73 tracked 13F filers disclose a position in IPSC as of the latest SEC 13F filings, a combined $285.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | $40.1M | 17.8M | ▲New +17.8M sh | Q1 2026 | |
| 2 | TCG Crossover Management, LLC | $39.0M | 17.8M | ▲New +17.8M sh | Q1 2026 | |
| 3 | Deep Track Capital, LP | $21.4M | 9.5M | ▲New +9.5M sh | Q1 2026 | |
| 4 | RTW INVESTMENTS, LP | $21.3M | 8.7M | —Held | Q2 2026 | |
| 5 | Venrock Adviser, LLC | $19.7M | 8.7M | ▲New +8.7M sh | Q1 2026 | |
| 6 | Commodore Capital LP | $19.7M | 8.7M | ▲New +8.7M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $12.9M | 5.7M | →First observed position No prior filed position | Q1 2026 | |
| 8 | BALYASNY ASSET MANAGEMENT L.P. | $11.3M | 5.0M | ▲New +5.0M sh | Q1 2026 | |
| 9 | Point72 Asset Management, L.P. | $12.2M | 5.0M | ▼−16% Reduced · −984K sh | Q2 2026 | |
| 10 | MILLENNIUM MANAGEMENT LLC | $10.5M | 4.7M | ▲+665% Added · +4.1M sh | Q1 2026 | |
| 11 | Trails Edge Capital Partners, LP | $10.1M | 4.1M | ▲+69% Added · +1.7M sh | Q2 2026 | |
| 12 | Spruce Street Capital LP | $9.9M | 4.1M | —Held | Q2 2026 | |
| 13 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $8.6M | 3.8M | ▲+106% Added · +2.0M sh | Q1 2026 | |
| 14 | Woodline Partners LP | $6.9M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $7.3M | 3.0M | ▲+129% Added · +1.7M sh | Q2 2026 | |
| 16 | DAFNA Capital Management LLC | $5.5M | 2.4M | ▼−13% Reduced · −359K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $5.4M | 2.4M | ▲+59% Added · +876K sh | Q1 2026 | |
| 18 | STATE STREET CORP | $4.5M | 1.8M | ▲+377% Added · +1.5M sh | Q2 2026 | |
| 19 | BlackRock, Inc. | $3.4M | 1.5M | ▲+153% Added · +923K sh | Q1 2026 | |
| 20 | Rock Springs Capital Management LP | $3.2M | 1.3M | —Held | Q2 2026 | |
| 21 | Casdin Capital, LLC | $2.8M | 1.2M | —Held | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $2.0M | 907K | ▼−33% Reduced · −442K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $1.6M | 693K | →First observed position No prior filed position | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $1.5M | 674K | ▲New +674K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $522K | 231K | ▲+120% Added · +126K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 24 funds opened a new position in IPSC and 7 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| COGENT BIOSCIENCES INCCOGT | 31 funds | $865.7M |
| NVIDIA CORPNVDA | 30 funds | $30.4B |
| INTEL CORPINTC | 30 funds | $2.2B |
| SEAGATE TECHNOLOGY HOLDINGSSTX | 30 funds | $1.5B |
| ERASCA INCERAS | 30 funds | $906.6M |
| ALPHABET INC-CL AGOOGL | 29 funds | $13.5B |
| MICRON TECHNOLOGY INCMU | 29 funds | $5.8B |
| ELI LILLY & COLLY | 29 funds | $5.3B |
| ADVANCED MICRO DEVICESAMD | 29 funds | $3.8B |
| SANDISK CORPSNDK | 29 funds | $3.2B |
| INTUITIVE SURGICAL INCISRG | 29 funds | $3.1B |
| UNITEDHEALTH GROUP INCUNH | 29 funds | $2.9B |
Ranked by how many of IPSC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Carr Douglas | SVP Finance & Operations | Sell (S) | 275 | $544 |
| Jun 12, 2026 | Russotti Gregory | See Remarks | Sell (S) | 3K | $6K |
| Jun 12, 2026 | Carr Douglas | SVP Finance & Operations | Sell (S) | 2K | $4K |
| Jun 8, 2026 | Russotti Gregory | See Remarks | Sell (S) | 524 | $1K |
| Jun 8, 2026 | Carr Douglas | SVP Finance & Operations | Sell (S) | 249 | $526 |
| May 4, 2026 | Carr Douglas | SVP Finance & Operations | Sell (S) | 264 | $618 |
| Mar 12, 2026 | Carr Douglas | SVP Finance & Operations | Sell (S) | 7K | $18K |
| Mar 12, 2026 | Russotti Gregory | See Remarks | Sell (S) | 10K | $26K |
| Mar 9, 2026 | Carr Douglas | SVP Finance & Operations | Sell (S) | 247 | $627 |
| Mar 9, 2026 | Russotti Gregory | See Remarks | Sell (S) | 479 | $1K |
| Feb 3, 2026 | Carr Douglas | SVP Finance & Operations | Sell (S) | 323 | $588 |
| Dec 22, 2025 | Cowan Chad | Chief Scientific Officer | Buy (P) | 58K | $49K |
Connected entities for IPSC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IPSC/capital-change-brief"
Use Arkolith's capital_change_brief for IPSC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IPSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.