Lenz Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold Lenz 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, 86 institutions that filed 13F reports for both quarters added to or opened positions in Lenz Therapeutics, and 61 cut or closed them. Together they added a net 1.6M shares, +4.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.1M shares (+6.2%); index fund managers were net buyers of 483K shares (+10.5%). 28 opened a new position and 27 sold out entirely.

Bought, Q2 2026 86 institutions, 28 of them new holders Sold, Q2 2026 61 institutions, 27 of them sold out

Net change, all compared +1.6M shares (+4.7%)

Net change, active managers +1.1M shares (+6.2%), 18 bought, 10 sold

Buyers versus sellers

institutions compared, 170

86 bought 23 61 sold

Active managers and hedge funds 18 bought · 10 sold · +1.1M

Index fund managers 8 bought · 1 sold · +483K

Other institutions 60 bought · 50 sold · −47K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+639K +73.5%	1.5M	$8.6M
Qube Research & Technologies Ltd Hedge fund	+482K New position	482K	$2.7M
Aberdeen Group PLC	+392K +33.9%	1.5M	$8.8M
Citadel Advisors LLC Hedge fund	+363K New position	363K	$2.1M
Marshall Wace, LLP Hedge fund	+333K +207.7%	493K	$2.8M
Blackrock, Inc. Index funds	+315K +15.9%	2.3M	$13M
Trexquant Investment LP Hedge fund	+283K +132.0%	498K	$2.8M
Blue Owl Capital Holdings LP	+250K +49.3%	757K	$4.3M
Squarepoint Ops LLC Hedge fund	+241K +16.0%	1.7M	$9.9M
Jefferies Financial Group Inc.	+200K New position	200K	$1.1M
Susquehanna Portfolio Strategies, LLC	+154K New position	154K	$875,021
Occudo Quantitative Strategies LP	+146K New position	146K	$831,416
Mangrove Partners Im, LLC Hedge fund	+97K New position	97K	$549,534
Quantinno Capital Management LP	+90K +189.0%	138K	$782,221
AQR Capital Management LLC Hedge fund	+87K +62.3%	228K	$1.3M
Renaissance Technologies LLC Hedge fund	+71K New position	71K	$401,167
HSBC Holdings PLC	+58K +264.5%	80K	$448,538
Vanguard Capital Management LLC Index funds	+57K +5.4%	1.1M	$6.2M
Scoggin Management LP	+50K +40.0%	175K	$994,000
Quadrature Capital Ltd Hedge fund	+49K New position	49K	$279,070

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+639K +73.5%	1.5M	$8.6M
Qube Research & Technologies Ltd Hedge fund	+482K New position	482K	$2.7M
Citadel Advisors LLC Hedge fund	+363K New position	363K	$2.1M
Marshall Wace, LLP Hedge fund	+333K +207.7%	493K	$2.8M
Trexquant Investment LP Hedge fund	+283K +132.0%	498K	$2.8M
Squarepoint Ops LLC Hedge fund	+241K +16.0%	1.7M	$9.9M
Mangrove Partners Im, LLC Hedge fund	+97K New position	97K	$549,534
AQR Capital Management LLC Hedge fund	+87K +62.3%	228K	$1.3M
Renaissance Technologies LLC Hedge fund	+71K New position	71K	$401,167
Quadrature Capital Ltd Hedge fund	+49K New position	49K	$279,070

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Franklin Resources Inc Active manager	−1.1M Sold out	0	—
Bank Of America Corp	−292K −53.4%	255K	$1.5M
Silvercrest Asset Management Group LLC	−283K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−215K −43.0%	286K	$1.6M
Morgan Stanley	−176K −27.1%	473K	$2.7M
HRT Financial LP	−146K Sold out	0	—
Susquehanna International Group, LLP	−110K Sold out	0	—
Barclays PLC	−101K −66.9%	50K	$284,596
Jacobs Levy Equity Management, Inc Active manager	−101K −86.3%	16K	$91,226
Xtx Topco Ltd	−90K −40.9%	131K	$741,950
Y-Intercept (Hong Kong) Ltd	−88K −55.4%	71K	$401,735
Debussy Capital Management LP	−64K Sold out	0	—
Exoduspoint Capital Management, LP Hedge fund	−58K Sold out	0	—
Virtus Investment Advisers, LLC	−47K Sold out	0	—
UBS Group AG	−45K −28.8%	112K	$635,166
Axq Capital, LP	−42K −76.6%	13K	$72,386
FMR LLC Active manager	−39K −1.1%	3.6M	$20.2M
Knott David M Jr	−34K Sold out	0	—
Goldman Sachs Group Inc	−33K −18.0%	151K	$855,743
Los Angeles Capital Management LLC Active manager	−33K −99.8%	51	$290

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Franklin Resources Inc Active manager	−1.1M Sold out	0	—
Two Sigma Investments, LP Hedge fund	−215K −43.0%	286K	$1.6M
Jacobs Levy Equity Management, Inc Active manager	−101K −86.3%	16K	$91,226
Exoduspoint Capital Management, LP Hedge fund	−58K Sold out	0	—
FMR LLC Active manager	−39K −1.1%	3.6M	$20.2M
Los Angeles Capital Management LLC Active manager	−33K −99.8%	51	$290
Engineers Gate Manager LP Hedge fund	−32K Sold out	0	—
Voleon Capital Management LP Hedge fund	−30K Sold out	0	—
Alyeska Investment Group, L.P. Hedge fund	−25K −5.3%	439K	$2.5M
Freestone Grove Partners LP Hedge fund	−2 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Qube Research & Technologies LtdHedge fund	482K	$2.7M
Citadel Advisors LLCHedge fund	363K	$2.1M
Jefferies Financial Group Inc.	200K	$1.1M
Susquehanna Portfolio Strategies, LLC	154K	$875,021
Occudo Quantitative Strategies LP	146K	$831,416
Mangrove Partners Im, LLCHedge fund	97K	$549,534
Renaissance Technologies LLCHedge fund	71K	$401,167
Quadrature Capital LtdHedge fund	49K	$279,070
Bridgeway Capital Management, LLCActive manager	45K	$255,600
Allstate Corp	35K	$200,345

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Franklin Resources IncActive manager	1.1M	$10.1M
Silvercrest Asset Management Group LLC	283K	$2.6M
HRT Financial LP	146K	$1.3M
Susquehanna International Group, LLP	110K	$1M
Debussy Capital Management LP	64K	$586,076
Exoduspoint Capital Management, LPHedge fund	58K	$526,830
Virtus Investment Advisers, LLC	47K	$425,859
Knott David M Jr	34K	$308,648
Engineers Gate Manager LPHedge fund	32K	$295,023
Voleon Capital Management LPHedge fund	30K	$274,427

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 144
Ten largest holders: 66.9%
Index fund managers: 14.7%
Active managers and hedge funds: 56.0%

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	18	10	8	5	+1.1M	+6.2%
Index fund managers	8	1	0	0	+483K	+10.5%
Other institutions	60	50	20	22	−47K	−0.5%

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 Lenz Therapeutics.

Only managers that filed a holdings report for both quarters are compared (170 here). 3 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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