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.
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 director Christopher Gibson converted 20,000 shares of Class B Common Stock into 20,000 shares of Class A Common Stock on March 9, 2026. The conversion price was reported as $0.00 per share.
On the same date, he made a bona fide gift of 20,000 Class A shares, leaving him with 906,556 Class A shares directly owned and 4,523,334 Class B shares directly owned after these transactions.
RECURSION PHARMACEUTICALS, INC. CEO and President Najat Khan reported an open-market sale of 28,298 shares of Class A common stock on March 9, 2026 at a weighted average price of $3.3451 per share. The trades were executed at prices ranging from $3.32 to $3.405.
After this transaction, Khan directly holds 2,262,085 shares of Class A common stock. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on September 22, 2025, indicating the timing was set in advance rather than decided opportunistically.
Recursion Pharmaceuticals reported an insider transaction: Najat Khan sold 124,403 common shares on 12/22/2025 for $548,587.96. The filing also lists a planned equity compensation sale of 28,298 common shares dated 02/15/2026. The report is a Form 144 disclosure of resale activity.
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.
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).
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).
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.
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.
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.
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.