Who owns LENZ Therapeutics (LENZ)
Which tracked institutional funds hold LENZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LENZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 LENZ is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 45 trimmed or exited — on balance reducing.
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
LENZ’s largest tracked holder by dollar value, RA CAPITAL MANAGEMENT, L.P., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LENZ 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 2026-Q1 and 2026-Q2, across 137 tracked filers holding LENZ, 84 increased or opened the position and 68 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 LENZ between the 2026-Q1 and 2026-Q2 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 6
- Qube Research & Technologies Ltd$3M
- CITADEL ADVISORS LLC$2M
- Jefferies Financial Group Inc.$1M
- Susquehanna Portfolio Strategies, LLC$875K
- OCCUDO QUANTITATIVE STRATEGIES LP$831K
- MANGROVE PARTNERS IM, LLC$550K
Full exits 8
- FRANKLIN RESOURCES INC$10M
- C WorldWide Group Holding A/S$6M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$3M
- HRT FINANCIAL LP$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- KBC Group NV$827K
Largest adds
- MARSHALL WACE, LLP$2M
- Trexquant Investment LP$864K
- MILLENNIUM MANAGEMENT LLC$614K
- Quantinno Capital Management LP$346K
Largest trims
- RA CAPITAL MANAGEMENT, L.P.$15M
- FMR LLC$13M
- Alpha Wave Global, LP$13M
- Versant Venture Management, LLC$9M
- EverSource Wealth Advisors, LLC$7M
- BlackRock, Inc.$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | 4,178,823 | $24M | 12.4% | 2026-Q2 |
| Alpha Wave Global, LP | 3,612,211 | $21M | 10.7% | 2026-Q2 |
| FMR LLC trimmed | 3,558,905 | $20M | 10.5% | 2026-Q2 |
| Versant Venture Management, LLC | 2,656,888 | $15M | 7.9% | 2026-Q2 |
| BlackRock, Inc. added | 2,292,121 | $13M | 6.8% | 2026-Q2 |
| Squarepoint Ops LLC added | 1,747,096 | $10M | 5.2% | 2026-Q2 |
| Aberdeen Group plc added | 1,547,883 | $9M | 4.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,508,478 | $9M | 4.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,097,755 | $6M | 3.2% | 2026-Q2 |
| 72 Investment Holdings, LLC | 1,017,751 | $6M | 3.0% | 2026-Q2 |
| Blue Owl Capital Holdings LP added | 756,722 | $4M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 564,662 | $3M | 1.7% | 2026-Q2 |
| Trexquant Investment LP added | 497,526 | $3M | 1.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 493,099 | $3M | 1.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 482,195 | $3M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 472,995 | $3M | 1.4% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ | 472,200 | $3M | 1.4% | 2026-Q2 |
| TANG CAPITAL MANAGEMENT LLC | 451,114 | $3M | 1.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 438,882 | $2M | 1.3% | 2026-Q2 |
| STATE STREET CORP added | 406,674 | $2M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 363,229 | $2M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 285,584 | $2M | 0.8% | 2026-Q2 |
| Rock Springs Capital Management LP | 257,460 | $1M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 255,410 | $1M | 0.8% | 2026-Q2 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 241,300 | $1M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 227,732 | $1M | 0.7% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 200,300 | $1M | 0.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 193,323 | $1M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 187,144 | $1M | 0.6% | 2026-Q2 |
| SCOGGIN MANAGEMENT LP added | 175,000 | $994K | 0.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 172,807 | $982K | 0.5% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC new | 154,053 | $875K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 150,659 | $856K | 0.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 149,440 | $849K | 0.4% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 146,376 | $831K | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 137,715 | $782K | 0.4% | 2026-Q2 |
| XTX Topco Ltd trimmed | 130,625 | $742K | 0.4% | 2026-Q2 |
| Jump Financial, LLC added | 112,182 | $637K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 111,825 | $635K | 0.3% | 2026-Q2 |
| Affinity Asset Advisors, LLC | 100,000 | $568K | 0.3% | 2026-Q2 |
| Woodline Partners LP | 100,000 | $568K | 0.3% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC new | 96,749 | $550K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 92,350 | $525K | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 79,811 | $449K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 74,730 | $424K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 73,181 | $416K | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 70,728 | $402K | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 70,628 | $401K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 67,388 | $382K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 56,016 | $318K | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 53,462 | $304K | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 50,105 | $285K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd new | 49,132 | $279K | 0.1% | 2026-Q2 |
| Jain Global LLC added | 48,190 | $274K | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 46,633 | $265K | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 45,000 | $256K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 40,672 | $231K | 0.1% | 2026-Q2 |
| ALLSTATE CORP new | 35,272 | $200K | 0.1% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS added | 34,046 | $193K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 33,257 | $189K | 0.1% | 2026-Q2 |
| Atom Investors LP new | 31,826 | $181K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 29,692 | $169K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27,304 | $155K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 26,386 | $241K | 0.1% | 2026-Q2 |
| DNB Asset Management AS added | 24,993 | $142K | 0.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 24,892 | $142K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 24,144 | $137K | 0.1% | 2026-Q2 |
| Cerity Partners LLC new | 20,571 | $117K | 0.1% | 2026-Q2 |
| Aigen Investment Management, LP new | 20,055 | $114K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 20,043 | $114K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 18,197 | $103K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 17,900 | $102K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 17,792 | $101K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 17,685 | $100K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 16,290 | $93K | 0.0% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 16,061 | $91K | 0.0% | 2026-Q2 |
| Marex Group Ltd | 16,000 | $91K | 0.0% | 2026-Q2 |
| Verdad Advisers, LP new | 15,900 | $90K | 0.0% | 2026-Q2 |
| Abel Hall, LLC new | 15,876 | $90K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 14,970 | $85K | 0.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 13,256 | $75K | 0.0% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC new | 12,990 | $74K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP trimmed | 12,744 | $72K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 12,289 | $70K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 11,981 | $69K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 11,642 | $66K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 11,180 | $64K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC added | 10,681 | $61K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 9,438 | $54K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 9,300 | $53K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 8,636 | $49K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 5,793 | $33K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 5,250 | $30K | 0.0% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. trimmed | 4,990 | $28K | 0.0% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 4,897 | $28K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 4,603 | $26K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 4,458 | $25K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 4,292 | $24K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 3,623 | $21K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 3,600 | $20K | 0.0% | 2026-Q2 |
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.