Who owns GLUE (GLUE)
Which tracked institutional funds hold GLUE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GLUE 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 GLUE is one-sided between 2025-Q4 and 2026-Q1: 81 added or opened and 23 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
GLUE’s largest tracked holder by dollar value, NEA Management Company, LLC, sizes it at 7.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GLUE 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 189 tracked filers holding GLUE, 135 increased or opened the position and 63 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 GLUE 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 25
- VANGUARD CAPITAL MANAGEMENT LLC$51M
- Bellevue Group AG$21M
- Frazier Life Sciences Management, L.P.$16M
- JANUS HENDERSON GROUP PLC$11M
- VANGUARD PORTFOLIO MANAGEMENT LLC$8M
- VANGUARD FIDUCIARY TRUST CO$7M
Full exits 5
- VANGUARD GROUP INC$45M
- JANE STREET GROUP, LLC$2M
- CANADA PENSION PLAN INVESTMENT BOARD$1M
- STEMPOINT CAPITAL LP$966K
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$561K
Largest adds
- Vestal Point Capital, LP$47M
- BRAIDWELL LP$38M
- PRICE T ROWE ASSOCIATES INC /MD/$30M
- BlackRock, Inc.$27M
- AMERICAN CENTURY COMPANIES INC$25M
- STATE STREET CORP$22M
Largest trims
- Versant Venture Management, LLC$16M
- FMR LLC$9M
- Invesco Ltd.$4M
- Parkwood LLC$3M
- ACADIAN ASSET MANAGEMENT LLC$3M
- Nuveen, LLC$2M
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 |
|---|---|---|---|---|
| NEA Management Company, LLC | 7,692,298 | $127M | 8.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 6,720,188 | $111M | 7.5% | 2026-Q1 |
| BlackRock, Inc. added | 5,637,684 | $93M | 6.3% | 2026-Q1 |
| TCG Crossover Management, LLC | 4,622,151 | $76M | 5.2% | 2026-Q1 |
| BVF INC/IL added | 4,460,886 | $73M | 5.0% | 2026-Q1 |
| BAKER BROS. ADVISORS LP | 4,345,736 | $71M | 4.8% | 2026-Q1 |
| SUVRETTA CAPITAL MANAGEMENT, LLC added | 4,226,809 | $70M | 4.7% | 2026-Q1 |
| Vestal Point Capital, LP added | 3,603,465 | $59M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 3,353,980 | $55M | 3.7% | 2026-Q1 |
| BRAIDWELL LP added | 3,206,574 | $53M | 3.6% | 2026-Q1 |
| Versant Venture Management, LLC trimmed | 3,180,780 | $52M | 3.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,100,245 | $51M | 3.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,809,647 | $46M | 3.1% | 2026-Q1 |
| SILVERARC CAPITAL MANAGEMENT, LLC added | 2,002,040 | $33M | 2.2% | 2026-Q1 |
| Aisling Capital Management LP added | 1,555,664 | $26M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,540,812 | $25M | 1.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,433,152 | $24M | 1.6% | 2026-Q1 |
| Bellevue Group AG new | 1,250,000 | $21M | 1.4% | 2026-Q1 |
| MPM BIOIMPACT LLC added | 1,176,928 | $19M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,041,372 | $17M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,001,527 | $16M | 1.1% | 2026-Q1 |
| Frazier Life Sciences Management, L.P. new | 1,000,000 | $16M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 826,624 | $14M | 0.9% | 2026-Q1 |
| FMR LLC trimmed | 700,100 | $12M | 0.8% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 685,926 | $11M | 0.8% | 2026-Q1 |
| Alphabet Inc. trimmed | 684,275 | $11M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 684,063 | $11M | 0.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 653,852 | $11M | 0.7% | 2026-Q1 |
| Nantahala Capital Management, LLC added | 651,993 | $11M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 647,739 | $11M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 546,689 | $9M | 0.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 528,698 | $9M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 515,966 | $8M | 0.6% | 2026-Q1 |
| Parkwood LLC trimmed | 505,000 | $8M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 407,078 | $7M | 0.5% | 2026-Q1 |
| Cormorant Asset Management, LP trimmed | 400,000 | $7M | 0.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 392,227 | $6M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 387,542 | $6M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 379,100 | $6M | 0.4% | 2026-Q1 |
| Fisher Asset Management, LLC new | 314,862 | $5M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 305,398 | $5M | 0.3% | 2026-Q1 |
| Nextech Invest, Ltd. added | 304,237 | $5M | 0.3% | 2026-Q1 |
| TD Asset Management Inc added | 286,978 | $5M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 256,731 | $4M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 254,518 | $4M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 250,000 | $4M | 0.3% | 2026-Q1 |
| ADAR1 Capital Management, LLC | 215,752 | $4M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 209,801 | $3M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 204,687 | $3M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 200,000 | $3M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 199,722 | $3M | 0.2% | 2026-Q1 |
| Atom Investors LP added | 194,476 | $3M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 191,382 | $3M | 0.2% | 2026-Q1 |
| DIADEMA PARTNERS LP added | 187,307 | $3M | 0.2% | 2026-Q1 |
| Casdin Capital, LLC added | 186,014 | $3M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 184,522 | $3M | 0.2% | 2026-Q1 |
| Exome Asset Management LLC new | 179,484 | $3M | 0.2% | 2026-Q1 |
| J. Goldman & Co LP added | 171,771 | $3M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC new | 154,658 | $3M | 0.2% | 2026-Q1 |
| UBS Group AG added | 152,620 | $3M | 0.2% | 2026-Q1 |
| Informed Momentum Co LLC added | 130,246 | $2M | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 128,792 | $2M | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 120,872 | $2M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 104,621 | $2M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 102,197 | $2M | 0.1% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC new | 100,227 | $2M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 82,339 | $1M | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 78,513 | $1M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 77,681 | $1M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 76,408 | $1M | 0.1% | 2026-Q1 |
| Woodline Partners LP trimmed | 74,496 | $1M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 74,197 | $1M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 66,327 | $1M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 67,536 | $1M | 0.1% | 2026-Q1 |
| HUSSMAN STRATEGIC ADVISORS, INC. new | 63,000 | $1M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 62,703 | $1M | 0.1% | 2026-Q1 |
| Swiss National Bank trimmed | 61,100 | $1M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 57,759 | $950K | 0.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 56,491 | $929K | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 56,280 | $926K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 54,003 | $888K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 55,700 | $873K | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 49,179 | $809K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 47,862 | $787K | 0.1% | 2026-Q1 |
| Persistent Asset Partners Ltd added | 47,500 | $781K | 0.1% | 2026-Q1 |
| PROFUND ADVISORS LLC added | 46,684 | $768K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 45,063 | $741K | 0.1% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC new | 45,000 | $740K | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 44,875 | $738K | 0.1% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 43,473 | $715K | 0.0% | 2026-Q1 |
| STRS OHIO added | 42,700 | $702K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,892,704 | $45M | 3.1% | 2025-Q4 stale |
| Avoro Capital Advisors LLC trimmed | 3,725,000 | $17M | 1.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 137,049 | $2M | 0.1% | 2025-Q4 stale |
| MACQUARIE GROUP LTD new | 200,000 | $1M | 0.1% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP new | 287,000 | $1M | 0.1% | 2025-Q1 stale |
| JBF Capital, Inc. new | 148,566 | $1M | 0.1% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 147,726 | $1M | 0.1% | 2025-Q3 stale |
| CANADA PENSION PLAN INVESTMENT BOARD new | 68,100 | $1M | 0.1% | 2025-Q4 stale |
| STEMPOINT CAPITAL LP new | 61,577 | $966K | 0.1% | 2025-Q4 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.