SCHEDULE: Versant Funds Reduce Monte Rosa Stake to 4.99%
Beneficial Ownership Amendment
Versant Venture Capital and Versant Vantage I have reduced their aggregate beneficial ownership in Monte Rosa Therapeutics, Inc. to 4.99% through a series of stock sales and pro rata distributions.
Summary
- Versant Venture Capital VI, L.P. and Versant Vantage I, L.P., along with their general partners, collectively hold 3,250,069 shares of Monte Rosa Therapeutics, Inc. Common Stock.
- This aggregate ownership represents 4.99% of the Issuer's outstanding Common Stock, based on 65,117,761 shares outstanding as of October 31, 2025.
- Versant VI sold 15,200 shares on November 19, 2025, at a weighted average price of $14.2503 per share, totaling approximately $216,605.02.
- Versant VI distributed 500,030 shares pro rata to its limited partners on December 4, 2025.
- Versant VI sold an additional 10,205 shares on December 16, 2025, at $17.64 per share, for approximately $180,016.20.
- Versant VI sold 572,526 shares on January 7, 2026, at a weighted average price of $23.3304 per share, generating approximately $13,357,260.59.
- Versant Vantage I distributed 560,092 shares pro rata to its limited partners on January 8, 2026.
Sentiment
Score: 3
Explanation: The sentiment is slightly negative as a significant institutional investor has reduced its stake in the company, which can be interpreted as a decrease in conviction or a strategic exit, despite the sales occurring at increasing prices.
Positives
- Versant VI's stock sales occurred at progressively higher prices, indicating favorable market conditions for their divestment, with the latest sale on January 7, 2026, at a weighted average price of $23.3304 per share.
Negatives
- The aggregate beneficial ownership of the Reporting Persons in Monte Rosa Therapeutics, Inc. has decreased to 4.99%, signaling a reduction in their investment stake.
Future Outlook
The filing does not contain any forward-looking statements or guidance regarding Monte Rosa Therapeutics, Inc.'s future performance or strategy.
Industry Context
This filing reflects a significant institutional investor's decision to reduce its stake in a publicly traded biotechnology company. Such divestments can be influenced by various factors, including portfolio rebalancing, realization of gains, or a change in investment thesis, and may be observed across the venture capital landscape as funds mature or shift focus.
Related Party Transactions
- Versant VI effected a pro rata distribution of 500,030 shares of Common Stock to its limited partners on December 4, 2025.
- Versant Vantage I effected a pro rata distribution of 560,092 shares of Common Stock to its limited partners on January 8, 2026.
Stakeholder Impact
- Shareholders may perceive the reduction in stake by a major institutional investor as a negative signal, potentially influencing market sentiment and stock price.
- Limited partners of Versant VI and Versant Vantage I received distributions of Monte Rosa Therapeutics, Inc. shares, directly impacting their individual holdings.
Key Dates
| Date | Description |
|---|---|
| 2025-10-31 | Date as of which 65,117,761 shares of Common Stock were outstanding, as reported in the Issuer's Form 10-Q. |
| 2025-11-19 | Versant VI sold 15,200 shares of Common Stock. |
| 2025-12-04 | Versant VI effected a pro rata distribution of 500,030 shares of Common Stock. |
| 2025-12-16 | Versant VI sold 10,205 shares of Common Stock. |
| 2026-01-07 | Date of event requiring the filing of this statement; Versant VI sold 572,526 shares of Common Stock. |
| 2026-01-08 | Reporting Persons' holdings as of this date; Versant Vantage I effected a pro rata distribution of 560,092 shares of Common Stock. |
| 2026-01-09 | Date of filing of this Amendment No. 6. |
Keywords
Monte Rosa Therapeutics, Versant Venture Capital, Versant Vantage, Schedule 13D, beneficial ownership, stock sales, institutional investor, equity stake
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