undamentalytics Newsletter
Sign in

Monte Rosa Therapeutics, Inc. (GLUE) stock

Add to watchlist

Add holding +

NASDAQ: GLUE Nasdaq Biotechnology Next results ~November 5, 2026

D Fundamentals grade

Monte Rosa Therapeutics, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.

Stock price today

Loading chart…

Third-party market data · may be delayed

Model estimate per share

~$5.3

Valuation models combined (3)

Base case. Range ~$2.3–$6.1. Weighted average of 3 models (growth cash-flow model, forward price-to-sales vs peers, revenue-to-maturity model), the growth cash-flow model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Monte Rosa Therapeutics, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 8 selling0 purchases and 37 sales by directors and officers, last 12 monthsInsider trades
  • Funds109 adding, 82 cuttingOf 43 active managers that changed their stake, 21 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Monte Rosa Therapeutics files

Where Monte Rosa Therapeutics stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $29m, down 83.9% on a year earlier, a steeper fall than the 73.1% decline a quarter earlier. That puts it 47 of 49 for growth among the biotechnology companies we cover. Free-cash-flow margin fell to -111.7% from 13.4% a year earlier. Operating margin narrowed to -633.0% from 8.4%. The diluted share count is up 11.9% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades E. It passes 2 of our 2 financial-health checks. Our revenue-to-maturity cash-flow model value is $5.53 a share, against a share price of $10.98.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Monte Rosa Therapeutics, Inc.'s trailing-twelve-month revenue fell 83.9% year on year, with a free-cash-flow margin of -111.7%. Where it lags: revenue growth of -83.9% ranks 159 of 172 biotechnology companies we cover.

Current signal Balance sheet growing far ahead of sales: Total assets grew 92% year over year while revenue fell 84% — the balance sheet is expanding 176 points faster than the business it supports.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Net cash. Cash exceeds long-term debt by $0.1bn.

Things to watch

  • Results due soon. Results are expected around 5 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 83.9% over the last 12 months.
  • Growth slowing. The growth rate is 10.8 points lower than a quarter earlier.
  • Loss-making. Operating margin is -633.0%: costs exceed revenue.
  • Margins narrowing. Operating margin is down 641.4 points on a year ago.
  • Burning cash. Free cash flow was -111.7% of revenue over the last 12 months.

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
-$0.43 against an average estimate of -$0.37: missed by 17.6%
Revenue
$9m, down 61.3% on a year earlier
Share reaction
+1.7% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 5, 2026; average EPS estimate -$0.20

Monte Rosa Therapeutics' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-1.2%
  • 1 week+1.4%
  • 1 month+1.2%
  • This year-32.2%
  • 1 year-17.3%
  • 5 years-60.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$28.7M
Operating margin
-633.0%
Net margin
-560.8%
EPS (TTM, diluted)
$-1.75

Growth

Revenue growth
−83.9%
Change in growth rate
−10.8 pts
Share count change
+11.9%

Cash

Free cash flow (TTM)
-$32.1M
FCF margin
-111.7%
Stock pay % of revenue
71.7%

Earnings

Last results
August 6, 2026
Next results (est.)
November 5, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Announcement
  3. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Monte Rosa Therapeutics, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Valuation models

We value Monte Rosa Therapeutics, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10.1%: the 10-year Treasury yield (4.9%) plus a beta of 1.15 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$6.1 ~$6.0–$6.2 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$2.3 ~$2.4–$8.8 Included, half weight
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$5.3 ~$5.2–$5.3 Included
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$5.3 ~$2.3–$6.1 3 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Monte Rosa Therapeutics, Inc. with Biotechnology in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 202320242025Now
Share price$5.65$6.94$15.68$10.63
Market value$290m$513m$1.3bn$979m
+ Net debt (− = net cash)−$128m−$224m−$130m−$90m
Enterprise value$162m$289m$1.2bn$889m
Multiples
Price / sales —6.8x10.5x34.1x
Price / earnings ————
Price / free cash flow —13.5x——
EV / EBITDA ————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, before the open. Analysts expect revenue of $34m and EPS of −$0.20 (range −$0.56 to $0.10) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$1.37 −199% $73m −41%
Next −$1.84 −34% $65m −11%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −13.6% on 90 days ago. In the last 30 days, 2 analysts raised Monte Rosa Therapeutics, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Monte Rosa Therapeutics, Inc., last 90 days
−$2.00 −$1.50 −$1.00 −$0.50 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$1.59 Current fiscal year, 60 days ago: −$1.57 Current fiscal year, 30 days ago: −$1.44 Current fiscal year, 7 days ago: −$1.42 Current fiscal year, Now: −$1.37 −$1.37 Next fiscal year, 90 days ago: −$1.81 Next fiscal year, 60 days ago: −$1.88 Next fiscal year, 30 days ago: −$1.87 Next fiscal year, 7 days ago: −$1.85 Next fiscal year, Now: −$1.84 −$1.84

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$1.59−$1.81
60 days ago −$1.57−$1.88
30 days ago −$1.44−$1.87
7 days ago −$1.42−$1.85
Now −$1.37−$1.84

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.37 −$0.43 −17.6%
Mar 2026 −$0.38 −$0.45 −19.1%
Dec 2025 −$0.34 −$0.55 −63.4%
Sept 2025 −$0.35 −$0.33 +6.4%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 6, 2026

No numeric guidance in Monte Rosa Therapeutics, Inc.'s latest earnings release (filed August 6, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

10 analysts, Oct 2026
Buy10100%
Hold00%
Sell00%

Monthly trend

  1. Oct 20262810
  2. Sep 2026268
  3. Aug 2026268
  4. Jul 2026268

Counts of recommendations published by analysts covering Monte Rosa Therapeutics, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
24.6%
of tradable shares
Days to cover
14
at average volume
Short interest, 1 month
+7%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
0.6%
of shares
Employees
173
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −17.3%

$12.85 on October 31, 2025 to $10.63

ThenNowEffect
Revenue (last 12 months) $178m $29m −83.9%
P/S multiple 5.9x 34.1x +473.4%
Share count 82m 92m −10.6%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
GLUE−63%−26%+23%+126%−32%
Industry peers (median)−56%−17%−29%−5%−26%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
GLUE33%33%50%50%36%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
GLUE−70%−70%−60%−48%−62%
S&P 500−25%−10%−8%−19%−9%

Worst fall since June 24, 2021: 94% from September 3, 2021 to October 25, 2023. Getting back needed a 1588% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$9.74 – $25.31
From 52-week high
−58.0%
vs 50-day average
−11.4%
vs 200-day average
−38.6%
Volatility (1 year)
81%
Beta vs S&P 500
0.96

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
4 up, 8 down
typical move ±4.9%
After a week
5 up, 7 down
typical move ±10.4%
After a month
7 up, 5 down
typical move ±21.5%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 +1.7% +0.5% +1.5% −11.3%
May 7, 2026 −4.9% +0.5% −8.4% −16.6%
March 17, 2026 −3.6% −1.1% −10.0% +14.4%
November 6, 2025 0.0% −1.0% +16.3% +45.0%
August 7, 2025 +0.6% +0.7% −0.1% +10.2%
May 8, 2025 +6.2% +0.6% +0.5% +27.8%
March 20, 2025 −13.4% −0.3% −21.5% −33.4%
January 10, 2025 −5.5% −1.4% −5.6% +2.0%
November 7, 2024 −2.0% +1.2% −10.3% +7.9%
August 8, 2024 +9.1% +2.8% +35.7% +64.3%
May 9, 2024 −7.8% +0.7% −0.8% −23.6%
March 14, 2024 −3.6% −0.9% +14.1% −1.2%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Monte Rosa Therapeutics, Inc. in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Monte Rosa Therapeutics, Inc.
$0 $50M $100M $150M $200M FY23 Q4 FY24 Q2 FY24 Q4 FY25 Q2 FY25 Q4 FY26 Q2 Revenue (TTM), FY23 Q4: $0 Revenue (TTM), FY24 Q1: $1.1M Revenue (TTM), FY24 Q2: $5.8M Revenue (TTM), FY24 Q3: $15M Revenue (TTM), FY24 Q4: $75.6M Revenue (TTM), FY25 Q1: $159.5M Revenue (TTM), FY25 Q2: $178M Revenue (TTM), FY25 Q3: $181.5M Revenue (TTM), FY25 Q4: $123.7M Revenue (TTM), FY26 Q1: $43M Revenue (TTM), FY26 Q2: $28.7M $28.7M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $0
FY24 Q1 $1.1M
FY24 Q2 $5.8M
FY24 Q3 $15M
FY24 Q4 $75.6M
FY25 Q1 $159.5M
FY25 Q2 $178M
FY25 Q3 $181.5M
FY25 Q4 $123.7M
FY26 Q1 $43M
FY26 Q2 $28.7M
Revenue growth, TTM YoY Monte Rosa Therapeutics, Inc.
-5000% 0% 5000% 10000% 15000% FY25 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY26 Q1 FY26 Q2 Revenue growth, TTM YoY, FY25 Q1: 14889.4% Revenue growth, TTM YoY, FY25 Q2: 2990.6% Revenue growth, TTM YoY, FY25 Q3: 1112.3% Revenue growth, TTM YoY, FY25 Q4: 63.5% Revenue growth, TTM YoY, FY26 Q1: -73.1% Revenue growth, TTM YoY, FY26 Q2: -83.9% -83.9%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY25 Q1 14889.4%
FY25 Q2 2990.6%
FY25 Q3 1112.3%
FY25 Q4 63.5%
FY26 Q1 -73.1%
FY26 Q2 -83.9%
Operating margin (TTM) Monte Rosa Therapeutics, Inc.
-15000% -10000% -5000% 0% 5000% FY24 Q1 FY24 Q3 FY25 Q1 FY25 Q3 FY26 Q2 Operating margin (TTM), FY24 Q1: -13533.7% Operating margin (TTM), FY24 Q2: -2420.9% Operating margin (TTM), FY24 Q3: -861.3% Operating margin (TTM), FY24 Q4: -107.3% Operating margin (TTM), FY25 Q1: -1.3% Operating margin (TTM), FY25 Q2: 8.4% Operating margin (TTM), FY25 Q3: 4.7% Operating margin (TTM), FY25 Q4: -43.8% Operating margin (TTM), FY26 Q1: -345.2% Operating margin (TTM), FY26 Q2: -633.0% -633.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY24 Q1 -13533.7%
FY24 Q2 -2420.9%
FY24 Q3 -861.3%
FY24 Q4 -107.3%
FY25 Q1 -1.3%
FY25 Q2 8.4%
FY25 Q3 4.7%
FY25 Q4 -43.8%
FY26 Q1 -345.2%
FY26 Q2 -633.0%
FCF margin (TTM) Monte Rosa Therapeutics, Inc.
-8000% -6000% -4000% -2000% 0% 2000% FY24 Q1 FY24 Q3 FY25 Q1 FY25 Q3 FY26 Q2 FCF margin (TTM), FY24 Q1: -6560.6% FCF margin (TTM), FY24 Q2: -1176.6% FCF margin (TTM), FY24 Q3: -419.3% FCF margin (TTM), FY24 Q4: 50.3% FCF margin (TTM), FY25 Q1: 19.1% FCF margin (TTM), FY25 Q2: 13.4% FCF margin (TTM), FY25 Q3: 79.9% FCF margin (TTM), FY25 Q4: -22.2% FCF margin (TTM), FY26 Q1: -45.8% FCF margin (TTM), FY26 Q2: -111.7% -111.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q1 -6560.6%
FY24 Q2 -1176.6%
FY24 Q3 -419.3%
FY24 Q4 50.3%
FY25 Q1 19.1%
FY25 Q2 13.4%
FY25 Q3 79.9%
FY25 Q4 -22.2%
FY26 Q1 -45.8%
FY26 Q2 -111.7%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 0 76 124 29
EBITDA −137 −73 −46 −174
Operating income −143 −81 −54 −182
Net income −135 −73 −39 −161
Diluted EPS — — — −$1.75
Growth (year on year)
Revenue — — +63.5% −83.9%
EBITDA — — — −845.8%
Operating income — — — <−999%
Net income — — — −766.5%
Diluted EPS — — — −695.8%
Margins
EBITDA margin — −96.5% −37.1% −604.8%
Operating margin — −107.3% −43.8% −633.0%
Net margin — −96.1% −31.2% −560.8%
Free-cash-flow margin — 50.3% −22.2% −111.7%
Cash flow
Cash from operations −44 42 −23 −24
Capital spending 19 4 5 8
Free cash flow −63 38 −27 −32
Stock-based pay 17 18 19 21
Free cash flow after stock pay −80 20 −46 −53
Balance sheet
Cash 128 224 130 90
Total debt 0 0 0 0
Net debt (negative = net cash) −128 −224 −130 −90
Diluted shares 51m 74m 83m 92m
Returned to shareholders
Dividends 0 0 0 0
Total returned 0 0 0 0

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · June 30, 2026
What it owns · $691m
Short-term assets $631mLonger-term assets $60m
What it owes, and who funded it · $691m
Short-term liabilities $60mLonger-term liabilities $144mShareholders' equity $487m
  • Short-term assets cover short-term liabilities $631m of assets due within a year against $60m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $631m short-term assets against $144m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Monte Rosa Therapeutics, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Dividends (TTM)
$0
Returned to shareholders
0%
of free cash flow
Diluted share count
+11.9%
year over year
Total shareholder yield
0.0%
dividends 0.0% + buybacks 0.0% of market value
R&D spending
594.2%
of revenue

Competitors: side by side with peers

Closest by revenue in biotechnology
Last 12 months unless stated GLUE TNXP ARCT STOK ABEO CRSP Median
Revenue, last 12 months $29m $29m $29m $28m $26m $25m $56m
Revenue growth, last 12 months −83.9% 196.0% −76.0% −86.2% −87.7% −34.3% 12.6%
Revenue growth, 3-year average — — −51.9% 46.1% 212.0% −47.1% 13.7%
Revenue growth, latest quarter −61.3% 577.9% −89.5% −32.5% >999% >999% 10.2%
Gross margin — 83.8% — — 67.1% — 82.9%
Operating margin −633.0% −568.4% −348.3% −809.7% −327.6% <−999% −189.4%
Operating margin, 3-year average <−999% −881.2% −154.0% −515.1% <−999% <−999% −363.5%
Net margin −560.8% −548.6% −317.6% −753.6% −246.4% <−999% −169.8%
Cash from operations / revenue −83.8% −525.7% −247.7% −645.2% −299.5% <−999% −168.0%
Free-cash-flow margin −111.7% −543.3% −248.0% −654.9% −319.5% <−999% −162.4%
Free-cash-flow margin, 3-year average −424.9% −605.0% −114.9% −385.4% <−999% −793.9% −310.0%
Stock pay / revenue 71.7% 27.3% 71.9% 135.7% 45.4% 276.8% 20.0%
Change in share count 11.9% — 3.5% 7.1% 36.6% 10.0% 8.2%

Median of all 184 companies we cover in biotechnology. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

184 biotechnology companies
Measure Company Peer median Rank
Revenue growth Growth -83.9% 12.6% 159 of 172
Change in growth rate Growth -10.8pp -0.1pp 115 of 172
Operating margin Profitability -633.0% -189.4% 126 of 175
Net margin Profitability -560.8% -157.3% 129 of 180
Free-cash-flow margin Cash generation -111.7% -145.4% 84 of 176
Stock pay as % of revenue Cash generation 71.7% 19.2% 127 of 179
Change in share count Balance sheet 11.9% 7.9% 96 of 156

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$2.3B
Institutions reporting
193
Shares held vs prior quarter
▲ 7.3%
Positions opened / closed
28 / 23

Top buyers and sellers, Q2 2026: 109 institutions bought and 82 sold ; the biggest buyer was Price T Rowe Associates Inc (+2.1M shares) and the biggest seller American Century Companies Inc (−1.2M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Price T Rowe Associates Inc $214M 8.9M 9.5% ▲ 31.9%
Nea Management Company, LLC $186M 7.7M 8.2% 0.0%
Blackrock, Inc. $166M 6.8M 7.3% ▲ 21.4%
Tcg Crossover Management, LLC $112M 4.6M 5.0% 0.0%
Vestal Point Capital, LP $111M 4.6M 4.9% ▲ 27.7%
Bvf Inc $108M 4.5M 4.8% 0.0%
Baker Bros. Advisors LP $105M 4.3M 4.7% 0.0%
State Street Corp $90.3M 3.7M 4.0% ▲ 11.3%
Montanova Capital, LLC $85.9M 3.5M 3.8% ▼ 16.0%
Vanguard Capital Management LLC $82.6M 3.4M 3.7% ▲ 10.1%
Versant Venture Management, LLC $77M 3.2M 3.4% 0.0%
Braidwell LP $59.3M 2.5M 2.6% ▼ 23.5%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Monte Rosa Therapeutics, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $4.1M 37 trades by 8 insiders · 54% under pre-set plans
Net ▼ $4.1M net selling
Insider Date Trade Shares Price Value
Bowen Matthew Principal Accounting Officer October 5, 2026 Sell 13 $10.56 $137
Warmuth Markus President & CEO July 16, 2026 Sell 9,500 $23.18 $220,210
Champoux Jennifer Chief Operating Officer July 15, 2026 Sell pre-set plan 4,351 $23.38 $101,726
Townson Sharon Chief Scientific Officer July 6, 2026 Sell pre-set plan 5,600 $23.25 $130,200
Townson Sharon Chief Scientific Officer July 6, 2026 Sell pre-set plan 400 $24.13 $9,652
Janku Filip Chief Medical Officer June 30, 2026 Sell pre-set plan 5,407 $24.50 $132,472
Manning Anthony M. Director June 29, 2026 Sell 10,000 $23.11 $231,100
Janku Filip Chief Medical Officer June 29, 2026 Sell pre-set plan 6,000 $22.95 $137,700
Janku Filip Chief Medical Officer June 24, 2026 Sell pre-set plan 30,000 $21.42 $642,600
Champoux Jennifer Chief Operating Officer June 23, 2026 Sell pre-set plan 2,175 $20.00 $43,500
Townson Sharon Chief Scientific Officer June 23, 2026 Sell pre-set plan 3,000 $20.00 $60,000
Janku Filip Chief Medical Officer June 23, 2026 Sell pre-set plan 11,845 $20.22 $239,506

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 5, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • May 7, 2026
  • March 17, 2026
  • November 6, 2025
  • August 7, 2025
  • May 8, 2025

Recent SEC filings

Data status

When each part of this page on Monte Rosa Therapeutics, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Monte Rosa Therapeutics, Inc. in brief

What does Monte Rosa Therapeutics, Inc. do?
Monte Rosa Therapeutics, Inc. is a US-listed company in the biotechnology industry. Its financial year ends in December.
What is Monte Rosa Therapeutics, Inc.'s stock ticker?
Monte Rosa Therapeutics, Inc. trades under the ticker GLUE on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Monte Rosa Therapeutics, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Monte Rosa Therapeutics, Inc. reported revenue of $28.7M, 83.9% lower than a year earlier, according to its SEC filings.
What is Monte Rosa Therapeutics, Inc.'s free cash flow?
Monte Rosa Therapeutics, Inc.'s free-cash-flow margin is -111.7% of revenue over the trailing twelve months, ranking 84 of the 176 biotechnology companies we cover.
Who are Monte Rosa Therapeutics, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Price T Rowe Associates Inc, Nea Management Company, LLC and Blackrock, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Monte Rosa Therapeutics, Inc.'s market cap?
On November 2, 2026, Monte Rosa Therapeutics, Inc.'s market capitalisation was about $979M and net debt of -$90.1M. Market figures come from third-party market data and may be delayed.
Does Monte Rosa Therapeutics, Inc. pay a dividend?
Monte Rosa Therapeutics, Inc. reported no dividend payments in its trailing twelve months of filings.
Who are Monte Rosa Therapeutics, Inc.'s competitors?
In our Biotechnology peer group, the companies closest to Monte Rosa Therapeutics, Inc. are Tonix Pharmaceuticals Holding Corp., Arcturus Therapeutics Holdings Inc., Stoke Therapeutics, Inc., Abeona Therapeutics Inc. and Crispr Therapeutics AG. The side-by-side comparison below sets their revenue, margins and growth against Monte Rosa Therapeutics, Inc.'s.
Are insiders buying or selling Monte Rosa Therapeutics, Inc. stock?
Over the last 12 months, Monte Rosa Therapeutics, Inc.'s directors and officers reported 0 open-market purchases and 37 sales on Form 4. The insider trading page charts every trade.
When is Monte Rosa Therapeutics, Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Monte Rosa Therapeutics, Inc. announces its own schedule.