Among active 13F managers last quarter, 16 opened and 13 added, while 14 reduced; the largest holder to move was Renaissance Technologies LLC (+73%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
87 tracked 13F filers disclose a position in BDTX as of the latest SEC 13F filings, a combined $56.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NEA Management Company, LLC | 4.4M | $8.2M | —Held | Q2 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | 4.0M | Withheld | ▼−62% Reduced · −6.5M sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 3.9M | $7.2M | ▲+254% Added · +2.8M sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 2.1M | $3.9M | ▲+15% Added · +275K sh | Q2 2026 | |
| 5 | Defilade Capital Management, L.P. | 1.7M | $3.1M | ▲New +1.7M sh | Q2 2026 | |
| 6 | Renaissance Technologies LLC | 1.6M | $3.5M | ▲+73% Added · +694K sh | Q1 2026 | |
| 7 | Dimensional Fund Advisors LP | 1.3M | $2.8M | ▲+52% Added · +445K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 1.2M | $2.3M | ▲+127% Added · +682K sh | Q2 2026 | |
| 9 | Connor, Clark & Lunn Investment Management Ltd. | 1.1M | $2.0M | ▲+3.3% Added · +34K sh | Q2 2026 | |
| 10 | AWM Investment Company, Inc. | 1.0M | $1.9M | ▲+90% Added · +475K sh | Q2 2026 | |
| 11 | Marshall Wace, LLP | 836K | $1.8M | ▼−25% Reduced · −274K sh | Q1 2026 | |
| 12 | Arrowstreet Capital, Limited Partnership | 835K | $1.8M | ▼−20% Reduced · −206K sh | Q1 2026 | |
| 13 | Bridgeway Capital Management, LLC | 791K | $1.5M | ▲+9.4% Added · +68K sh | Q2 2026 | |
| 14 | Goldman Sachs Group Inc | 684K | $1.5M | ▲+110% Added · +359K sh | Q1 2026 | |
| 15 | FMR LLC | 644K | $1.2M | ▲+3.2% Added · +20K sh | Q2 2026 | |
| 16 | UBS Group AG | 565K | $1.2M | ▲+119% Added · +307K sh | Q1 2026 | |
| 17 | State Street Corp | 525K | $971K | ▲+146% Added · +312K sh | Q2 2026 | |
| 18 | Balyasny Asset Management L.P. | 511K | $1.1M | ▲New +511K sh | Q1 2026 | |
| 19 | Northern Trust Corp | 465K | $990K | ▼−1.7% Reduced · −8K sh | Q1 2026 | |
| 20 | Vanguard Portfolio Management LLC | 407K | $753K | ▲+337% Added · +314K sh | Q2 2026 | |
| 21 | D. E. Shaw & Co., Inc. | 364K | $775K | ▼−45% Reduced · −292K sh | Q1 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 310K | $573K | ▲+19% Added · +50K sh | Q2 2026 | |
| 23 | Panagora Asset Management Inc | 295K | $546K | ▲New +295K sh | Q2 2026 | |
| 24 | O'shaughnessy Asset Management, LLC | 289K | $534K | ▲+59% Added · +107K sh | Q2 2026 | |
| 25 | Stifel Financial Corp | 279K | $594K | ▲+1.3% Added · +4K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 16 funds opened a new position in BDTX and 13 added to an existing one, while 14 reduced. 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 | Their position there |
|---|---|---|
| Eli Lilly & CoLLY | 45 funds | $32.7B |
| Nvidia CorpNVDA | 44 funds | $164.8B |
| Apple IncAAPL | 44 funds | $117.4B |
| Alphabet Inc-CL AGOOGL | 44 funds | $79.5B |
| Amazon.com IncAMZN | 44 funds | $73.4B |
| Visa Inc-Class A SharesV | 44 funds | $22.6B |
| Costco Wholesale CorpCOST | 44 funds | $13.3B |
| Microsoft CorpMSFT | 43 funds | $96.0B |
| Alphabet Inc-CL CGOOG | 43 funds | $49.0B |
| Meta Platforms Inc-Class AMETA | 43 funds | $39.8B |
| JPMorgan Chase & CoJPM | 43 funds | $23.7B |
| General ElectricGE | 43 funds | $13.6B |
Ranked by how many of BDTX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BDTX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 19, 2025 | Biotech Growth N V | 10% Owner | Sell (S) 7 lots, same day | 5.8M | $12.0M |
| Aug 28, 2024 | Versant Voyageurs I Parallel, L.P. | 10% Owner | Sell (S) | 222K | $1.4M |
| Oct 17, 2023 | Biotech Growth N V | 10% Owner | Buy (P) | 400K | $936K |
| Jul 5, 2023 | Ra Capital Management, L.p. | Director | Buy (P) | 936K | $4.7M |
| Jul 5, 2023 | Behbahani Ali | Director | Buy (P) | 1.0M | $5.0M |
| Jun 30, 2023 | Bb Biotech Ag | 10% Owner | Buy (P) | 1.0M | $5.0M |
| Jun 27, 2023 | Biotech Growth N V | 10% Owner | Buy (P) | 1.7M | $9.6M |
| Jun 27, 2023 | Epstein David M. | SEE REMARKS, Director | Sell (S) | 25K | $168K |
| Dec 22, 2022 | Ni Fang | SEE REMARKS | Buy (P) | 36K | $47K |
| Dec 21, 2022 | Ni Fang | SEE REMARKS | Buy (P) | 20K | $26K |
| Oct 31, 2022 | Biotech Growth N V | 10% Owner | Buy (P) | 100K | $225K |
| Oct 28, 2022 | Bb Biotech Ag | 10% Owner | Buy (P) | 173K | $377K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 30 | 27 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BDTX
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/BDTX/capital-change-brief"
Use Arkolith's capital_change_brief for BDTX. 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 BDTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.