Janux Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold Janux 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, 117 institutions that filed 13F reports for both quarters added to or opened positions in Janux Therapeutics, and 74 cut or closed them. Together they added a net 6.1M shares, +11.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.5M shares (+12.1%); index fund managers were net buyers of 1.4M shares (+10.7%). 36 opened a new position and 29 sold out entirely.

Bought, Q2 2026 117 institutions, 36 of them new holders Sold, Q2 2026 74 institutions, 29 of them sold out

Net change, all compared +6.1M shares (+11.1%)

Net change, active managers +3.5M shares (+12.1%), 28 bought, 20 sold

Buyers versus sellers

institutions compared, 219

117 bought 28 74 sold

Active managers and hedge funds 28 bought · 20 sold · +3.5M

Index fund managers 9 bought · 1 sold · +1.4M

Other institutions 80 bought · 53 sold · +1.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Federated Hermes, Inc. Active manager	+2.3M +4241.2%	2.4M	$36.1M
Two Sigma Investments, LP Hedge fund	+1.1M +939.8%	1.2M	$18.5M
D. E. Shaw & Co., Inc. Hedge fund	+998K +1014.4%	1.1M	$16.8M
Citadel Advisors LLC Hedge fund	+849K +240.9%	1.2M	$18.4M
Point72 Asset Management, L.P. Hedge fund	+838K +72.5%	2.0M	$30.6M
Nantahala Capital Management, LLC Hedge fund	+810K +100.0%	1.6M	$24.9M
Blackrock, Inc. Index funds	+701K +12.9%	6.1M	$94.2M
Algert Global LLC Hedge fund	+667K +150.5%	1.1M	$17.1M
State Street Corp Index funds	+541K +22.0%	3.0M	$46.2M
Qube Research & Technologies Ltd Hedge fund	+505K +256.1%	702K	$10.8M
Goldman Sachs Group Inc	+351K +58.2%	953K	$14.6M
Panagora Asset Management Inc Active manager	+269K New position	269K	$4.1M
Dimensional Fund Advisors LP	+263K +272.3%	360K	$5.5M
Prosight Management, LP	+254K +7.2%	3.8M	$58.4M
Jane Street Group, LLC	+140K +55.7%	392K	$6M
Jump Financial, LLC	+140K +63.1%	362K	$5.6M
Morgan Stanley	+133K +18.9%	837K	$12.9M
HRT Financial LP	+124K +33.9%	491K	$7.5M
ADAR1 Capital Management, LLC Hedge fund	+122K +41.0%	421K	$6.5M
Millennium Management LLC Hedge fund	+118K +30.4%	505K	$7.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Federated Hermes, Inc. Active manager	+2.3M +4241.2%	2.4M	$36.1M
Two Sigma Investments, LP Hedge fund	+1.1M +939.8%	1.2M	$18.5M
D. E. Shaw & Co., Inc. Hedge fund	+998K +1014.4%	1.1M	$16.8M
Citadel Advisors LLC Hedge fund	+849K +240.9%	1.2M	$18.4M
Point72 Asset Management, L.P. Hedge fund	+838K +72.5%	2.0M	$30.6M
Nantahala Capital Management, LLC Hedge fund	+810K +100.0%	1.6M	$24.9M
Algert Global LLC Hedge fund	+667K +150.5%	1.1M	$17.1M
Qube Research & Technologies Ltd Hedge fund	+505K +256.1%	702K	$10.8M
Panagora Asset Management Inc Active manager	+269K New position	269K	$4.1M
ADAR1 Capital Management, LLC Hedge fund	+122K +41.0%	421K	$6.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Deep Track Capital, LP Hedge fund	−1.2M Sold out	0	—
Logos Global Management LP Hedge fund	−1.0M Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−879K −80.6%	212K	$3.3M
Irenic Capital Management LP Hedge fund	−766K Sold out	0	—
Tang Capital Management LLC Hedge fund	−500K Sold out	0	—
Orbimed Advisors LLC	−459K −46.7%	525K	$8.1M
Woodline Partners LP Hedge fund	−368K −49.9%	370K	$5.7M
Schroder Investment Management Group Active manager	−195K Sold out	0	—
FMR LLC Active manager	−123K −4.8%	2.4M	$37.1M
Susquehanna International Group, LLP	−119K Sold out	0	—
Readystate Asset Management LP	−109K Sold out	0	—
Exoduspoint Capital Management, LP Hedge fund	−104K −91.2%	10K	$154,813
Man Group PLC Hedge fund	−94K −27.5%	249K	$3.8M
Aquatic Capital Management LLC	−94K Sold out	0	—
Wellington Management Group LLP Active manager	−90K −5.7%	1.5M	$23.2M
Hudson Bay Capital Management LP Hedge fund	−80K −72.7%	30K	$460,800
Squarepoint Ops LLC Hedge fund	−72K −11.9%	532K	$8.2M
UBS Group AG	−69K −31.4%	151K	$2.3M
Walleye Capital LLC Hedge fund	−68K −52.3%	62K	$957,512
Headlands Technologies LLC	−62K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Deep Track Capital, LP Hedge fund	−1.2M Sold out	0	—
Logos Global Management LP Hedge fund	−1.0M Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−879K −80.6%	212K	$3.3M
Irenic Capital Management LP Hedge fund	−766K Sold out	0	—
Tang Capital Management LLC Hedge fund	−500K Sold out	0	—
Woodline Partners LP Hedge fund	−368K −49.9%	370K	$5.7M
Schroder Investment Management Group Active manager	−195K Sold out	0	—
FMR LLC Active manager	−123K −4.8%	2.4M	$37.1M
Exoduspoint Capital Management, LP Hedge fund	−104K −91.2%	10K	$154,813
Man Group PLC Hedge fund	−94K −27.5%	249K	$3.8M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Panagora Asset Management IncActive manager	269K	$4.1M
Thrivent Financial For Lutherans	115K	$1.8M
AQR Capital Management LLCHedge fund	108K	$1.7M
Trexquant Investment LPHedge fund	63K	$973,133
Verdad Advisers, LP	40K	$620,329
Jackson Creek Investment Advisors LLC	35K	$527,000
Marshall Wace, LLPHedge fund	33K	$502,794
Centerbook Partners LPHedge fund	29K	$437,791
Aigen Investment Management, LP	23K	$350,838
Drw Securities, LLC	20K	$303,344

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Deep Track Capital, LPHedge fund	1.2M	$16.5M
Logos Global Management LPHedge fund	1.0M	$13.9M
Irenic Capital Management LPHedge fund	766K	$10.6M
Tang Capital Management LLCHedge fund	500K	$7M
Schroder Investment Management GroupActive manager	195K	$2.5M
Susquehanna International Group, LLP	119K	$1.7M
Readystate Asset Management LP	109K	$1.5M
Aquatic Capital Management LLC	94K	$1.3M
Headlands Technologies LLC	62K	$856,699
Quadrature Capital LtdHedge fund	23K	$318,157

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 194
Ten largest holders: 58.7%
Index fund managers: 23.9%
Active managers and hedge funds: 52.2%

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	28	20	6	6	+3.5M	+12.1%
Index fund managers	9	1	0	0	+1.4M	+10.7%
Other institutions	80	53	30	23	+1.2M	+9.3%

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.

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 Janux Therapeutics.

Only managers that filed a holdings report for both quarters are compared (219 here). 9 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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