---
title: "Recursion Pharmaceuticals (RXRX) 的最新股权结构"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37286401.md"
description: "$Recursion Pharmaceuticals(RXRX.US) has a distinctive equity structure characterized by **"backing from AI giants, clustering of well-known growth funds, and regular founder share reductions"**. As of the latest data in December 2025, here is a detailed summary of RXRX's institutional ownership and core team holdings: 1. Institutional Ownership Overview Institutional investors currently hold approximately 60% - 70% of RXRX's outstanding shares..."
datetime: "2025-12-21T01:31:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37286401.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37286401.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37286401.md)
author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)"
---

# Recursion Pharmaceuticals (RXRX) 的最新股权结构

$Recursion Pharmaceuticals(RXRX.US)’s equity structure exhibits three distinctive characteristics: \*\*"Backed by AI giants, crowded with renowned growth funds, and regular insider selling by the founder."\*\*

As of the latest data in December 2025, here is a detailed summary of RXRX’s institutional and core team holdings:

### 1\. Institutional Ownership Overview

Institutional investors currently hold approximately **60% - 70%** of RXRX’s outstanding shares. Unlike traditional pharmaceutical companies, RXRX’s shareholder list is dominated by aggressive funds with strong "tech/AI" characteristics.

#### Top Institutional Holders

**Institution**

**Ownership (Approx.)**

**Style**

**Recent Moves (2025 Q3-Q4)**

**Vanguard Group**

**7.6% - 9.2%**

Passive/Index

**Increased holdings**. The largest institutional shareholder, primarily through healthcare and total market ETFs.

**ARK Investment** (Cathie Wood)

**6.5% - 7.5%**

**Aggressive Growth**

**Core holding**. RXRX is one of "Cathie Wood’s" flagship positions in AI biotech, and ARK remains one of its most steadfast bulls.

**BlackRock**

**6.1%**

Passive/Index

**Increased holdings**. Passive fund allocations continue to rise amid RXRX’s market cap fluctuations.

**Baillie Gifford**

**4.6%**

Long-Term Growth

**Reduced/Adjusted**. As an early backer of Tesla, BG has held RXRX long-term but recently engaged in position management with slight reductions.

**State Street**

**3.5%**

Passive/Index

**Significantly increased holdings**. Recent data shows a 60%+ rise in its position, reflecting strong allocation demand.

* * *

### 2\. Strategic & Sovereign Holders

These shareholders represent RXRX’s uniqueness, featuring global tech giants and sovereign wealth funds that strongly endorse its "TechBio" narrative.

**NVIDIA**: **Top strategic shareholder**.

Holds approximately **7.7 million shares**.

**Significance**: NVIDIA announced a $50 million investment in 2023, marking RXRX’s standout advantage over other biotech firms. This is not just a financial investment but a deep collaboration in computing power and AI models.

**Softbank Group**: Holds about **14.6 million shares** (~2.8%), reinforcing RXRX’s AI tech credentials.

**Kinnevik AB**: Holds ~**13.4 million shares**. A prominent Swedish investment firm with long-term support for digital healthcare.

**Mubadala Investment** (Abu Dhabi sovereign fund): Holds ~**13 million shares**, representing heavy Middle Eastern capital exposure.

* * *

### 3\. Core Team & Insiders

As of end-2025, insiders hold ~**13%** of shares. The most notable trend is the **consistent, scheduled selling** by key executives.

#### Key Figure: Chris Gibson (Co-Founder & CEO)

**Ownership status**: Remains one of the largest individual shareholders, directly holding nearly **1 million shares**, with additional indirect holdings via family trusts and LLCs.

**Recent moves**: **Frequent selling**.

**H2 2025**: Executed an intensive selling plan (Rule 10b5-1), e.g., **40,000 shares** each on Dec 4, Nov 19, and Nov 4.

**Block trade**: Sold over **500,000 shares** in a single transaction in August 2025.

**Interpretation**: This "drip-feed" selling is typically for personal financial diversification but is seen as a short-term bearish signal amid low stock prices.

#### Other Executives & Directors

**Blake Borgeson** (Co-Founder/Director): Sold **220,000 shares** in Dec 2025, a significant reduction.

**Najat Khan** (Chief R&D/Commercial Officer): Minor selling in November.

**Lux Ventures**: Early VC, still holds ~**30 million shares** (~5.8%), a long-term insider.

### Summary & Insights

**Strong backing vs. insider selling**: RXRX boasts the most prestigious shareholder roster in biotech (**NVIDIA + ARK + Softbank + BlackRock**), providing strong downside support and narrative value. However, the CEO and co-founder’s persistent selling (albeit planned) somewhat caps upside potential.

**Focus areas**:

**NVIDIA’s stance**: As long as NVIDIA holds, RXRX’s "AI pharma leader" status remains intact.

**ARK’s position**: Cathie Wood’s fund continues to add/hold, signaling confidence in RXRX’s long-term tech roadmap.

**Cash flow**: Given insider selling, markets will watch for potential equity dilution to fund high AI computing costs.

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## Comments (2)

- **财财 A · 2025-12-21T05:55:07.000Z · 👍 3**: Thanks for the boss's sharing. It's very valuable.
- **大大王_水泊 · 2025-12-21T02:47:18.000Z · 👍 1**: Boss, you're really working too hard