Zenas BioPharma, Inc.

NasdaqGS:ZBIO Stock Report

Market Cap: US$1.9b

Zenas BioPharma Ownership

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

Recent Insider Transactions

NasdaqGS:ZBIO Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 May 26BuyUS$1,012,800Leon MoulderIndividual60,000US$16.88
29 Apr 26BuyUS$1,067,200Tellus BioVentures, LLCCompany60,000US$18.02
31 Mar 26BuyUS$70,198Hongbo LuIndividual3,768US$18.63
31 Mar 26BuyUS$1,021,140Tellus BioVentures, LLCCompany54,000US$19.31
31 Mar 26BuyUS$1,500,000Nextbio Capital Management LPCompany75,000US$20.00
31 Mar 26BuyUS$3,000,000Fairmount Funds Management LLCCompany150,000US$20.00
13 Feb 26BuyUS$499,746Patricia L. AllenIndividual19,860US$26.50
11 Feb 26BuyUS$584,663Nextbio Capital Management LPCompany25,985US$22.50
02 Feb 26BuyUS$1,023,720Leon MoulderIndividual57,000US$17.96
09 Jan 26BuyUS$1,639,000Leon MoulderIndividual100,000US$16.55
09 Oct 25BuyUS$249,992Patrick Gerald EnrightIndividual11,990US$20.85
09 Oct 25BuyUS$2,000,035Longitude Capital Management Co., LLCCompany105,265US$19.00
09 Oct 25BuyUS$2,399,985SR One Capital Management, LPCompany126,315US$19.00
07 Oct 25BuyUS$6,008,161Fairmount Funds Management LLCCompany316,219US$19.00
07 Oct 25BuyUS$769,949Leon MoulderIndividual36,928US$20.85
07 Oct 25BuyUS$5,000,040Nextbio Capital Management LPCompany263,160US$19.00

Insider Trading Volume

Insider Buying: ZBIO insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ZBIO?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders992,5761.41%
Private Companies3,919,1595.57%
Public Companies8,098,38011.5%
VC/PE Firms9,061,07312.9%
Institutions48,262,98568.6%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 54.8%.

Top Shareholders

Top 25 shareholders own 92.65% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.6%
FMR LLC
9,506,701US$280.5m4.68%0.01%
7.73%
SR One Capital Management, LP
5,037,854US$148.7m0%14.17%
7.67%
InnoCare Pharma Limited
5,000,000US$147.5m0%no data
6.17%
New Enterprise Associates, Inc.
4,023,219US$118.7m14.2%7.1%
6.01%
Enavate Sciences
3,919,159US$115.7m0%no data
4.78%
Federated Hermes, Inc.
3,116,805US$92.0m-0.33%0.13%
4.75%
Xencor, Inc.
3,098,380US$91.4m0%no data
4.12%
BlackRock, Inc.
2,686,225US$79.3m31.8%no data
4%
Longitude Capital Management Co., LLC
2,607,199US$76.9m0%5.84%
3.91%
Polar Capital Holdings Plc
2,548,444US$75.2m141%0.16%
3.84%
Capital Research and Management Company
2,502,912US$73.9m2.83%no data
3.62%
Fairmount Funds Management LLC
2,359,025US$69.6m6.79%2.71%
3.15%
State Street Investment Management
2,055,100US$60.6m39.7%no data
2.82%
NVP Associates, LLC
1,838,482US$54.3m0%6.62%
2.74%
Tellus BioVentures, LLC
1,786,039US$52.7m3.48%no data
2.47%
Vanguard Capital Management, LLC
1,609,487US$47.5m13%no data
1.91%
Wellington Management Group LLP
1,246,053US$36.8m45.7%0.01%
1.38%
AllianceBernstein L.P.
897,321US$26.5m4,790%0.01%
1.35%
Geode Capital Management, LLC
882,654US$26.0m34.6%no data
1.21%
EcoR1 Capital, LLC
789,500US$23.3m0%0.8%
1.02%
Balyasny Asset Management L.P.
667,070US$19.7m245%0.04%
0.91%
Woodline Partners LP
590,525US$17.4m0%0.06%
0.88%
ArrowMark Colorado Holdings, LLC
573,318US$16.9m-13%0.7%
0.8%
Great Point Partners, LLC
524,066US$15.5m0%2.94%
0.8%
Leon Moulder
520,083US$15.3m13%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/17 20:09
End of Day Share Price 2026/08/14 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

Zenas BioPharma, Inc. is covered by 9 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yigal NochomovitzCitigroup Inc
Cory KasimovEvercore ISI
Yatin SunejaGuggenheim Securities, LLC