Among active 13F managers last quarter, 21 opened and 8 added, while none reduced or exited; the largest holder to move was Montanova Capital, LLC (58× the prior stake). Over the last 180 days, 3 insiders bought and 3 insiders sold, a net +$825K in open-market trades.
Funds lean in and no leg opposes.
44 tracked 13F filers disclose a position in SNSE as of the latest SEC 13F filings, a combined $284.1M 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 | Montanova Capital, LLC | 2.0M | $50.5M | ▲58× Added · +2.0M sh | Q2 2026 | |
| 2 | Avoro Capital Advisors LLC | 1.4M | $36.1M | ▲New +1.4M sh | Q2 2026 | |
| 3 | Baker Bros. Advisors LP | 1.3M | $32.2M | ▲New +1.3M sh | Q2 2026 | |
| 4 | Cormorant Asset Management, LP | 1.0M | Withheld | ▲+236% Added · +722K sh | Q2 2026 | |
| 5 | Ra Capital Management, L.P. | 722K | $18.1M | ▲New +722K sh | Q2 2026 | |
| 6 | Logos Global Management LP | 722K | $18.1M | ▲24× Added · +692K sh | Q2 2026 | |
| 7 | Vivo Capital, LLC | 722K | $18.1M | —Held | Q2 2026 | |
| 8 | Fairmount Funds Management LLC | 722K | $18.1M | ▲New +722K sh | Q2 2026 | |
| 9 | Caligan Partners LP | 629K | $15.7M | ▲+400% Added · +503K sh | Q2 2026 | |
| 10 | B Group, Inc. | 610K | $15.3M | ▲New +610K sh | Q2 2026 | |
| 11 | Trails Edge Capital Partners, LP | 515K | $12.9M | ▲+312% Added · +390K sh | Q2 2026 | |
| 12 | Octagon Capital Advisors LP | 361K | $9.0M | ▲New +361K sh | Q2 2026 | |
| 13 | Boxer Capital Management, LLC | 181K | $4.5M | ▲New +181K sh | Q2 2026 | |
| 14 | Patient Square Capital LP | 175K | $4.4M | ▲New +175K sh | Q2 2026 | |
| 15 | Millennium Management LLC | 147K | $4.6M | ▲New +147K sh | Q1 2026 | |
| 16 | Alyeska Investment Group, L.P. | 144K | $3.6M | ▲New +144K sh | Q2 2026 | |
| 17 | Boothbay Fund Management, LLC | 134K | $3.3M | ▲+412% Added · +108K sh | Q2 2026 | |
| 18 | Franklin Templeton Inc | 134K | $4.2M | ▲New +134K sh | Q1 2026 | |
| 19 | AWM Investment Company, Inc. | 111K | $2.8M | ▲New +111K sh | Q2 2026 | |
| 20 | Richmond Investment Services, LLC | 80K | $2.0M | ▲New +80K sh | Q2 2026 | |
| 21 | Marshall Wace, LLP | 66K | $2.1M | ▲New +66K sh | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 62K | $1.9M | ▲New +62K sh | Q1 2026 | |
| 23 | Ikarian Capital, LLC | 35K | $885K | ▲+457% Added · +29K sh | Q2 2026 | |
| 24 | Bank Of America Corp | 33K | $1.0M | ▲108× Added · +33K sh | Q1 2026 | |
| 25 | Renaissance Technologies LLC | 32K | $1.0M | ▲+178% Added · +21K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 21 funds opened a new position in SNSE and 8 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Revolution Medicines IncRVMD | 21 funds | $3.8B |
| Cogent Biosciences IncCOGT | 21 funds | $683.8M |
| Dianthus Therapeutics IncDNTH | 18 funds | $1.1B |
| Definium Therapeutics IncDFTX | 18 funds | $834.4M |
| Abivax Sa-ADRABVX | 17 funds | $1.3B |
| Praxis Precision Medicines IPRAX | 17 funds | $1.2B |
| Vaxcyte IncPCVX | 17 funds | $990.6M |
| Xenon Pharmaceuticals IncXENE | 17 funds | $777.8M |
| Tango Therapeutics IncTNGX | 17 funds | $764.7M |
| Aura Biosciences IncAURA | 17 funds | $160.2M |
| Insmed IncINSM | 16 funds | $2.0B |
| Acadia Pharmaceuticals IncACAD | 16 funds | $1.3B |
Ranked by how many of SNSE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SNSE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Stephenson Brian C | Chief Financial Officer | Buy (P) 2 lots, same day | 5K | $117K |
| Jun 30, 2026 | Stephenson Brian C | Chief Financial Officer | Buy (P) 3 lots, same day | 8K | $189K |
| Jun 29, 2026 | Stephenson Brian C | Chief Financial Officer | Buy (P) | 831 | $19K |
| Jun 26, 2026 | Stephenson Brian C | Chief Financial Officer | Buy (P) 4 lots, same day | 6K | $156K |
| Jun 24, 2026 | Stephenson Brian C | Chief Financial Officer | Buy (P) 4 lots, same day | 9K | $245K |
| Jun 23, 2026 | Stephenson Brian C | Chief Financial Officer | Buy (P) 3 lots, same day | 9K | $225K |
| Jun 22, 2026 | Stephenson Brian C | Chief Financial Officer | Buy (P) 5 lots, same day | 8K | $181K |
| Jun 22, 2026 | Parikh Anand Kiran | President and CEO, Director | Buy (P) | 3K | $55K |
| Jun 1, 2026 | Cambrian BioPharma Inc | 10% Owner | Sell (S) 2 lots, same day | 25K | $501K |
| Jun 1, 2026 | Peyer James | 10% Owner | Sell (S) 2 lots, same day | 25K | $501K |
| Apr 7, 2026 | Millennium Management Llc | 10% Owner | Sell (S) 5 lots, same day | 8K | $253K |
| Apr 7, 2026 | Millennium Management Llc | 10% Owner | Buy (P) | 1K | $37K |
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 | 12 | 0 | – |
Insiders Form 4 open-market | 3 | 3 | +$825K |
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 SNSE
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/SNSE/capital-change-brief"
Use Arkolith's capital_change_brief for SNSE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for SNSE. Filings are public domain, sourced to SEC EDGAR.