TWST
Twist Bioscience Corporation · Healthcare · Medical - Diagnostics & Research
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -2.6% · nuevas posiciones netas -5.6% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.77K | $725,583 | n/a | n/a |
| Q2 2026 | 114 | +9 | 54.74M | $5.63B | +15 | −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 | n/a | −3 |
| Q1 2025 | 16 | +1 | 15.75M | $618.44M | +2 | −1 |
| Q4 2024 | 15 | 0 | 15.20M | $706.21M | n/a | n/a |
| Q3 2024 | 14 | +1 | 11.38M | $514.14M | +2 | −1 |
| Q2 2024 | 13 | n/a | 12.61M | $621.59M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | ARK Investment Management ✦ | 6.73M | +5.1% | $189.29M | 1.1% | ▲ Add | 6 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 6.18M | -1.6% | $173.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 3 | The Vanguard Group ✦ (pasivo) | 5.77M | -1.1% | $162.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (pasivo) | 3.09M | +23.5% | $86.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.04M | n/a | $57.31M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 6 | Millennium Management ✦ | 1.79M | +151.6% | $50.48M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 1.63M | n/a | $45.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Morgan Stanley ✦ | 1.49M | n/a | $41.99M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 9 | Geode Capital Management ✦ (pasivo) | 1.45M | +1.7% | $40.76M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 10 | Baillie Gifford ✦ | 1.26M | +62.8% | $35.53M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 11 | Point72 Asset Management ✦ | 530.03K | -75.4% | $14.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 299.81K | -48.0% | $8.44M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 13 | Fidelity (FMR) ✦ | 219.53K | +1.1% | $6.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 207.91K | +40.0% | $5.85M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 15 | Citadel Advisors ✦ | 115.25K | -92.3% | $3.24M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 16 | Two Sigma Investments ✦ | 73.75K | -36.4% | $2.08M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 53.85K | +9.3% | $1.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Marshall Wace ✦ | 44.07K | Nuevo | $1.24M | 0.0% | New | 1 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Marshall Wace | $1.24M | 0.0% |
Posición cerrada
| Norges Bank | $737,382 | era 0.0% |
| Renaissance Technologies | $507,702 | 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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 · 2.46K acc. · $384,823
Officer, Director · 45 acc. · $9,336
Officer, Director · 146 acc. · $30,199
Officer, Director · 297 acc. · $61,116
Officer, Director · 290 acc. · $59,392
Officer, Director · 432 acc. · $87,958
Officer, Director · 1.02K acc. · $205,763
Officer, Director · 1.84K acc. · $368,806
Officer, Director · 481 acc. · $96,804
Officer · 25.71K acc. · $4.86M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología