PolyPid
PYPD on Nasdaq. Market value $105m.
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. 33 funds in all.
Largest holders overall
- AIGH Capital Management$8mCut
- Rosalind Advisors$2mCut
- DAFNA Capital Management$1m
- Morgan Stanley$625,531Cut
- Renaissance Technologies$592,425Added
- Marshall Wace, LLP$584,273New
- ADAR1 Capital Management$528,066
- Symmetry Peak Management$512,475Added
- J. Goldman & Co LP$503,850Cut
- Jane Street Group$422,280Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
8 investors own more than 5%.
- Morris KahnPassive investor28.1%+8.3 ptsSince 30 June 2025
- Aurum Ventures M.K.I. Ltd.Passive investor24.4%−3.7 ptsSince 31 March 2026
- POD SarlPassive investor19.9%Since 31 December 2024
- Rodney HodgesPassive investorat least 13.4%−6.5 pts(filed with 4 related holders)Since 30 June 2026
- Yehuda NirPassive investor10.1%Since 31 March 2025
- Rosalind Advisors, Inc.Passive investorat least 9.9%0.0 pts(filed with 3 related holders)Since 31 July 2026
- Orin HirschmanPassive investorat least 9.8%+2.1 pts(filed with 1 related holder)Since 31 December 2025
- Aharon LukachPassive investor5.2%Since 31 March 2025
| Holder | Stake | Since | |
|---|---|---|---|
Morris Kahn Passive investor | 28.1%+8.3 pts | 30 June 2025 | |
Aurum Ventures M.K.I. Ltd. Passive investor | 24.4%−3.7 pts | 31 March 2026 | |
POD Sarl Passive investor | 19.9% | 31 December 2024 | |
Rodney Hodges Passive investor | at least 13.4%−6.5 pts (filed with 4 related holders) | 30 June 2026 | |
Yehuda Nir Passive investor | 10.1% | 31 March 2025 | |
Rosalind Advisors, Inc. Passive investor | at least 9.9%0.0 pts (filed with 3 related holders) | 31 July 2026 | |
Orin Hirschman Passive investor | at least 9.8%+2.1 pts (filed with 1 related holder) | 31 December 2025 | |
Aharon Lukach Passive investor | 5.2% | 31 March 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
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.
PolyPid doesn’t file a US annual report (10-K), so we haven’t checked it.
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.