L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 0 listed it in both
Shares listed
6,906,580
combined, among listed positions
Reported value
$111m
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,006,742.

Managers listing LENZ 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)3,702,718$59munder 0.1%Added+3,615,40517 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,023,542$16munder 0.1%Added+772,41117 Feb 2026 (the filing on sec.gov)
Millennium Management LLC539,348$8.6munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC491,898$7.9munder 0.1%Added+402,11013 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP293,446$4.7munder 0.1%Added+233,26417 Feb 2026 (the filing on sec.gov)
Discovery Capital Management LLC241,300$3.9m0.21%Newnew17 Feb 2026 (the filing on sec.gov)
Woodline Partners LP100,000$1.6munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC80,574$1.3munder 0.1%Trimmed-318,85617 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP77,426$1.2munder 0.1%Added+69,72917 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP67,722$1.1munder 0.1%Added+17,17117 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP54,402$870kunder 0.1%Trimmed-6,91917 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC46,847$750kunder 0.1%Added+37,06012 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC46,268$740kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP35,252$564kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP23,147$370kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP22,971$368kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP16,879$270kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP15,408$247kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Invesco Ltd14,046$225kunder 0.1%Trimmed-350,21919 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP13,386$214kunder 0.1%Trimmed-1,72017 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

New positions and exits

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

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.
1 in Q1 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

00111Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LENZ by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20241$19m10
Q2 20241$15m00
Q3 20241$21m00
Q4 20241$23m01
Q1 20251$22m10
Q4 20251$3.9m169
Q1 20261$2.2m109
Q2 20261$1.4m116

Compare with…

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

LENZ and GILD →LENZ and AMGN →LENZ and ARGX →Choose a stock to compare with LENZ →

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 LENZ, latest filings →Back to the 13F Explorer →