Contineum Therapeutics
CTNM on Nasdaq. Market value $102m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 102 funds in all.
Largest holders overall
- Montanova Capital$47m
- Jupiter Topco$45m
- BlackRock$34mAdded
- Johnson & Johnson$32m
- Franklin Resources$30m
- Balyasny Asset Management L.P.$25mCut
- Vanguard Capital Management$22mAdded
- Perceptive Advisors$21m
- FMR$17mAdded
- Millennium Management$15mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
8 investors own more than 5%.
- JANUS HENDERSON GROUP PLCPassive investor7.9%Since 31 December 2025
- BALYASNY ASSET MANAGEMENT L.P.Passive investorat least 7.1%−0.3 pts(filed with 4 related holders)Since 30 June 2026
- BlackRock, Inc.Passive investor6.3%Since 30 June 2026
- Franklin Resources, Inc.Passive investorat least 6.2%−1.5 pts(filed with 3 related holders)Since 31 December 2025
- Jerome G. PfundPassive investorat least 5.0%(filed with 1 related holder)Since 31 December 2024
- RA Capital Management, L.P.Passive investorat least 4.0%−3.2 pts(filed with 3 related holders)Since 31 March 2026
- Perceptive Advisors LLCPassive investorat least 3.2%−4.3 pts(filed with 2 related holders)Since 30 June 2025
- Millennium Management LLCPassive investorat least 2.8%−2.3 pts(filed with 2 related holders)Since 30 June 2026
| Holder | Stake | Since | |
|---|---|---|---|
JANUS HENDERSON GROUP PLC Passive investor | 7.9% | 31 December 2025 | |
BALYASNY ASSET MANAGEMENT L.P. Passive investor | at least 7.1%−0.3 pts (filed with 4 related holders) | 30 June 2026 | |
BlackRock, Inc. Passive investor | 6.3% | 30 June 2026 | |
Franklin Resources, Inc. Passive investor | at least 6.2%−1.5 pts (filed with 3 related holders) | 31 December 2025 | |
Jerome G. Pfund Passive investor | at least 5.0% (filed with 1 related holder) | 31 December 2024 | |
RA Capital Management, L.P. Passive investor | at least 4.0%−3.2 pts (filed with 3 related holders) | 31 March 2026 | |
Perceptive Advisors LLC Passive investor | at least 3.2%−4.3 pts (filed with 2 related holders) | 30 June 2025 | |
Millennium Management LLC Passive investor | at least 2.8%−2.3 pts (filed with 2 related holders) | 30 June 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 3 sold $2m, $2m of it under preset trading plans.
- Stengone Carmine N.CEO and President, DirectorSoldunder a preset trading plan
- Date
- 8 September 2026
- Shares
- 2,500
- Price
- $16.46
- Value
- $41,142
- Stengone Carmine N.CEO and President, DirectorSoldunder a preset trading plan
- Date
- 3 August 2026
- Shares
- 2,500
- Price
- $16.01
- Value
- $40,029
- Lorrain Daniel S.Chief Scientific OfficerSoldunder a preset trading plan
- Date
- 9 July 2026
- Shares
- 25
- Price
- $16.00
- Value
- $400
- Lorrain Daniel S.Chief Scientific OfficerSoldunder a preset trading plan
- Date
- 8 July 2026
- Shares
- 1,015
- Price
- $16.00
- Value
- $16,240
- Stengone Carmine N.CEO and President, DirectorSoldunder a preset trading plan
- Date
- 8 July 2026
- Shares
- 2,500
- Price
- $16.00
- Value
- $40,000
- Lorrain Daniel S.Chief Scientific OfficerSoldunder a preset trading plan
- Date
- 1 July 2026
- Shares
- 8,353
- Price
- $15.84
- Value
- $132,290
- Lorrain Daniel S.Chief Scientific OfficerSoldunder a preset trading plan
- Date
- 30 June 2026
- Shares
- 28,826
- Price
- $16.04
- Value
- $462,288
- Watkins TimCMO & Head of DevelopmentSoldunder a preset trading plan
- Date
- 30 June 2026
- Shares
- 10,833
- Price
- $16.02
- Value
- $173,590
- Stengone Carmine N.CEO and President, DirectorSoldunder a preset trading plan
- Date
- 30 June 2026
- Shares
- 10,000
- Price
- $16.01
- Value
- $160,080
- Lorrain Daniel S.Chief Scientific OfficerSoldunder a preset trading plan
- Date
- 1 June 2026
- Shares
- 4,170
- Price
- $13.16
- Value
- $54,877
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 8 September 2026 | Stengone Carmine N. CEO and President, Director | Sold under a preset trading plan | 2,500 | $16.46 | $41,142 |
| 3 August 2026 | Stengone Carmine N. CEO and President, Director | Sold under a preset trading plan | 2,500 | $16.01 | $40,029 |
| 9 July 2026 | Lorrain Daniel S. Chief Scientific Officer | Sold under a preset trading plan | 25 | $16.00 | $400 |
| 8 July 2026 | Lorrain Daniel S. Chief Scientific Officer | Sold under a preset trading plan | 1,015 | $16.00 | $16,240 |
| 8 July 2026 | Stengone Carmine N. CEO and President, Director | Sold under a preset trading plan | 2,500 | $16.00 | $40,000 |
| 1 July 2026 | Lorrain Daniel S. Chief Scientific Officer | Sold under a preset trading plan | 8,353 | $15.84 | $132,290 |
| 30 June 2026 | Lorrain Daniel S. Chief Scientific Officer | Sold under a preset trading plan | 28,826 | $16.04 | $462,288 |
| 30 June 2026 | Watkins Tim CMO & Head of Development | Sold under a preset trading plan | 10,833 | $16.02 | $173,590 |
| 30 June 2026 | Stengone Carmine N. CEO and President, Director | Sold under a preset trading plan | 10,000 | $16.01 | $160,080 |
| 1 June 2026 | Lorrain Daniel S. Chief Scientific Officer | Sold under a preset trading plan | 4,170 | $13.16 | $54,877 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 5 Mar 2026, plus the 10-Q filed 30 Jul 2026 and 6 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.