Scynexis
SCYX on Nasdaq. Market value $50m.
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. 39 funds in all.
Largest holders overall
- Great Point Partners$4mNew
- Squadron Capital Management$3mNew
- Propel Bio Management$2mNew
- Adage Capital Partners GP, L.L.C.$2mNew
- Woodline Partners LP$2mNew
- Vanguard Capital Management$1mNew
- Avidity Partners Management LP$1mNew
- Kingdon Capital Management, L.L.C.$1mNew
- Millennium Management$735,807New
- Heights Capital Management$612,743New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
7 investors own more than 5%.
- Great Point Partners, LLCPassive investorat least 10.0%0.0 pts(filed with 2 related holders)Since 30 June 2026
- Adage Capital Management, L.P.Passive investorat least 10.0%(filed with 2 related holders)Since 30 June 2026
- Avidity Partners Management LPPassive investorat least 9.9%0.0 pts(filed with 6 related holders)Since 31 December 2025
- Squadron Capital Management LLCPassive investorat least 9.6%(filed with 3 related holders)Since 31 March 2026
- CVI Investments, Inc.Passive investorat least 5.9%−0.3 pts(filed with 1 related holder)Since 30 June 2026
- M. Kingdon Offshore Master Fund, L.P.Passive investorat least 4.7%(filed with 1 related holder)Since 30 September 2025
- Federated Hermes, Inc.Passive investorat least 4.0%−0.4 pts(filed with 4 related holders)Since 30 June 2026
- KINGDON CAPITAL MANAGEMENT, L.L.C.Passive investorSold down below 5%Since 31 December 2025
- David WitzkePassive investorSold down below 5%Since 31 December 2024
| Holder | Stake | Since | |
|---|---|---|---|
Great Point Partners, LLC Passive investor | at least 10.0%0.0 pts (filed with 2 related holders) | 30 June 2026 | |
Adage Capital Management, L.P. Passive investor | at least 10.0% (filed with 2 related holders) | 30 June 2026 | |
Avidity Partners Management LP Passive investor | at least 9.9%0.0 pts (filed with 6 related holders) | 31 December 2025 | |
Squadron Capital Management LLC Passive investor | at least 9.6% (filed with 3 related holders) | 31 March 2026 | |
CVI Investments, Inc. Passive investor | at least 5.9%−0.3 pts (filed with 1 related holder) | 30 June 2026 | |
M. Kingdon Offshore Master Fund, L.P. Passive investor | at least 4.7% (filed with 1 related holder) | 30 September 2025 | |
Federated Hermes, Inc. Passive investor | at least 4.0%−0.4 pts (filed with 4 related holders) | 30 June 2026 | |
KINGDON CAPITAL MANAGEMENT, L.L.C. Passive investor | Sold down below 5% | 31 December 2025 | |
David Witzke Passive investor | Sold down below 5% | 31 December 2024 |
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 $0 of shares on the open market.
- Angulo Gonzalez DavidChief Executive Officer, DirectorBought
- Date
- 1 April 2026
- Shares
- 108,695
- Price
- n/a
- Value
- n/a
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 1 April 2026 | Angulo Gonzalez David Chief Executive Officer, Director | Bought | 108,695 | n/a | n/a |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
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.