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Metagenomi Therapeutics

MGX on Nasdaq. Market value $39m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 43 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

1 investor owns more than 5%.

  • Thomas Brian C.
    Passive investor
    7.3%
    Since 30 June 2026

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $23,401 of shares on the open market. 4 sold $33,068.

  • Reid Laurence
    Director
    Bought
    Date
    9 September 2026
    Shares
    20,000
    Price
    $1.17
    Value
    $23,401
  • Wein Matthew
    See Remarks
    Sold
    Date
    8 September 2026
    Shares
    358
    Price
    $1.16
    Value
    $415
  • Irish Jian
    See Remarks, Director
    Sold
    Date
    8 September 2026
    Shares
    2,140
    Price
    $1.16
    Value
    $2,479
  • Wapnick Pamela
    Chief Financial Officer
    Sold
    Date
    8 September 2026
    Shares
    1,911
    Price
    $1.16
    Value
    $2,214
  • Wapnick Pamela
    Chief Financial Officer
    Sold
    Date
    5 June 2026
    Shares
    2,884
    Price
    $1.30
    Value
    $3,749
  • Irish Jian
    See Remarks, Director
    Sold
    Date
    5 June 2026
    Shares
    3,737
    Price
    $1.30
    Value
    $4,858
  • Wein Matthew
    See Remarks
    Sold
    Date
    5 June 2026
    Shares
    558
    Price
    $1.30
    Value
    $725
  • Wapnick Pamela
    Chief Financial Officer
    Sold
    Date
    5 March 2026
    Shares
    1,581
    Price
    $1.60
    Value
    $2,530
  • Wein Matthew
    See Remarks
    Sold
    Date
    5 March 2026
    Shares
    482
    Price
    $1.60
    Value
    $771
  • Irish Jian
    Chief Executive Officer, Director
    Sold
    Date
    5 March 2026
    Shares
    1,607
    Price
    $1.60
    Value
    $2,571

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 10 Aug 2026 and 4 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
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What a finished deep dive looks like

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.