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Recursion Pharmaceuticals, Inc. SEC Filings

RXRX NASDAQ

Welcome to our dedicated page for Recursion Pharmaceuticals SEC filings (Ticker: RXRX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The SEC filings page for Recursion Pharmaceuticals, Inc. (NASDAQ: RXRX) provides access to the company’s official regulatory disclosures as a clinical-stage TechBio and biotechnology issuer. These documents offer detailed information about Recursion’s financial condition, governance, capital markets activity and key corporate events related to its Recursion OS platform and drug development programs.

Investors can review current reports on Form 8-K, where Recursion reports material events such as quarterly financial results, leadership transitions, collaboration milestones and equity issuances. Recent 8-K filings describe items including second and third quarter financial results, the appointment of a new Chief Executive Officer and President with the prior CEO becoming Chair of the Board, milestone payments from collaborations, and unregistered sales of equity securities connected to acquisitions and license arrangements.

Through its registration statements and prospectus supplements filed under its automatic shelf registration on Form S-3ASR, Recursion documents offerings and resale registrations for shares issued in connection with agreements such as a master license with Tempus AI, Inc. and a membership interest purchase agreement involving a joint venture for an ENPP1 program. These filings outline the number of shares involved, transaction structure and reliance on exemptions from registration for initial issuances.

Users of this page can also monitor filings related to corporate governance and stockholder matters, such as annual meeting results and advisory votes, as well as information about independent auditor ratification. Together with annual reports on Form 10-K and quarterly reports on Form 10-Q, which are accessible through EDGAR, these filings form a comprehensive record of RXRX’s regulatory history.

Stock Titan enhances this information by pairing real-time EDGAR updates with AI-powered summaries that explain the significance of key filings. This helps readers quickly interpret lengthy documents such as 10-K and 10-Q reports, understand the implications of Form 8-K disclosures, and track any insider-related or equity issuance activity that may be relevant when evaluating Recursion Pharmaceuticals.

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Recursion Pharmaceuticals director Blake Borgeson sold shares in an open-market transaction. On 2026-03-03, he sold 170,000 shares of Class A common stock at an average price of $3.46 per share. After this sale, he directly owns 6,259,863 shares of the company’s Class A common stock.

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RXRX Form 144 notice reports two block sales of Class A shares by Blake Borgeson. The filing lists a sale on 01/06/2026 of 220,000 Class A shares for $959,200 and a sale on 02/03/2026 of 220,000 Class A shares for $924,000.

The filing also lists earlier issuer-designated Class A founder/compensation share entries dated 09/01/2016 (110,000) and 09/01/2017 (60,000).

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Recursion Pharmaceuticals filed a prospectus supplement establishing an at-the-market offering to sell shares of its Class A Common Stock having an aggregate offering price of up to $300,000,000. Sales may be made from time to time through TD Securities (USA) LLC (TD Cowen) as agent or principal.

The prospectus states the offering may include negotiated transactions, block trades or any method permitted by law and that TD Cowen may receive compensation up to 3% of gross proceeds. The last reported sale price of the Class A Common Stock was $3.53 per share on February 24, 2026. The prospectus illustration assumes sale of 84,985,835 shares for aggregate proceeds of $300,000,000, resulting in up to 606,816,881 shares outstanding (based on 521,831,046 shares outstanding as of December 31, 2025).

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Recursion Pharmaceuticals’ annual report shows a fast‑growing AI‑driven drug platform, expanding pipeline, and widening losses as it invests heavily in R&D. Revenue rose to $74.7M in 2025, mainly from partnerships such as Sanofi and Roche, while net loss increased to $644.8M as research and development spending reached $475.3M.

The company ended 2025 with $753.9M in cash, cash equivalents, and restricted cash after multiple equity raises and collaboration milestones. Management highlights its first AI‑enabled clinical proof of concept in familial adenomatous polyposis, five clinical programs, and more than $500M in cumulative partner payments, but notes it expects continued losses and future capital needs.

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Recursion Pharmaceuticals reported strong 2025 revenue growth while remaining deeply loss‑making but well funded. Total revenue reached $74.7 million for 2025, up from $58.8 million, with fourth‑quarter revenue of $35.5 million versus $4.5 million a year earlier, largely from collaboration milestones with Roche/Genentech and Sanofi. The company ended 2025 with $753.9 million in cash, cash equivalents and restricted cash and expects its cash runway to extend into early 2028, after holding 2025 operating cash expense to about $399.2 million.

Net loss was $108.1 million in the fourth quarter, improving from a $178.9 million loss a year earlier, but full‑year net loss widened to $644.8 million from $463.7 million as R&D spending rose to $475.3 million, including data purchases and the Exscientia integration. Recursion highlighted its first AI‑enabled clinical proof of concept with REC‑4881 in familial adenomatous polyposis, advancing a diversified oncology and rare‑disease pipeline, and has earned more than $500 million in upfront and milestone payments across major partnerships.

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Recursion Pharmaceuticals Chief Scientific Officer David Hallett reported a tax-withholding disposition of 11,908 shares of Class A Common Stock at $3.49 per share. The shares were withheld by the company to cover taxes on restricted stock units, leaving him with 1,097,151 shares held directly.

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Recursion Pharmaceuticals director Christopher Gibson reported multiple share transactions. He converted 40,000 shares of Class B Common Stock into 40,000 shares of Class A Common Stock, then sold 40,000 Class A shares at $3.46 each under a Rule 10b5-1 trading plan. Separately, 27,265 Class A shares were disposed of to cover tax withholding on restricted stock units.

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RECURSION PHARMACEUTICALS, INC. Chief Financial Officer Ben R. Taylor reported two transactions in Class A common stock. On February 18, 2026, he completed an open-market sale of 13,426 shares at $3.08 per share under a pre-arranged Rule 10b5-1 trading plan, leaving him with 1,195,349 shares owned directly.

On February 17, 2026, 11,908 shares were disposed of at $3.49 per share to cover tax withholding in connection with the net settlement of restricted stock units. These shares were withheld by the company to satisfy tax obligations rather than sold for discretionary portfolio reasons.

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Recursion Pharmaceuticals CEO Najat Khan reported a tax-related share disposition. On February 17, 2026, 14,280 shares of Class A common stock at $3.49 per share were withheld by the company to cover tax obligations tied to restricted stock units. After this withholding, Khan directly owned 2,290,383 shares of Class A common stock. This was a tax-withholding transaction, not an open-market buy or sell.

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Christopher C. Gibson reported multiple sales of Class A shares. The filing lists six transactions of 40,000 Class A shares each on 11/19/2025, 12/04/2025, 12/19/2025, 01/05/2026, 01/20/2026, and 02/04/2026, with reported proceeds of 166,400.00, 185,200.00, 180,000.00, 170,000.00, 178,800.00, and 164,800.00, respectively.

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FAQ

What is the current stock price of Recursion Pharmaceuticals (RXRX)?

The current stock price of Recursion Pharmaceuticals (RXRX) is $3.54 as of March 3, 2026.

What is the market cap of Recursion Pharmaceuticals (RXRX)?

The market cap of Recursion Pharmaceuticals (RXRX) is approximately 1.9B.

RXRX Rankings

RXRX Stock Data

1.89B
499.16M
Biotechnology
Biological Products, (no Diagnostic Substances)
Link
United States
SALT LAKE CITY

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