IRON
Disc Medicine, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +17.7% ·
net new positions -11.1%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.12M | $73.28M | n/a | −1 |
| 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 | n/a |
| Q2 2025 | 11 | -1 | 11.75M | $622.02M | +1 | −2 |
| Q1 2025 | 9 | -1 | 6.07M | $301.51M | n/a | −1 |
| Q4 2024 | 10 | +3 | 5.16M | $327.26M | +3 | n/a |
| Q3 2024 | 6 | -1 | 5.16M | $253.75M | n/a | −1 |
| Q2 2024 | 7 | n/a | 5.00M | $225.18M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 2.34M | +67.9% | $116.33M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 2 | T. Rowe Price ✦ | 1.36M | -2.6% | $67.42M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 918.57K | +19.5% | $45.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 571.98K | +21.0% | $28.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Adage Capital Partners ✦ | 300.00K | -14.3% | $14.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 219.60K | +170.5% | $10.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 191.22K | +121.3% | $9.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 108.50K | +1277.1% | $5.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 62.21K | -89.5% | $3.09M | 0.0% | ▼ Trim | 4 | 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
| Point72 Asset Management | $852,380 | 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)
Director · 266 sh · $21,341
Director · 11.47K sh · $920,238
Director · 13.78K sh · $1.11M
Director · 2.87K sh · $229,377
Director · 55 sh · $4,397
Director · 2.39K sh · $190,921
Director · 5.94K sh · $474,782
Director · 115 sh · $9,197
Director · 4.94K sh · $395,212
Director · 27.14K sh · $1.90M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology