RECURSION PHARMACEUTICALS, INC.
In the published model solve dated 2026-Q2, anchored at $3.18, RECURSION PHARMACEUTICALS, INC. (RXRX) is priced for today's economics sustained for ~40.0 years+. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• Recursion is a clinical-stage company trying to industrialize drug discovery with AI and automated biology; it has no approved product, generates only partnership revenue, and runs deep operating losses. • The merger with Exscientia extended the cash runway into early 2028 and targets about $100 million in annual synergies, which is what funds the next wave of trials [Source: Recursion Q1 2026 update, March 2026]. • The watch list is clinical: roughly seven readouts over 18 months across oncol
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323 institutional managers reported holding RXRX in 13F filings for the quarter ended 2026-03-31. Together they hold about 63% of the company; the top 10 hold 45%. 51 opened new positions that quarter. Held by Vanguard Group, BlackRock, ARK Investment Management, among others. On the short side, 184.0M shares were sold short as of the 2026-06-15 count, about 35% of shares outstanding (8.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RXRX's share count grew 282.6% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at RXRX over the trailing three years. Absence is a fact about the company, not a signal. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RXRX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -0.5% | -37.8% |
| 2023-11-10 | -3.0% | +104.4% |
| 2024-03-01 | -12.3% | -31.0% |
| 2024-05-10 | +0.1% | -2.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RXRX's latest 8-K filings: 2026-08-05 (items 2.02, 7.01, 9.01); 2026-06-18 (items 5.07); 2026-05-06 (items 2.02, 7.01, 9.01); 2026-04-30 (items 5.02, 7.01, 9.01); 2026-03-25 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.