L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 23 Jan 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 4 listed it in both
Shares listed
19,690,552
combined, among listed positions
Reported value
$625m
combined, at the quarter end

Among the 92 comparable managers: 11 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -709,529.

Managers listing TWST 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.

22 of 22 holders

ActionFiling
ARK Investment Management LLC7,559,495$240m1.59%Added+832,68711 Feb 2026 (the filing on sec.gov)
Artisan Partners LP5,830,205$185m0.28%Trimmed-580,69517 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,497,746$48munder 0.1%Trimmed-296,10417 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,290,271$41munder 0.1%Trimmed-504,87219 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co1,276,195$40munder 0.1%Added+13,45623 Jan 2026 (the filing on sec.gov)
Wellington Management Group LLP813,122$26munder 0.1%Added+513,30917 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC579,370$18munder 0.1%Added+333,13417 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC139,893$4.4munder 0.1%Added+74,44417 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC135,622$4.3munder 0.1%Trimmed-25,55227 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC129,552$4.1munder 0.1%Trimmed-78,35617 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP70,753$2.2munder 0.1%Added+53,79817 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)68,937$2.2munder 0.1%Trimmed-150,59517 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP66,524$2.1munder 0.1%Trimmed-7617 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc58,985$1.9munder 0.1%Added+5,13517 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC35,717$1.1munder 0.1%Trimmed-40,08013 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC32,049$1.0munder 0.1%Trimmed-83,19617 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP31,400$996kunder 0.1%Added+5,40017 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.27,581$875kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd25,580$811kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP10,252$325kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
Farallon Capital Management LLC7,650$243kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC3,653$115kunder 0.1%Newnew10 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.

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.
6 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

03581020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TWST by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20181$2.3mn.a.n.a.
Q1 20191$1.7mn.a.n.a.
Q2 20194$30mn.a.n.a.
Q3 20192$6.8mn.a.n.a.
Q4 20194$26mn.a.n.a.
Q1 20204$67mn.a.n.a.
Q2 20205$127mn.a.n.a.
Q3 20209$726mn.a.n.a.
Q4 202010$1.9bnn.a.n.a.
Q1 202110$1.7bnn.a.n.a.
Q2 20219$1.8bnn.a.n.a.
Q3 20217$1.1bnn.a.n.a.
Q4 20213$739mn.a.n.a.
Q1 20225$601mn.a.n.a.
Q2 20224$324mn.a.n.a.
Q3 20225$343mn.a.n.a.
Q4 20226$247mn.a.n.a.
Q1 20235$142mn.a.n.a.
Q2 20235$220mn.a.n.a.
Q3 20236$294mn.a.n.a.
Q4 20235$476m31
Q1 20245$468m23
Q2 20249$758m64
Q3 20246$594m15
Q4 20246$620m24
Q1 20257$579m42
Q2 20256$547m41
Q3 20254$405m30
Q4 20254$465m1116
Q1 20268$794m198
Q2 202610$1.8bn1715

Compare with…

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

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

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