IRON
Disc Medicine, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow +3.4% ·
net new positions -16.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | +7 | 22.99M | $1.68B | +9 | −2 |
| Q1 2026 | 79 | +1 | 22.38M | $1.43B | +7 | −6 |
| Q4 2025 | 77 | -1 | 22.10M | $1.75B | +1 | −2 |
| Q3 2025 | 17 | +3 | 15.61M | $1.03B | +3 | — |
| Q2 2025 | 11 | -1 | 11.75M | $622.02M | +1 | −2 |
| Q1 2025 | 9 | -1 | 6.07M | $301.51M | — | −1 |
| Q4 2024 | 10 | +3 | 5.16M | $327.26M | +3 | — |
| Q3 2024 | 6 | -1 | 5.16M | $253.75M | — | −1 |
| Q2 2024 | 7 | — | 5.00M | $225.18M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.84M | +4.8% | $90.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.84M | +4.8% | $90.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.84M | +4.8% | $90.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.84M | +4.8% | $90.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.84M | +4.8% | $90.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 1.13M | +0.9% | $55.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 1.13M | +0.9% | $55.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Point72 Asset Management ✦ | 755.87K | -0.7% | $37.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Adage Capital Partners ✦ | 550.00K | -11.1% | $27.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 474.72K | +17.6% | $23.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 474.72K | +17.6% | $23.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 411.02K | +27.8% | $20.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Marshall Wace | $554,361 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 203 holders, 40.63M shares, $2.48B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 8.40K sh · $656,091
Officer, Director · 12.71K sh · $1.01M
Officer, Director · 11.89K sh · $949,162
Officer · 804 sh · $66,445
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology