Who owns Sensei Biotherapeutics (SNSE)
Which tracked institutional funds hold SNSE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SNSE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
23 tracked funds added or opened SNSE while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
SNSE’s largest tracked holder by dollar value, MONTANOVA CAPITAL, LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SNSE 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 44 tracked filers holding SNSE, 37 increased or opened the position and 11 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 SNSE 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 13
- Avoro Capital Advisors LLC$36M
- BAKER BROS. ADVISORS LP$32M
- RA CAPITAL MANAGEMENT, L.P.$18M
- Fairmount Funds Management LLC$18M
- B Group, Inc.$15M
- Octagon Capital Advisors LP$9M
Full exits 8
- Woodline Partners LP$11M
- MILLENNIUM MANAGEMENT LLC$5M
- STEMPOINT CAPITAL LP$4M
- GOLDMAN SACHS GROUP INC$2M
- HRT FINANCIAL LP$2M
- BANK OF AMERICA CORP /DE/$1M
Largest adds
- MONTANOVA CAPITAL, LLC$49M
- BALYASNY ASSET MANAGEMENT L.P.$26M
- Logos Global Management LP$17M
- Caligan Partners LP$12M
- Trails Edge Capital Partners, LP$9M
- FRANKLIN RESOURCES INC$8M
Largest trims
- Vivo Capital, LLC$5M
- Cormorant Asset Management, LP$2M
- RENAISSANCE TECHNOLOGIES LLC$500K
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 |
|---|---|---|---|---|
| MONTANOVA CAPITAL, LLC added | 2,020,103 | $51M | 14.0% | 2026-Q2 |
| Avoro Capital Advisors LLC new | 1,444,039 | $36M | 10.0% | 2026-Q2 |
| BAKER BROS. ADVISORS LP new | 1,286,411 | $32M | 8.9% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,042,198 | $26M | 7.2% | 2026-Q2 |
| RA CAPITAL MANAGEMENT, L.P. new | 722,020 | $18M | 5.0% | 2026-Q2 |
| Fairmount Funds Management LLC new | 722,020 | $18M | 5.0% | 2026-Q2 |
| Logos Global Management LP added | 722,020 | $18M | 5.0% | 2026-Q2 |
| Vivo Capital, LLC | 722,020 | $18M | 5.0% | 2026-Q2 |
| Caligan Partners LP added | 629,467 | $16M | 4.4% | 2026-Q2 |
| B Group, Inc. new | 610,169 | $15M | 4.2% | 2026-Q2 |
| Trails Edge Capital Partners, LP added | 515,335 | $13M | 3.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 494,516 | $12M | 3.4% | 2026-Q2 |
| Octagon Capital Advisors LP new | 361,010 | $9M | 2.5% | 2026-Q2 |
| ADAR1 Capital Management, LLC new | 361,010 | $9M | 2.5% | 2026-Q2 |
| Cormorant Asset Management, LP added | 1,028,242 | $8M | 2.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 206,508 | $5M | 1.4% | 2026-Q2 |
| Boxer Capital Management, LLC new | 180,505 | $5M | 1.3% | 2026-Q2 |
| Patient Square Capital LP new | 175,050 | $4M | 1.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 144,404 | $4M | 1.0% | 2026-Q2 |
| Affinity Asset Advisors, LLC new | 144,404 | $4M | 1.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 133,643 | $3M | 0.9% | 2026-Q2 |
| AWM Investment Company, Inc. new | 111,343 | $3M | 0.8% | 2026-Q2 |
| Richmond Investment Services, LLC new | 79,731 | $2M | 0.6% | 2026-Q2 |
| Ikarian Capital, LLC added | 35,386 | $885K | 0.2% | 2026-Q2 |
| UBS Group AG added | 21,541 | $539K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 20,416 | $510K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 20,117 | $503K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 17,329 | $433K | 0.1% | 2026-Q2 |
| Catalio Capital Management, LP | 14,718 | $368K | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 14,616 | $365K | 0.1% | 2026-Q2 |
| SUPERSTRING CAPITAL MANAGEMENT LP new | 14,175 | $354K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 12,412 | $310K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 12,296 | $307K | 0.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 10,115 | $253K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 9,608 | $240K | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO | 6,307 | $158K | 0.0% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. new | 3,600 | $90K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 650 | $16K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 509 | $13K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 113 | $3K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 40 | $929 | 0.0% | 2026-Q2 |
| Quarry LP new | 32 | $800 | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. new | 28 | $700 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 4 | $100 | 0.0% | 2026-Q2 |
| Woodline Partners LP new | 361,010 | $11M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| MILLENNIUM MANAGEMENT LLC new | 146,565 | $5M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| STEMPOINT CAPITAL LP new | 132,873 | $4M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 61,568 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 58,001 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ added | 33,025 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Brevan Howard Capital Management LP new | 20,333 | $641K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FRED ALGER MANAGEMENT, LLC new | 18,337 | $578K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC added | 294 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BNP PARIBAS new | 7 | $59 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| VANGUARD GROUP INC trimmed | 29,090 | $250K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 700 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.