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RXRX: Held by 5 Biotech Hedge Funds (2026) | BiotechEdge

Catalysts Convergence Squeeze

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Recursion Pharmaceuticals Inc.

RXRX

Held by 5 specialist biotech funds

High ConvergenceHigh short interest · No specialist buying

5 funds opened new positions. Next phase2 readout (REC-4881): Jun 2027. Short interest: 34.8% of float.

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Data sourced from SEC EDGAR and ClinicalTrials.gov. Not investment advice.

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BiotechnologyCEO: Najat KhanIPO: 2021Website ↗

Recursion Pharmaceuticals, Inc. operates as a biotechnology firm currently in its clinical development phase. The company's mission is to revolutionize drug discovery by decoding biological processes, utilizing an integrated approach that combines technological innovations across biology, chemistry, automation, data science, and engineering. Their developmental pipeline features several clinical-stage compounds: REC-994, which is advancing through Phase IIa trials for cerebral cavernous malformation; REC-3599, currently in Phase I trials for GM2 gangliosidosis; REC-2282, aimed at treating neurofibromatosis type 2; and REC-4881, intended for familial adenomatous polyposis. Beyond these, Recursion maintains a comprehensive preclinical portfolio. This includes REC-3964 for Clostridium difficile colitis, REC-64917 targeting neural or systemic inflammation, and REC-65029 for HRD-negative ovarian cancer. Further preclinical candidates are REC-648918, designed to enhance anti-tumor immunity; REC-2029 for wnt-mutant hepatocellular carcinoma; REC-14221 for various solid and hematological malignancies; and REC-64151, focused on addressing immune checkpoint resistance in KRAS/STK11 mutant non-small cell lung cancer. The company has established strategic collaborations and agreements with partners such as Bayer AG, the University of Utah Research Foundation, the Ohio State Innovation Foundation, Chromaderm, Inc., and Takeda Pharmaceutical Company Limited. Recursion Pharmaceuticals, Inc. was founded in 2013 and is headquartered in Salt Lake City, Utah.

Score Holdings Short Interest Catalysts Insiders Research

Signal Score

5.2/10

5 funds opened new positions●●

No recent insider activity●●

Phase2 readout expected Jun 2027●●

Held by 5 specialist funds●●

See how each signal contributes— fund overlap, insider activity, catalyst timing, short interest (free trial)

Conviction + Catalyst

5 specialist funds hold RXRX with a Phase 2 in 306 days for REC-4881 (Familial Adenomatous Polyposis)

+2 more upcoming catalysts

Perceptive Advisors RA Capital Management Eventide Asset Management Casdin Capital Deerfield Management

Fund Holdings

5 fund convergence

Perceptive Advisors

RA Capital Management

Eventide Asset ManagementNew

Casdin CapitalHeld 7Q

Deerfield Management

Position history (shares)

RA Capital Management

2Q

Casdin Capital

7Q

Deerfield Management

2Q

AI Signal

Eventide Asset Management initiated a new $88K position in RXRX, joining four other specialist funds (RA Capital, Deerfield, Casdin, Perceptive) — a five-fund convergence that historically signals high institutional conviction in an AI-driven drug discovery platform. The most proximate catalyst is the Phase 2 readout for REC-2282 in Neurofibromatosis Type 2 (NF2), expected August 2025, followed by a Phase 2 readout for REC-994 in Cerebral Cavernous Malformation by June 2025 — two rare disease indications with limited competition and potential orphan drug tailwinds. Eventide's values-based mandate adds a notable dimension, suggesting RXRX's rare/orphan disease focus aligns with mission-screened capital, not just return-seeking allocation.

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8 quarters

Position Trend

Feb 17, 2026

$676K

1 fund

May 15, 2026

$508K

1 fund

May 29, 2026

$0

0 funds

Aug 14, 2026

$695K

2 funds

-99% total institutional value over 12 quarters

Short Interest

High short interestSI rising 2 periods (+4.9%)

Short Shares

177.92M

Change

-1.6%

Days to Cover

10.3

% of Float

34.8%

Settlement

Aug 14, 2026

Short interest over 12 periods

Catalysts

Phase 2Q2 2025REC-994Cerebral Cavernous MalformationNCT05085561

Phase 3NegativeQ3 2025REC-2282Neurofibromatosis Type 2NCT05130866

Phase 2Q2 2027REC-4881Familial Adenomatous PolyposisNCT05552755

Phase 2Q1 2028GTAEXS617Head and Neck Squamous Cell Carcinoma (HNSCC), Pancreatic Adenocarcinoma, Non-small Cell Lung Cancer (NSCLC)NCT05985655

Phase 2Q4 2028REC-1245Unresectable, Locally Advanced, Metastatic CancersNCT06678659

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Activist Filings

SC 13G/ARA Capital Management2.0%Feb 14, 2025

SC 13GRA Capital Management5.9%Jul 8, 2024

Position Details

Perceptive AdvisorsEXITEDAug 14, 2026

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Also Held by These Funds

JANX1 fund BIOA1 fund BNTC1 fund CAPR1 fund CCCC1 fund CLYM1 fund COAG1 fund CRVS1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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