Alector, Inc.: which funds bought and sold

Institutions that bought and sold Alector shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 73 institutions that filed 13F reports for both quarters added to or opened positions in Alector, and 44 cut or closed them. Together they added a net 7.5M shares, +8.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 9.8M shares (+29.6%); index fund managers were net buyers of 1.1M shares (+5.2%). 14 opened a new position and 9 sold out entirely.

Bought, Q2 2026 73 institutions, 14 of them new holders Sold, Q2 2026 44 institutions, 9 of them sold out

Net change, all compared +7.5M shares (+8.5%)

Net change, active managers +9.8M shares (+29.6%), 16 bought, 10 sold

Buyers versus sellers

institutions compared, 150

73 bought 33 44 sold

Active managers and hedge funds 16 bought · 10 sold · +9.8M

Index fund managers 9 bought · 2 sold · +1.1M

Other institutions 48 bought · 32 sold · −3.4M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+5.8M +206.7%	8.6M	$17.4M
ADAR1 Capital Management, LLC Hedge fund	+1.8M +174.6%	2.9M	$5.8M
Kynam Capital Management, LP Hedge fund	+1.8M +90.4%	3.8M	$7.7M
Affinity Asset Advisors, LLC	+1.0M +202.0%	1.5M	$3M
AQR Capital Management LLC Hedge fund	+598K +84.1%	1.3M	$2.6M
Cantor Fitzgerald, L. P.	+591K New position	591K	$1.2M
Acadian Asset Management LLC Active manager	+376K +9.3%	4.4M	$8.9M
Vanguard Capital Management LLC Index funds	+331K +9.0%	4.0M	$8.1M
Citadel Advisors LLC Hedge fund	+314K +404.5%	391K	$786,376
Balyasny Asset Management L.P. Hedge fund	+312K +10.6%	3.2M	$6.5M
Panagora Asset Management Inc Active manager	+256K +43.3%	846K	$1.7M
Mackenzie Financial Corp	+252K +29.4%	1.1M	$2.2M
Vanguard Portfolio Management LLC Index funds	+237K +9.2%	2.8M	$5.7M
LMR Partners LLP Hedge fund	+200K New position	200K	$402,000
Geode Capital Management, LLC Index funds	+168K +7.4%	2.5M	$4.9M
UBS Group AG	+128K +88.4%	274K	$550,298
Blackrock, Inc. Index funds	+107K +1.4%	7.8M	$15.8M
Vanguard Fiduciary Trust Co Index funds	+86K +14.8%	664K	$1.3M
Northern Trust Corp Index funds	+81K +11.7%	773K	$1.6M
Eversept Partners, LP Hedge fund	+73K +5.4%	1.4M	$2.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+5.8M +206.7%	8.6M	$17.4M
ADAR1 Capital Management, LLC Hedge fund	+1.8M +174.6%	2.9M	$5.8M
Kynam Capital Management, LP Hedge fund	+1.8M +90.4%	3.8M	$7.7M
AQR Capital Management LLC Hedge fund	+598K +84.1%	1.3M	$2.6M
Acadian Asset Management LLC Active manager	+376K +9.3%	4.4M	$8.9M
Citadel Advisors LLC Hedge fund	+314K +404.5%	391K	$786,376
Balyasny Asset Management L.P. Hedge fund	+312K +10.6%	3.2M	$6.5M
Panagora Asset Management Inc Active manager	+256K +43.3%	846K	$1.7M
LMR Partners LLP Hedge fund	+200K New position	200K	$402,000
Eversept Partners, LP Hedge fund	+73K +5.4%	1.4M	$2.9M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Foresite Capital Management Iv, LLC	−3.9M Sold out	0	—
FMR LLC Active manager	−400K −22.3%	1.4M	$2.8M
Jane Street Group, LLC	−399K Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−388K −18.0%	1.8M	$3.5M
D. E. Shaw & Co., Inc. Hedge fund	−373K −11.2%	3.0M	$5.9M
Renaissance Technologies LLC Hedge fund	−353K −27.4%	935K	$1.9M
Dimensional Fund Advisors LP	−250K −88.1%	34K	$68,037
Morgan Stanley	−244K −67.0%	120K	$242,164
Bank Of America Corp	−238K −62.5%	143K	$286,783
Two Sigma Investments, LP Hedge fund	−234K −18.3%	1.0M	$2.1M
Goldman Sachs Group Inc	−171K −28.2%	434K	$872,089
Xtx Topco Ltd	−160K −28.6%	400K	$803,359
Ikarian Capital, LLC	−100K −4.8%	2.0M	$4M
Odyssean, LLC	−90K Sold out	0	—
Susquehanna International Group, LLP	−83K −77.6%	24K	$48,487
Gsa Capital Partners LLP	−78K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−53K −66.7%	27K	$53,665
Canada Pension Plan Investment Board	−52K −28.3%	131K	$263,913
Ameriprise Financial Inc	−47K −17.2%	225K	$451,305
Boothbay Fund Management, LLC Hedge fund	−27K −4.8%	533K	$1.1M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−400K −22.3%	1.4M	$2.8M
Jacobs Levy Equity Management, Inc Active manager	−388K −18.0%	1.8M	$3.5M
D. E. Shaw & Co., Inc. Hedge fund	−373K −11.2%	3.0M	$5.9M
Renaissance Technologies LLC Hedge fund	−353K −27.4%	935K	$1.9M
Two Sigma Investments, LP Hedge fund	−234K −18.3%	1.0M	$2.1M
Point72 Asset Management, L.P. Hedge fund	−53K −66.7%	27K	$53,665
Boothbay Fund Management, LLC Hedge fund	−27K −4.8%	533K	$1.1M
Marshall Wace, LLP Hedge fund	−22K −3.5%	599K	$1.2M
Quadrature Capital Ltd Hedge fund	−5,317 −27.3%	14K	$28,480
Neuberger Berman Group LLC Active manager	−1,007 −6.9%	14K	$27,177

New positions

largest by value

Institution	Shares	Value June 30, 2026
Cantor Fitzgerald, L. P.	591K	$1.2M
LMR Partners LLPHedge fund	200K	$402,000
Graham Capital Management, L.P.Hedge fund	46K	$93,457
Mercer Global Advisors Inc	26K	$51,263
Group One Trading LLC	25K	$50,668
Qube Research & Technologies LtdHedge fund	17K	$33,304
Creative Planning	15K	$30,180
Integrated Wealth Concepts LLC	4,892	$9,833
China Universal Asset Management Co., Ltd.	3,600	$7,236
Osaic Holdings, Inc.	300	$603

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Foresite Capital Management Iv, LLC	3.9M	$8.4M
Jane Street Group, LLC	399K	$858,848
Odyssean, LLC	90K	$193,033
Gsa Capital Partners LLP	78K	$168,000
State Of Wyoming	1,645	$3,537
Root Financial Partners, LLC	305	$656
Advisory Services Network, LLC	271	$583
Mai Capital Management	67	$145
Lloyd Advisory Services, Llc.	48	$103

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 141
Ten largest holders: 53.9%
Index fund managers: 22.4%
Active managers and hedge funds: 45.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	16	10	3	0	+9.8M	+29.6%
Index fund managers	9	2	0	0	+1.1M	+5.2%
Other institutions	48	32	11	9	−3.4M	−9.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Alector.

Only managers that filed a holdings report for both quarters are compared (150 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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