SUTRO BIOPHARMA, INC. (STRO)

Accumulating

Strong institutional accumulation: ownership increased +79.17% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

85.41%

QoQ Change

+79.17%

Total Value

$343.4B

Shares Outstanding

16.6M

Crowding AnalysisCrowded

Holders70of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.18x

66th percentile

48 buying22 selling

+25

New

-10

Closed

+8.8M

Net shares

Holding Period Distribution

estimate

Median: 2 QAvg: 1.6 QHolders: 70

Ownership Concentration

Top 5: 35.8%Top 10: 60.9%

BVF INC/IL8.8%

Affinity Asset Advisors,7.6%

Samsara BioCapital,7.5%

Kynam Capital Management,6.2%

ORBIMED ADVISORS5.7%

Others (65)64.3%

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Conviction-Weighted Ownership

Median weight: 0.37%Avg weight: 0.75%Max: 2.57%High conviction (>1%): 3

BVF INC/IL

Affinity Asset Advisors,

Samsara BioCapital,

Kynam Capital Management,

ORBIMED ADVISORS

VANGUARD CAPITAL MANAGEMENT

PERCEPTIVE ADVISORS

EVENTIDE ASSET MANAGEMENT,

RA CAPITAL MANAGEMENT, L.P.

Point72 Asset Management, L.P.

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Whale Moves Timeline (1 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWBVF INC/IL$31M1.3M shr

BOUGHTSamsara BioCapital$21M858K shr

NEWORBIMED ADVISORS$20M801K shr

NEWVANGUARD CAPITAL MANAGEMENT$18M720K shr

NEWPERCEPTIVE ADVISORS$18M715K shr

Institutional Trends (8 Quarters)

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Institutional Holders

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