Stocks/COYA

COYA

Coya Therapeutics, Inc.
Healthcare·Biotechnology
$4.82
$88M market cap
Revenue
$4.2M
Free Cash Flow
$-7.2M
Rev Growth
+0.0%
FCF Margin
-171.3%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Coya Therapeutics, Inc., a clinical-stage biotechnology company, develops proprietary medicinal products to modulate the function of regulatory T cells (Tregs). The company's product candidate pipeline is based on therapeutic modalities, such as Treg-enhancing biologics, Treg-derived exosomes, and autologous Treg cell therapy. It is developing COYA 101, an autologous regulatory T-cell product candidate that has completed Phase 2a clinical trial for use in the treatment of Amyotrophic Lateral Scl

2-Year Price History

$4.81-33.1%
$4.0$5.0$6.0$7.0$8.0volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.3-7.6-7.6-7.2-6.2-6.2-0.050,7250.016.7-0.1%----
Act2025-Q44.0-6.0-6.0-5.7-1.0-1.0-0.046.80.016.7-172.5%----

Valuation & Metrics

Market Stats

Price$4.82
Market Cap$88M
Enterprise Value$-50.6B
P/S Ratio20.8x
P/FCF--
EV/FCF--
FCF Margin (TTM)-171.3%
FCF Yield-8.2%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$4.2M
Net Income$-12.9M
Free Cash Flow$-7.2M

Revenue Growth (YoY)+0.0%
EBITDA Margin-324.2%
Net Margin-306.7%
FCF Margin-171.3%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-86.3%
WC Change % Rev22491.0%
Interest Coverage--

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.8M
Days to Cover5.7
Change (vs Prior)+6.9%
Need at least 2 settlement dates for chart

Employees

Headcount8
Revenue / Employee$526,393
Gross Profit / Employee$526,042

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
29.1%(+4.2% YoY)
46 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
6.8%(-1.7% YoY)
8 filers
Vanguard, iShares, SPDR
Market makers
0.2%(-0.4% YoY)
3 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-122023-092024-062025-032025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
DME Capital Management, LP$9.2M$7.79+$1.2M+$2.7M-1.4%$3.19B
AIGH Capital Management LLC$3.8M$5.87+$0−$821K+0.8%$488M
VANGUARD CAPITAL MANAGEMENT LLCPassive$3.3M$3.94+$3.3M+$3.3M$4.04T
Alyeska Investment Group, L.P.$3.2M$5.80+$0+$3.2M-0.5%$35.33B
Prosight Management, LP$1.7M$3.94+$1.7M+$1.7M-16.0%$610M
CM Management, LLC$1.5M$5.31+$99K+$690K-4.4%$120M
PRIVATE MANAGEMENT GROUP INC$1.5M$5.35+$350K+$1.5M-0.5%$3.47B
GEODE CAPITAL MANAGEMENT, LLCPassive$920K$5.51+$140K+$306K+2.3%$1.61T
MARSHALL WACE, LLP$890K$5.78+$2K+$890K+0.6%$92.71B
VANGUARD FIDUCIARY TRUST COPassive$551K$3.94+$551K+$551K$395.83B
RENAISSANCE TECHNOLOGIES LLC$410K$5.19+$146K+$362K+1.2%$63.91B
PRELUDE CAPITAL MANAGEMENT, LLC$399K$4.21+$193K+$258K+1.4%$1.30B
JBF Capital, Inc.$394K$5.80+$0+$394K+1.6%$674M
DIMENSIONAL FUND ADVISORS LPPassive$377K$4.54+$254K+$377K-0.4%$480.92B
MORGAN STANLEY$338K$5.16+$127K+$311K-0.3%$1.65T
BlackRock, Inc.Passive$326K$6.21+$14K−$4K-0.2%$5.69T
STATE STREET CORPPassive$314K$7.86+$41K+$125K-0.2%$2.89T
683 Capital Management, LLC$276K$5.80−$40K+$276K-2.2%$1.02B
XTX Topco Ltd$187K$5.22+$56K+$187K-1.9%$5.74B
JONES FINANCIAL COMPANIES LLLP$178K$4.41+$157K+$178K-0.1%$208.07B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BEARISH
Holders
-1.69%
avg per quarter
Holders (ex-self)
-1.64%
excl. this stock
Buyers (this Q)
-10.46%
18 buyers · $0.01B in
Sellers (this Q)
-0.16%
11 sellers · $0.00B out
alpha coverage: 88% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+11.7%
how holders react when this stock falls
On quiet Qs
+9.3%
−10% to +10% baseline
On rallies (+10%+)
+4.5%
how they react when this stock rises
Holders' portfolio flow this Q
+8.2%
inflows — adds are organic
Sellers' portfolio flow this Q
+1.1%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
+3.1%
Holder mid (any stock)
-5.0%
Holder rally (any stock)
-10.8%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

01.4M2.8M4.1M5.5M$3.84$5.36$6.88$8.40$9.922022-122023-092024-062025-032025-122026-03
hover the chart for per-quarter detailprice (right axis)
DME Capital Management, LP2.3MGREENLIGHT CAPITAL INCAIGH Capital Management LLC975KAlyeska Investment Group, L.P.800KAWM Investment Company, Inc.CM Management, LLC375KProsight Management, LP420KPRIVATE MANAGEMENT GROUP INC369KMARSHALL WACE, LLP226KRAYMOND JAMES & ASSOCIATES

Analyst Coverage

Analyst Coverage
Price Targets
Last Year (1 analysts)$17.0025270.0%
Current Price$4.82
Analyst Ratings
5
Buy: 5Consensus: Buy

Corporate

Order Flow (FINRA, ~3w lag)

48.2%retail+3.7pp
12.2%dark-0.7pp
week of 2026-04-13
0%10%20%30%40%50%60%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Coya Therapeutics, Inc.: A Clinical Cash-Incinerator Masking Burn with Aggressive Revenue Catch-Ups

Overall Risk
8/10
Fraud
4/10
Dilution
9/10
Insolvency
7/10
Earnings Overstated
6/10
Hidden Liabilities
5/10
Legal
3/10
Audit Warnings
5/10
Hidden Upside
4/10
Contextually Acceptable
6/10