IsoPlexis Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ISO?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	1,976,791	4.97%
Individual Insiders	3,943,661	9.92%
General Public	5,659,244	14.2%
Institutions	12,547,927	31.6%
VC/PE Firms	15,635,478	39.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 84.88% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
22.2%	Northpond Ventures, LLC	8,808,531	US$6.7m	0%	3.89%
15.3%	Spring Mountain Capital, LP	6,064,661	US$4.6m	0%	51.87%
10.3%	Perceptive Advisors LLC	4,095,498	US$3.1m	0%	0.09%
6.87%	Connecticut Innovations, Incorporated	2,731,449	US$2.1m	2%	100.0%
6.04%	Brian Miller	2,400,431	US$1.8m	-8.3%	no data
4.97%	Danaher Corporation	1,976,791	US$1.5m	0%	no data
4.95%	Glenview Capital Management, LLC	1,970,000	US$1.5m	0%	0.03%
3.13%	North Sound Management, Inc.	1,243,987	US$947.4k	7.15%	7.88%
2.3%	Sean Mackay	914,366	US$696.4k	0%	no data
1.58%	Norges Bank Investment Management	629,000	US$479.0k	-14.2%	no data
1.34%	The Vanguard Group, Inc.	533,362	US$406.2k	6.66%	no data
1.27%	Morgan Stanley, Investment Banking and Brokerage Investments	506,708	US$385.9k	12,200%	no data
0.7%	Crystalline Management, Inc.	278,125	US$211.8k	0%	0.19%
0.58%	Ergoteles LLC	229,872	US$175.1k	1,430%	0.01%
0.51%	James Heath	201,888	US$153.8k	0%	no data
0.4%	Anson Group	157,137	US$119.7k	0%	0.04%
0.39%	Geode Capital Management, LLC	153,706	US$117.1k	9.27%	no data
0.35%	Peter Siesel	140,000	US$106.6k	0%	no data
0.34%	John Conley	135,940	US$103.5k	110%	no data
0.33%	Bridgeway Capital Management, LLC	132,464	US$100.9k	0%	no data
0.33%	JBF Capital, Inc.	129,635	US$98.7k	0%	0.02%
0.21%	Monaco Asset Management	85,000	US$64.7k	0%	0.02%
0.21%	Quadrant Private Wealth Management, LLC	84,353	US$64.2k	21.6%	0.02%
0.21%	South Dakota Investment Council	84,094	US$64.0k	0%	no data
0.16%	John Strahley	65,000	US$49.5k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/03/22 06:55
End of Day Share Price	2023/03/20 00:00
Earnings	2022/12/31
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

IsoPlexis Corporation is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Puneet Souda	Leerink Partners LLC
Tejas Savant	Morgan Stanley
Max Masucci	TD Cowen