undamentalytics Newsletter

Design Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold Design Therapeutics 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, 90 institutions that filed 13F reports for both quarters added to or opened positions in Design Therapeutics, and 48 cut or closed them. Together they added a net 5.3M shares, +14.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.7M shares (−9.5%); index fund managers were net buyers of 1.3M shares (+23.0%). 28 opened a new position and 16 sold out entirely.

Bought, Q2 2026 90 institutions, 28 of them new holders Sold, Q2 2026 48 institutions, 16 of them sold out
Net change, all compared +5.3M shares (+14.0%)
Net change, active managers −1.7M shares (−9.5%), 17 bought, 17 sold

Buyers versus sellers

institutions compared, 151
Active managers and hedge funds 17 bought · 17 sold · −1.7M
Index fund managers 9 bought · 0 sold · +1.3M
Other institutions 64 bought · 31 sold · +5.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Frazier Life Sciences Management, L.P. +1.8M New position 1.8M $26.2M
Trails Edge Capital Partners, LP +1.1M +134.9% 2.0M $29M
Logos Global Management LP Hedge fund +1.1M +53.8% 3.0M $43.4M
Caption Management, LLC +1.0M +1189.5% 1.1M $16.2M
Driehaus Capital Management LLC Active manager +916K +52.5% 2.7M $38.5M
Sofinnova Investments, Inc. +865K New position 865K $12.5M
Blackrock, Inc. Index funds +526K +24.7% 2.7M $38.5M
Siren, L.L.C. +523K New position 523K $7.6M
Qube Research & Technologies Ltd Hedge fund +403K +1178.6% 437K $6.3M
Jacobs Levy Equity Management, Inc Active manager +276K +95.4% 566K $8.2M
Geode Capital Management, LLC Index funds +266K +38.4% 958K $13.9M
Dimensional Fund Advisors LP +263K +60.9% 695K $10.1M
Vanguard Capital Management LLC Index funds +221K +16.4% 1.6M $22.7M
Eversept Partners, LP Hedge fund +190K New position 190K $2.7M
Kvp Capital Advisors, LP +185K New position 185K $2.7M
Prudential Financial Inc +178K +389.3% 224K $3.2M
J. Goldman & Co LP Hedge fund +177K New position 177K $2.6M
Goldman Sachs Group Inc +152K +30.1% 657K $9.5M
Acuta Capital Partners, LLC +137K +93.7% 283K $4.1M
Vanguard Portfolio Management LLC Index funds +113K +81.5% 251K $3.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
RA Capital Management, L.P. Hedge fund −3.0M Sold out 0 —
Kynam Capital Management, LP Hedge fund −785K Sold out 0 —
Almitas Capital LLC −503K −32.9% 1.0M $14.9M
Point72 Asset Management, L.P. Hedge fund −356K −13.1% 2.4M $34.2M
D. E. Shaw & Co., Inc. Hedge fund −275K −58.4% 196K $2.8M
Woodline Partners LP Hedge fund −261K −27.2% 700K $10.1M
Marshall Wace, LLP Hedge fund −151K Sold out 0 —
Citadel Advisors LLC Hedge fund −150K −64.6% 82K $1.2M
Invesco Ltd. −120K −84.9% 21K $310,078
Lynx1 Capital Management LP −120K Sold out 0 —
Sei Investments Co −110K −82.9% 23K $329,053
Jane Street Group, LLC −104K Sold out 0 —
Elmind Capital, LP −100K −48.1% 108K $1.6M
Trexquant Investment LP Hedge fund −89K −76.0% 28K $407,331
Acadian Asset Management LLC Active manager −79K −12.8% 537K $7.8M
Informed Momentum Co LLC −79K Sold out 0 —
Squarepoint Ops LLC Hedge fund −56K −65.6% 30K $428,746
Verdad Advisers, LP −45K −48.5% 48K $688,150
BNP Paribas Financial Markets −45K −88.6% 5,751 $83,217
Barclays PLC −44K −79.0% 12K $169,401

New positions

largest by value
InstitutionSharesValue June 30, 2026
Frazier Life Sciences Management, L.P. 1.8M $26.2M
Sofinnova Investments, Inc. 865K $12.5M
Siren, L.L.C. 523K $7.6M
Eversept Partners, LPHedge fund 190K $2.7M
Kvp Capital Advisors, LP 185K $2.7M
J. Goldman & Co LPHedge fund 177K $2.6M
Balyasny Asset Management L.P.Hedge fund 111K $1.6M
Dafna Capital Management LLC 103K $1.5M
Summittx Capital, L.P. 81K $1.2M
Exoduspoint Capital Management, LPHedge fund 41K $597,408

Sold out

largest by value
InstitutionSharesValue March 31, 2026
RA Capital Management, L.P.Hedge fund 3.0M $31.6M
Kynam Capital Management, LPHedge fund 785K $8.3M
Marshall Wace, LLPHedge fund 151K $1.6M
Lynx1 Capital Management LP 120K $1.3M
Jane Street Group, LLC 104K $1.1M
Informed Momentum Co LLC 79K $840,017
Velan Capital Investment Management LP 20K $212,800
Engineers Gate Manager LPHedge fund 16K $171,198
Brevan Howard Capital Management LPHedge fund 15K $162,728
Dynamic Technology Lab Private Ltd 15K $156,929

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
136
Ten largest holders
62.1%
of 13F-reported shares
Index fund managers
16.3%
of 13F-reported shares
Active managers and hedge funds
37.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 17 17 5 6 −1.7M −9.5%
Index fund managers 9 0 0 0 +1.3M +23.0%
Other institutions 64 31 23 10 +5.7M +39.3%

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.

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