undamentalytics Newsletter

Enliven Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold Enliven 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, 143 institutions that filed 13F reports for both quarters added to or opened positions in Enliven Therapeutics, and 66 cut or closed them. Together they added a net 16.4M shares, +25.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 12.6M shares (+48.2%); index fund managers were net buyers of 2.0M shares (+21.0%). 59 opened a new position and 18 sold out entirely.

Bought, Q2 2026 143 institutions, 59 of them new holders Sold, Q2 2026 66 institutions, 18 of them sold out
Net change, all compared +16.4M shares (+25.9%)
Net change, active managers +12.6M shares (+48.2%), 37 bought, 11 sold

Buyers versus sellers

institutions compared, 222
Active managers and hedge funds 37 bought · 11 sold · +12.6M
Index fund managers 10 bought · 1 sold · +2.0M
Other institutions 96 bought · 54 sold · +1.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +3.2M +46.8% 10.0M $509M
Price T Rowe Associates Inc Active manager +2.8M +2870.8% 2.9M $147M
Polar Capital Holdings PLC Active manager +1.4M +26.9% 6.4M $326M
First Light Asset Management, LLC +1.2M +574.1% 1.4M $69.1M
Adage Capital Partners Gp, L.L.C. Hedge fund +1.1M New position 1.1M $55M
Siren, L.L.C. +1.0M +137.8% 1.8M $90.1M
Samlyn Capital, LLC Hedge fund +913K New position 913K $46.3M
Tri Locum Partners LP +867K New position 867K $44M
Vestal Point Capital, LP Hedge fund +750K +23.1% 4.0M $203M
Blackrock, Inc. Index funds +675K +18.3% 4.4M $221M
Assenagon Asset Management S.A. +613K New position 613K $31.1M
Marshall Wace, LLP Hedge fund +532K New position 532K $27M
American Century Companies Inc Active manager +504K +811.5% 566K $28.7M
Silverarc Capital Management, LLC +489K New position 489K $24.8M
Vanguard Capital Management LLC Index funds +401K +18.5% 2.6M $130M
Geode Capital Management, LLC Index funds +341K +32.0% 1.4M $71.4M
Lord, Abbett & Co. LLC +331K New position 331K $16.8M
First Turn Management, LLC +331K +53.0% 954K $48.4M
Citadel Advisors LLC Hedge fund +325K +18.6% 2.1M $105M
Candriam S.C.A. +312K +52.5% 906K $45.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Venrock Adviser, LLC −1.2M −69.5% 526K $26.7M
Orbimed Advisors LLC −1.2M −14.9% 6.8M $344M
Bellevue Group AG −831K −35.8% 1.5M $75.6M
Jones Hill Capital LP −543K −91.6% 50K $2.5M
Stempoint Capital LP −380K −52.3% 347K $17.6M
Caption Management, LLC −370K Sold out 0 —
Capricorn Fund Managers Ltd −369K Sold out 0 —
Rock Springs Capital Management LP Hedge fund −362K −43.8% 465K $23.6M
Novo Holdings A/S −280K −21.9% 1.0M $50.8M
Avidity Partners Management LP −250K −31.2% 550K $27.9M
Jane Street Group, LLC −164K Sold out 0 —
Schonfeld Strategic Advisors LLC Hedge fund −163K −74.5% 56K $2.8M
Goldman Sachs Group Inc −151K −31.9% 322K $16.3M
Exome Asset Management LLC −120K −54.5% 100K $5.1M
Dv Trading LLC −95K Sold out 0 —
Affinity Asset Advisors, LLC −87K −14.8% 500K $25.4M
Logos Global Management LP Hedge fund −75K −13.9% 465K $23.6M
Summittx Capital, L.P. −69K Sold out 0 —
Soleus Capital Management, L.P. Hedge fund −65K −28.2% 166K $8.4M
Lighthouse Investment Partners, LLC Hedge fund −55K −73.3% 20K $1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Adage Capital Partners Gp, L.L.C.Hedge fund 1.1M $55M
Samlyn Capital, LLCHedge fund 913K $46.3M
Tri Locum Partners LP 867K $44M
Assenagon Asset Management S.A. 613K $31.1M
Marshall Wace, LLPHedge fund 532K $27M
Silverarc Capital Management, LLC 489K $24.8M
Lord, Abbett & Co. LLC 331K $16.8M
T. Rowe Price Investment Management, Inc.Active manager 301K $15.3M
Deep Track Capital, LPHedge fund 225K $11.4M
Squadron Capital Management LLC 160K $8.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Caption Management, LLC 370K $14.5M
Capricorn Fund Managers Ltd 369K $14.5M
Jane Street Group, LLC 164K $6.4M
Dv Trading LLC 95K $3.7M
Summittx Capital, L.P. 69K $2.7M
Prelude Capital Management, LLC 53K $2.1M
Walleye Capital LLCHedge fund 38K $1.5M
Exoduspoint Capital Management, LPHedge fund 30K $1.2M
Virtu Financial LLC 24K $958,000
Scientech Research LLC 16K $620,418

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
210
Ten largest holders
55.1%
of 13F-reported shares
Index fund managers
14.2%
of 13F-reported shares
Active managers and hedge funds
48.4%
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 37 11 19 3 +12.6M +48.2%
Index fund managers 10 1 1 0 +2.0M +21.0%
Other institutions 96 54 39 15 +1.7M +6.3%

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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