undamentalytics Newsletter

Sagimet Biosciences Inc.: which funds bought and sold

Institutions that bought and sold Sagimet Biosciences 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, 92 institutions that filed 13F reports for both quarters added to or opened positions in Sagimet Biosciences, and 34 cut or closed them. Together they added a net 37.2M shares, +278.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 9.7M shares (+154.2%); index fund managers were net buyers of 11.6M shares (+447.6%). 56 opened a new position and 24 sold out entirely.

Bought, Q2 2026 92 institutions, 56 of them new holders Sold, Q2 2026 34 institutions, 24 of them sold out
Net change, all compared +37.2M shares (+278.9%)
Net change, active managers +9.7M shares (+154.2%), 20 bought, 12 sold

Buyers versus sellers

institutions compared, 144
Active managers and hedge funds 20 bought · 12 sold · +9.7M
Index fund managers 10 bought · 1 sold · +11.6M
Other institutions 62 bought · 21 sold · +16.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +5.8M +722.0% 6.6M $50.8M
Balyasny Asset Management L.P. Hedge fund +3.6M New position 3.6M $28M
Silverarc Capital Management, LLC +2.9M New position 2.9M $22.6M
Bvf Inc +2.5M New position 2.5M $19.3M
Caligan Partners LP Hedge fund +2.5M New position 2.5M $19.3M
Federated Hermes, Inc. Active manager +2.1M +267085.0% 2.1M $16.1M
Great Point Partners LLC +2.0M New position 2.0M $15.7M
Woodline Partners LP Hedge fund +2.0M +199.8% 3.0M $23.2M
State Street Corp Index funds +1.9M +1449.1% 2.0M $15.4M
Affinity Asset Advisors, LLC +1.6M +187.8% 2.5M $19.3M
Saturn V Capital Management LP +1.5M New position 1.5M $11.4M
Vanguard Capital Management LLC Index funds +1.5M +133.5% 2.6M $19.8M
Geode Capital Management, LLC Index funds +1.1M +366.5% 1.4M $11.2M
Blue Owl Capital Holdings LP +927K +277.5% 1.3M $9.7M
Aberdeen Group PLC +848K New position 848K $6.6M
Goldman Sachs Group Inc +590K +348.5% 759K $5.9M
Ameriprise Financial Inc +581K New position 581K $4.5M
Vestal Point Capital, LP Hedge fund +535K New position 535K $4.1M
Boothbay Fund Management, LLC Hedge fund +464K New position 464K $3.6M
ADAR1 Capital Management, LLC Hedge fund +438K New position 438K $3.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund −966K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −389K −94.6% 22K $171,428
Renaissance Technologies LLC Hedge fund −279K −44.5% 347K $2.7M
Hudson Bay Capital Management LP Hedge fund −253K −83.6% 50K $384,823
Point72 Asset Management, L.P. Hedge fund −188K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −183K Sold out 0 —
683 Capital Management, LLC Hedge fund −126K Sold out 0 —
Squarepoint Ops LLC Hedge fund −119K Sold out 0 —
Susquehanna International Group, LLP −114K −91.2% 11K $84,644
Bridgeway Capital Management, LLC Active manager −78K −26.1% 222K $1.7M
Omers Administration Corp −41K Sold out 0 —
Fny Investment Advisers, LLC −41K −27.1% 109K $844,000
Man Group PLC Hedge fund −40K −74.2% 14K $107,107
Xtx Topco Ltd −38K Sold out 0 —
Landscape Capital Management, L.L.C. −33K Sold out 0 —
Acadian Asset Management LLC Active manager −30K Sold out 0 —
Jump Financial, LLC −29K Sold out 0 —
HRT Financial LP −27K Sold out 0 —
Brevan Howard Capital Management LP Hedge fund −21K Sold out 0 —
Jane Street Group, LLC −17K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Balyasny Asset Management L.P.Hedge fund 3.6M $28M
Silverarc Capital Management, LLC 2.9M $22.6M
Bvf Inc 2.5M $19.3M
Caligan Partners LPHedge fund 2.5M $19.3M
Great Point Partners LLC 2.0M $15.7M
Saturn V Capital Management LP 1.5M $11.4M
Aberdeen Group PLC 848K $6.6M
Ameriprise Financial Inc 581K $4.5M
Vestal Point Capital, LPHedge fund 535K $4.1M
Boothbay Fund Management, LLCHedge fund 464K $3.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Marshall Wace, LLPHedge fund 966K $5M
Point72 Asset Management, L.P.Hedge fund 188K $980,022
Qube Research & Technologies LtdHedge fund 183K $954,806
683 Capital Management, LLCHedge fund 126K $660,174
Squarepoint Ops LLCHedge fund 119K $619,790
Omers Administration Corp 41K $214,747
Xtx Topco Ltd 38K $199,067
Landscape Capital Management, L.L.C. 33K $174,468
Acadian Asset Management LLCActive manager 30K $154,000
Jump Financial, LLC 29K $151,270

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
122
Ten largest holders
59.4%
of 13F-reported shares
Index fund managers
27.7%
of 13F-reported shares
Active managers and hedge funds
32.3%
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 13 7 +9.7M +154.2%
Index fund managers 10 1 3 1 +11.6M +447.6%
Other institutions 62 21 40 16 +16.0M +357.6%

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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