Moderna, Inc.
MX ˙ BMV ˙ US60770K1079
SecurityMX:MRNA / Moderna, Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership497 shares
Latest Disclosed Value $ 25,248
Ancora Advisors, LLC ownership in MRNA / Moderna, Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 497 shares of Moderna, Inc. (MX:MRNA) valued at $25,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 497 shares of Moderna, Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MODERNA INC COM COM 60770K107 497 0 0.00 25 78.57 0.0003
2026-02-17 2025-12-31 13F MODERNA INC COM COM 60770K107 497 355 250.00 15 366.67 0.0003
2025-11-14 2025-09-30 13F MODERNA COM 60770K107 142 27 23.48 4 0.00 0.0001
2025-08-14 2025-06-30 13F MODERNA COM 60770K107 115 -34 -22.82 3 -25.00 0.0001
2025-05-15 2025-03-31 13F MODERNA COM 60770K107 149 -4 -2.61 4 -33.33 0.0001
2025-02-14 2024-12-31 13F MODERNA COM 60770K107 153 2 1.32 6 -40.00 0.0001
2024-11-14 2024-09-30 13F MODERNA COM 60770K107 151 -88 -36.82 10 -64.29 0.0002
2024-08-14 2024-06-30 13F MODERNA COM 60770K107 239 3 1.27 28 12.00 0.0007
2024-05-16 2024-03-31 13F MODERNA COM 60770K107 236 0 0.00 25 8.70 0.0006
2024-02-14 2023-12-31 13F MODERNA COM 60770K107 236 -70 -22.88 23 -25.81 0.0006
2023-11-14 2023-09-30 13F MODERNA COM 60770K107 306 0 0.00 32 -16.22 0.0008
2023-08-14 2023-06-30 13F MODERNA COM 60770K107 306 -23 -6.99 37 -26.00 0.0010
2023-05-16 2023-03-31 13F MODERNA COM 60770K107 329 96 41.20 51 19.05 0.0014
2023-02-14 2022-12-31 13F MODERNA COM 60770K107 233 0 0.00 42 50.00 0.0012
2022-11-14 2022-09-30 13F MODERNA COM 60770K107 233 14 6.39 28 -9.68 0.0009
2022-08-15 2022-06-30 13F MODERNA COM 60770K107 219 -1 -0.45 31 -18.42 0.0009
2022-05-16 2022-03-31 13F/A-1 MODERNA COM 60770K107 220 0 0.00 38 -32.14 0.0009
2022-05-13 2022-03-31 13F MODERNA INC COM COM 60770K107 666 446 87 0.0015
2022-02-14 2021-12-31 13F MODERNA COM 60770K107 220 4 1.85 56 -32.53 0.0013
2021-11-15 2021-09-30 13F MODERNA COM 60770K107 216 -550 -71.80 83 -53.89 0.0021
2021-11-12 2021-06-30 13F/A-1 MODERNA COM 60770K107 766 100 15.02 180 106.90 0.0047
2021-08-13 2021-06-30 13F MODERNA COM 60770K107 766 100 180 0.0047
2021-11-12 2021-03-31 13F/A-1 MODERNA INC COM COM 60770K107 666 1 0.15 87 26.09 0.0024
2021-05-14 2021-03-31 13F MODERNA INC COM COM 60770K107 666 1 87 0.0024
2021-11-12 2020-12-31 13F/A-1 MODERNA COM 60770K107 665 0 0.00 69 46.81 0.0022
2021-02-12 2020-12-31 13F MODERNA COM 60770K107 665 0 69 0.0022
2021-11-12 2020-09-30 13F/A-1 MODERNA COM 60770K107 665 115 20.91 47 34.29 0.0019
2020-11-13 2020-09-30 13F MODERNA COM 60770K107 665 115 47 0.0019
2021-11-12 2020-06-30 13F/A-1 MODERNA COM 60770K107 550 0 0.00 35 118.75 0.0015
2020-08-14 2020-06-30 13F MODERNA COM 60770K107 550 0 35 0.0015
2021-11-12 2020-03-31 13F/A-1 MODERNA COM 60770K107 550 550 16 0.0007
2020-05-14 2020-03-31 13F MODERNA COM 60770K107 550 0 16 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.