STOCK TITAN

Farallon Capital (AGIO) discloses 5.9M-share, 9.9% position in Agios

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Farallon Capital Management, L.L.C. and affiliated investment funds and individuals report beneficial ownership of 5,917,400 Shares of Agios Pharmaceuticals, Inc. common stock on an amended Schedule 13G. This represents 9.9% of the outstanding Shares as of the reporting date.

The Shares are held directly by a group of investment partnerships collectively referred to as the Farallon Funds, for which Farallon Capital Management, L.L.C. serves as investment manager. Farallon and a group of managing and senior managing members share voting and dispositive power over these Shares, while the Farallon Funds have the right to receive dividends and sale proceeds.

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Beneficial Ownership 5,917,400 Shares Common stock of Agios Pharmaceuticals, Inc. reported as beneficially owned by the Reporting Persons
Percent of Class 9.9% Portion of Agios Pharmaceuticals, Inc. outstanding common stock represented by the reported Shares
CUSIP 00847X104 CUSIP number for Agios Pharmaceuticals, Inc. common stock
Shared Voting Power 5,917,400 Shares over which certain Reporting Persons report shared power to vote
Shared Dispositive Power 5,917,400 Shares over which certain Reporting Persons report shared power to dispose
beneficially owned financial
"The Shares reported hereby as beneficially owned by the Reporting Persons are held directly"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 5,917,400.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 5,917,400.00"
investment manager financial
"the Investment Manager, which is the investment manager of certain investment partnerships"
Schedule 13G regulatory
"Joint Acquisition Statement Pursuant to Section 240.13d-1(k)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

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FAQ

How many AGIO shares are reported as beneficially owned by Farallon?

Farallon Capital Management, L.L.C. and related parties report 5,917,400 Shares of Agios Pharmaceuticals, Inc. common stock as beneficially owned. These Shares are held through multiple investment partnerships collectively referred to as the Farallon Funds.

What percentage of Agios (AGIO) does Farallon’s 5,917,400 shares represent?

The reported 5,917,400 Shares represent 9.9% of Agios Pharmaceuticals, Inc.’s outstanding common stock. This percentage reflects Farallon’s aggregate beneficial ownership across the Farallon Funds listed in the amended Schedule 13G.

Who are the reporting persons in Farallon’s Schedule 13G/A for AGIO?

The reporting persons include Farallon Capital Management, L.L.C. as investment manager and multiple managing or senior managing members, such as Joshua J. Dapice and Hannah E. Dunn, together with the Farallon Funds that directly hold the Shares.

Which entities directly hold the AGIO shares reported by Farallon?

The Farallon Funds directly hold the AGIO Shares, including Farallon Capital Partners, L.P., several Farallon Capital Institutional Partners funds, Four Crossings Institutional Partners V, L.P., and various Cayman Islands master funds such as Farallon Healthcare Partners Master, L.P.

Who has voting and dispositive power over the AGIO shares held by Farallon funds?

Farallon Capital Management, L.L.C. and its managing and senior managing members share voting and dispositive power over the 5,917,400 Shares. The Farallon Funds themselves have the right to receive dividends and proceeds from any sale of these securities.

What type of filing is this amended Schedule 13G/A for AGIO?

It is an Amendment No. 5 to Schedule 13G reporting passive beneficial ownership of Agios Pharmaceuticals, Inc. common stock. The filing updates ownership information for Farallon Capital Management, L.L.C., its affiliates, and the Farallon Individual Reporting Persons.





00847X104

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


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 Management, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member
Date:08/03/2026
Farallon Capital Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/03/2026
Farallon Capital Institutional Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/03/2026
Farallon Capital Institutional Partners II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/03/2026
Farallon Capital Institutional Partners III, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/03/2026
Four Crossings Institutional Partners V, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager of its General Partner
Date:08/03/2026
Farallon Capital Offshore Investors II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/03/2026
Farallon Capital (AM) Investors, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/03/2026
Farallon Capital F5 Master I, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager of its General Partner
Date:08/03/2026
Farallon Healthcare Partners Master, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager of its General Partner
Date:08/03/2026
Farallon Partners, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member
Date:08/03/2026
Farallon Institutional (GP) V, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager
Date:08/03/2026
Farallon F5 (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager
Date:08/03/2026
Farallon Healthcare Partners (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager
Date:08/03/2026
Dapice Joshua J.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Dreyfuss, Philip D.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Dunn Hannah E.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn
Date:08/03/2026
Gehani, Varun N.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Giauque, Nicolas
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Husen, Avner A.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Kim, David T.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Linn, Michael G.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Luo Patrick (Cheng)
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Roberts, Jr., Thomas G.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Saito Edric C.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Short Daniel S.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Spokes, Andrew J. M.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Warren, John R.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Wehrly, Mark C.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/03/2026
Exhibit Information

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