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NASDAQ · Health careMonte Rosa Therapeutics, Inc. (GLUE)
Monte Rosa Therapeutics, Inc. brought in $70.3M of revenue over the twelve months to September 30, 2026, down 61.3% from a year earlier. It posted a net loss of $131M. In fiscal 2025 capital spending exceeded operating cash flow by $27.5M. At September 30, 2026 it held $45.2M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Monte Rosa Therapeutics, Inc.
- Net worth
- Monte Rosa Therapeutics, Inc. has a market value (market cap) of $902.2M at the latest share price, and shareholders' equity of $496.2M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $123.7M (+63.5% year on year), with a net loss of $38.6M. Over the 12 months to September 30, 2026: revenue $70.3M, net loss $131M.
- Cash flow
- In fiscal 2025 operations used $22.8M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Monte Rosa Therapeutics, Inc.'s next report is expected around March 16, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Monte Rosa Therapeutics, Inc. does
Monte Rosa Therapeutics, Inc. is registered with the SEC under industry code SIC 2836 (Biological Products, (No Diagnostic Substances)). Its shares trade on NASDAQ under the ticker GLUE.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $123.7M | -$38.6M | n/a | -$27.5M |
| 2024 | $75.6M | -$72.7M | n/a | $38M |
| 2023 | $0 | -$135.4M | n/a | -$62.8M |
| 2022 | n/a | -$108.5M | n/a | -$105.4M |
| 2021 | n/a | -$74M | -$2.96 | -$69.1M |
| 2021 | n/a | -$35.9M | -$23.65 | -$26.4M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where GLUE ranks in Health care
Latest SEC filings
What Monte Rosa Therapeutics, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 326% to $54.4M versus the same quarter last year; net income of $3.1M versus a net loss of $27.1M.
- November 5, 2026
- October 1, 2026
- September 8, 2026
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 14, 2026Passive stake (5% or more) SCHEDULE 13G
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 61% to $9M versus the same quarter last year; net loss of $43.4M.
- August 6, 2026
- July 8, 2026Passive stake changed SCHEDULE 13G/A
- July 6, 2026Activist stake changed SCHEDULE 13D/A
Insider trades
What the people running Monte Rosa Therapeutics, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $137.3 worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 5, 2026 | Bowen MatthewPrincipal Accounting Officer | Sold | 13 | $137.3 |
| July 16, 2026 | Warmuth MarkusPresident & CEO, Director | Sold | 9,500 | $220.2K |
| July 15, 2026 | Champoux JenniferChief Operating Officer | Exercised options | 4,351 | $17.3K |
| July 15, 2026 | Champoux JenniferChief Operating Officer | Soldpre-planned (10b5-1) | 4,351 | $101.7K |
| July 6, 2026 | Townson SharonChief Scientific Officer | Exercised options | 6,000 | $36.8K |
| July 6, 2026 | Townson SharonChief Scientific Officer | Soldpre-planned (10b5-1) | 5,600 | $130.2K |
| July 6, 2026 | Townson SharonChief Scientific Officer | Soldpre-planned (10b5-1) | 400 | $9.7K |
| July 1, 2026 | Behbahani AliDirector | Other changeindirect | 1,000,000 | - |
Who owns GLUE
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Ali Behbahani13D, may seek influence with 11 related filers | 12.7% | August 12, 2024 |
| T. Rowe Price Associates, Inc.13G, passive | 10.5% | July 8, 2026 |
| Baker Bros. Advisors LP13G, passive with 3 related filers | 9.99% | May 15, 2026 |
| Adam Goulburn13G, passive with 8 related filers | 8.1% | April 22, 2026 |
| New Enterprise Associates 17, L.P.13D, may seek influence with 11 related filers | 7.9% | July 6, 2026 |
| Bvf Partners L P13G, passive with 9 related filers | 6.3% | May 15, 2026 |
| Chen Yu13G, passive with 4 related filers | 5.5% | May 15, 2026 |
| Vestal Point Capital, LP13G, passive with 1 related filers | 5.4% | August 14, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 193 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| NEA Management Company, LLC | 7,692,298 | 0 |
| BlackRock, Inc. | 6,843,087 | +1,205,403 |
| TCG Crossover Management, LLC | 4,622,151 | 0 |
| Vestal Point Capital, LP | 4,600,000 | +996,535 |
| Bvf Inc | 4,460,886 | 0 |
| Baker Bros. Advisors LP | 4,345,736 | 0 |
| State Street Corp | 3,731,416 | +377,436 |
| Montanova Capital, LLC | 3,549,539 | -677,270 |
| Vanguard Capital Management LLC | 3,412,927 | +312,682 |
| Versant Venture Management, LLC | 3,180,780 | 0 |
| Braidwell LP | 2,451,562 | -755,012 |
| Geode Capital Management, LLC | 1,864,113 | +323,301 |
| American Century Companies Inc | 1,622,846 | -1,186,801 |
| Marshall Wace, Llp | 1,593,600 | +160,448 |
| Aisling Capital Management LP | 1,555,664 | 0 |
| Nantahala Capital Management, LLC | 1,303,986 | +651,993 |
| Bellevue Group AG | 1,190,000 | -60,000 |
| Dimensional Fund Advisors LP | 1,177,488 | +136,116 |
| Mpm Bioimpact LLC | 1,161,081 | -15,847 |
| Silverarc Capital Management, LLC | 1,108,295 | -893,745 |
Insiders
7 insiders reported holding 879,311 shares in total, about $9.3M at the last price.
| Holder | Shares |
|---|---|
| Warmuth MarkusPresident & CEO, Director | 585,038 |
| Townson SharonChief Scientific Officer | 67,845 |
| Champoux JenniferChief Operating Officer | 62,371 |
| Janku FilipChief Medical Officer | 60,612 |
| Nickson PhilipChief Business & Legal Officer | 55,000 |
| Bowen MatthewPrincipal Accounting Officer | 25,891 |
| Dunn EdmundPrincipal Accounting Officer | 22,554 |
Questions about GLUE
What does Monte Rosa Therapeutics, Inc. do?
Monte Rosa Therapeutics, Inc. is a company in the Health care sector, listed on NASDAQ as GLUE. Its shares trade on NASDAQ under the ticker GLUE.
What is Monte Rosa Therapeutics, Inc.'s net worth?
Monte Rosa Therapeutics, Inc. has a market value (market cap) of $902.2M at the latest share price, and shareholders' equity of $496.2M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Monte Rosa Therapeutics, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $131M on revenue of $70.3M.
How much revenue does Monte Rosa Therapeutics, Inc. make?
Over the twelve months to September 30, 2026 Monte Rosa Therapeutics, Inc. reported revenue of $70.3M. That is 61.3% less than a year earlier.
When did Monte Rosa Therapeutics, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Monte Rosa Therapeutics, Inc.'s next earnings report?
Monte Rosa Therapeutics, Inc.'s next report is expected around March 16, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Monte Rosa Therapeutics, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.