Supernus Pharmaceuticals Inc (SUPN) — Institutional Investor Activity (Q2 2026)

SUPN ranks #1866 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SUPN is a disclosed holding of Israel Englander (Millennium Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

338 institutions disclose a position in SUPN, but none treat it as a major bet — even Krensavage Asset Management, LLC, its most concentrated holder, allocates just 5.0% of its own portfolio to it.

Y-Intercept has added to its SUPN position for two straight quarters, increasing it by $922.0K to reach $2.0M today.

State of Alaska, Department of Revenue has trimmed its SUPN position for two straight quarters, cutting it by $1.2M while still holding $982.0K.

SUPN is down 4.3% today, but institutions show net buying of $337.1M this quarter — a divergence between today's price move and the underlying institutional flow.

SUPN reported a net loss of $109.9M over the trailing twelve months.

• Not yet profitable — net loss of $109.9M over the trailing twelve months
• Revenue grew 24.9% year over year
• Net income declined year over year, from $64.5M to -$109.9M
• Generated $47.3M in positive operating cash flow
• Current ratio of 1.90x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.37x equity — within a conventional range