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Farallon funds (NASDAQ: AGIO) report 8.8% passive stake in Agios

Filing Impact
(Neutral)
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(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Agios Pharmaceuticals received an amended ownership report from Farallon investment entities. The filing shows the Farallon funds together report beneficial ownership of 5,159,505 shares of Agios common stock, representing 8.8% of the outstanding class.

Within this group, Farallon Healthcare Partners Master, L.P. reports 2,928,459 shares, or 5%, and Farallon Partners, L.L.C. reports 5,046,401 shares, or 8.7%. The amendment records governance changes: effective January 1, 2026, Avner A. Husen became a member or manager of the Farallon general partner entities and may be deemed a beneficial owner of the Farallon funds’ shares, while as of December 31, 2025, Richard B. Fried, Rajiv A. Patel and William Seybold ceased those roles and may no longer be deemed beneficial owners. The reporting group files under Rule 13d‑1(c) and certifies the shares are held for investment and not to change or influence control of Agios.

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Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






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Farallon Capital Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital Institutional Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital Institutional Partners II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital Institutional Partners III, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Four Crossings Institutional Partners V, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:02/09/2026
Farallon Capital Offshore Investors II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital (AM) Investors, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital F5 Master I, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:02/09/2026
Farallon Healthcare Partners Master, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:02/09/2026
Farallon Partners, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member
Date:02/09/2026
Farallon Institutional (GP) V, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:02/09/2026
Farallon F5 (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:02/09/2026
Farallon Healthcare Partners (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:02/09/2026
Dapice Joshua J.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Dreyfuss, Philip D.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Dunn Hannah E.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn
Date:02/09/2026
Fried, Richard B
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Gehani, Varun N.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Giauque, Nicolas
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Husen, Avner A.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Kim, David T.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Linn, Michael G.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Luo Patrick (Cheng)
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Patel, Rajiv A.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Roberts, Jr., Thomas G.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Saito Edric C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Seybold, William
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Short Daniel S.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Spokes, Andrew J. M.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Warren, John R.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Wehrly, Mark C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Exhibit Information

Exhibit 1. Joint Acquisition Statement Pursuant to Section 240.13d-1(k)

FAQ

What stake in Agios Pharmaceuticals (AGIO) do the Farallon funds report?

The Farallon funds report beneficial ownership of 5,159,505 shares of Agios Pharmaceuticals common stock, representing 8.8% of the outstanding class. This consolidated position is reported across multiple Farallon-managed funds and related general partner entities in the amended Schedule 13G/A.

Which Farallon fund holds the largest Agios (AGIO) position in this filing?

Farallon Healthcare Partners Master, L.P. reports the largest single position, holding 2,928,459 shares of Agios common stock, equal to 5% of the class. Other Farallon funds and entities report smaller stakes that together total 5,159,505 shares, or 8.8% of the company.

How much Agios (AGIO) stock does Farallon Partners, L.L.C. report owning?

Farallon Partners, L.L.C. reports beneficial ownership of 5,046,401 shares of Agios common stock, representing 8.7% of the outstanding class. This reflects its role as general partner or member of several Farallon funds that directly hold the Agios shares.

Is the Farallon group’s Agios (AGIO) position reported as passive or active?

The reporting persons certify the Agios shares “were not acquired and are not held” to change or influence control of the issuer. They file under Rule 13d‑1(c), indicating a passive investment intent rather than an activist or control-seeking purpose.

What management changes at Farallon are disclosed in this Agios (AGIO) filing?

Effective January 1, 2026, Avner A. Husen became a member or manager of the Farallon general partner entities and may be deemed a beneficial owner of the funds’ Agios shares. As of December 31, 2025, Richard B. Fried, Rajiv A. Patel and William Seybold ceased those roles.

Does the Farallon filing state that individual managers own Agios (AGIO) shares directly?

The filing explains that individual Farallon managers may be deemed beneficial owners through their roles at the general partner entities but that each disclaims beneficial ownership of the shares held by the Farallon funds. The Agios common stock is held directly by the various Farallon investment limited partnerships.
Agios Pharmaceuticals Inc

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Biotechnology
Pharmaceutical Preparations
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