Who owns CGEM (CGEM)
Which tracked institutional funds hold CGEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGEM 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 CGEM is one-sided between 2025-Q4 and 2026-Q1: 65 added or opened and 18 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
CGEM’s largest tracked holder by dollar value, Lynx1 Capital Management LP, sizes it at 20.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 20.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CGEM 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 173 tracked filers holding CGEM, 101 increased or opened the position and 60 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 CGEM 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 15
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- VANGUARD PORTFOLIO MANAGEMENT LLC$8M
- Soleus Capital Management, L.P.$6M
- TCG Crossover Management, LLC$6M
- VANGUARD FIDUCIARY TRUST CO$5M
- Longaeva Partners L.P.$3M
Full exits 4
- VANGUARD GROUP INC$30M
- TWO SIGMA ADVISERS, LP$1M
- Squarepoint Ops LLC$785K
- JACOBS LEVY EQUITY MANAGEMENT, INC$763K
Largest adds
- Lynx1 Capital Management LP$35M
- MPM BIOIMPACT LLC$30M
- PRICE T ROWE ASSOCIATES INC /MD/$28M
- BVF INC/IL$22M
- BlackRock, Inc.$18M
- STATE STREET CORP$13M
Largest trims
- Affinity Asset Advisors, LLC$9M
- GREAT POINT PARTNERS LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
- JANE STREET GROUP, LLC$2M
- Trexquant Investment LP$2M
- SCHRODER INVESTMENT MANAGEMENT GROUP$1M
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 |
|---|---|---|---|---|
| Lynx1 Capital Management LP | 8,963,500 | $127M | 12.8% | 2026-Q1 |
| MPM BIOIMPACT LLC | 7,648,268 | $109M | 10.9% | 2026-Q1 |
| BVF INC/IL | 5,750,683 | $82M | 8.2% | 2026-Q1 |
| BlackRock, Inc. added | 4,449,966 | $63M | 6.3% | 2026-Q1 |
| Kynam Capital Management, LP | 3,114,132 | $44M | 4.4% | 2026-Q1 |
| STATE STREET CORP added | 2,544,115 | $36M | 3.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,483,034 | $35M | 3.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,029,719 | $29M | 2.9% | 2026-Q1 |
| Blue Owl Capital Holdings LP trimmed | 1,909,764 | $27M | 2.7% | 2026-Q1 |
| RTW INVESTMENTS, LP | 1,705,960 | $24M | 2.4% | 2026-Q1 |
| Venrock Adviser, LLC | 1,379,965 | $20M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,368,268 | $19M | 2.0% | 2026-Q1 |
| Siren, L.L.C. | 1,193,410 | $17M | 1.7% | 2026-Q1 |
| Nextech Invest, Ltd. | 1,141,145 | $16M | 1.6% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 1,112,803 | $16M | 1.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,037,441 | $15M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 906,028 | $13M | 1.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 905,376 | $13M | 1.3% | 2026-Q1 |
| Nuveen, LLC added | 805,700 | $11M | 1.1% | 2026-Q1 |
| Affinity Asset Advisors, LLC trimmed | 781,260 | $11M | 1.1% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 595,489 | $8M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 589,483 | $8M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 552,553 | $8M | 0.8% | 2026-Q1 |
| Elmind Capital, LP added | 530,000 | $8M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 522,047 | $7M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 516,724 | $7M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 455,449 | $6M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 449,258 | $6M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 432,893 | $6M | 0.6% | 2026-Q1 |
| Soleus Capital Management, L.P. added | 410,200 | $6M | 0.6% | 2026-Q1 |
| TCG Crossover Management, LLC new | 406,786 | $6M | 0.6% | 2026-Q1 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 386,169 | $5M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 367,906 | $5M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 357,354 | $5M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 346,582 | $5M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 342,852 | $5M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 324,111 | $5M | 0.5% | 2026-Q1 |
| GREAT POINT PARTNERS LLC trimmed | 300,000 | $4M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 289,115 | $4M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 297,231 | $4M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 252,778 | $4M | 0.4% | 2026-Q1 |
| Invesco Ltd. added | 244,150 | $3M | 0.3% | 2026-Q1 |
| ORBIMED ADVISORS LLC trimmed | 243,006 | $3M | 0.3% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 233,842 | $3M | 0.3% | 2026-Q1 |
| PFM Health Sciences, LP added | 227,406 | $3M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 202,385 | $3M | 0.3% | 2026-Q1 |
| Jump Financial, LLC trimmed | 193,800 | $3M | 0.3% | 2026-Q1 |
| Longaeva Partners L.P. new | 183,691 | $3M | 0.3% | 2026-Q1 |
| Trexquant Investment LP trimmed | 168,473 | $2M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 173,740 | $2M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 149,626 | $2M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 149,445 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 144,111 | $2M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 144,107 | $2M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 143,708 | $2M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 140,295 | $2M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 138,705 | $2M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 114,400 | $2M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 109,731 | $2M | 0.2% | 2026-Q1 |
| MOORE CAPITAL MANAGEMENT, LP new | 105,960 | $2M | 0.2% | 2026-Q1 |
| Bleichroeder LP new | 100,000 | $1M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 95,417 | $1M | 0.1% | 2026-Q1 |
| Cinctive Capital Management LP new | 94,444 | $1M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 90,316 | $1M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 75,310 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 72,282 | $1M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 69,485 | $987K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 67,656 | $961K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 67,516 | $959K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 66,288 | $942K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 62,718 | $891K | 0.1% | 2026-Q1 |
| Tidal Investments LLC new | 62,421 | $887K | 0.1% | 2026-Q1 |
| Tema ETFs LLC added | 62,421 | $887K | 0.1% | 2026-Q1 |
| Apis Capital Advisors, LLC new | 60,000 | $853K | 0.1% | 2026-Q1 |
| Creative Planning added | 59,974 | $852K | 0.1% | 2026-Q1 |
| SUPERSTRING CAPITAL MANAGEMENT LP added | 59,484 | $845K | 0.1% | 2026-Q1 |
| Swiss National Bank | 58,300 | $828K | 0.1% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 51,491 | $732K | 0.1% | 2026-Q1 |
| ADAR1 Capital Management, LLC | 50,000 | $710K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 47,377 | $673K | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 43,339 | $616K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 38,586 | $548K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 47,630 | $493K | 0.0% | 2026-Q1 |
| PROFUND ADVISORS LLC added | 31,251 | $444K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,920,775 | $30M | 3.0% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC trimmed | 1,416,036 | $8M | 0.8% | 2025-Q3 stale |
| BRAIDWELL LP trimmed | 980,773 | $7M | 0.7% | 2025-Q1 stale |
| TANG CAPITAL MANAGEMENT LLC | 1,121,138 | $7M | 0.7% | 2025-Q3 stale |
| Patient Square Capital LP trimmed | 868,897 | $7M | 0.7% | 2025-Q2 stale |
| Rock Springs Capital Management LP added | 668,233 | $5M | 0.5% | 2025-Q2 stale |
| Foresite Capital Management VI LLC trimmed | 594,025 | $4M | 0.4% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 129,809 | $1M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 222,318 | $1M | 0.1% | 2025-Q3 stale |
| Voss Capital, LP trimmed | 221,473 | $1M | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC added | 139,660 | $1M | 0.1% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 75,820 | $785K | 0.1% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 73,755 | $763K | 0.1% | 2025-Q4 stale |
| Woodline Partners LP trimmed | 81,741 | $619K | 0.1% | 2025-Q1 stale |
| ACADIAN ASSET MANAGEMENT LLC added | 81,721 | $618K | 0.1% | 2025-Q1 stale |
| PERCEPTIVE ADVISORS LLC trimmed | 80,100 | $606K | 0.1% | 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.