LENZ in the 13F filings
Lenz Therapeutics Inc · CUSIP 52635N103
- 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
20 of 20 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 3,702,718 shares now+3,615,405
- T. Rowe Price Associates Incexisting position · 1,023,542 shares now+772,411
- Millennium Management LLCnew position · 539,348 shares now+539,348
- Squarepoint Ops LLCexisting position · 491,898 shares now+402,110
- Discovery Capital Management LLCnew position · 241,300 shares now+241,300
Reductions
- Invesco Ltdexisting position · 14,046 shares now-350,219
- Citadel Advisors LLCexisting position · 80,574 shares now-318,856
- Wellington Management Group LLPexisting position · 54,402 shares now-6,919
- AllianceBernstein LPexisting position · 13,386 shares now-1,720
New positions and exits
New (9)
Exited (5)
- Point72 Asset Management LPwas $16m
- Neuberger Berman Group LLCwas $3.9m
- Hudson Bay Capital Management LPwas $3.1m
- Winton Group Ltdwas $332k
- Janus Henderson Group Ltdwas $229k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2024 | 1 | $19m | 1 | 0 |
| Q2 2024 | 1 | $15m | 0 | 0 |
| Q3 2024 | 1 | $21m | 0 | 0 |
| Q4 2024 | 1 | $23m | 0 | 1 |
| Q1 2025 | 1 | $22m | 1 | 0 |
| Q4 2025 | 1 | $3.9m | 16 | 9 |
| Q1 2026 | 1 | $2.2m | 10 | 9 |
| Q2 2026 | 1 | $1.4m | 11 | 6 |
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 →