Disc Medicine, Inc.
IRON- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001816736
In the last 90 days, Disc Medicine, Inc. insiders filed 0 open-market purchases and 7 sales; 218 institutions reported holding it in 13F filings for Q2 2026, worth $3.13B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $3.85B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $13.2M in total
- 7
- 13F holdersQ2 2026, +15 vs. previous quarter
- 218
- 13F valueReported value at the end of Q2 2026
- $3.13B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- –
- No comparable prior period
- Net income, FY2025
- -$212.2M
- No comparable prior period
- Free cash flow, FY2025
- -$181.3M
- No comparable prior period
- Revenue, Q3 FY2026
- –
- No comparable prior period
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 6.86M
- Shares sold short
- Change
- −594.9K
- −8.0% vs. previous
- Days to cover
- 3.18
- At average daily volume
Superinvestors holding IRON, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding IRON at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Disc Medicine, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 21, 2026 (view filing)5:33 PM ET | Oct 19-21 | 2 days | Bitterman KevinDirector | SSale | −41.8K | $80.13 | −$3.35M | −76.3%13.0K after | 9 lots10b5-1 |
| Sep 15, 2026 (view filing)4:30 PM ET | Sep 11 | 4 days | Bitterman KevinDirector | SSale | −27.1K | $70.11 | −$1.90M | −100.0%0 after | |
| Sep 9, 2026 (view filing)4:23 PM ET | Sep 4 | 5 days | Bitterman KevinDirector | SSale | −1.69K | $79.96 | −$135.1K | −11.2%13.4K after | 3 lots10b5-1 |
| Sep 3, 2026 (view filing)5:43 PM ET | Sep 1-3 | 2 days | Bitterman KevinDirector | SSale | −54.5K | $80.15 | −$4.37M | −80.2%13.4K after | 12 lots10b5-1 |
| Aug 26, 2026 (view filing)8:10 PM ET | Aug 24-25 | 2 days | Yu Jonathan Yen-WenChief Operating Officer | SSale | −9.10K | $83.10 | −$755.9K | −14.3%54.3K after | 2 lots10b5-1 |
| Aug 18, 2026 (view filing)6:56 PM ET | Aug 17 | 1 day | Quisel John DChief Executive Officer | SSale | −33.0K | $79.15 | −$2.61M | −12.7%226.1K after | 3 lots10b5-1 |
| Aug 14, 2026 (view filing)7:14 PM ET | Aug 12 | 2 days | Yu Jonathan Yen-WenChief Operating Officer | SSale | −804 | $82.64 | −$66.4K | −1.5%54.3K after | 10b5-1 |
| Aug 7, 2026 (view filing)5:32 PM ET | Aug 6 | 1 day | Khara RahulChief Legal Officer | SSale | −5.00K | $80.00 | −$400.0K | −8.7%52.3K after | 10b5-1 |
| Jul 14, 2026 (view filing)6:32 PM ET | Jul 13 | 1 day | Quisel John DChief Executive Officer | SSale | −33.0K | $74.96 | −$2.47M | −12.7%226.1K after | 3 lots10b5-1 |
| Jul 9, 2026 (view filing)7:35 PM ET | Jul 7 | 2 days | Yu Jonathan Yen-WenChief Operating Officer | SSale | −100 | $82.50 | −$8.25K | −0.2%54.3K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 218 holdersThe largest institutional positions in Disc Medicine, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 4,894,473 | $358.0M | 0.02% | −692,421−12.4% | Reduced |
| BlackRock, Inc. | 2,467,899 | $180.5M | 0.00% | +194,068+8.5% | Added |
| Ra Capital Management, L.P. | 2,450,221 | $179.2M | 1.56% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,875,795 | $139.9M | 0.01% | +504,315+36.8% | Added |
| Price T Rowe Associates Inc | 1,875,399 | $137.2M | 0.01% | +326,049+21.0% | Added |
| Wellington Management Group LLP | 1,741,351 | $127.4M | 0.02% | +5,975+0.3% | Added |
| State Street Corp | 1,648,836 | $120.6M | 0.00% | −49,408−2.9% | Reduced |
| Vestal Point Capital, LP | 1,550,000 | $113.4M | 2.65% | +850,000+121.4% | Added |
| Atlas Venture Life Science Advisors, LLC | 1,513,875 | $110.7M | 12.56% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,369,027 | $100.1M | 0.00% | −6,403−0.5% | Reduced |
Holders of 5% or more of IRON
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Disc Medicine, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G/A | 12.80%4.88M shares | −1.30 ppfrom 14.10% | Feb 10, 20237 filings | Aug 6, 2026 | SEC |
| AI Dmi LLC | 13D/A | 6.60%2.94M shares | −1.40 ppfrom 8.00% | Jan 9, 20237 filings | Oct 26, 2026 | SEC |
| Ra Capital Management, L.P. | 13G | 5.90%2.23M shares | New | Jan 7, 20261 filing | Jan 7, 2026 | SEC |