| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | $38.2M | 4.2M | —Held | Q1 2026 | |
| 2 | FMR LLC | $32.9M | 3.6M | ▼−2.8% Reduced · −105K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $18.1M | 2.0M | ▲+17% Added · +285K sh | Q1 2026 | |
| 4 | Squarepoint Ops LLC | $13.8M | 1.5M | ▲+206% Added · +1.0M sh | Q1 2026 | |
| 5 | Aberdeen Group plc | $10.6M | 1.2M | ▲+136% Added · +667K sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $10.1M | 1.1M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $9.5M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $8.0M | 869K | ▲+61% Added · +330K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $5.9M | 649K | ▲+178% Added · +415K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $5.0M | 548K | ▲+377% Added · +433K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $4.8M | 525K | ▲+14% Added · +63K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $4.6M | 501K | ▲+71% Added · +208K sh | Q1 2026 | |
| 13 | PRIMECAP MANAGEMENT CO/CA/ | $4.3M | 472K | ▲+27% Added · +100K sh | Q1 2026 | |
| 14 | Alyeska Investment Group, L.P. | $4.2M | 463K | —Held | Q1 2026 | |
| 15 | TANG CAPITAL MANAGEMENT LLC | $4.1M | 451K | ▼−48% Reduced · −414K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $3.7M | 402K | ▼−21% Reduced · −109K sh | Q1 2026 | |
| 17 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $2.6M | 283K | ▲+62% Added · +109K sh | Q1 2026 | |
| 18 | Rock Springs Capital Management LP | $2.4M | 257K | —Held | Q1 2026 | |
| 19 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $2.2M | 241K | —Held | Q1 2026 | |
| 20 | XTX Topco Ltd | $2.0M | 221K | ▲+158% Added · +135K sh | Q1 2026 | |
| 21 | Trexquant Investment LP | $2.0M | 214K | ▲+24% Added · +41K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $1.7M | 186K | ▲+15% Added · +24K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $1.7M | 184K | ▼−29% Reduced · −74K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $1.5M | 160K | ▲+355% Added · +125K sh | Q1 2026 | |
| 25 | UBS Group AG | $1.4M | 157K | ▼−90% Reduced · −1.4M 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.
| Company | Co-held by | Combined value |
|---|---|---|
| DANAHER CORPDHR | 49 funds | $1.4B |
| BOSTON SCIENTIFIC CORPBSX | 49 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $9.9B |
| ELI LILLY & COLLY | 48 funds | $5.6B |
| NVIDIA CORPNVDA | 47 funds | $29.6B |
| MICRON TECHNOLOGY INCMU | 47 funds | $4.7B |
| CVS HEALTH CORPCVS | 47 funds | $701.7M |
| MICROSOFT CORPMSFT | 46 funds | $22.2B |
| AMAZON.COM INCAMZN | 46 funds | $16.4B |
| BROADCOM INCAVGO | 46 funds | $10.9B |
| LAM RESEARCH CORPLRCX | 46 funds | $2.5B |
| UNITEDHEALTH GROUP INCUNH | 46 funds | $2.1B |
Ranked by how many of LENZ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 27, 2026 | Chevallard Daniel R. | Chief Financial Officer | Buy (P) | 8K | $64K |
| Mar 27, 2026 | Schimmelpennink Evert B. | President, CEO and Secretary, Director | Buy (P) | 28K | $251K |
| Mar 27, 2026 | George Jeffrey P. | Director | Buy (P) | 6K | $50K |
| Nov 17, 2025 | Olsson Shawn | Chief Commercial Officer | Sell (S) | 4K | $108K |
| Nov 17, 2025 | Olsson Shawn | Chief Commercial Officer | Sell (S) | 6K | $153K |
| Nov 7, 2025 | Chevallard Daniel R. | Chief Financial Officer | Buy (P) | 2K | $50K |
| Nov 7, 2025 | Chevallard Daniel R. | Chief Financial Officer | Buy (P) | 20 | $454 |
| Nov 7, 2025 | MCCOLLUM JAMES W | Director | Buy (P) | 11K | $239K |
| Sep 30, 2025 | Versant Vantage II GP-GP, LLC | 10% Owner | Sell (S) | 34K | $1.6M |
| Sep 30, 2025 | Versant Vantage II GP-GP, LLC | 10% Owner | Sell (S) | 50K | $2.3M |
| Sep 30, 2025 | Versant Vantage II GP-GP, LLC | 10% Owner | Sell (S) | 83K | $3.9M |
| Sep 30, 2025 | Versant Vantage II GP-GP, LLC | 10% Owner | Sell (S) | 58K | $2.7M |
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/LENZ/capital-change-brief"
Use Arkolith's capital_change_brief for LENZ. 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 LENZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.