L3VLUP
← Every manager
Free · no sign-up · Q2 2026

Which funds own HIMS

Hims & Hers Heal in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $183m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
4
at least, of 91 current
Combined value
$183m
as reported
Opened
1
new this quarter
Added to
1
already held
Trimmed or sold out
3
2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
Marshall Wace LLP
Quantitative · $127bn book
$146m0.1%4,217,767+$131m+3,493,540Added
Baillie Gifford & Co
Long-only · $110bn book
$26m0.0%750,491opened750,491New
Davidson Kempner Capital Management LP
Long/short equity · $8.4bn book
$5.5m0.1%160,012+$2.2m0Held
Winton Group Ltd
Quantitative · $3.1bn book
$5.5m0.2%159,508+$2.0m-10,198Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 4 of the 95 managers whose filings are on file listed HIMS in Q2 2026, against 3 in Q1 2021. 2 managers fewer than in Q1 2026: 1 started a position; 1 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
0713Q1 2021: 321Q2 2021: 2Q3 2021: 1Q4 2021: 1Q1 2022: 122Q2 2022: 1Q3 2022: 3Q4 2022: 3Q1 2023: 723Q2 2023: 5Q3 2023: 4Q4 2023: 4Q1 2024: 824Q2 2024: 11Q3 2024: 13Q4 2024: 10Q1 2025: 825Q2 2025: 9Q3 2025: 9Q4 2025: 4Q1 2026: 626Q2 2026: 4
  • Q1 2021: 3
  • Q2 2021: 2
  • Q3 2021: 1
  • Q4 2021: 1
  • Q1 2022: 1
  • Q2 2022: 1
  • Q3 2022: 3
  • Q4 2022: 3
  • Q1 2023: 7
  • Q2 2023: 5
  • Q3 2023: 4
  • Q4 2023: 4
  • Q1 2024: 8
  • Q2 2024: 11
  • Q3 2024: 13
  • Q4 2024: 10
  • Q1 2025: 8
  • Q2 2025: 9
  • Q3 2025: 9
  • Q4 2025: 4
  • Q1 2026: 6
  • Q2 2026: 4
Their combined reported value
$0$1bn$3bnQ1 2021: $73m21Q2 2021: $60mQ3 2021: $28mQ4 2021: $25mQ1 2022: $17m22Q2 2022: $15mQ3 2022: $21mQ4 2022: $51mQ1 2023: $91m23Q2 2023: $86mQ3 2023: $56mQ4 2023: $64mQ1 2024: $242m24Q2 2024: $344mQ3 2024: $313mQ4 2024: $628mQ1 2025: $738m25Q2 2025: $1.9bnQ3 2025: $2.5bnQ4 2025: $740mQ1 2026: $68m26Q2 2026: $183m
  • Q1 2021: $73m
  • Q2 2021: $60m
  • Q3 2021: $28m
  • Q4 2021: $25m
  • Q1 2022: $17m
  • Q2 2022: $15m
  • Q3 2022: $21m
  • Q4 2022: $51m
  • Q1 2023: $91m
  • Q2 2023: $86m
  • Q3 2023: $56m
  • Q4 2023: $64m
  • Q1 2024: $242m
  • Q2 2024: $344m
  • Q3 2024: $313m
  • Q4 2024: $628m
  • Q1 2025: $738m
  • Q2 2025: $1.9bn
  • Q3 2025: $2.5bn
  • Q4 2025: $740m
  • Q1 2026: $68m
  • Q2 2026: $183m

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Largest decreases, by shares

ManagerValue over timeFirst listedLargestQ2 2026
Marshall Wace LLPQ4 2022$146m$146m
Baillie Gifford & CoQ2 2026$26m$26m
Davidson Kempner Capital Management LPQ3 2025$12m$5.5m
Winton Group LtdQ2 2024$5.5m$5.5m
Capital World InvestorsQ2 2025$1.1bnlast listed Q4 2025
Farallon Capital Management LLCQ3 2023$610mlast listed Q1 2026
Renaissance Technologies LLCQ1 2024$516mlast listed Q1 2026
D. E. Shaw & Co.Q1 2025$178mlast listed Q2 2025
T. Rowe Price Associates IncQ3 2025$174mlast listed Q3 2025
Arrowstreet Capital LPQ3 2024$152mlast listed Q1 2025
Jane Street Group LLCQ3 2025$127mlast listed Q3 2025
Squarepoint Ops LLCQ2 2025$58mlast listed Q2 2025
Two Sigma Investments LPQ1 2023$52mlast listed Q1 2025
Oaktree Capital Management LPQ1 2021$50mlast listed Q3 2024

What HIMS is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around HIMS →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More

The holdings, every quarter, and the week between

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

One email a week, free, and you can leave at any point.