Montanova Capital LLC Has $85.90 Million Stake in Monte Rosa Therapeutics, Inc. $GLUE

Posted by Brian Himes on Sep 1st, 2026

Montanova Capital LLC trimmed its stake in Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE – Free Report) by 16.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,549,539 shares of the company’s stock after selling 677,270 shares during the period. Monte Rosa Therapeutics comprises about 1.4% of Montanova Capital LLC’s investment portfolio, making the stock its 21st largest position. Montanova Capital LLC’s holdings in Monte Rosa Therapeutics were worth $85,899,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in GLUE. Allworth Financial LP bought a new stake in shares of Monte Rosa Therapeutics in the 2nd quarter worth about $30,000. Russell Investments Group Ltd. acquired a new position in Monte Rosa Therapeutics in the third quarter valued at about $32,000. Lazard Asset Management LLC grew its stake in Monte Rosa Therapeutics by 42.9% during the second quarter. Lazard Asset Management LLC now owns 10,857 shares of the company’s stock worth $48,000 after buying an additional 3,262 shares during the last quarter. Prudential Financial Inc. acquired a new stake in shares of Monte Rosa Therapeutics during the second quarter worth approximately $54,000. Finally, Seven Fleet Capital Management LP bought a new position in shares of Monte Rosa Therapeutics in the fourth quarter valued at approximately $63,000. 79.96% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on GLUE shares. JPMorgan Chase & Co. decreased their price target on Monte Rosa Therapeutics from $31.00 to $27.00 and set an “overweight” rating on the stock in a research report on Friday, August 7th. Jefferies Financial Group restated a “buy” rating on shares of Monte Rosa Therapeutics in a report on Monday, July 27th. Wells Fargo & Company dropped their target price on shares of Monte Rosa Therapeutics from $29.00 to $27.00 and set an “overweight” rating for the company in a research note on Friday, August 7th. TD Cowen upgraded shares of Monte Rosa Therapeutics to a “strong-buy” rating in a research report on Monday, August 24th. Finally, Guggenheim reissued a “buy” rating and issued a $28.00 price target on shares of Monte Rosa Therapeutics in a report on Tuesday, August 25th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Monte Rosa Therapeutics has an average rating of “Moderate Buy” and a consensus target price of $28.50.

Read Our Latest Report on Monte Rosa Therapeutics

Insider Buying and Selling

In related news, insider Filip Janku sold 5,407 shares of the company’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $24.50, for a total value of $132,471.50. Following the completion of the sale, the insider owned 60,612 shares in the company, valued at approximately $1,484,994. This represents a 8.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, COO Jennifer Champoux sold 2,175 shares of the stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $20.00, for a total value of $43,500.00. Following the completion of the transaction, the chief operating officer directly owned 62,371 shares in the company, valued at $1,247,420. The trade was a 3.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 79,603 shares of company stock valued at $1,725,081 in the last three months. 6.40% of the stock is currently owned by company insiders.

Monte Rosa Therapeutics Trading Up 4.2%

Shares of NASDAQ:GLUE opened at $13.94 on Tuesday. Monte Rosa Therapeutics, Inc. has a 1-year low of $4.60 and a 1-year high of $25.77. The stock has a market capitalization of $1.19 billion, a P/E ratio of -7.92 and a beta of 1.59. The business has a 50-day moving average price of $19.62 and a two-hundred day moving average price of $18.59.

Monte Rosa Therapeutics (NASDAQ:GLUE – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported ($0.43) EPS for the quarter, missing the consensus estimate of ($0.38) by ($0.05). Monte Rosa Therapeutics had a negative return on equity of 43.31% and a negative net margin of 560.85%.The business had revenue of $8.97 million for the quarter, compared to analyst estimates of $12.91 million. As a group, equities analysts predict that Monte Rosa Therapeutics, Inc. will post -1.32 EPS for the current year.

Monte Rosa Therapeutics Company Profile

(Free Report)

Monte Rosa Therapeutics is a biotechnology company focused on accelerating drug discovery through the integration of single-cell genomics and artificial intelligence. Founded in 2020 and headquartered in Cambridge, Massachusetts, the company has built a proprietary platform designed to identify novel therapeutic targets and optimize lead candidates for areas of high unmet medical need. By combining cutting-edge computational methods with comprehensive cellular profiling, Monte Rosa aims to streamline the preclinical development process and uncover insights into disease biology that might otherwise remain hidden.

The company’s main business activities center on using its AI-driven discovery engine to pursue programs in immuno-oncology and neuroscience.