126 tracked 13F filers disclose a position in SEPN as of the latest SEC 13F filings, a combined $1.2B 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. | $168.1M | 7.0M | —Held | Q1 2026 | |
| 2 | TRV GP V, LLC | $208.2M | 6.2M | —Held | Q2 2026 | |
| 3 | TRV GP VI, LLC | $141.0M | 4.2M | —Held | Q2 2026 | |
| 4 | Samsara BioCapital, LLC | $75.7M | 3.1M | —Held | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $69.8M | 2.9M | ▲+7.0% Added · +191K sh | Q1 2026 | |
| 6 | Siren, L.L.C. | $63.6M | 1.9M | ▼−5.0% Reduced · −100K sh | Q2 2026 | |
| 7 | BlackRock, Inc. | $43.8M | 1.8M | ▲+1.1% Added · +21K sh | Q1 2026 | |
| 8 | BVF INC/IL | $32.5M | 1.4M | ▼−21% Reduced · −368K sh | Q1 2026 | |
| 9 | Avoro Capital Advisors LLC | $44.8M | 1.3M | —Held | Q2 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $28.8M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 11 | ADAR1 Capital Management, LLC | $26.2M | 1.1M | ▼−5.8% Reduced · −68K sh | Q1 2026 | |
| 12 | PRIMECAP MANAGEMENT CO/CA/ | $25.2M | 1.0M | ▲+92% Added · +503K sh | Q1 2026 | |
| 13 | Janus Henderson Group Ltd. | $21.3M | 891K | ▲New +891K sh | Q1 2026 | |
| 14 | First Light Asset Management, LLC | $17.6M | 733K | ▲+18% Added · +112K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $22.8M | 679K | ▲+5.3% Added · +34K sh | Q2 2026 | |
| 16 | STATE STREET CORP | $21.9M | 653K | ▲+3.4% Added · +21K sh | Q2 2026 | |
| 17 | Casdin Capital, LLC | $13.3M | 553K | —Held | Q1 2026 | |
| 18 | Catalio Capital Management, LP | $18.0M | 536K | ▲+82% Added · +242K sh | Q2 2026 | |
| 19 | Venrock Adviser, LLC | $12.2M | 506K | ▼−17% Reduced · −105K sh | Q1 2026 | |
| 20 | ALGERT GLOBAL LLC | $13.3M | 397K | ▲19× Added · +376K sh | Q2 2026 | |
| 21 | Soleus Capital Management, L.P. | $9.2M | 275K | —Held | Q2 2026 | |
| 22 | BALYASNY ASSET MANAGEMENT L.P. | $5.7M | 237K | ▲66× Added · +233K sh | Q1 2026 | |
| 23 | Universal- Beteiligungs- und Servicegesellschaft mbH | $7.5M | 223K | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.7M | 195K | →First observed position No prior filed position | Q1 2026 | |
| 25 | Kalehua Capital Management LLC | $6.5M | 195K | —Held | Q2 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, 8 funds opened a new position in SEPN and 20 added to an existing one, while 21 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 |
|---|---|---|
| NVIDIA CORPNVDA | 60 funds | $224.3B |
| AMAZON.COM INCAMZN | 60 funds | $106.3B |
| MICROSOFT CORPMSFT | 59 funds | $150.8B |
| MICRON TECHNOLOGY INCMU | 59 funds | $25.9B |
| ALPHABET INC-CL AGOOGL | 58 funds | $83.7B |
| META PLATFORMS INC-CLASS AMETA | 58 funds | $62.1B |
| BROADCOM INCAVGO | 57 funds | $84.9B |
| ELI LILLY & COLLY | 57 funds | $49.8B |
| ROSS STORES INCROST | 57 funds | $8.0B |
| COSTCO WHOLESALE CORPCOST | 56 funds | $18.8B |
| BANK OF AMERICA CORPBAC | 56 funds | $14.8B |
| BRISTOL-MYERS SQUIBB COBMY | 56 funds | $8.7B |
Ranked by how many of SEPN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | RA CAPITAL MANAGEMENT, L.P. | Director, 10% Owner | Sell (S) | 747K | $31.7M |
| Aug 12, 2026 | RA CAPITAL MANAGEMENT, L.P. | Director, 10% Owner | Sell (S) | 747K | $31.7M |
| Aug 12, 2026 | Third Rock Ventures V, L.P. | 10% Owner | Buy (S) | 147K | $7.4M |
| Aug 12, 2026 | Third Rock Ventures V, L.P. | 10% Owner | Buy (S) | 141 | $7K |
| Aug 11, 2026 | Bhatt Elizabeth | President and COO | Sell (S) | 25K | $1.1M |
| Aug 3, 2026 | Long Daniel D. | SVP, Drug Discovery | Sell (S) | 1K | $34K |
| Aug 3, 2026 | Long Daniel D. | SVP, Drug Discovery | Sell (S) | 2K | $81K |
| Jul 15, 2026 | Bhatt Elizabeth | President and COO | Sell (S) | 4K | $136K |
| Jul 1, 2026 | Long Daniel D. | SVP, Drug Discovery | Sell (S) | 2K | $72K |
| Jul 1, 2026 | Long Daniel D. | SVP, Drug Discovery | Sell (S) | 1K | $43K |
| Jun 29, 2026 | Shaikhly Samira | Chief People Officer | Sell (S) | 2K | $77K |
| Jun 22, 2026 | Long Daniel D. | SVP, Drug Discovery | Sell (S) | 8K | $281K |
Connected entities for SEPN
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/SEPN/capital-change-brief"
Use Arkolith's capital_change_brief for SEPN. 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 SEPN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.