($16.9M) on Form 4, a net sale of $16.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $0
- 10-K XBRL
- Insiders · 90 days
- 0 buys · 42 sells
- Net −$16.9M
- 13F holders
- 30 funds
- $3.5B · +1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model redesigned as clinical stage biotech focused on next-generation monoclonal antibodies for IBD and immune-mediated diseases
- Emphasis on half-life extended antibodies aiming for less frequent, self-administered subcutaneous injections
- Planning combination therapy trials to enhance efficacy beyond monotherapies in IBD
- Operational risks from macroeconomic factors including inflation, geopolitical tensions, and supply chain disruptions highlighted with uncertain financial impact
- Early-stage with no selected delivery technology, reflecting ongoing platform development and pipeline innovation
Risk Factors
- Legal risk from increased costs to comply with Nasdaq listing rules and SEC requirements post going public
- Macroeconomic impact of $2.0M lease termination fee for Austin office abandonment creating liquidity pressure
- Operational risk from reliance on Paragon and multiple CROs/CMOs for R&D services accruing significant expenses
- Competitive risk from inconclusive Phase 1/2 trial results for pegtarviliase triggering strategic alternatives process
- Financial risk from $6.4M restructuring expenses and 83% workforce reduction impacting organizational stability
Management Discussion & Analysis
- No profitability or margin data provided due to early-stage operations and recent acquisitions
- Best segment: α4β7 integrin program (SPY001) licensed July 2023 for global therapeutic development
- Capital allocation details not disclosed; emphasis on exercise of license options and exclusive IP rights acquisition
- Forward outlook: advancing multiple research programs with exclusive licenses, ongoing option for final program license
AI summary of the SYRE 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
Risk Factors
- New AI-related risk: expanding AI use exposes Spyre to operational, regulatory, legal, and ethical risks
- Capital requirement: $1,145.3 million cash, equivalents, and marketable securities at June 30, 2026, but continued operations require additional funding
- Financing dilution: April 2026 offering of 7,475,000 common shares generated approximately $463 million
- Regulatory risk: clinical programs may face delays from unresolved regulatory-authority interpretation of data sufficiency
- Competitive risk: safer, more effective, cheaper, or better-dosed competing products could reduce or eliminate commercial opportunity
AI summary of the SYRE 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 12-week induction topline data from Phase 2 SKYLINE Part A for SPY003 in moderately-to-severely active ulcerative colitis
- SPY003 is an anti-IL-23 therapy, positioning Spyre in the competitive UC biologics market
Item 8.01: Other Events
- SPY003 achieved Phase 2 UC proof-of-concept, reducing RHI 10.0 points at Week 12 versus baseline, p<0.0001
- Clinical remission reached 20%, endoscopic improvement 30%, and modified Mayo Score improved 3.5 points
Item 7.01: Regulation FD Disclosure
- SPY072 Phase 2 SKYWAY-RA sub-study topline results disclosed for rheumatoid arthritis
- Results cover a rheumatic-disease basket trial sub-study, making efficacy and safety data material to SPY072’s development outlook
Item 8.01: Other Events
- SPY072 showed proof-of-mechanism in RA, but Spyre will not prioritize monotherapy advancement after results missed its internal bar
- Low dose achieved significant DAS28-CRP improvement: -1.9 versus -1.3 for placebo at Week 12
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the substantive financial details
AI summaries of SYRE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SYRE
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- Fund moves. Which tracked funds opened, added or cut SYRE, 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 |
|---|---|---|---|---|
| King-Jones Heidy | Sell | Oct 1, 2026 | 400 | $89.24 |
| Burrows Scott L | Sell | Oct 1, 2026 | 1,500 | $90.27 |
| Burrows Scott L | M | Oct 1, 2026 | 7,500 | - |
| King-Jones Heidy | M | Oct 1, 2026 | 28,933 | $14.50 |
| Burrows Scott L | M | Oct 1, 2026 | 7,500 | $14.50 |
| Burrows Scott L | Sell | Oct 1, 2026 | 600 | $89.07 |
| Burrows Scott L | Sell | Oct 1, 2026 | 3,071 | $92.95 |
| Burrows Scott L | Sell | Oct 1, 2026 | 2,100 | $91.92 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $886K | $0 | $0 |
| Operating Income | -$242.3M | -$208.6M | -$209.6M |
| Net Income | -$338.8M | -$208.0M | -$155.2M |
| Op. Margin | -27348.0% | - | - |
| Net Margin | -38238.1% | - | - |
| Balance Sheet | |||
| Total Assets | $341.9M | $608.5M | $777.8M |
| Equity | $184.0M | $517.8M | $715.2M |
| ROE | -184.1% | -40.2% | -21.7% |
| Per Share | |||
| EPS | $-49.12 | - | - |
| Cash Flow | |||
| Operating CF | - | -$157.4M | -$169.3M |
| CapEx | $0 | $0 | - |
Source: XBRL data in Spyre Therapeutics, Inc. (SYRE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SYRE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $3.55B |
| Q1 2026 | 29 | $1.54B |
| Q4 2025 | 23 | $913.9M |
| Q3 2025 | 21 | $378.2M |
| Q2 2025 | 20 | $333.7M |
| Q1 2025 | 16 | $269.4M |
| Q4 2024 | 14 | $385.6M |
| Q3 2024 | 13 | $120.9M |
- Vanguard Portfolio Management LLC+1.74M (+298%)
- T. Rowe Price Group+1.36M (+85%)
- FMR LLC (Fidelity)+1.25M (+11%)
- Goldman Sachs Group+1.21M (+448%)
- BlackRock+985.4K (+18%)
- Blackstone Group−172.7K (-59%)
- Invesco Ltd−11.8K (-9%)
- Citadel Advisors LLC−5.0K (-5%)
- D.E. Shaw & Co+26.5K
- Two Sigma Investments+12.8K
- Carlyle Group−9.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 166 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SYRE 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 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 29, 2026 | - | - |
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SYRE SEC filings: frequently asked questions
Are SYRE insiders buying or selling?
In the last 90 days, Spyre Therapeutics, Inc. (SYRE) officers, directors and 10% owners reported no open-market purchases and 42 open-market sales worth $16.9 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SYRE stock?
As of June 30, 2026, the largest Spyre Therapeutics, Inc. (SYRE) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($1.2 billion), BlackRock ($577.7 million), Vanguard Capital Management LLC ($306.2 million), State Street Corp ($271.4 million), T. Rowe Price Group ($262.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SYRE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Spyre Therapeutics, Inc. (SYRE) reported revenue of $0 and a net loss of $155.2 million. The figures come from the XBRL data in the 10-K.
What are the main risks in SYRE's latest 10-K?
In the 10-K filed February 19, 2026, Spyre Therapeutics, Inc. (SYRE) flagged: Legal risk from increased costs to comply with Nasdaq listing rules and SEC requirements post going public. Macroeconomic impact of $2.0M lease termination fee for Austin office abandonment creating liquidity pressure. (AI summary of the Risk Factors section.)
What did SYRE report in its latest 8-K?
Spyre Therapeutics, Inc. (SYRE) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). Positive 12-week induction topline data from Phase 2 SKYLINE Part A for SPY003 in moderately-to-severely active ulcerative colitis.
What are the latest SYRE SEC filings?
Spyre Therapeutics, Inc. (SYRE) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on October 2, 2026.
What is SYRE's SEC CIK number?
Spyre Therapeutics, Inc. (SYRE)'s SEC Central Index Key (CIK) is 1636282. EDGAR lists every SYRE filing under that number.
Ask anything about SYRE
The research agent reads SYRE's filings, financials, insider trades and 13F holders, then answers with sources.