Market Cap
$1.5B
RARE
Ultragenyx Pharmaceutical Inc.
$15.22 ▲ +3.19%
Prev close $14.75Market cap$1.5B
12-mo target$28.05 (+84.3%)
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)37 New Institutional Positions13 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on RARE right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$2.8B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $2.7M sell
Insider Net $
-$2.7M
Social Sentiment
64° Warm
SEC Reports
11
Press Releases
1
Price chart 30d +2.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 other
Ultragenyx Announces Marketing Authorisation Application (MAA) Submission to the European Medicines Agency (EMA) for the First Investigational Gene Therapy for MPS IIIA (Sanfilippo Syndrome Type A)
BASEL, Switzerland, Oct. 02, 2026 (GLOBE NEWSWIRE) -- Today Ultragenyx announced that the European M
Sep 15, 2026 Insider
Huizenga Theodore Alan sold 1,283 shares
SVP, Chief Accounting Officer @ $13.57 ($17.4K)
Sep 3, 2026 Insider
Sep 2, 2026 SEC Huizenga Theodore Alan sold 161 shares
SVP, Chief Accounting Officer @ $13.99 ($2.3K)
Ultragenyx announced that its Phase 3 Aspire study for apazunersen (GTX-102) in Angelman syndrome failed to meet the pri
8-K — Impact 8/10
Ultragenyx announced publication of 96-week Phase 3 data for GENGLYCOS (DTX401) gene therapy in glycogen storage disease
Impact 7/10
Ultragenyx settled patent litigation with Esjay Pharma over generic DOJOLVI (triheptanoin). Esjay gets a non-exclusive,
8-K — Impact 4/10
Ultragenyx reported Q2 2026 revenue of $214M (beat $183.1M consensus by 17%, +28% YoY) and EPS of -$0.90 (beat -$1.00 co
8-K — Impact 6/10
Aug 3, 2026 Insider
Parschauer Karah Herdman sold 1,900 shares
EVP and Chief Legal Officer @ $24.92 ($47.3K)
Analyst ratings buy % -5.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 22, 2024 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Oct 21, 2024 | TD Cowen | MAINTAIN | Buy | 56% |
| Oct 1, 2024 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Sep 26, 2024 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 20, 2024 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Sep 16, 2024 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Aug 5, 2024 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 2, 2024 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 2, 2024 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 2, 2024 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 14 | 3 | 0 | 0 | 88% | |
| Aug 1, 2026 | 8 | 14 | 3 | 0 | 0 | 88% | |
| Jul 1, 2026 | 8 | 14 | 3 | 0 | 0 | 88% | |
| Jun 1, 2026 | 8 | 14 | 3 | 0 | 0 | 88% | |
| May 1, 2026 | 8 | 15 | 3 | 0 | 0 | 88% | |
| Apr 1, 2026 | 8 | 15 | 3 | 0 | 0 | 88% | |
| Mar 1, 2026 | 9 | 16 | 2 | 0 | 0 | 93% | |
| Feb 1, 2026 | 9 | 16 | 2 | 0 | 0 | 93% |
Price targets
Where 19 covering analysts think RARE trades over the next 12 months.
$28.05 +84.3% upside Strong Buy
Current$15.22 Low$18.00 Median$28.00 High$40.00 19 analysts
$18.00$40.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
64°
Warm
BearishNeutralBullish
Recent posts
RARE tanked 25 to 15 instantly, how can a put seller hedge this ?
▲ 1 · 💬 1· ⚡ 0.5
RARE 🚀🚀🚀 FDA approval. Short sellers💀
▲ 1 · 💬 0· ⚡ 0.5
$RARE Ultragenyx Pharma INC, last night news on FDA granted accelerated approval for GENGLYCOS of also known as DTX401.
▲ 1 · 💬 0· ⚡ 0.5
$RARE Ultragenyx Pharma INC,FDA APPROVAL
▲ 5 · 💬 5· ⚡ 0.5
Turned $10k into $29k in 3 trades. Trade #004: $29k ALL-IN on $RARE ahead of the FDA decision
▲ 1 · 💬 6· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 3 bearish, 0 mixed, 6 neutral · avg impact 4.5/10.Plus 1 press releases.
BEARISH8-K8/10
Ultragenyx announced that its Phase 3 Aspire study for apazunersen (GTX-102) in Angelman syndrome fa
Sep 2, 2026
NEUTRAL8-K4/10
Ultragenyx settled patent litigation with Esjay Pharma over generic DOJOLVI (triheptanoin). Esjay ge
Aug 11, 2026
BULLISH8-K6/10
Ultragenyx reported Q2 2026 revenue of $214M (beat $183.1M consensus by 17%, +28% YoY) and EPS of -$
Aug 4, 2026
NEUTRALCLUSTER2/10
Two C-suite insiders at Ultragenyx (CFO and EVP/Chief Legal Officer) sold a combined $164K in open-m
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
other
Ultragenyx Announces Marketing Authorisation Application (MAA) Submission to the European Medicines Agency (EMA) for the First Investigational Gene Therapy for MPS IIIA (Sanfilippo Syndrome Type A)
BASEL, Switzerland, Oct. 02, 2026 (GLOBE NEWSWIRE) -- Today Ultragenyx announced that the European Medicines Agency (EMA) has validated the Company's
Oct 1, 2026
other
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Ultragenyx Pharmaceutical Inc. - RARE
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Ultragenyx Pharmaceutical Inc. ("Ultragenyx" or
Oct 1, 2026
short_volume
Short Volume: RARE — 59.3% short (0.8M / 1.3M)
Short: 753,756 | Exempt: 9,102 | TRF Vol: 1,272,154 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
other
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Ultragenyx Pharmaceutical Inc. - RARE
NEW YORK, Sept. 24, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Ultragenyx Pharmaceutical Inc. ("Ultragenyx"
Sep 19, 2026
fda_pdufa
PDUFA: RARE — UX111 in Sanfilippo syndrome type A (MPS IIIA) — 2026-09-19
FDA target action date 2026-09-19 for RARE (Ultragenyx Pharmaceutical Inc.). Drug: UX111. Indication: Sanfilippo syndrome type A (MPS IIIA). PDUFA tar
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.65 | $-1.25–$0.75 | 63.9% | -12.8% | 0↑ 1↓ | $0.2B | 5 |
| Next Q | $-0.57 | $-1.08–$0.78 | 55.9% | -2.6% | 2↑ 0↓ | $0.2B | 5 |
| Current FY | $-3.87 | $-4.96–$-1.18 | 33.6% | -0.7% | 2↑ 1↓ | $0.8B | 5 |
| Next FY | $0.68 | $-1.69–$4.50 | 117.5% | +1.7% | 1↑ 1↓ | $1.0B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.653 | — |
| 7d ago | $-0.653 | — |
| 30d ago | $-0.579 | -0.074 |
| 60d ago | $-0.734 | +0.080 |
| 90d ago | $-0.949 | +0.296 |
Institutional ownership
Which big funds own RARE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.8B total value (84,260,371 shares) as of 2026-Q2. Top holders: BlackRock,, RTW, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,654,276 | $355.7M | 12.7% | ADD +46.0% |
| RTW INVESTMENTS, LP | 7,796,895 | $260.3M | 9.3% | DOUBLED +113.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,790,135 | $226.7M | 8.1% | ADD +26.1% |
| AQR CAPITAL MANAGEMENT LLC | 6,560,809 | $214.1M | 7.6% | — |
| STATE STREET CORP | 6,158,766 | $205.6M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,296,491 | $143.5M | 5.1% | — |
| TWO SIGMA INVESTMENTS, LP | 3,621,200 | $120.9M | 4.3% | — |
| SANDS CAPITAL MANAGEMENT, LLC | 3,158,368 | $105.5M | 3.8% | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2,939,719 | $98.2M | 3.5% | DOUBLED +105.4% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 2,847,936 | $95.1M | 3.4% | ADD +30.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 7,299,598 | 10,654,276 | +46.0% | $355.7M |
| RTW INVESTMENTS, LP | DOUBLED | 3,648,795 | 7,796,895 | +113.7% | $260.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 5,385,992 | 6,790,135 | +26.1% | $226.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 1,431,071 | 2,939,719 | +105.4% | $98.2M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | ADD | 2,191,182 | 2,847,936 | +30.0% | $95.1M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 1,849,391 | 2,578,828 | +39.4% | $86.1M |
| D. E. Shaw & Co., Inc. | ADD | 1,261,018 | 1,730,193 | +37.2% | $57.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 480,000 | 1,580,000 | +229.2% | $52.8M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 2,640,812 | 1,250,464 | -52.6% | $41.8M |
| Jefferies Financial Group Inc. | DOUBLED | 15,488 | 929,626 | +5902.2% | $31.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$2.7M — $0.00 bought, $2.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Huizenga Theodore Alan | SVP, Chief Accounting Officer | SELL | 1,283 | $13.57 | $17.4K |
| Sep 3, 2026 | Huizenga Theodore Alan | SVP, Chief Accounting Officer | SELL | 161 | $13.99 | $2.3K |
| Aug 3, 2026 | Parschauer Karah Herdman | EVP and Chief Legal Officer | SELL | 1,900 | $24.92 | $47.3K |
| Aug 3, 2026 | Horn Howard | Chief Financial Officer | SELL | 4,696 | $24.92 | $117.0K |
| Jul 1, 2026 | Horn Howard | Chief Financial Officer | SELL | 4,698 | $33.13 | $155.6K |
| Jun 15, 2026 | Sanders Corazon (Corsee) D. | Director | SELL | 2,000 | $25.05 | $50.1K |
| Jun 15, 2026 | Parschauer Karah Herdman | EVP and Chief Legal Officer | SELL | 1,899 | $24.62 | $46.8K |
| Jun 1, 2026 | Horn Howard | Chief Financial Officer | SELL | 4,653 | $23.77 | $110.6K |
| May 18, 2026 | SULIMAN SHEHNAAZ | Director | SELL | 5,740 | $25.12 | $144.2K |
| May 14, 2026 | Dunsire Deborah | Director | AWARD | 7,751 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RARE.
Shares short
16,571,956
Settlement Sep 15, 2026
Change vs prior
-3.3%
Semi-monthly cycle
Days to cover
2.2
At avg daily volume
Of shares outstanding
≈16.8%
Estimate — not % of float
All RARE filing & press-release reports (12)
- 8-K reportSep 2, 2026
- PRESS-RELEASE reportSep 1, 2026
- 8-K reportAug 11, 2026
- 8-K reportAug 4, 2026
- CLUSTER reportAug 4, 2026
- CLUSTER reportJun 15, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportMay 6, 2026
- PRESS-RELEASE reportMay 5, 2026
- 8-K reportApr 2, 2026
- DEFA14A reportMar 27, 2026
- CLUSTER reportMar 3, 2026