Alumis Inc.: which funds bought and sold

Institutions that bought and sold Alumis 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, 101 institutions that filed 13F reports for both quarters added to or opened positions in Alumis, and 85 cut or closed them. Together they added a net 3.1M shares, +2.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.5M shares (+18.6%); index fund managers were net buyers of 2.4M shares (+13.8%). 28 opened a new position and 24 sold out entirely.

Bought, Q2 2026 101 institutions, 28 of them new holders Sold, Q2 2026 85 institutions, 24 of them sold out

Net change, all compared +3.1M shares (+2.7%)

Net change, active managers +4.5M shares (+18.6%), 18 bought, 22 sold

Buyers versus sellers

institutions compared, 219

101 bought 33 85 sold

Active managers and hedge funds 18 bought · 22 sold · +4.5M

Index fund managers 11 bought · 1 sold · +2.4M

Other institutions 72 bought · 62 sold · −3.9M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+5.8M +595.1%	6.8M	$190M
Price T Rowe Associates Inc Active manager	+1.9M +58.2%	5.2M	$146M
Novo Holdings A/S	+1.1M New position	1.1M	$31M
Blackrock, Inc. Index funds	+1.0M +14.6%	8.2M	$231M
Woodline Partners LP Hedge fund	+486K New position	486K	$13.7M
D. E. Shaw & Co., Inc. Hedge fund	+396K +69.2%	968K	$27.2M
State Street Corp Index funds	+385K +21.4%	2.2M	$61.5M
Citigroup Inc	+286K +289.6%	385K	$10.8M
Geode Capital Management, LLC Index funds	+250K +13.0%	2.2M	$61M
Vanguard Portfolio Management LLC Index funds	+209K +29.3%	921K	$25.9M
Trium Capital LLP	+199K +103.9%	390K	$11M
Vanguard Capital Management LLC Index funds	+183K +4.5%	4.2M	$119M
Northern Trust Corp Index funds	+160K +28.5%	724K	$20.4M
Nomura Asset Management International Inc.	+135K New position	135K	$3.8M
Goldman Sachs Group Inc	+114K +15.9%	832K	$23.4M
Jpmorgan Chase & Co	+108K +12.5%	970K	$26.4M
Schroder Investment Management Group Active manager	+99K +72.4%	237K	$6.4M
Morgan Stanley	+96K +42.7%	321K	$9M
Moore Capital Management, LP Hedge fund	+95K +230.7%	137K	$3.8M
Wells Fargo & Company	+88K +101.7%	175K	$4.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+5.8M +595.1%	6.8M	$190M
Price T Rowe Associates Inc Active manager	+1.9M +58.2%	5.2M	$146M
Woodline Partners LP Hedge fund	+486K New position	486K	$13.7M
D. E. Shaw & Co., Inc. Hedge fund	+396K +69.2%	968K	$27.2M
Schroder Investment Management Group Active manager	+99K +72.4%	237K	$6.4M
Moore Capital Management, LP Hedge fund	+95K +230.7%	137K	$3.8M
Millennium Management LLC Hedge fund	+54K +8.9%	660K	$18.6M
Victory Capital Management Inc Active manager	+50K +60.1%	132K	$3.7M
Royce & Associates LP Active manager	+49K +10.3%	525K	$14.8M
Fred Alger Management, LLC Active manager	+43K New position	43K	$1.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Group AG	−2.1M −68.8%	952K	$26.8M
Marshall Wace, LLP Hedge fund	−805K −68.6%	368K	$10.4M
Weiss Asset Management LP	−786K −71.6%	311K	$8.8M
Cormorant Asset Management, LP Hedge fund	−664K −16.8%	3.3M	$92.5M
Yu Fan	−524K −67.5%	253K	$7.1M
Voloridge Investment Management, LLC Hedge fund	−428K −57.2%	321K	$9M
Deep Track Capital, LP Hedge fund	−424K −6.3%	6.3M	$179M
Prudential Financial Inc	−376K −69.8%	163K	$4.6M
Mpm Bioimpact LLC	−368K −15.4%	2.0M	$56.8M
Point72 Asset Management, L.P. Hedge fund	−363K Sold out	0	—
Citadel Advisors LLC Hedge fund	−352K Sold out	0	—
Ikarian Capital, LLC	−343K −28.3%	871K	$24.5M
Invesco Ltd.	−338K −22.4%	1.2M	$33M
Stempoint Capital LP	−323K −70.4%	136K	$3.8M
Saturn V Capital Management LP	−287K −9.0%	2.9M	$82M
Two Sigma Investments, LP Hedge fund	−282K −42.8%	376K	$10.6M
Exoduspoint Capital Management, LP Hedge fund	−266K Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−193K Sold out	0	—
Burkehill Global Management, LP Hedge fund	−165K Sold out	0	—
Susquehanna International Group, LLP	−136K −69.8%	59K	$1.7M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−805K −68.6%	368K	$10.4M
Cormorant Asset Management, LP Hedge fund	−664K −16.8%	3.3M	$92.5M
Voloridge Investment Management, LLC Hedge fund	−428K −57.2%	321K	$9M
Deep Track Capital, LP Hedge fund	−424K −6.3%	6.3M	$179M
Point72 Asset Management, L.P. Hedge fund	−363K Sold out	0	—
Citadel Advisors LLC Hedge fund	−352K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−282K −42.8%	376K	$10.6M
Exoduspoint Capital Management, LP Hedge fund	−266K Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−193K Sold out	0	—
Burkehill Global Management, LP Hedge fund	−165K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Novo Holdings A/S	1.1M	$31M
Woodline Partners LPHedge fund	486K	$13.7M
Nomura Asset Management International Inc.	135K	$3.8M
Fred Alger Management, LLCActive manager	43K	$1.2M
Handelsbanken Fonder AB	36K	$1M
Trexquant Investment LPHedge fund	34K	$960,615
Franklin Resources IncActive manager	33K	$918,321
Jain Global LLCHedge fund	25K	$710,704
Y-Intercept (Hong Kong) Ltd	25K	$710,141
Fox Run Management, L.L.C.	24K	$675,163

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Point72 Asset Management, L.P.Hedge fund	363K	$8M
Citadel Advisors LLCHedge fund	352K	$7.7M
Exoduspoint Capital Management, LPHedge fund	266K	$5.9M
Hudson Bay Capital Management LPHedge fund	193K	$4.3M
Burkehill Global Management, LPHedge fund	165K	$3.6M
Tudor Investment Corp Et AlHedge fund	106K	$2.3M
American Century Companies IncActive manager	102K	$2.3M
Informed Momentum Co LLC	83K	$1.8M
Prelude Capital Management, LLC	75K	$1.6M
Walleye Capital LLCHedge fund	32K	$700,069

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 198
Ten largest holders: 56.6%
Index fund managers: 16.8%
Active managers and hedge funds: 24.5%

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	18	22	7	9	+4.5M	+18.6%
Index fund managers	11	1	1	0	+2.4M	+13.8%
Other institutions	72	62	20	15	−3.9M	−5.5%

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 Alumis.

Only managers that filed a holdings report for both quarters are compared (219 here). 7 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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