Azitra (AZTR) reported financial results for the quarter ended June 30, 2026, and provided updates across its dermatology, cosmetic and biotechnology programs. The company posted a net loss of $3.3 million, compared with $2.9 million in the prior-year period, and had cash and cash equivalents of $6.7 million as of June 30, 2026.
Azitra said it continued enrollment in the first cohort of its Phase 1/2 trial evaluating ATR-04 for EGFR inhibitor-associated rash, with topline data from the first cohort expected in Q4 2026. The company also reported preclinical ATR-COSF data in ex vivo human skin and said a human cosmetic application study is planned to start in Q3 2026.
- R&D expenses were $1.4 million for Q2 2026, unchanged from the comparable period in 2025.
- G&A expenses were $2.1 million, up from $1.5 million in the comparable 2025 period.
- Net loss per share, basic and diluted, was $0.17 for Q2 2026.
- Azitra plans to strategically pause further enrollment in the Phase 1b study evaluating ATR-12 for Netherton syndrome.
- The company is advancing recombinant protein initiatives, including TEV Protease and T7 RNA Polymerase.
$AZTR Hedge Fund Activity
We have seen 6 institutional investors add shares of $AZTR stock to their portfolio, and 7 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GEODE CAPITAL MANAGEMENT, LLC removed 374,469 shares (-79.7%) from their portfolio in Q2 2026, for an estimated $62,835
- DRW SECURITIES, LLC removed 61,823 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $14,466
- UBS GROUP AG added 29,207 shares (+2926.6%) to their portfolio in Q1 2026, for an estimated $6,834
- XTX TOPCO LTD removed 28,231 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $6,606
- JANE STREET GROUP, LLC removed 22,248 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $5,206
- TWO SIGMA INVESTMENTS, LP removed 20,291 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $4,748
- SASSICAIA CAPITAL ADVISERS LLC removed 14,059 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $3,289
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
