ZBIO

Zenas Biopharma Inc
Health CareUSCUSIP 98937L105◍ Confluence graph
Tracked 13F Holders
130
-83 QoQ
13F Value (tracked)
$1.1B
Insider Net · 180d
$7.7M
3↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)43 adding · 7 trimming
Insider net (180d)+$7.7M

Who owns ZBIO?

130 tracked 13F filers

130 tracked 13F filers disclose a position in ZBIO as of the latest SEC 13F filings, a combined $1.1B 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$177.6M
9.1M
+18%
Added · +1.4M sh
Q1 2026
2SR ONE CAPITAL MANAGEMENT, LP
$127.9M
5.0M
Held
Q2 2026
3NEA Management Company, LLC
$78.7M
4.0M
+14%
Added · +500K sh
Q1 2026
4Enavate Sciences GP, LLC
$76.6M
3.9M
Held
Q1 2026
5FEDERATED HERMES, INC.
$61.1M
3.1M
+15%
Added · +411K sh
Q1 2026
6Polar Capital Holdings Plc
$61.2M
2.4M
−5.3%
Reduced · −136K sh
Q2 2026
7Royalty Pharma Sub-Manager, LLC
$60.6M
2.4M
Held
Q2 2026
8Fairmount Funds Management LLC
$59.9M
2.4M
Held
Q2 2026
9STATE STREET CORP
$52.2M
2.1M
+40%
Added · +584K sh
Q2 2026
10BlackRock, Inc.
$39.8M
2.0M
+15%
Added · +270K sh
Q1 2026
11NVP Associates, LLC
$46.7M
1.8M
Held
Q2 2026
12VANGUARD CAPITAL MANAGEMENT LLC
$24.3M
1.2M
First observed position
No prior filed position
Q1 2026
13ALLIANCEBERNSTEIN L.P.
$32.6M
897K
49×
Added · +879K sh
Q1 2026
14GEODE CAPITAL MANAGEMENT, LLC
$22.4M
883K
+35%
Added · +227K sh
Q2 2026
15EcoR1 Capital, LLC
$15.4M
790K
Held
Q1 2026
16BALYASNY ASSET MANAGEMENT L.P.
$13.0M
667K
+245%
Added · +474K sh
Q1 2026
17ArrowMark Colorado Holdings LLC
$12.9M
659K
−12%
Reduced · −92K sh
Q1 2026
18Woodline Partners LP
$11.5M
591K
New
+591K sh
Q1 2026
19GREAT POINT PARTNERS LLC
$10.2M
524K
New
+524K sh
Q1 2026
20SILVERARC CAPITAL MANAGEMENT, LLC
$12.9M
510K
−55%
Reduced · −626K sh
Q2 2026
21Rock Springs Capital Management LP
$12.7M
502K
Held
Q2 2026
22MARSHALL WACE, LLP
$9.8M
502K
71×
Added · +495K sh
Q1 2026
23MILLENNIUM MANAGEMENT LLC
$9.3M
477K
+870%
Added · +428K sh
Q1 2026
24BANK OF AMERICA CORP /DE/
$7.6M
388K
+723%
Added · +341K sh
Q1 2026
25GOLDMAN SACHS GROUP INC
$7.5M
381K
+192%
Added · +251K 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.

Is ZBIO being bought or sold by institutions?

Last quarter, 22 funds opened a new position in ZBIO and 21 added to an existing one, while 7 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).

Opened (NEW)
22
funds
Added
21
funds
Reduced
7
funds
Exited
0
funds

Funds that own ZBIO also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN61 funds$97.4B
ELI LILLY & COLLY61 funds$41.1B
NVIDIA CORPNVDA60 funds$207.1B
MICROSOFT CORPMSFT60 funds$134.9B
META PLATFORMS INC-CLASS AMETA60 funds$60.3B
BANK OF AMERICA CORPBAC60 funds$13.7B
BROADCOM INCAVGO59 funds$83.5B
TESLA INCTSLA59 funds$36.8B
ADVANCED MICRO DEVICESAMD59 funds$20.6B
MICRON TECHNOLOGY INCMU59 funds$17.2B
LAM RESEARCH CORPLRCX59 funds$15.3B
VISA INC-CLASS A SHARESV58 funds$33.2B

Ranked by how many of ZBIO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$7.7M
3 insiders
Sells · 180d
$0
0 insiders
Net
$7.7M
8 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
May 18, 2026MOULDER LEON O JRChief Executive Officer, DirectorBuy (P)60K$1.0M
Apr 29, 2026MOULDER LEON O JRChief Executive Officer, DirectorBuy (P)35K$617K
Apr 28, 2026MOULDER LEON O JRChief Executive Officer, DirectorBuy (P)25K$451K
Mar 31, 2026Lu HongboDirectorBuy (P)75K$1.5M
Mar 31, 2026MOULDER LEON O JRChief Executive Officer, DirectorBuy (P)34K$657K
Mar 31, 2026Fairmount Funds Management LLCDirectorBuy (P)150K$3.0M
Mar 31, 2026Lu HongboDirectorBuy (P)4K$70K
Mar 30, 2026MOULDER LEON O JRChief Executive Officer, DirectorBuy (P)20K$365K
Feb 13, 2026Allen Patricia LDirectorBuy (P)4K$110K
Feb 12, 2026Allen Patricia LDirectorBuy (P)6K$139K
Feb 12, 2026Allen Patricia LDirectorBuy (P)5K$119K
Feb 12, 2026Allen Patricia LDirectorBuy (P)5K$133K

Institutional ownership over time

39 funds+10 since Q3 2024
061122Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $289.1M

Share classes

Class13F holdersValue held
ZBIOthis pageStock130 funds$1.1B
ZBIO 2.5 04/01/32SDBCV13 funds$157.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for ZBIO

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Ask your agent what changed in ZBIO

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ZBIO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ZBIO.
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 ZBIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.