Recursion Pharmaceuticals, Inc. filings document the regulatory record for a clinical-stage TechBio company advancing investigational medicines through an AI-native discovery and development platform. Its 8-K reports disclose operating results, financial condition, Regulation FD presentations, clinical and pipeline updates, partner milestones and material corporate events.
Proxy materials cover annual-meeting matters, director elections, executive compensation and governance practices. Other filings include leadership-transition disclosures, shelf-registration and prospectus-supplement records for Class A common stock, and capital-structure disclosures tied to shares issued under the Tempus master agreement.
RECURSION PHARMACEUTICALS, INC. (RXRX) reported that its Chief Financial Officer, Ben R. Taylor, had 25,018 shares of Class A Common Stock withheld on 2026-08-17 to satisfy tax withholding and remittance obligations in connection with the net settlement of restricted stock units. This tax-withholding disposition was recorded at $3.16 per share, and Taylor now directly holds 1,076,858 shares of Class A Common Stock.
RECURSION PHARMACEUTICALS, INC. (RXRX) is the issuer of Class A common stock for which Christopher C. Gibson, a former director, has filed a Rule 144 notice. The filing covers the proposed sale of 26,806 Class A shares, originating from restricted stock vesting on 08/17/2026, with part of the sale intended to cover a tax obligation from a vested equity award distribution. The notice also lists extensive Class A share sales during the prior three months by Gibson, Lahwran-3 LLC, and the Gibson Family Trust.
Recursion Pharmaceuticals, Inc. (symbol RXRX) reports a planned sale of 100,000 Class A shares through Fidelity Brokerage Services LLC on NASDAQ, dated August 13, 2026, at a listed value of $331,000.00. These are identified as founders shares originally acquired on April 20, 2021 as compensation.
The notice also lists multiple Class A share transactions during the prior three months involving Christopher C. Gibson, Gibson Family Trust, and Lahwran-3 LLC, including individual transactions such as 340,440 shares for $1,089,541.29 on June 18, 2026 and several additional trades in July and August 2026.
Christopher C. Gibson filed a notice to sell up to 50,000 Class A shares of RXRX through Fidelity Brokerage Services LLC, with an estimated aggregate market value of $168,500.00 on NASDAQ. The shares are described as Founders Shares originally acquired from the issuer on 04/20/2021 as compensation.
The filing also lists extensive Class A share sales during the prior three months by Christopher C. Gibson and related entities, including Gibson Family Trust and Lahwran-3 LLC, covering multiple transactions between 05/22/2026 and 08/10/2026, with individual trades ranging from 40,000 to 340,440 shares and transaction values up to about $1.09 million.
Christopher C. Gibson and related entities filed a notice to sell 100,000 Class A shares of Recursion Pharmaceuticals (RXRX) through Fidelity Brokerage Services, with an aggregate value of $326,754.06, on or after August 10, 2026 on NASDAQ.
The filing also lists extensive Class A share sales over the prior three months by Gibson, the Gibson Family Trust, and Lahwran-3 LLC, reflecting multiple transactions ranging from 40,000 to over 340,000 shares per trade.
A Form 144 notice reports that Christopher C. Gibson intends to sell up to 100,000 Class A shares of a NASDAQ-listed issuer through Fidelity Brokerage Services LLC. These shares are identified as Founders Shares acquired from the issuer on 04/20/2021 as compensation. The filing also lists multiple prior sales of Class A shares by Gibson, the Gibson Family Trust, and Lahwran-3 LLC during the past three months, each with specific share amounts and aggregate sale prices.
State Street Corporation disclosed a significant ownership position in Recursion Pharmaceuticals Inc. common stock. State Street reported beneficial ownership of 34,706,130 shares, representing 6.6% of the class as of June 30, 2026. All of this position is held with shared voting power over 33,433,905 shares and shared dispositive power over 34,706,130 shares, while sole voting and sole dispositive powers are each reported as zero.
The holdings are attributed to State Street and certain of its investment advisory affiliates, including SSGA Funds Management, Inc., State Street Global Advisors Europe Limited, State Street Global Advisors Limited, State Street Global Advisors Trust Company, and State Street Global Advisors, Ltd. The filing states that no other person is known to have rights to receive dividends or sale proceeds relating to more than 5% of this class of securities.
Recursion Pharmaceuticals, Inc. director Blake Borgeson reported selling 30,000 shares of Class A Common Stock on August 4, 2026 at $3.25 per share in an open-market or private transaction pursuant to a Rule 10b5-1 trading plan adopted on August 31, 2025, and now directly holds 6,188,287 shares.
Recursion Pharmaceuticals is a clinical-stage TechBio company using an AI-native platform to discover drugs through large-scale biological and chemical datasets. For the quarter ended June 30, 2026, total revenue was 7,670 (in thousands), down 60% from 19,223 (in thousands), mainly as Roche collaboration phases completed. Grant revenue grew but remains small. Unearned revenue was 140,404 (in thousands) as of June 30, 2026, reflecting future work under partnerships with Roche/Genentech, Sanofi and Merck.
Operating costs for the quarter were 142,638 (in thousands), a 27% decrease year over year, driven largely by lower platform spend and reduced Tempus data purchases, as well as headcount reductions. Net loss improved to 131,005 (in thousands), versus 171,897 (in thousands), with net loss per share at (0.25) versus (0.41). For the first six months of 2026, net loss was 248,509 (in thousands) on 14,143 (in thousands) of revenue, while research and development remained substantial at 177,510 (in thousands).
Cash, cash equivalents and restricted cash totaled 556,820 (in thousands) at June 30, 2026, after 187,048 (in thousands) of operating cash outflows in the first half. Management states this liquidity should fund operations for at least the next 12 months and also has a 300,000 (in thousands) at-the-market equity program available. The company highlights progress in its internal oncology and FAP programs and in its Roche and Sanofi collaborations, while also disclosing that disclosure controls remain ineffective due to previously identified material weaknesses, with remediation actions underway.
Recursion Pharmaceuticals reported second-quarter 2026 results and highlighted major AI-driven pipeline and partnership progress. Total revenue was $7.7 million, primarily from collaborations, and net loss narrowed to $131.0 million. Research and development expense fell to $89.6 million and general and administrative expense to $41.5 million versus a year earlier.
Cash, cash equivalents and restricted cash were $556.8 million as of June 30, 2026, and the company now expects its cash runway to extend into early 2028. Net cash used in operating activities was $105.9 million for the quarter, while cash operating expense for the first half was $191.0 million; full-year 2026 cash operating expense guidance was reduced to under $375 million.
On the pipeline, Genentech exercised the first Validated Target Option in the neuroscience collaboration, advancing an unexplored target into early discovery. Internal programs advanced as REC-4881 for familial adenomatous polyposis generated additional Phase 2 data ahead of a November 2026 plenary presentation and ongoing FDA discussions, REC-7735 received IND clearance with a Phase 1/2 trial planned for the second half of 2026, and REC-1245 continued Phase 1 dose escalation with more data expected in the second half of 2026.