MeiraGTx Holdings plc (MGTX) reported second-quarter 2026 total revenue of $321.4 million and net income of $160.7 million. Basic net income per ordinary share was $1.76, while diluted net income per ordinary share was $1.71.

The company received FDA Breakthrough Therapy Designation for AAV2-hAQP1, completed its acquisition of bota-vec rights from Johnson & Johnson, and entered an agreement with Oberland Capital for up to $400 million of investment.

• Service revenue was $11.9 million, related-party service revenue was $104.9 million, and related-party license revenue was $204.6 million.
• Cash, cash equivalents and restricted cash totaled $145.4 million at June 30, 2026, compared with $34.4 million a year earlier.
• MeiraGTx acquired bota-vec rights for a $25 million upfront cash payment and expects global regulatory filings for the XLRP therapy in 2026.
• The pivotal Phase 2 AQUAx2 study of AAV2-hAQP1 completed enrollment, with a 12-month data readout expected in the second quarter of 2027.
• Oberland Capital initially funded $135 million, including $125 million in cash and a $10 million equity investment.

$MGTX Insider Trading Activity

$MGTX insiders have traded $MGTX stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $MGTX stock by insiders over the last 6 months:

• RICHARD GIROUX (CFO & COO) has made 0 purchases and 2 sales selling 112,000 shares for an estimated $1,272,880.
• ALEXANDRIA FORBES (PRESIDENT & CEO) has made 0 purchases and 2 sales selling 124,000 shares for an estimated $1,027,960.
• STUART NAYLOR (CHIEF SCI OFCR, OPHTHALMOLOGY) has made 0 purchases and 3 sales selling 55,320 shares for an estimated $668,377.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$MGTX Hedge Fund Activity

We have seen 86 institutional investors add shares of $MGTX stock to their portfolio, and 52 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• OPALEYE MANAGEMENT INC. added 1,732,415 shares (+443.2%) to their portfolio in Q1 2026, for an estimated $15,002,713
• BLACKROCK, INC. added 1,589,030 shares (+50.2%) to their portfolio in Q2 2026, for an estimated $21,467,795
• RUBRIC CAPITAL MANAGEMENT LP added 824,669 shares (+13.4%) to their portfolio in Q1 2026, for an estimated $7,141,633
• KENNEDY CAPITAL MANAGEMENT LLC added 787,641 shares (+1113.5%) to their portfolio in Q1 2026, for an estimated $6,820,971
• LOGOS GLOBAL MANAGEMENT LP added 700,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $6,062,000
• STATE STREET CORP added 639,844 shares (+84.9%) to their portfolio in Q2 2026, for an estimated $8,644,292
• 22NW, LP removed 586,519 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $5,079,254

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

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