Who owns MOBI
Which tracked institutional funds hold MOBI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MOBI 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.
Conviction spread
MOBI’s largest tracked holder by dollar value, SR One Capital Management, LP, sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MOBI 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
Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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 |
|---|---|---|---|---|
| SR One Capital Management, LP new | 1,986,072 | $27M | 23.1% | 2026-Q2 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. new | 1,128,557 | $15M | 13.1% | 2026-Q2 |
| Avidity Partners Management LP new | 798,282 | $11M | 9.3% | 2026-Q2 |
| DEERFIELD MANAGEMENT COMPANY, L.P. new | 670,752 | $9M | 7.8% | 2026-Q2 |
| Aberdeen Group plc new | 584,570 | $8M | 6.8% | 2026-Q2 |
| PERCEPTIVE ADVISORS LLC new | 523,654 | $7M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 444,355 | $6M | 5.2% | 2026-Q2 |
| Rock Springs Capital Management LP new | 418,200 | $6M | 4.9% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 387,500 | $5M | 4.5% | 2026-Q2 |
| Integral Health Asset Management, LLC new | 250,000 | $3M | 2.9% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 177,276 | $2M | 2.1% | 2026-Q2 |
| BlackRock, Inc. new | 152,828 | $2M | 1.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 125,575 | $2M | 1.5% | 2026-Q2 |
| Ghisallo Capital Management LLC new | 125,000 | $2M | 1.5% | 2026-Q2 |
| Bellevue Group AG new | 100,000 | $1M | 1.2% | 2026-Q2 |
| LMR Partners LLP new | 70,000 | $938K | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 68,031 | $912K | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 63,941 | $857K | 0.7% | 2026-Q2 |
| STATE STREET CORP new | 54,850 | $735K | 0.6% | 2026-Q2 |
| SCS Capital Management LLC new | 50,000 | $670K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 50,000 | $670K | 0.6% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS new | 50,000 | $670K | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 46,928 | $629K | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP new | 46,727 | $626K | 0.5% | 2026-Q2 |
| Cresset Asset Management, LLC new | 39,195 | $525K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 34,451 | $462K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 25,454 | $341K | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP new | 21,994 | $295K | 0.3% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 14,530 | $195K | 0.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 13,685 | $183K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 11,756 | $158K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 10,918 | $146K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 10,000 | $134K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP new | 10,000 | $134K | 0.1% | 2026-Q2 |
| UBS Group AG new | 8,603 | $115K | 0.1% | 2026-Q2 |
| Legal & General Group Plc new | 5,000 | $68K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC new | 4,628 | $62K | 0.1% | 2026-Q2 |
| Mowery & Schoenfeld Wealth Management, LLC new | 3,250 | $44K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 3,148 | $42K | 0.0% | 2026-Q2 |
| Indiana Trust & Investment Management Co new | 2,000 | $27K | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 1,367 | $18K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 1,110 | $15K | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 896 | $12K | 0.0% | 2026-Q2 |
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.