Insider filing report for Changes in Beneficial Ownership
- Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
- Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
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- Peter Lynch
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
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UNDER THE SECURITIES EXCHANGE ACT OF 1934
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(Amendment No. 6)*
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Annexon, Inc. (Name of Issuer) |
Common Stock, par value $0.001 per share (Title of Class of Securities) |
03589W102 (CUSIP Number) |
07/01/2026 (Date of Event Which Requires Filing of this Statement) |
| Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
 Rule 13d-1(b)
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 Rule 13d-1(c)
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| Rule 13d-1(d)
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SCHEDULE 13G
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| CUSIP No. | 03589W102 |
| 1 | Names of Reporting Persons
Redmile Group, LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
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| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
DELAWARE
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
17,918,459.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
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| 11 | Percent of class represented by amount in row (9)
9.9 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IA, OO |
Comment for Type of Reporting Person: Reported information current as of July 8, 2026. The information in Item 4 relating to the shares of the Issuer's common stock ("Common Stock") that are or may be deemed beneficially owned by Redmile Group, LLC ("Redmile") is incorporated herein by reference.
SCHEDULE 13G
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| CUSIP No. | 03589W102 |
| 1 | Names of Reporting Persons
Jeremy C. Green | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
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| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED KINGDOM
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 9 |
Aggregate Amount Beneficially Owned by Each Reporting Person
17,918,459.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
9.9 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
HC, IN |
Comment for Type of Reporting Person: Reported information current as of July 8, 2026. The information in Item 4 relating to the shares of Common Stock that are or may be deemed beneficially owned by Jeremy C. Green is incorporated herein by reference.
SCHEDULE 13G
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| CUSIP No. | 03589W102 |
| 1 | Names of Reporting Persons
RedCo II Offshore SPV LLC | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
CAYMAN ISLANDS
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
9,802,458.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
5.5 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
FI, OO |
Comment for Type of Reporting Person: Reported information current as of July 8, 2026. The information in Item 4 relating to the shares of Common Stock that are or may be deemed beneficially owned by RedCo II Offshore SPV LLC is incorporated herein by reference.
SCHEDULE 13G
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| Item 1. | ||
| (a) | Name of issuer:
Annexon, Inc. | |
| (b) | Address of issuer's principal executive offices:
1400 Sierra Point Parkway, Bldg C, Suite 200, Brisbane, CA 94005 | |
| Item 2. | ||
| (a) | Name of person filing:
Redmile Group, LLC Jeremy C. Green RedCo II Offshore SPV LLC * * This amendment No. 6 reports the addition of RedCo II Offshore SPV LLC as a reporting person in this jointly filed Schedule 13G following its initial acquisition of more than 5% of the Issuer's outstanding common stock as of July 1, 2026. | |
| (b) | Address or principal business office or, if none, residence:
Redmile Group, LLC 900 Larkspur Landing Circle, Suite 270 Larkspur, California 94939 Jeremy C. Green c/o Redmile Group, LLC (NY Office) 45 W. 27th Street, Floor 11 New York, NY 10001 RedCo II Offshore SPV LLC c/o Redmile Group, LLC 900 Larkspur Landing Circle, Suite 270 Larkspur, California 94939 | |
| (c) | Citizenship:
Redmile Group, LLC: Delaware Jeremy C. Green: United Kingdom RedCo II Offshore SPV LLC: Cayman Islands | |
| (d) | Title of class of securities:
Common Stock, par value $0.001 per share | |
| (e) | CUSIP No.:
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| Item 3. | If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: | |
| (a) | Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
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| (b) | Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
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| (c) | Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
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| (d) | Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
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| (e) | An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
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| (f) | An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
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| (g) | A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
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| (h) | A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
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| (i) | A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
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| (j) | A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution: | |
| (k) | Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
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| Item 4. | Ownership | |
| (a) | Amount beneficially owned:
Redmile Group, LLC - 17,918,459 (1) Jeremy C. Green - 17,918,459 (1) RedCo II Offshore SPV LLC - 9,802,458 (2) | |
| (b) | Percent of class:
Redmile Group, LLC - 9.9% Jeremy C. Green - 9.9% RedCo II Offshore SPV LLC - 5.5% %
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| (c) | Number of shares as to which the person has:
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| (i) Sole power to vote or to direct the vote:
Redmile Group, LLC - 0 Jeremy C. Green - 0 RedCo II Offshore SPV LLC - 0 | ||
| (ii) Shared power to vote or to direct the vote:
Redmile Group, LLC - 17,918,459 (1) Jeremy C. Green - 17,918,459 (1) RedCo II Offshore SPV LLC - 9,802,458 (2) | ||
| (iii) Sole power to dispose or to direct the disposition of:
Redmile Group, LLC - 0 Jeremy C. Green - 0 RedCo II Offshore SPV LLC - 0 | ||
| (iv) Shared power to dispose or to direct the disposition of:
Redmile Group, LLC - 17,918,459 (1) Jeremy C. Green - 17,918,459 (1) RedCo II Offshore SPV LLC - 9,802,458 (2) (1) As of July 8, 2026, Redmile's and Jeremy C. Green's beneficial ownership of the Issuer's Common Stock is comprised of (i) 14,548,896 shares of Common Stock and (ii) 3,369,563 shares of Common Stock issuable upon exercise of certain pre-funded warrants to purchase Common Stock (the "Warrants"). The shares of Common Stock issuable upon exercise of the Warrants reported as beneficially owned by the Reporting Persons represent the maximum number of shares of Common Stock that could be issued upon exercise of those Warrants subject to the 9.99% beneficial ownership limitation (the "Beneficial Ownership Limitation"). All of such shares of Common Stock and the Warrants are directly owned by certain investment vehicles, including RedCo II Offshore SPV LLC ("RedCo II Offshore"), for which Redmile is the investment manager (the "Redmile Funds"). Redmile may be deemed to beneficially own these securities in its capacity as their investment manager with discretion to vote and dispose of all shares of Common Stock held by the Redmile Funds. Mr. Green also may be deemed to beneficially own these securities as the principal of Redmile. Redmile and Mr. Green each disclaims beneficial ownership of these securities, except to the extent of its or his pecuniary interest in such securities, if any. (2) As of July 8, 2026, RedCo II Offshore may be deemed to beneficially own (i) 6,432,895 shares of Common Stock, and (ii) 3,369,563 shares of Common Stock issuable upon exercise of the Warrants directly held by RedCo II Offshore. The shares of Common Stock issuable upon exercise of the Warrants reported as beneficially owned by RedCo II Offshore represent the maximum number of shares of Common Stock that could be issued to RedCo II Offshore upon exercise of those Warrants subject to the Beneficial Ownership Limitation. Percentage based on: (i) 163,842,538 shares of Common Stock outstanding as of May 4, 2026, as reported by the Issuer in its Form 10-Q for the quarterly period ended March 31, 2026 filed with the SEC on May 7, 2026; plus (ii) 15,521,422 shares of Common Stock issued and, under the Beneficial Ownership Limitation, issuable upon exercise of the Warrants directly held by the Redmile Funds (including RedCo II Offshore). | ||
| Item 5. | Ownership of 5 Percent or Less of a Class. | |
| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. | |
Not Applicable
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| Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. | |
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
See the response to Item 4. | ||
| Item 8. | Identification and Classification of Members of the Group. | |
Not Applicable
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| Item 9. | Notice of Dissolution of Group. | |
Not Applicable
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| Item 10. | Certifications: |
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. |
| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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