BVF INC/IL GLUE β€” MONTE ROSA THERAPEUTICS INC

Ownership history in BVF INC/IL  Β·  5 quarters on record

AI Ownership Summary

BVF INC/IL reported MONTE ROSA THERAPEUTICS INC (GLUE) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.02% in 2025 Q4. The latest visible filing shows GLUE at 2.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLUE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BVF INC/IL's position in MONTE ROSA THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLUE was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BVF INC/IL held GLUE β€” position size vs. price
% of Fund (quarterly)    GLUE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32.2% +4.9% ❌ 3,835,886 -1,824,246 -32.2% 2.02% $60.1M 2026-02-14 (Est.) $17.92
2025 Q3 UNCHANGED β€” β€” β€” 5,660,132 β€” 0% 1.70% $41.9M 2025-11-14 $14.36
2025 Q2 UNCHANGED β€” β€” β€” 5,660,132 β€” 0% 0.91% $25.5M 2025-08-14 $4.35
2025 Q1 ADDED β€” β€” β€” 5,660,132 +2,895,661 +104.7% 1.07% $26.3M 2025-05-15 $3.87
2024 Q4 INITIATED β€” β€” β€” 2,764,471 β€” β€” 0.65% $19.2M 2025-02-14 $6.78

FAQ About BVF INC/IL and GLUE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BVF INC/IL reported owning GLUE?

BVF INC/IL reported GLUE across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported GLUE position in BVF INC/IL's portfolio?

The largest reported portfolio weight for GLUE was 2.02% in 2025 Q4.

What is the latest reported GLUE position on this page?

The most recent filing on this page is 2025 Q4, when BVF INC/IL reported 3,835,886 shares, equal to 2.02% of portfolio, with an estimated market value of $60.1M.

What does the chart on this GLUE ownership page compare?

The chart compares BVF INC/IL's quarterly GLUE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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