Stocks/HOWL

HOWL

Werewolf Therapeutics, Inc.
Healthcare·Biotechnology
$0.45
$22M market cap
Revenue
$0.0M
Free Cash Flow
$-21.6M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Werewolf Therapeutics, Inc., a biopharmaceutical company, develops therapeutics engineered to stimulate the body's immune system for the treatment of cancer. The company, through its proprietary PREDATOR platform, designs conditionally activated molecules that stimulate adaptive and innate immunity for addressing the limitations of conventional proinflammatory immune therapies. Its lead product candidates are WTX-124, a conditionally activated Interleukin-2 INDUKINE molecule for the treatment of

2-Year Price History

$0.44-87.4%
$0.50$1.0$1.5$2.0$2.5$3.0volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.0-8.6-9.0-13.5-10.6-10.6-0.046.537.749.4-95.3%-6.3x--
Act2025-Q40.0-6.6-9.4-8.4-11.0-11.0-0.057.137.746.8-82.4%-4.8x--

Valuation & Metrics

Market Stats

Price$0.45
Market Cap$22M
Enterprise Value$13M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-98.9%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$-21.9M
Free Cash Flow$-21.6M

Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-88.8%
WC Change % Rev0.0%
Interest Coverage-5.5x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.7M
Days to Cover2.4
Change (vs Prior)-7.7%
Need at least 2 settlement dates for chart

Employees

Headcount46
Revenue / Employee$0
Gross Profit / Employee$-8,652

Cash Runway

25.8months
WATCH

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
47.8%(-59.3% YoY)
38 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
8.4%(-13.7% YoY)
7 filers
Vanguard, iShares, SPDR
Market makers
0.3%(+0.1% YoY)
3 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
RA CAPITAL MANAGEMENT, L.P.$5.6M$2.26+$0+$447K-4.4%$9.44B
VANGUARD CAPITAL MANAGEMENT LLCPassive$1.0M$0.83+$1.0M+$1.0M$4.04T
MPM BioImpact LLC$1.0M$0.97−$154K−$999K-1.7%$1.29B
Lynx1 Capital Management LP$548K$0.63+$2K+$548K+3.0%$633M
SPHERA FUNDS MANAGEMENT LTD.$522K$4.38+$0+$0-9.9%$575M
DC Funds, LP$490K$4.09+$0+$0-10.9%$1.5M
Squadron Capital Management LLC$469K$0.83+$469K+$469K+17.7%$250M
RENAISSANCE TECHNOLOGIES LLC$430K$1.61−$135K+$377K+1.2%$63.91B
GEODE CAPITAL MANAGEMENT, LLCPassive$324K$2.79+$45K−$273K+2.3%$1.61T
BANK OF AMERICA CORP /DE/$220K$2.49−$394K−$1.5M-0.1%$1.36T
VANGUARD FIDUCIARY TRUST COPassive$131K$0.83+$131K+$131K$395.83B
MILLENNIUM MANAGEMENT LLC$110K$2.88−$90K−$543K-0.5%$127.40B
STATE STREET CORPPassive$99K$2.45+$0−$271K-0.2%$2.89T
BlackRock, Inc.Passive$85K$2.10−$0−$1.3M-0.2%$5.69T
NORTHERN TRUST CORPPassive$72K$2.13+$0−$143K-0.2%$755.34B
Alyeska Investment Group, L.P.$72K$2.81−$124K−$124K-0.5%$35.33B
JANE STREET GROUP, LLCMM$69K$2.63−$62K+$69K-0.1%$92.10B
BRIDGEWAY CAPITAL MANAGEMENT, LLC$64K$2.21+$0+$31K-2.3%$4.93B
UBS Group AG$56K$1.26+$5K+$41K-0.3%$562.11B
XTX Topco Ltd$42K$1.42+$22K+$42K-1.9%$5.74B
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)BULLISH
Holders
-2.76%
avg per quarter
Holders (ex-self)
-2.68%
excl. this stock
Buyers (this Q)
+12.85%
16 buyers · $0.00B in
Sellers (this Q)
-0.06%
14 sellers · $0.00B out
alpha coverage: 90% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-20.5%
how holders react when this stock falls
On quiet Qs
+92.6%
−10% to +10% baseline
On rallies (+10%+)
+8.6%
how they react when this stock rises
Holders' portfolio flow this Q
+3.3%
inflows — adds are organic
Sellers' portfolio flow this Q
-4.1%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
+0.0%
Holder mid (any stock)
-2.7%
Holder rally (any stock)
+1.3%

Top Holders Over Time

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

05.8M11.5M17.3M23.0M$0.63$2.10$3.56$5.02$6.482021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
RA CAPITAL MANAGEMENT, L.P.6.7MMPM ASSET MANAGEMENT LLCDEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)MPM BioImpact LLC1.2MPartner Fund Management, L.P.ADAGE CAPITAL PARTNERS GP, L.L.C.BANK OF AMERICA CORP /DE/265KSPHERA FUNDS MANAGEMENT LTD.627KAvidity Partners Management LPJANUS HENDERSON GROUP PLC

Analyst Coverage

Analyst Coverage
Price Targets
Last Year (1 analysts)$1.0012220.0%
Current Price$0.45
Analyst Ratings
9
Buy: 9Consensus: Buy

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Sells ($, 12mo)
$2.88M
71 txns · 1 insider · 3,354,413 sh
Major holders (≥10% beneficial owners)
Buys ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Sells ($, 12mo)
$4.84M
59 txns · 3 insiders · 4,434,285 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-05-20SELLEVNIN LUKEdirector85,895$0.43$37K$411K
2026-05-19SELLEVNIN LUKEdirector62,970$0.45$28K$469K
2026-05-18SELLEVNIN LUKEdirector22,184$0.50$11K$552K
2026-05-13SELLEVNIN LUKEdirector44,679$0.54$24K$608K
2026-05-12SELLEVNIN LUKEdirector67,885$0.64$43K$750K
2026-05-12SELLRA CAPITAL MANAGEMENT, L.P.10 percent owner101,151$0.64$65K$260K
2026-05-11SELLEVNIN LUKEdirector33,948$0.67$23K$830K
2026-05-11SELLRA CAPITAL MANAGEMENT, L.P.10 percent owner87,490$0.67$59K$277K
2026-05-08SELLEVNIN LUKEdirector305,741$0.70$214K$891K
2026-05-08SELLRA CAPITAL MANAGEMENT, L.P.10 percent owner376,526$0.71$267K$297K
2026-05-07SELLEVNIN LUKEdirector79,086$0.63$50K$995K
2026-05-06SELLEVNIN LUKEdirector14,635$0.66$10K$1.09M
2026-05-05SELLEVNIN LUKEdirector6,860$0.69$5K$1.15M
2026-05-04SELLEVNIN LUKEdirector47,963$0.72$35K$1.21M
2026-05-01SELLEVNIN LUKEdirector58,394$0.73$43K$1.26M
2026-04-30SELLEVNIN LUKEdirector168,262$0.72$121K$1.29M
2026-04-29SELLEVNIN LUKEdirector56,559$0.69$39K$1.35M
2026-04-28SELLEVNIN LUKEdirector95,412$0.73$70K$1.47M
2026-04-27SELLEVNIN LUKEdirector53,940$0.85$46K$1.79M
2026-01-16SELLEVNIN LUKEdirector38,782$0.54$21K$1.17M

Order Flow (FINRA, ~3w lag)

45.6%retail-5.6pp
11.0%dark+0.1pp
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

Werewolf Therapeutics: A Howling Going Concern with Toxic Debt

Overall Risk
9/10
Fraud
3/10
Dilution
8/10
Insolvency
9/10
Earnings Overstated
2/10
Hidden Liabilities
5/10
Legal
3/10
Audit Warnings
9/10
Hidden Upside
2/10
Contextually Acceptable
3/10