Fractyl Health (GUTS): Catalio Capital Management, LP now owns 5.6% of GUTS as a passive investor 5.6%

5.6%

Stake

737K

Shares owned

Stake as of

Sep 30, 2026

Filed

Oct 13, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Aug 10, 2026Company filing · Form 8-K · ResultsReported its results
2. Sep 10, 2026Company filing · Form 8-K · Listing noticeReceived a notice from its stock exchange“As previously disclosed, on March 13, 2026, Fractyl Health, Inc. (the “Company”) received a letter from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) notifying the Company that the listing of its common stock was not in compliance with Nasdaq Listing Rule 5450(a)(1) for continued listing on the Nasdaq Global Market, as the minimum bid price of the Company’s common stock was less…”
3. Sep 14, 2026InsiderDirector purchased ~$40K of GUTS shares in the open market
4. Sep 30, 2026Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year

What came next

1. Oct 13, 20265% stakeCatalio Capital Management, LP reported a passive stake (13G) of 5.6%
2. Oct 21, 2026Company filing · Form 8-K · Restructuring, Executive changeAnnounced job cuts, closures or a restructuring, and changed a top executive or board member (and 1 more item)“Retirement of Executive Officer In connection with the workforce reduction, on October 21, 2026, Jay Caplan announced his retirement. effective October 30, 2026 (the “ Separation Date ”), from his executive roles as the Company’s President and Chief Product Officer.”
3. Nov 2, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On November 2, 2026 (the “ Effective Date ”), the Board of Directors (the “ Board ”) of the Company increased the size of the Board from nine to ten and appointed Michael Wartell as a Class III director, with a term expiring at the Company’s 2027 annual meeting of stockholders and until his successor is duly elected and qualified or until his earlier resignation or removal.”
4. Nov 12, 2026Company filing · Form 8-K · ResultsReported its results
5. Nov 13, 20265% stakeNantahala Capital Management, LLC reported a passive stake (13G) of 6.9%

How to read SEC Schedule 13G

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Fractyl Health

For Fractyl Health, OQRO holds 1 insider filing (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its GUTS page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Fractyl Health

• SEC Form 4Sep 16, 2026
• SEC Form 4Jun 15, 2026
• SEC Form 4Jun 11, 2026
• SEC Form 4Jun 11, 2026
• SEC Form 4Jun 9, 2026
• SEC Form 4Dec 8, 2025

Everything OQRO holds on this company is on its GUTS page.