Monte Rosa Therapeutics, Inc. $GLUE Stock Holdings Decreased by Braidwell LP

Posted by Geri Gentry on Sep 3rd, 2026

Braidwell LP lowered its position in shares of Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE – Free Report) by 23.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,451,562 shares of the company’s stock after selling 755,012 shares during the quarter. Monte Rosa Therapeutics accounts for about 2.2% of Braidwell LP’s holdings, making the stock its 11th largest position. Braidwell LP owned approximately 2.87% of Monte Rosa Therapeutics worth $59,328,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the company. BlackRock Inc. purchased a new position in Monte Rosa Therapeutics during the 2nd quarter worth approximately $165,603,000. Price T Rowe Associates Inc. MD lifted its holdings in shares of Monte Rosa Therapeutics by 10.4% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,118,904 shares of the company’s stock valued at $80,265,000 after purchasing an additional 481,844 shares in the last quarter. Vanguard Group Inc. lifted its holdings in shares of Monte Rosa Therapeutics by 8.6% in the fourth quarter. Vanguard Group Inc. now owns 3,246,500 shares of the company’s stock valued at $50,905,000 after purchasing an additional 257,547 shares in the last quarter. State Street Corp lifted its holdings in shares of Monte Rosa Therapeutics by 148.9% in the fourth quarter. State Street Corp now owns 2,107,480 shares of the company’s stock valued at $33,045,000 after purchasing an additional 1,260,707 shares in the last quarter. Finally, AQR Capital Management LLC boosted its position in shares of Monte Rosa Therapeutics by 459.4% in the second quarter. AQR Capital Management LLC now owns 1,283,942 shares of the company’s stock worth $5,791,000 after buying an additional 1,054,406 shares during the period. Hedge funds and other institutional investors own 79.96% of the company’s stock.

Insider Transactions at Monte Rosa Therapeutics

In related news, insider Filip Janku sold 5,407 shares of the business’s stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $1,484,994. The trade was a 8.19% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, COO Jennifer Champoux sold 2,175 shares of the stock in a transaction that occurred on Tuesday, June 23rd. The stock was 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 owned 62,371 shares in the company, valued at $1,247,420. This represents a 3.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 79,603 shares of company stock valued at $1,725,081 in the last quarter. Corporate insiders own 6.40% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on GLUE shares. Zacks Research upgraded Monte Rosa Therapeutics from a “strong sell” rating to a “hold” rating in a report on Tuesday, August 4th. Wedbush reduced their price objective on Monte Rosa Therapeutics from $37.00 to $27.00 and set an “outperform” rating for the company in a research note on Monday, August 3rd. Weiss Ratings lowered Monte Rosa Therapeutics from a “sell (d+)” rating to a “sell (d)” rating in a research report on Tuesday, August 11th. Guggenheim reaffirmed a “buy” rating and set a $28.00 target price on shares of Monte Rosa Therapeutics in a research note on Tuesday, August 25th. Finally, Wells Fargo & Company dropped their target price on Monte Rosa Therapeutics from $29.00 to $27.00 and set an “overweight” rating on the stock in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $28.50.

Check Out Our Latest Report on GLUE

Monte Rosa Therapeutics Stock Down 0.6%

Monte Rosa Therapeutics stock opened at $14.22 on Thursday. The company’s fifty day simple moving average is $19.36 and its 200-day simple moving average is $18.52. Monte Rosa Therapeutics, Inc. has a 12 month low of $4.78 and a 12 month high of $25.77. The stock has a market cap of $1.21 billion, a P/E ratio of -8.08 and a beta of 1.50.

Monte Rosa Therapeutics (NASDAQ:GLUE – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The company reported ($0.43) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.38) by ($0.05). The company had revenue of $8.97 million during the quarter, compared to analyst estimates of $12.91 million. Monte Rosa Therapeutics had a negative return on equity of 43.31% and a negative net margin of 560.85%. On average, equities research analysts expect that Monte Rosa Therapeutics, Inc. will post -1.32 earnings per share for the current fiscal 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.