TECX at a glance
Tectonic Therapeutic, Inc. (TECX, SEC CIK 1681087) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 29, 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.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Tectonic Therapeutic, Inc. (TECX) shares worth $195.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by McNamara Peter on September 30, 2026 of 536 shares at $23.04 per share.
- In the last 90 days, TECX insiders reported 0 open-market purchases ($0) and 3 open-market sales ($15K) on Form 4, a net sale of $15K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$15K
- 13F holders
- 25 funds
- $195.7M · +2 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $0, unchanged YoY, with no product sales since inception
- Operating expenses $24.2M, up 8% YoY; operating loss $24.2M vs $22.3M
- TX45 R&D $7.0M, up 25%; TX2100 R&D $2.8M, down 44%
- Cash $227.1M at June 30; six-month operating cash outflow $39.9M vs $27.8M
- ATM generated $11.7M net proceeds; APEX topline results expected early Q1 2027
Risk Factors
- Net loss $22.3 million for three months ended June 30, 2026, versus $20.0 million in 2025
- Cash and equivalents $227.1 million, expected to fund planned operations for at least 12 months
- Additional capital needs tied to Phase 2 TX45 trials and Phase 1a TX2100 development
- Clinical-trial risk heightened by TX45 Phase 2 and TX2100 Phase 1a status
- Regulatory risk from potential FDA disagreement over trial design, endpoints, or clinical data interpretation
AI summary of the TECX 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 8.01: Other Events
- Phase 1 TX2100 results favorable for safety, tolerability and pharmacokinetics
- TX2100 targets hereditary hemorrhagic telangiectasia, expanding Tectonic’s clinical pipeline
Item EX-99.1: Item EX-99.1
- Phase 1a TX2100 doses generally safe and tolerated across six cohorts in 48 healthy volunteers
- No deaths, serious adverse events, or severe treatment-emergent adverse events; anti-drug antibody results pending
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 contains only standard exhibit incorporation and liability language
- No operating results, financial figures, reporting period, or investor-impacting disclosures included
Item EX-99.1: Item EX-99.1
- Q2 2026 earnings update: net loss $22.3M versus $20.0M, with R&D expense rising to $18.0M
- TX45 APEX Phase 2 enrollment complete: 191 patients, including 137 enriched CpcPH patients; topline results expected early Q1 2027
Item 5.07: Submission of Matters to a Vote of Security Holders
- Timothy A. Springer and Stefan Vitorovic elected Class II directors through the 2029 annual meeting
- Springer received 11,461,485 votes for versus 2,963,750 withheld
Item 8.01: Other Events
- Enrollment completed in TX45 APEX Phase 2 trial for PH-HFpEF patients
- Milestone reduces enrollment uncertainty and supports progression toward topline clinical data
AI summaries of TECX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TECX
Don't miss the next TECX filing
- Alerts as it files. A push when TECX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TECX, by share count.
- Ask anything. An AI agent that reads every TECX filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| McNamara Peter | Sell | Sep 30, 2026 | 536 | $23.04 |
| McNamara Peter | F | Sep 25, 2026 | 444 | $23.67 |
| REICIN ALISE | F | Sep 25, 2026 | 1,545 | $23.67 |
| Lochner Daniel | F | Sep 25, 2026 | 520 | $23.67 |
| Schwabish Marc | F | Sep 25, 2026 | 411 | $23.67 |
| Ruddy Marcella K. | F | Sep 25, 2026 | 525 | $23.67 |
| Schwabish Marc | A | Sep 3, 2026 | 17,750 | - |
| Lochner Daniel | A | Sep 3, 2026 | 24,250 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Operating Income | $10.2M | -$58.0M | -$84.0M |
| Net Income | - | -$58.0M | -$74.2M |
| Balance Sheet | |||
| Total Assets | $101.1M | $152.9M | $261.0M |
| Equity | $94.7M | $140.8M | $251.3M |
| ROE | - | -41.2% | -29.5% |
| Per Share | |||
| EPS | $0.27 | $-6.83 | $-4.05 |
| Cash Flow | |||
| Operating CF | -$63.2M | -$59.1M | -$60.1M |
| CapEx | $8K | $156K | $208K |
Source: XBRL data in Tectonic Therapeutic, Inc. (TECX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TECX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $195.7M |
| Q1 2026 | 23 | $167.5M |
| Q4 2025 | 19 | $120.5M |
| Q3 2025 | 17 | $86.0M |
| Q2 2025 | 18 | $99.7M |
| Q1 2025 | 15 | $72.6M |
| Q4 2024 | 12 | $100.7M |
| Q3 2024 | 7 | $4.1M |
- Millennium Management+107.2K (+184%)
- D.E. Shaw & Co+70.4K (+61%)
- Northern Trust+35.6K (+45%)
- Vanguard Portfolio Management LLC+30.8K (+48%)
- Vanguard Capital Management LLC+15.3K (+3%)
- T. Rowe Price Group−116.1K (-71%)
- AQR Capital Management−10.3K (-61%)
- JPMorgan Chase & Co−3.5K (-6%)
- Invesco Ltd−1.3K (-17%)
- Ameriprise Financial−984 (-1%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 136 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TECX 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 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 8-K | May 7, 2026 | - | Analysis |
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TECX SEC filings: frequently asked questions
Are TECX insiders buying or selling?
In the last 90 days, Tectonic Therapeutic, Inc. (TECX) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $15,425 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TECX stock?
As of June 30, 2026, the largest Tectonic Therapeutic, Inc. (TECX) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($97.3 million), BlackRock ($29.7 million), Vanguard Capital Management LLC ($16.8 million), State Street Corp ($7.6 million), D.E. Shaw & Co ($6.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What did TECX report in its latest 8-K?
Tectonic Therapeutic, Inc. (TECX) filed an 8-K on September 29, 2026 reporting Item 8.01 (Other Events). Phase 1 TX2100 results favorable for safety, tolerability and pharmacokinetics.
What are the latest TECX SEC filings?
Tectonic Therapeutic, Inc. (TECX) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on October 2, 2026.
What is TECX's SEC CIK number?
Tectonic Therapeutic, Inc. (TECX)'s SEC Central Index Key (CIK) is 1681087. EDGAR lists every TECX filing under that number.
Ask anything about TECX
The research agent reads TECX's filings, financials, insider trades and 13F holders, then answers with sources.