Nantahala Capital Management’s Amylyx Pharmaceuticals AMLX Stock Holding History

Nantahala Capital Management’s Portfolio AMLX Stock Details AMLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.45M	Sell	535,684 -300,000	-36%	-$4.22M	0.27%	83
2025 Q4	$10.1M	Sell	835,684 -100,000	-11%	-$1.36M	0.33%	68
2025 Q3	$12.7M	Sell	935,684 -1,998,721	-68%	-$18.8M	0.44%	53
2025 Q2	$18.8M	Hold	2,934,405	–	–	0.74%	28
2025 Q1	$10.4M	Buy	2,934,405 +1,482,252	+102%	+$5.27M	0.41%	41
2024 Q4	$5.49M	Buy	1,452,153 +47,589	+3%	+$224K	0.24%	74
2024 Q3	$4.55M	Buy	+1,404,564	New	+$3.16M	0.23%	76
2024 Q1	–	Sell	-620,110	Closed	-$9.13M	–	125
2023 Q4	$9.13M	Buy	620,110 +212,905	+52%	+$3.26M	0.55%	41
2023 Q3	$7.46M	Buy	407,205 +242,705	+148%	+$5.13M	0.64%	38
2023 Q2	$3.55M	Buy	+164,500	New	+$4.44M	0.34%	60

Other funds holding AMLX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SVCM

Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Nantahala Capital Management's AMLX Position: Q1 2026 in Review

Nantahala Capital Management reduced its Amylyx Pharmaceuticals (AMLX) stake by 36% in Q1 2026, selling an estimated $4.22M and leaving 535,684 shares worth $7.45M. The position accounts for 0.27% of the portfolio, ranked #83.

Nantahala Capital Management first reported a position in AMLX in Q2 2023 and has held it in 10 quarters since. The position peaked at $18.8M in Q2 2025. 171 funds tracked by Wall St. Rank hold AMLX as of Q1 2026.

Nantahala Capital Management held 535,684 shares of Amylyx Pharmaceuticals worth $7.45M as of Q1 2026.
Nantahala Capital Management sold 300,000 Amylyx Pharmaceuticals shares in Q1 2026, an estimated $4.22M.
Amylyx Pharmaceuticals made up 0.27% of Nantahala Capital Management's portfolio in Q1 2026, its #83 holding.
Nantahala Capital Management first reported a position in Amylyx Pharmaceuticals in Q2 2023 and has held it in 10 quarters since.
Nantahala Capital Management's Amylyx Pharmaceuticals position peaked at $18.8M in Q2 2025.
171 funds tracked by Wall St. Rank held Amylyx Pharmaceuticals as of Q1 2026.

Based on Nantahala Capital Management's 13F filing for Q1 2026, filed 15 May 2026.