TWST
Twist Bioscience Corporation · Healthcare · Medical - Diagnostics & Research
Señales de momentum (gestores comparables):
amplitud de titulares +6.7% ·
flujo de acciones +3.7% ·
nuevas posiciones netas +6.2%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 113 | +8 | 54.73M | $5.62B | +14 | −6 |
| Q1 2026 | 108 | +15 | 51.20M | $2.43B | +20 | −5 |
| Q4 2025 | 92 | -2 | 51.46M | $1.63B | +1 | −3 |
| Q3 2025 | 18 | 0 | 32.97M | $927.70M | +1 | −2 |
| Q2 2025 | 16 | -3 | 28.73M | $1.06B | — | −3 |
| Q1 2025 | 16 | +1 | 15.75M | $618.44M | +2 | −1 |
| Q4 2024 | 15 | 0 | 15.20M | $706.21M | — | — |
| Q3 2024 | 14 | +1 | 11.38M | $514.14M | +2 | −1 |
| Q2 2024 | 13 | — | 12.61M | $621.59M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | ARK Investment Management ✦ | 6.24M | +11.5% | $245.05M | 2.5% | ▲ Add | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 2.69M | +5.9% | $105.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Point72 Asset Management ✦ | 1.43M | Nuevo | $56.25M | 0.2% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.42M | +3.3% | $55.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 1.42M | +3.3% | $55.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 1.07M | -23.6% | $42.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 760.95K | -3.2% | $29.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 760.95K | -3.2% | $29.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 760.95K | -3.2% | $29.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 760.95K | -3.2% | $29.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 760.95K | -3.2% | $29.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Baillie Gifford ✦ | 732.01K | -5.9% | $28.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Baillie Gifford ✦ | 732.01K | -5.9% | $28.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Baillie Gifford ✦ | 732.01K | -5.9% | $28.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Baillie Gifford ✦ | 732.01K | -5.9% | $28.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Marshall Wace ✦ | 318.19K | -62.4% | $12.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 318.19K | -62.4% | $12.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Millennium Management ✦ | 308.22K | -51.4% | $12.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 265.65K | +65.2% | $10.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 265.65K | +65.2% | $10.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 265.65K | +65.2% | $10.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 265.65K | +65.2% | $10.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 265.65K | +65.2% | $10.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 193.91K | -51.4% | $7.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 140.68K | -59.5% | $5.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Norges Bank ✦ (pasivo) | 82.38K | -49.5% | $3.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 45.76K | +10.5% | $1.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Fisher Asset Management ✦ | 39.41K | Nuevo | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 5.69K | -94.7% | $223,350 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $56.25M | 0.2% |
| Fisher Asset Management | $1.55M | 0.0% |
Posición cerrada
| Gotham Asset Management | $786,505 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 279 tenedores, 76.80M acciones, $3.56B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 854 acc. · $120,220
Officer · 669 acc. · $93,035
Officer · 1.60K acc. · $222,227
Officer · 1.97K acc. · $273,265
Officer · 1.36K acc. · $189,130
Officer · 4.05K acc. · $562,661
Officer, Director · 6.64K acc. · $923,259
Officer · 14.21K acc. · $1.84M
Officer · 2.00K acc. · $245,162
Officer · 6.30K acc. · $761,860
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología