Andreessen Horowitz Sells Another 1.25M Nautilus Shares, Stake Falls to 6.0%
NAUT sits 44% above its 52-week low of $0.62.
Summary
Andreessen Horowitz funds sold another ~1.25 million Nautilus shares in late July and August, reducing their stake to 6.0%. This continues a pattern of selling that began in June.
Key Events · Ownership and Investor Activity · NAUT
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Andreessen Horowitz Sells 1.25M Shares
AH Bio II and AH LSV II sold approximately 1.25 million shares in open market transactions between July 31 and August 27, 2026, at prices ranging from $0.90 to $1.06 per share.
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Stake Reduced to 6.0%
The group's aggregate beneficial ownership fell to 7,684,932 shares, representing 6.0% of Nautilus's 127.3 million outstanding shares as of July 24, 2026.
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Continued Selling Pressure
This follows prior sales in June 2026 that reduced the stake from earlier levels, indicating a sustained exit by a major early investor.
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Context: Delayed Product Timeline
The selling comes after Nautilus indefinitely delayed its broadscale assay and pushed out the commercial timeline in July 2026, which may be contributing to reduced investor conviction.
Analysis · NAUT · Industrial Applications And Services
Andreessen Horowitz funds continued their exit from Nautilus Biotechnology, selling roughly 1.25 million shares between July 31 and August 27 at prices between $0.90 and $1.06. This follows prior sales in June that already cut their stake significantly. The group now holds 7.68 million shares, or 6.0% of the company, down from earlier levels. The persistent selling by a major early investor adds downward pressure on the stock and signals reduced conviction in the company's near-term prospects, especially after Nautilus delayed its broadscale assay indefinitely in July.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 29.9% of the 1988 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.12%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, NAUT was trading at $0.89 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $112.7M. The 52-week trading range was $0.62 to $4.31. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.