Who owns LENZ (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-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 LENZ is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 62 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, Paradigm Biocapital Advisors LP, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp 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 2025-Q4 and 2026-Q1, across 144 tracked filers holding LENZ, 93 increased or opened the position and 80 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 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 6
- VANGUARD CAPITAL MANAGEMENT LLC$10M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- VANGUARD FIDUCIARY TRUST CO$1M
- AQR CAPITAL MANAGEMENT LLC$1M
- Affinity Asset Advisors, LLC$915K
- KBC Group NV$827K
Full exits 28
- VANGUARD GROUP INC$21M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$9M
- Granahan Investment Management, LLC$7M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$6M
- Candriam S.C.A.$6M
- Vestal Point Capital, LP$4M
Largest adds
- EverSource Wealth Advisors, LLC$7M
- Squarepoint Ops LLC$6M
- BANK OF AMERICA CORP /DE/$3M
- Aberdeen Group plc$3M
- Blue Owl Capital Holdings LP$2M
- MORGAN STANLEY$2M
Largest trims
- RA CAPITAL MANAGEMENT, L.P.$29M
- FMR LLC$26M
- Alpha Wave Global, LP$25M
- UBS Group AG$24M
- Versant Venture Management, LLC$18M
- PRICE T ROWE ASSOCIATES INC /MD/$16M
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 |
|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | 4,178,823 | $38M | 5.9% | 2026-Q1 |
| Alpha Wave Global, LP | 3,612,211 | $33M | 5.1% | 2026-Q1 |
| FMR LLC trimmed | 3,597,742 | $33M | 5.1% | 2026-Q1 |
| Versant Venture Management, LLC | 2,656,888 | $24M | 3.8% | 2026-Q1 |
| BlackRock, Inc. added | 1,976,823 | $18M | 2.8% | 2026-Q1 |
| Squarepoint Ops LLC added | 1,506,499 | $14M | 2.1% | 2026-Q1 |
| Aberdeen Group plc added | 1,156,161 | $11M | 1.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,100,148 | $10M | 1.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,041,188 | $10M | 1.5% | 2026-Q1 |
| 72 Investment Holdings, LLC | 1,017,751 | $9M | 1.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 869,257 | $8M | 1.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 24,387 | $7M | 1.0% | 2026-Q1 |
| C WorldWide Group Holding A/S added | 700,000 | $6M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 648,848 | $6M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 547,534 | $5M | 0.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 524,574 | $5M | 0.7% | 2026-Q1 |
| Blue Owl Capital Holdings LP added | 506,722 | $5M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 500,997 | $5M | 0.7% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 472,200 | $4M | 0.7% | 2026-Q1 |
| Alyeska Investment Group, L.P. | 463,495 | $4M | 0.7% | 2026-Q1 |
| TANG CAPITAL MANAGEMENT LLC trimmed | 451,114 | $4M | 0.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 402,225 | $4M | 0.6% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 283,206 | $3M | 0.4% | 2026-Q1 |
| Rock Springs Capital Management LP | 257,460 | $2M | 0.4% | 2026-Q1 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 241,300 | $2M | 0.3% | 2026-Q1 |
| XTX Topco Ltd added | 221,037 | $2M | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 214,408 | $2M | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 185,624 | $2M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 183,756 | $2M | 0.3% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 158,715 | $1M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 156,989 | $1M | 0.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 153,004 | $1M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 151,387 | $1M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 149,987 | $1M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 149,544 | $1M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 145,506 | $1M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 137,624 | $1M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 136,557 | $1M | 0.2% | 2026-Q1 |
| SCOGGIN MANAGEMENT LP | 125,000 | $1M | 0.2% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 117,011 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 110,304 | $1M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 100,200 | $917K | 0.1% | 2026-Q1 |
| Affinity Asset Advisors, LLC new | 100,000 | $915K | 0.1% | 2026-Q1 |
| Woodline Partners LP | 100,000 | $915K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 95,235 | $870K | 0.1% | 2026-Q1 |
| KBC Group NV new | 90,425 | $827K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 73,340 | $671K | 0.1% | 2026-Q1 |
| Vivaldi Capital Management LP | 64,052 | $586K | 0.1% | 2026-Q1 |
| Paradigm Biocapital Advisors LP trimmed | 1,073,461 | $50M | 7.7% | 2025-Q3 stale |
| RTW INVESTMENTS, LP | 863,389 | $40M | 6.2% | 2025-Q3 stale |
| First Light Asset Management, LLC new | 693,044 | $32M | 5.0% | 2025-Q3 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 627,618 | $29M | 4.5% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 1,321,202 | $21M | 3.3% | 2025-Q4 stale |
| Saturn V Capital Management LP added | 368,176 | $17M | 2.7% | 2025-Q3 stale |
| SAMSARA BIOCAPITAL, LLC | 343,012 | $16M | 2.5% | 2025-Q3 stale |
| Point72 Asset Management, L.P. trimmed | 340,000 | $16M | 2.4% | 2025-Q3 stale |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC added | 323,857 | $15M | 2.3% | 2025-Q3 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC new | 569,705 | $9M | 1.4% | 2025-Q4 stale |
| Ally Bridge Group (NY) LLC trimmed | 175,363 | $8M | 1.3% | 2025-Q3 stale |
| Granahan Investment Management, LLC added | 431,100 | $7M | 1.1% | 2025-Q4 stale |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 398,566 | $6M | 1.0% | 2025-Q4 stale |
| Candriam S.C.A. added | 374,932 | $6M | 0.9% | 2025-Q4 stale |
| STEMPOINT CAPITAL LP new | 183,912 | $5M | 0.8% | 2025-Q2 stale |
| LORD, ABBETT & CO. LLC trimmed | 114,612 | $5M | 0.8% | 2025-Q3 stale |
| Tyro Capital Management LLC new | 100,672 | $5M | 0.7% | 2025-Q3 stale |
| Vestal Point Capital, LP new | 275,000 | $4M | 0.7% | 2025-Q4 stale |
| Lisanti Capital Growth, LLC added | 87,753 | $4M | 0.6% | 2025-Q3 stale |
| NEUBERGER BERMAN GROUP LLC new | 84,011 | $4M | 0.6% | 2025-Q3 stale |
| Informed Momentum Co LLC new | 80,187 | $4M | 0.6% | 2025-Q3 stale |
| Calamos Advisors LLC added | 77,266 | $4M | 0.6% | 2025-Q3 stale |
| PLUSTICK MANAGEMENT LLC | 200,000 | $3M | 0.5% | 2025-Q4 stale |
| Hudson Bay Capital Management LP | 67,225 | $3M | 0.5% | 2025-Q4 stale |
| Skandinaviska Enskilda Banken AB (publ) | 185,642 | $3M | 0.5% | 2025-Q4 stale |
| Sovran Advisors, LLC added | 160,134 | $3M | 0.4% | 2025-Q4 stale |
| AWM Investment Company, Inc. new | 150,000 | $2M | 0.4% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC added | 136,896 | $2M | 0.3% | 2025-Q4 stale |
| NOMURA ASSET MANAGEMENT CO LTD added | 96,780 | $2M | 0.2% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 83,243 | $1M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 80,574 | $1M | 0.2% | 2025-Q4 stale |
| VARCOV Co. new | 78,831 | $1M | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 77,426 | $1M | 0.2% | 2025-Q4 stale |
| Ensign Peak Advisors, Inc | 77,275 | $1M | 0.2% | 2025-Q4 stale |
| ALGERT GLOBAL LLC new | 76,025 | $1M | 0.2% | 2025-Q4 stale |
| BBR PARTNERS, LLC | 40,000 | $1M | 0.2% | 2025-Q1 stale |
| Legato Capital Management LLC added | 21,870 | $1M | 0.2% | 2025-Q3 stale |
| FEDERATED HERMES, INC. added | 62,636 | $1M | 0.2% | 2025-Q4 stale |
| Cinctive Capital Management LP new | 21,062 | $981K | 0.2% | 2025-Q3 stale |
| Propel Bio Management, LLC new | 59,085 | $945K | 0.1% | 2025-Q4 stale |
| AMERICAN CENTURY COMPANIES INC trimmed | 30,109 | $882K | 0.1% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 54,402 | $870K | 0.1% | 2025-Q4 stale |
| PRINCIPAL FINANCIAL GROUP INC new | 17,897 | $834K | 0.1% | 2025-Q3 stale |
| PERCEPTIVE ADVISORS LLC new | 50,000 | $800K | 0.1% | 2025-Q4 stale |
| Creative Planning added | 17,141 | $798K | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 46,847 | $750K | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC added | 46,268 | $740K | 0.1% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 44,290 | $709K | 0.1% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP new | 14,701 | $685K | 0.1% | 2025-Q3 stale |
| Aquatic Capital Management LLC new | 42,729 | $684K | 0.1% | 2025-Q4 stale |
| SECTORAL ASSET MANAGEMENT INC trimmed | 42,500 | $680K | 0.1% | 2025-Q4 stale |
| ADAR1 Capital Management, LLC new | 11,619 | $541K | 0.1% | 2025-Q3 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.