undamentalytics Newsletter

Neumora Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold Neumora 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, 65 institutions that filed 13F reports for both quarters added to or opened positions in Neumora Therapeutics, and 51 cut or closed them. Together they added a net 5.6M shares, +8.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 7.1M shares (−32.1%); index fund managers were net buyers of 11.1M shares (+124.3%). 28 opened a new position and 28 sold out entirely.

Bought, Q2 2026 65 institutions, 28 of them new holders Sold, Q2 2026 51 institutions, 28 of them sold out
Net change, all compared +5.6M shares (+8.0%)
Net change, active managers −7.1M shares (−32.1%), 15 bought, 18 sold

Buyers versus sellers

institutions compared, 139
Active managers and hedge funds 15 bought · 18 sold · −7.1M
Index fund managers 10 bought · 1 sold · +11.1M
Other institutions 40 bought · 32 sold · +1.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +5.7M +279.3% 7.8M $13.2M
Orbimed Advisors LLC +2.1M New position 2.1M $3.6M
Boxer Capital Management, LLC Hedge fund +2.0M New position 2.0M $3.4M
Geode Capital Management, LLC Index funds +1.5M +139.9% 2.6M $4.4M
State Street Corp Index funds +1.2M +296.8% 1.6M $2.7M
Affinity Asset Advisors, LLC +1.1M New position 1.1M $1.8M
Ensign Peak Advisors, Inc +785K New position 785K $1.3M
Vanguard Capital Management LLC Index funds +778K +20.0% 4.7M $7.9M
Vanguard Portfolio Management LLC Index funds +710K +384.1% 895K $1.5M
Northern Trust Corp Index funds +604K +306.6% 801K $1.4M
Tudor Investment Corp Et Al Hedge fund +585K +75.8% 1.4M $2.3M
Citadel Advisors LLC Hedge fund +485K +141.3% 829K $1.4M
Charles Schwab Investment Management Inc Index funds +307K +59.6% 824K $1.4M
Dimensional Fund Advisors LP +223K +62.8% 578K $982,109
Bank Of New York Mellon Corp +208K +531.8% 248K $420,827
Two Sigma Investments, LP Hedge fund +208K +10.2% 2.2M $3.8M
Squarepoint Ops LLC Hedge fund +207K +132.5% 363K $617,347
ADAR1 Capital Management, LLC Hedge fund +177K +534.4% 210K $357,000
Vanguard Fiduciary Trust Co Index funds +172K +32.1% 707K $1.2M
Acadian Asset Management LLC Active manager +155K +40.5% 536K $907,000

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Perceptive Advisors LLC Hedge fund −5.1M Sold out 0 —
Millennium Management LLC Hedge fund −2.2M −81.5% 509K $865,657
Adage Capital Partners Gp, L.L.C. Hedge fund −1.0M Sold out 0 —
Susquehanna International Group, LLP −866K −69.8% 374K $635,824
Silverarc Capital Management, LLC −818K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −602K Sold out 0 —
Jane Street Group, LLC −518K −69.2% 230K $390,881
Franklin Resources Inc Active manager −511K Sold out 0 —
Tang Capital Management LLC Hedge fund −440K Sold out 0 —
Marshall Wace, LLP Hedge fund −291K −24.3% 904K $1.5M
Federated Hermes, Inc. Active manager −279K −88.8% 35K $59,945
Goldman Sachs Group Inc −264K −46.5% 304K $516,566
Jpmorgan Chase & Co −210K −76.8% 64K $109,433
HRT Financial LP −199K Sold out 0 —
Exoduspoint Capital Management, LP Hedge fund −192K Sold out 0 —
Morgan Stanley −184K −36.6% 319K $543,017
Qube Research & Technologies Ltd Hedge fund −172K −87.3% 25K $42,658
Skyoak Wealth, LLC −150K Sold out 0 —
Renaissance Technologies LLC Hedge fund −127K −9.1% 1.3M $2.1M
Xtx Topco Ltd −114K −51.2% 108K $184,001

New positions

largest by value
InstitutionSharesValue June 30, 2026
Orbimed Advisors LLC 2.1M $3.6M
Boxer Capital Management, LLCHedge fund 2.0M $3.4M
Affinity Asset Advisors, LLC 1.1M $1.8M
Ensign Peak Advisors, Inc 785K $1.3M
Nuveen, LLC 137K $232,329
Alliancebernstein L.P.Active manager 110K $214,695
Deutsche Bank Ag\ 102K $173,653
Squadron Capital Management LLC 100K $170,000
Price T Rowe Associates IncActive manager 84K $144,000
Graham Capital Management, L.P.Hedge fund 48K $81,464

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Perceptive Advisors LLCHedge fund 5.1M $10M
Adage Capital Partners Gp, L.L.C.Hedge fund 1.0M $1.9M
Silverarc Capital Management, LLC 818K $1.6M
Point72 Asset Management, L.P.Hedge fund 602K $1.2M
Franklin Resources IncActive manager 511K $996,614
Tang Capital Management LLCHedge fund 440K $857,762
HRT Financial LP 199K $387,000
Exoduspoint Capital Management, LPHedge fund 192K $373,770
Skyoak Wealth, LLC 150K $292,500
Entrypoint Capital, LLC 111K $216,206

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
111
Ten largest holders
60.2%
of 13F-reported shares
Index fund managers
26.4%
of 13F-reported shares
Active managers and hedge funds
19.8%
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 15 18 5 11 −7.1M −32.1%
Index fund managers 10 1 1 0 +11.1M +124.3%
Other institutions 40 32 22 17 +1.6M +4.2%

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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