Sutro Biopharma

CIK 0001382101 · STRO Nasdaq

SIC
2836 · Biological Products, Except Diagnostic
Type
Operating
Status
Public
Filer
Non-accelerated filer and smaller reporting company
FY End
Dec 31

Sutro Biopharma is a clinical-stage oncology company that designs and develops site-specific antibody-drug conjugates (ADCs) and novel-format therapeutics using its proprietary XpressCF and XpressCF+ platforms. Unlike conventional cell-based synthesis, the firm’s technology decouples cell mass production from protein production by using a proprietary highly engineered E. coli extract called XtractCF. This cell-free system allows for the expression of complex mammalian proteins in less than 24 hours, a significant reduction from the 30 to 40 days required by traditional methods. The platform enables the simultaneous expression of thousands of DNA sequences to rapidly evaluate protein structure-activity relationships, optimizing properties such as binding efficiency, stability, and target killing. A key differentiator is the precise incorporation of non-natural amino acids at specific locations, allowing for the creation of homogeneous molecules with optimized "warhead" placement and drug-antibody ratios (DAR) that can exceed eight. Additionally, proteins produced via XpressCF do not bind to the Fc-gamma...

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AI-generated summary of Item 1 (Business) from the 10-K filed Mar 23, 2026 — View filing on SEC.gov. May contain errors — refer to the filing for authoritative information.

Across SEC filings

Institutional holders · 13F

Q2 2026
99 managers reported a position for Q2 2026 +22 vs Q1 2026
Largest Q2 2026 Form 13F holders of Sutro Biopharma by reported value
Largest holders Reported value
PERCEPTIVE ADVISORS LLC $43.3M
BVF INC IL $41.6M
Affinity Asset Advisors LLC $38.9M
BlackRock Inc $37.3M
Samsara BioCapital LLC $35.3M

5%+ holders · 13D/G

7 filers
Schedule 13D and 13G filers reporting a stake of 5% or more
Filer % of class Filed
PERCEPTIVE ADVISORS LLC 13G STRO 7.9% 2026-08-14
BlackRock Inc 13G STRO 6.4% 2026-07-30
Samsara BioCapital L P 13G STRO 6.4% 2026-05-15
Kynam Capital Management LP 13G STRO 5.3% 2026-05-15
Affinity Asset Advisors LLC 13G STRO 6.5% 2026-05-14
BIOTECHNOLOGY VALUE FUND L P 13G STRO 7.6% 2026-02-18
Affinity Asset Advisors LLC 13G STRO 7.8% 2025-10-23
MILLENNIUM MANAGEMENT LLC 13G STRO 5.6% 2025-06-30

Latest Schedule 13D or 13G from each filer; stakes a filer has reported closed are left out.

Securities

Securities issued by this company
CUSIP Security Type
869367201 STRO SUTRO BIOPHARMA INC Common stock

Insider trades · Form 4

No open-market purchases or sales by Sutro Biopharma insiders in the last 12 months.

Latest filings

Annual results · 10-K

Fiscal 2025
Revenue
$102.5M
Net loss
-$191.1M

As reported in the fiscal 2025 annual report.

Funds & ETFs · N-PORT

118 funds
Largest fund holders reported on Form N-PORT
Fund Value % of fund
Eventide Healthcare & Life Sciences Fund $19.4M 1.09%
VANGUARD TOTAL STOCK MARKET INDEX FUND VTI $16.7M < 0.01%
iShares Russell 2000 ETF IWM $10.8M 0.01%
VANGUARD EXTENDED MARKET INDEX FUND $5.9M < 0.01%
Fidelity Small Cap Index Fund $4.2M 0.01%
iShares Russell 2000 Value ETF IWN $3.3M 0.02%
Nuveen Quant Small Cap Equity Fund $3.1M 0.08%
JPMorgan U.S. Small Company Fund $2.0M 0.18%
Goldman Sachs Small Cap Equity Insights Fund $1.9M 0.18%
VANGUARD RUSSELL 2000 INDEX FUND VTWO $1.8M 0.01%

118 funds reported holding $91.7M in total on their latest public Form N-PORT reports, the most recent dated August 2026. Security record

Latest SEC filings

All filings →
Latest SEC filings by Sutro Biopharma
Form Description Filed
4 Insider Transaction · Hans-Peter Gerber 2026-09-22
SCHEDULE 13G/A SCHEDULE 13G/A 2026-08-14
SCHEDULE 13G/A SCHEDULE 13G/A 2026-08-14
10-Q Quarterly Report 2026-08-12
8-K Current Report 2026-08-12
SCHEDULE 13G SCHEDULE 13G 2026-07-30
4 Insider Transaction · Jon Marc Wigginton 2026-06-09
4 Insider Transaction · Daniel H Petree 2026-06-09
4 Insider Transaction · James P Panek 2026-06-09
4 Insider Transaction · Joseph M Lobacki 2026-06-09
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