Dilution profile // every instrument, one screen, from SEC filings

Senti Biosciences Holdings, Inc. (SNTI)

CIK 1854270 · all EDGAR filings →

Overall dilution risk
HIGHworst of 3 computed signals (cash need)
= the worst band among the computed sub-ratings, no hidden weighting
not every sub-rating was computable; treat as a floor
Offering ability
MEDIUM$15.6M registered
= total registered offering amount from the fee exhibits of live registrations (bands: $1M / $20M)
one or more live registrations had no structured fee data, so the true total is AT LEAST this
Overhead supply
NOT COMPUTEDno warrant count tagged in XBRL
= warrant shares outstanding divided by current shares outstanding
absence of a tag is not proof of absence of warrants
Historical dilution
LOW-30% O/S in 3y
= share count now vs 3 years ago (bands: 30% / 100%); a reverse split pushes this negative
a reverse-split-sized cliff is in this window; read the chart
Cash need
HIGH~1.8 months of runway
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)
the company itself flagged going-concern doubt

Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.

Shares outstanding over time

2022-08-082026-07-31

Latest: 31.1M shares as of Jul 31, 2026 (10-Q). Share count fell from 45.8M to 4.6M between May 6, 2024 and Aug 8, 2024, a pattern consistent with a reverse split (roughly 1-for-10); simultaneous issuance can skew the raw ratio, so confirm in the filings. The red bar marks the cliff.

Cash runway

Going-concern warning

auditor flagged substantial doubt

The company itself flagged going-concern doubt in a filing.

Full breakdown: cash runway tool · source filing →

Warrants

No warrant figures tagged in this filer’s XBRL facts. That means the company has not reported them in structured form; it does not prove no warrants exist. The exhibits are the ground truth.

Convertible notes

NotePrincipalCarryingConv. priceRateIf converted
Senior Secured Convertible Notes$40.0M$0.6261~63.9M sh
Senior Secured Convertible Notes Tranche Two$30.0Mnot tagged
Senior Secured Convertible Notes Tranche One$10.0Mnot tagged

If every note above converted at its tagged price: ~63.9M new shares on 31.1M currently outstanding. An estimate from principal ÷ conversion price, with inputs carrying different as-of dates; make-whole adjustments, capped calls and partial repurchases are not modeled.

Notes exactly as the company dimensioned them in its 10-Q filed Aug 14, 2026. Principal is face amount as tagged, not what remains after repurchases unless the filer updated the tag. A note the filer did not dimension is absent here, not absent from the balance sheet; the exhibits stay the ground truth.

Fully diluted build-up

Shares outstanding plus every potential-share instrument the filer tagged in XBRL, each at its own as-of date. An estimate assembled from filed figures, not a filing figure itself.

Shares outstanding31.1MJul 31, 2026
+ Senior Secured Convertible Notes (if fully converted)63.9MApr 27, 2026
Fully diluted estimate95.0M+205.1% vs O/S

Still excluded, because the filer does not tag them in countable form: employee options and RSUs, any instrument living only in exhibit prose, and instruments above missing a share count. Inputs carry different as-of dates, shown per row. Each figure traces to the tranche and note tables above and their cited filings.

Registrations and offerings

Registered offering capacity on live registrations: $15.6Mfrom the structured fee exhibits; registered is not remaining, takedowns are not subtracted

S-3Jun 18, 2026$15.6M registeredfiling →
S-3Mar 21, 2025no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →
S-3Mar 21, 2025no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →

Last 12 months: 2 executed · 2 registered.

REGISTEREDJul 16, 2026S-3/A registration — capacity to sell shares, not a sale yetS-3/A
REGISTEREDJun 18, 2026S-3 registration — capacity to sell shares, not a sale yetS-3
EXECUTEDMay 1, 2026Unregistered share sale disclosed (8-K item 3.02)8-K
EXECUTEDMay 1, 2026Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
EFFECTIVEApr 29, 2026SEC declared a registration effective — selling can beginEFFECT
EFFECTIVEApr 29, 2026SEC declared a registration effective — selling can beginEFFECT
EFFECTIVEApr 29, 2026SEC declared a registration effective — selling can beginEFFECT
EFFECTIVEApr 29, 2026SEC declared a registration effective — selling can beginEFFECT
EXECUTEDMar 31, 2025Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5
EFFECTIVEMar 31, 2025SEC declared a registration effective — selling can beginEFFECT
EFFECTIVEMar 31, 2025SEC declared a registration effective — selling can beginEFFECT
REGISTEREDMar 21, 2025S-3 registration — capacity to sell shares, not a sale yetS-3

Full history and shelf status: offering checker · S-3 shelf checker

Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.

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