The activist's position is essentially unchanged at 5.9% with no new demands or escalation. Monitor for any future amendments that signal a change in strategy or increased pressure on management.
Price Chart
Executive Summary
Lagoda Investment Management filed an amended Schedule 13D for VolitionRx, reporting a 5.9% stake (1,650,505 shares) as of September 15, 2026. The only change from the initial filing is a minor open-market sale of 1,500 shares at $0.2855 per share on September 16, 2026. The purpose and demands remain unchanged, indicating no escalation or de-escalation in the activist's stance.
Key Financial Metrics
Key Facts
- Lagoda Investment Management holds 1,650,505 shares of VolitionRx common stock, representing 5.9% of outstanding shares.
- The stake consists of 1,479,450 common shares and warrants exercisable for 171,055 shares.
- On September 16, 2026, Lagoda sold 1,500 shares at $0.2855 per share in an open-market transaction.
- No other transactions were effected since the initial Schedule 13D filing on September 4, 2026.
- The purpose and intentions stated in the original Schedule 13D remain unamended.
Financial Impact
The sale of 1,500 shares at $0.2855 per share represents approximately $428 in proceeds, an immaterial reduction in the activist's position.
Risk Factors
- The activist may increase pressure or propose changes in future filings, potentially leading to board changes or strategic alternatives.
- The company's small market cap and low stock price make it vulnerable to dilution from outstanding warrants and potential future offerings.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D/A Filing (Primary) | 0001493152-26-042962 |
| Document: 0001493152-26-042962-index.html | 0001493152-26-042962 |
| Document: 0001493152-26-042962.txt | 0001493152-26-042962 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 25, 2026 4w ago | 8-K | $0.2529 | awaiting T+60 | — | $0.1800 (+28.83%) |
Sep 16, 2026 5w ago | SC 13D/A | $0.2849 | awaiting T+60 | — | $0.1800 (−36.82%) |
Sep 15, 2026 5w ago | 8-K | $0.2749 | awaiting T+60 | — | $0.1800 (+34.52%) |
Sep 11, 2026 6w ago | EFFECT | $0.3102 | awaiting T+60 | — | $0.1800 (+41.97%) |
Sep 8, 2026 6w ago | S-3/A | $0.3400 | awaiting T+60 | — | $0.1800 (+47.06%) |
Sep 1, 2026 7w ago | 8-K | $0.3800 | awaiting T+60 | — | $0.1800 (+52.63%) |
Aug 24, 2026 9w ago | 8-K | $0.3846 | awaiting T+60 | — | $0.1800 (+53.20%) |
Aug 7, 2026 11w ago | 8-K | $0.7700 | awaiting T+60 | — | $0.1800 (+76.62%) |
Jul 20, 2026 14w ago | EFFECT | $1.13 $0.1847 | ▲ +83.65% | ▲ +88.50% | $0.1800 (+84.07%) |
Jun 18, 2026 18w ago | 8-K | $1.34 | awaiting T+60 | — | $0.1800 (+86.57%) |
US Market Status
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