Glaukos Corporation

GKOS

Held by 2 specialist biotech funds

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Fund Holdings

Perceptive Advisors Eventide Asset Management

AI Signal

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Position Trend

Feb 13, 2026

$32.7M

1 fund

Feb 17, 2026

$15.8M

1 fund

-52% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Perceptive AdvisorsNEWFeb 17, 2026

Shares: 140,000Value: $15.8M

# Signal Note: Perceptive Advisors Initiates $15.8M Position in Glaukos **Signal:** Edelman's team—known for clinical-stage conviction—is establishing a meaningful 140k-share position in GKOS, likely signaling confidence in the company's glaucoma pipeline. The timing suggests catalyst visibility, potentially around MIGS (minimally invasive glaucoma surgery) device adoption or upcoming Phase 3 data on their pharmaceutical candidates (e.g., netarsudil combinations or novel mechanisms). **Key to monitor:** near-term readouts, reimbursement wins, or market penetration metrics that could validate the valuation thesis.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

IVVD2 funds DXCM2 funds AMLX2 funds IMMX2 funds NRIX2 funds AAVXF2 funds ISRG2 funds KYMR

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Eventide Initiates $32.7M Position in Glaukos Eventide's new $32.7M stake in GKOS signals conviction in the company's ophthalmology franchise, primarily driven by its Trabectome and iStent glaucoma devices which address a large, aging patient population with limited non-pharmaceutical options. The position timing may reflect confidence in upcoming clinical readouts or commercial expansion catalysts, though near-term visibility on device adoption trends and competitive pressures from newer MIGS platforms will be key to monitoring. Given Eventide's values-focused mandate, this indicates belief in GKOS's mission-aligned business model in an underserved therapeutic area.