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IRON in the 13F filings

Disc Medicine Inc · CUSIP 254604101

Sector · Pharmaceuticals and biotechnologyTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Pharmaceutical preparations
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 12 Feb 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
10,580,317
combined, among listed positions
Reported value
$840m
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +858,275.

Managers listing IRON in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Fidelity (FMR LLC)5,450,222$433munder 0.1%Added+515,06317 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,698,005$135munder 0.1%Added+371,57617 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP1,518,274$121munder 0.1%Added+108,19717 Feb 2026 (the filing on sec.gov)
Woodline Partners LP957,833$76m0.29%Added+90,87817 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC221,761$18munder 0.1%Trimmed-116,34017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC184,779$15munder 0.1%Added+23,77917 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC100,395$8.0munder 0.1%Added+50,00117 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp66,125$5.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC63,535$5.0munder 0.1%Added+57,40213 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC62,820$5.0munder 0.1%Added+56,02012 Feb 2026 (the filing on sec.gov)
Invesco Ltd61,070$4.8munder 0.1%Added+39,62719 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP58,211$4.6munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP49,713$3.9munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP24,540$1.9munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC15,754$1.3munder 0.1%Added+10,37713 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC14,007$1.1munder 0.1%Added+2917 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd11,555$918kunder 0.1%Trimmed-350,14917 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP9,309$739kunder 0.1%Trimmed-23,30817 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP7,767$617kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP4,642$369kunder 0.1%Trimmed-9,35913 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0246Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IRON by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20232$7.0mn.a.n.a.
Q3 20231$2.0mn.a.n.a.
Q4 20232$29m11
Q1 20242$39m20
Q2 20244$52m30
Q3 20245$102m32
Q4 20243$104m31
Q1 20253$216m30
Q2 20252$128m20
Q3 20252$64m10
Q4 20253$85m158
Q1 20263$69m912
Q2 20264$205m156

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IRON and LLY →IRON and JNJ →IRON and VRTX →Choose a stock to compare with IRON →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IRON, latest filings →Back to the 13F Explorer →