LENZ
LENZ Therapeutics, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more 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 | 61 | 0 | 17.94M | $101.96M | +9 | −9 |
| Q1 2026 | 63 | -5 | 16.96M | $155.30M | +10 | −15 |
| Q4 2025 | 68 | +1 | 17.01M | $272.30M | +3 | −2 |
| Q3 2025 | 14 | +1 | 5.86M | $273.11M | +1 | — |
| Q2 2025 | 10 | -1 | 5.40M | $158.18M | — | −1 |
| Q1 2025 | 8 | 0 | 2.39M | $61.53M | +2 | −2 |
| Q4 2024 | 8 | +1 | 2.51M | $72.56M | +1 | — |
| Q3 2024 | 6 | +1 | 1.75M | $41.57M | +2 | −1 |
| Q2 2024 | 5 | — | 1.34M | $23.21M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Point72 Asset Management ✦ | 864.94K | 0.0% | $20.53M | 0.1% | Held | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 448.63K | New | $10.65M | 0.0% | New | 1 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 448.63K | New | $10.65M | 0.0% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 338.02K | -6.1% | $8.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 338.02K | -6.1% | $8.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 49.27K | -18.1% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 25.51K | -25.6% | $605,536 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 24.62K | New | $584,502 | 0.0% | New | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 24.62K | New | $584,502 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| T. Rowe Price | $10.65M | 0.0% |
| T. Rowe Price | $10.65M | 0.0% |
| Wellington Management | $584,502 | 0.0% |
| Wellington Management | $584,502 | 0.0% |
Exited
| Marshall Wace | $389,959 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 143 holders, 33.15M shares, $300.01M 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.