Who owns CATX (CATX)
Which tracked institutional funds hold CATX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CATX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CATX is one-sided between 2025-Q4 and 2026-Q1: 40 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CATX’s largest tracked holder by dollar value, TCG Crossover Management, LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CATX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 136 tracked filers holding CATX, 88 increased or opened the position and 53 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CATX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- TCG Crossover Management, LLC$33M
- Commodore Capital LP$26M
- VANGUARD CAPITAL MANAGEMENT LLC$18M
- BALYASNY ASSET MANAGEMENT L.P.$12M
- Spruce Street Capital LP$11M
- Yu Fan$4M
Full exits 8
- VANGUARD GROUP INC$10M
- TWO SIGMA ADVISERS, LP$2M
- MARSHALL WACE, LLP$1M
- RENAISSANCE TECHNOLOGIES LLC$969K
- SPHERA FUNDS MANAGEMENT LTD.$962K
- Walleye Capital LLC$904K
Largest adds
- Avidity Partners Management LP$15M
- Opaleye Management Inc.$15M
- CITADEL ADVISORS LLC$14M
- MILLENNIUM MANAGEMENT LLC$13M
- Affinity Asset Advisors, LLC$12M
- STATE STREET CORP$10M
Largest trims
- UBS Group AG$375K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TCG Crossover Management, LLC new | 7,915,567 | $33M | 9.3% | 2026-Q1 |
| Commodore Capital LP added | 6,336,782 | $26M | 7.5% | 2026-Q1 |
| Avidity Partners Management LP added | 6,049,999 | $24M | 6.7% | 2026-Q1 |
| BlackRock, Inc. added | 5,348,561 | $22M | 6.3% | 2026-Q1 |
| Opaleye Management Inc. added | 4,675,000 | $19M | 5.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,378,956 | $18M | 5.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 4,046,640 | $17M | 4.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,566,504 | $15M | 4.2% | 2026-Q1 |
| Affinity Asset Advisors, LLC added | 3,164,582 | $13M | 3.7% | 2026-Q1 |
| STATE STREET CORP added | 3,132,670 | $13M | 3.7% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,994,460 | $12M | 3.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,983,342 | $12M | 3.5% | 2026-Q1 |
| Spruce Street Capital LP new | 2,627,107 | $11M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,766,960 | $7M | 2.1% | 2026-Q1 |
| Patient Square Capital LP added | 1,625,000 | $7M | 1.9% | 2026-Q1 |
| Nicholson Wealth Management Group, LLC added | 1,618,993 | $7M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,241,816 | $5M | 1.5% | 2026-Q1 |
| Yu Fan new | 1,055,409 | $4M | 1.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,003,474 | $4M | 1.2% | 2026-Q1 |
| Ally Bridge Group (NY) LLC added | 926,557 | $4M | 1.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 910,221 | $4M | 1.1% | 2026-Q1 |
| Hills Bank & Trust Co trimmed | 872,200 | $4M | 1.0% | 2026-Q1 |
| Octagon Capital Advisors LP trimmed | 791,555 | $3M | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 752,033 | $3M | 0.9% | 2026-Q1 |
| ADAR1 Capital Management, LLC added | 749,335 | $3M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 661,318 | $3M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 566,676 | $2M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 528,928 | $2M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 520,905 | $2M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 450,097 | $2M | 0.5% | 2026-Q1 |
| WealthPlan Investment Management, LLC | 404,071 | $2M | 0.5% | 2026-Q1 |
| Seven Fleet Capital Management LP new | 379,082 | $2M | 0.4% | 2026-Q1 |
| FMR LLC added | 313,658 | $1M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 241,924 | $1M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 231,355 | $965K | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 222,142 | $926K | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 212,131 | $885K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 186,630 | $778K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 185,335 | $773K | 0.2% | 2026-Q1 |
| Jefferies Financial Group Inc. new | 183,342 | $765K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 169,147 | $705K | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 168,223 | $701K | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC added | 164,821 | $687K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 119,114 | $497K | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 117,051 | $488K | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 115,489 | $482K | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 110,800 | $462K | 0.1% | 2026-Q1 |
| Trueblood Wealth Management, LLC trimmed | 99,061 | $413K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 92,812 | $387K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 77,090 | $321K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 73,950 | $308K | 0.1% | 2026-Q1 |
| Creative Planning added | 71,464 | $298K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP new | 65,494 | $273K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC new | 61,864 | $258K | 0.1% | 2026-Q1 |
| Caption Management, LLC new | 60,000 | $250K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 83,470 | $230K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 53,163 | $222K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC new | 42,486 | $177K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 42,282 | $177K | 0.1% | 2026-Q1 |
| PROFUND ADVISORS LLC added | 41,567 | $173K | 0.0% | 2026-Q1 |
| SYKON CAPITAL LLC | 37,932 | $158K | 0.0% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 37,317 | $156K | 0.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 35,722 | $149K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 34,841 | $143K | 0.0% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 33,946 | $142K | 0.0% | 2026-Q1 |
| MetLife Investment Management, LLC added | 33,079 | $138K | 0.0% | 2026-Q1 |
| WEALTH EFFECTS LLC added | 33,000 | $138K | 0.0% | 2026-Q1 |
| Taylor & Morgan Wealth Management, LLC trimmed | 29,000 | $121K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 29,241 | $112K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 26,716 | $111K | 0.0% | 2026-Q1 |
| Koa Wealth Management, LLC | 25,975 | $108K | 0.0% | 2026-Q1 |
| WINTON GROUP Ltd trimmed | 24,300 | $101K | 0.0% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 23,707 | $99K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 23,491 | $98K | 0.0% | 2026-Q1 |
| Hudson Bay Capital Management LP new | 23,090 | $96K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 22,269 | $93K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 21,661 | $90K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,490,658 | $10M | 2.7% | 2025-Q4 stale |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) trimmed | 2,829,413 | $6M | 1.7% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 663,830 | $2M | 0.5% | 2025-Q4 stale |
| Velan Capital Investment Management LP | 500,000 | $2M | 0.5% | 2025-Q2 stale |
| Rock Springs Capital Management LP | 444,383 | $2M | 0.4% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 406,732 | $1M | 0.3% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 352,493 | $969K | 0.3% | 2025-Q4 stale |
| SPHERA FUNDS MANAGEMENT LTD. trimmed | 349,973 | $962K | 0.3% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 328,667 | $904K | 0.3% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 314,180 | $864K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 263,995 | $726K | 0.2% | 2025-Q4 stale |
| Siligmueller & Norvid Wealth Advisors LLC new | 164,711 | $565K | 0.2% | 2025-Q3 stale |
| HighVista Strategies LLC | 138,350 | $476K | 0.1% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 115,255 | $245K | 0.1% | 2025-Q1 stale |
| XTX Topco Ltd added | 82,476 | $227K | 0.1% | 2025-Q4 stale |
| Graham Capital Management, L.P. added | 80,193 | $221K | 0.1% | 2025-Q4 stale |
| WEXFORD CAPITAL LP added | 100,000 | $213K | 0.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 56,696 | $194K | 0.1% | 2025-Q3 stale |
| CITIZENS FINANCIAL GROUP INC/RI | 53,100 | $182K | 0.1% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC trimmed | 62,370 | $172K | 0.0% | 2025-Q4 stale |
| Massar Capital Management, LP new | 52,000 | $143K | 0.0% | 2025-Q4 stale |
| DAFNA Capital Management LLC trimmed | 50,000 | $138K | 0.0% | 2025-Q4 stale |
| Virtus Investment Advisers, LLC new | 47,307 | $101K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.