SCHEDULE: Beryl Capital Discloses 9% Stake in Y-mAbs Therapeutics

Beryl Capital Management and its affiliates have disclosed a 9.0% beneficial ownership stake in Y-mAbs Therapeutics, Inc. common stock.

Summary

• Beryl Capital Management LLC, Beryl Capital Management LP, Beryl Capital Partners II LP, and David A. Witkin collectively reported beneficial ownership of Y-mAbs Therapeutics, Inc. Common Stock.
• Beryl Capital Management LLC, Beryl Capital Management LP, and David A. Witkin each beneficially own 4,087,091 shares, representing 9.0% of the class.
• Beryl Capital Partners II LP beneficially owns 3,095,833 shares, representing 6.8% of the class.
• The percentages are calculated based on 45,438,420 shares of Common Stock outstanding on August 4, 2025, as disclosed in the Issuer's Form 10-Q for the quarter ended June 30, 2025.
• All reporting persons have shared voting and shared dispositive power over their respective beneficially owned shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the issuer's performance or outlook. The acquisition of a significant stake by an institutional investor can be interpreted positively by the market, but the filing itself is neutral.

Positives

• The disclosure of a significant stake by institutional investors like Beryl Capital Management may be viewed as a vote of confidence in Y-mAbs Therapeutics, Inc.

Negatives

• This Schedule 13G filing is a disclosure of beneficial ownership and does not contain information typically categorized as negative financial or operational outcomes.

Risks

• This Schedule 13G filing is a disclosure of beneficial ownership and does not detail specific company risks or future challenges for Y-mAbs Therapeutics, Inc.

Future Outlook

This Schedule 13G filing is a disclosure of beneficial ownership and does not provide forward-looking statements or guidance regarding Y-mAbs Therapeutics, Inc.'s future performance or strategic outlook.

Industry Context

This filing indicates a significant investment by Beryl Capital Management in Y-mAbs Therapeutics, a company operating in the biotechnology and pharmaceutical sector. Such institutional investments are common in the industry, reflecting investor interest in specific companies or broader sector trends, though this filing does not provide details on the rationale beyond passive investment.

Comparison to Industry Standards

• This Schedule 13G filing is a disclosure of beneficial ownership and does not provide financial or operational results that can be directly compared to global benchmarks or specific comparable companies/projects within the biotechnology industry.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional ownership stake may influence investor perception and potentially the stock price, signaling confidence from a notable investment firm.

Next Steps

• The reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer, indicating no immediate activist intentions.

Key Dates

Keywords

Y-mAbs Therapeutics, Beryl Capital Management, Beneficial Ownership, SEC Filing, Schedule 13G, Common Stock, Institutional Investor, Biotechnology, Pharmaceuticals