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Lexeo Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold Lexeo 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 Lexeo Therapeutics, and 61 cut or closed them. Together they added a net 10.7M shares, +14.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 8.4M shares (+27.9%); index fund managers were net buyers of 2.2M shares (+14.6%). 27 opened a new position and 22 sold out entirely.

Bought, Q2 2026 86 institutions, 27 of them new holders Sold, Q2 2026 61 institutions, 22 of them sold out
Net change, all compared +10.7M shares (+14.3%)
Net change, active managers +8.4M shares (+27.9%), 20 bought, 12 sold

Buyers versus sellers

institutions compared, 163
Active managers and hedge funds 20 bought · 12 sold · +8.4M
Index fund managers 9 bought · 3 sold · +2.2M
Other institutions 57 bought · 46 sold · +122K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Montanova Capital, LLC Hedge fund +5.1M +410.7% 6.4M $29.7M
Nantahala Capital Management, LLC Hedge fund +1.4M +116.7% 2.6M $12.1M
Millennium Management LLC Hedge fund +1.2M +75.7% 2.8M $13.2M
Qube Research & Technologies Ltd Hedge fund +911K +195.6% 1.4M $6.4M
Balyasny Asset Management L.P. Hedge fund +823K +51.8% 2.4M $11.2M
State Street Corp Index funds +787K +22.0% 4.4M $20.3M
Affinity Asset Advisors, LLC +757K +15.0% 5.8M $27M
683 Capital Management, LLC Hedge fund +675K +56.2% 1.9M $8.7M
Blackrock, Inc. Index funds +629K +12.3% 5.7M $26.7M
Aberdeen Group PLC +429K +174.5% 675K $3.1M
Frazier Life Sciences Management, L.P. +400K +9.0% 4.8M $22.5M
Northern Trust Corp Index funds +374K +75.7% 867K $4M
Orbimed Advisors LLC +345K +9.6% 3.9M $18.4M
Trexquant Investment LP Hedge fund +315K New position 315K $1.5M
Hennion & Walsh Asset Management, Inc. +266K New position 266K $1.2M
Renaissance Technologies LLC Hedge fund +250K New position 250K $1.2M
Geode Capital Management, LLC Index funds +234K +15.5% 1.7M $8.1M
Goldman Sachs Group Inc +200K +10.2% 2.1M $10M
Dimensional Fund Advisors LP +184K +16.6% 1.3M $6M
BNP Paribas Financial Markets +160K +70.2% 388K $1.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Paradigm Biocapital Advisors LP −2.0M −32.5% 4.2M $19.4M
Point72 Asset Management, L.P. Hedge fund −1.7M Sold out 0 —
Octagon Capital Advisors LP −1.1M Sold out 0 —
Avoro Capital Advisors LLC Hedge fund −386K −20.6% 1.5M $6.9M
Woodline Partners LP Hedge fund −250K −9.1% 2.5M $11.6M
Two Sigma Investments, LP Hedge fund −182K Sold out 0 —
Vestal Point Capital, LP Hedge fund −155K −3.5% 4.3M $20.1M
Y-Intercept (Hong Kong) Ltd −143K Sold out 0 —
Exoduspoint Capital Management, LP Hedge fund −84K −75.1% 28K $129,781
AQR Capital Management LLC Hedge fund −83K −24.4% 257K $1.2M
Privium Fund Management B.V. −50K −24.4% 155K $722,300
Drw Securities, LLC −48K Sold out 0 —
Bleakley Financial Group, LLC −48K Sold out 0 —
Susquehanna International Group, LLP −47K Sold out 0 —
Panagora Asset Management Inc Active manager −34K Sold out 0 —
Gsa Capital Partners LLP −34K Sold out 0 —
Rafferty Asset Management, LLC Index funds −33K −33.1% 68K $314,375
Axq Capital, LP −26K Sold out 0 —
Squarepoint Ops LLC Hedge fund −24K −7.6% 295K $1.4M
Schonfeld Strategic Advisors LLC Hedge fund −24K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Trexquant Investment LPHedge fund 315K $1.5M
Hennion & Walsh Asset Management, Inc. 266K $1.2M
Renaissance Technologies LLCHedge fund 250K $1.2M
Palumbo Wealth Management LLC 115K $534,129
Fisher Asset Management, LLCActive manager 114K $532,168
Walleye Capital LLCHedge fund 74K $343,856
State Of Wisconsin Investment Board 48K $224,948
Dynamic Technology Lab Private Ltd 33K $152,000
Verdad Advisers, LP 31K $142,401
Quantinno Capital Management LP 24K $113,084

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Point72 Asset Management, L.P.Hedge fund 1.7M $9.6M
Octagon Capital Advisors LP 1.1M $6.3M
Two Sigma Investments, LPHedge fund 182K $1M
Y-Intercept (Hong Kong) Ltd 143K $818,358
Drw Securities, LLC 48K $275,451
Bleakley Financial Group, LLC 48K $275,313
Susquehanna International Group, LLP 47K $269,769
Gsa Capital Partners LLP 34K $197,000
Panagora Asset Management IncActive manager 34K $196,865
Axq Capital, LP 26K $149,923

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
142
Ten largest holders
54.2%
of 13F-reported shares
Index fund managers
19.2%
of 13F-reported shares
Active managers and hedge funds
42.9%
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 20 12 6 5 +8.4M +27.9%
Index fund managers 9 3 0 0 +2.2M +14.6%
Other institutions 57 46 21 17 +122K +0.4%

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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