Vault-13

DEFINIUM THERAPEUTICS INC DFTX

COM SHS · Common Stock · CUSIP 24477V105

American clinical-stage biopharmaceutical company developing psychedelic-based treatments

245 institutional holders +237 vs Q4 2025
78,384,53278.4m shares reported held*
71.9% of all shares outstanding*
$1.5bnreported value*
230 new 2 added 4 reduced 1 sold out net bought ≈ $1.2bn (+64.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($148.2k this quarter). Holder counts are more reliable. Shares outstanding: 109.1m as of 2026-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $18.89. Options: 11 managers hold calls ($32.5m notional), 7 hold puts ($8.4m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q4 25: 8Q1 26: 245245Q4 25Q1 26
Numbers
QuarterHolders
Q4 20258
Q1 2026245

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $32.5mQ1 26 puts: $8.4mQ1 26P/C 0.26
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$32.5m$8.4m0.26

Biggest buyers

BlackRock, Inc. New +8,480,230+8.5m
Avoro Capital Advisors LLC New +5,000,000+5.0m
JANUS HENDERSON GROUP PLC New +3,556,041+3.6m
Deep Track Capital, LP New +3,000,000+3.0m
GEODE CAPITAL MANAGEMENT, LLC New +2,495,399+2.5m
STATE STREET CORP New +2,471,873+2.5m
Octagon Capital Advisors LP New +2,440,000+2.4m
Commodore Capital LP New +2,000,000+2.0m
FMR LLC New +1,809,610+1.8m
Trails Edge Capital Partners, LP New +1,738,110+1.7m

Biggest sellers

MARSHALL WACE, LLP Reduced -1,774,877-1.8m
Driehaus Capital Management LLC Reduced -625,313-625.3k
AWM Investment Company, Inc. Reduced -313,769-313.8k
DARK FOREST CAPITAL MANAGEMENT LP Sold out -30,661-30.7k
Sankala Group LLC Reduced -250-250

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $15.9m840.0k shares
SILVERBACK ASSET MANAGEMENT LLC New $5.6m294.4k shares
Caption Management, LLC New $4.0m212.1k shares
GROUP ONE TRADING LLC New $3.3m172.0k shares
CITADEL ADVISORS LLC New $1.6m85.7k shares
JANE STREET GROUP, LLC New $996.0k52.7k shares
PEAK6 LLC New $567.0k30.0k shares
SIMPLEX TRADING, LLC New $258.9k13.7k shares
Shay Capital LLC New $189.0k10.0k shares
Walleye Trading LLC New $104.0k5.5k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $4.1m216.2k shares
CITADEL ADVISORS LLC New $1.3m70.1k shares
SIMPLEX TRADING, LLC New $1.3m69.1k shares
JANE STREET GROUP, LLC New $652.0k34.5k shares
GROUP ONE TRADING LLC New $618.0k32.7k shares
Crawford Fund Management, LLC New $400.7k21.2k shares
Walleye Trading LLC New $58.6k3.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
DRIEHAUS CAPITAL MANAGEMENT LLC 13G · institution -1.3 pts · filed 2026-08-14 5.4% -1.3 pts 6.8m≈ $322.0m 2026-08-14
Avoro Capital Advisors LLC 13G · institution new · filed 2026-02-17 5.1% new 5.0m≈ $235.2m 2026-02-17

Fell to 5% or below in the last year: Commodore Capital LP (1.8%, 2026-08-14), Deep Track Capital, LP (3.0%, 2026-05-15)

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 24: 0 buyingQ2 24: 3 sellingQ3 24: 2 buyingQ3 24: 4 sellingQ3 24Q4 24: 1 buyingQ4 24: 4 sellingQ1 25: 0 buyingQ1 25: 4 sellingQ1 25Q2 25: 0 buyingQ2 25: 3 sellingQ3 25: 0 buyingQ3 25: 3 sellingQ3 25Q4 25: 0 buyingQ4 25: 3 sellingQ1 26: 0 buyingQ1 26: 3 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—3$292.0k$292.0k
Q3 20242$27.1k4$199.9k$199.9k
Q4 20241$17.9k4$241.8k$241.8k
Q1 20250—4$249.2k$249.2k
Q2 20250—3$311.6k$311.6k
Q3 20250—3$437.5k$437.5k
Q4 20250—3$561.1k$561.1k
Q1 20260—3$797.0k$797.0k
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-25 Barrow Robert Chief Executive Officer, director Sold plan 24,431 $18.47 $451.2k24.4k shares -3%
2026-03-25 Sullivan Mark Chief Legal Officer Sold plan 10,702 $18.47 $197.7k10.7k shares -4%
2026-03-25 Karlin Daniel Chief Medical Officer Sold plan 8,018 $18.47 $148.1k8.0k shares -2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 8,480,2308.5m $160.3m $160.3m 0.00% New
2 Driehaus Capital Management LLC 0.82% of their portfolio Chicago, IL 5,911,8895.9m $111.7m $111.7m 0.82% Reduced -625.3k -625,313
3 Avoro Capital Advisors LLC 0.93% of their portfolio NEW YORK, NY 5,000,0005.0m $94.5m $94.5m 0.93% New
4 JANUS HENDERSON GROUP PLC 0.03% of their portfolio LONDON, X0 3,556,0413.6m $67.2m $67.2m 0.03% New
5 Deep Track Capital, LP 1.17% of their portfolio GREENWICH, CT 3,000,0003.0m $56.7m $56.7m 1.17% New
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,495,3992.5m $47.2m $47.2m 0.00% New
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,471,8732.5m $46.7m $46.7m 0.00% New
8 Octagon Capital Advisors LP 5.10% of their portfolio NEW YORK, NY 2,440,0002.4m $46.1m $46.1m 5.10% New
9 Commodore Capital LP 2.19% of their portfolio NEW YORK, NY 2,000,0002.0m $37.8m $37.8m 2.19% New
10 FMR LLC 0.00% of their portfolio BOSTON, MA 1,809,6101.8m $34.2m $34.2m 0.00% New
11 Trails Edge Capital Partners, LP 7.73% of their portfolio ATLANTA, GA 1,738,1101.7m $32.9m $32.9m 7.73% New
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,675,4111.7m $31.7m $31.7m 0.00% New
13 ArrowMark Colorado Holdings LLC 0.80% of their portfolio Denver, CO 1,594,7171.6m $30.1m $30.1m 0.80% New
14 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 1,333,4421.3m $25.2m $25.2m 0.02% New
15 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 1,304,7491.3m $24.7m $24.7m 0.00% New
16 Candriam S.C.A. 0.13% of their portfolio STRASSEN, N4 1,293,6291.3m $24.4m $24.4m 0.13% New
17 Balyasny Asset Management L.P. 0.05% of their portfolio Chicago, IL 1,274,2211.3m $24.1m $24.1m 0.05% New
18 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 1,201,6101.2m $22.7m $22.7m 0.02% New
19 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 1,200,8251.2m $22.7m $22.7m 0.02% Reduced -1.8m -1,774,877
20 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio Boston, MA 1,150,0001.1m $21.7m $21.7m 0.03% New
21 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,096,9781.1m $20.7m $20.7m 0.00% First filing
22 Holocene Advisors, LP 0.05% of their portfolio New York, NY 1,091,9671.1m $20.6m $20.6m 0.05% New
23 AWM Investment Company, Inc. 2.25% of their portfolio NEW YORK, NY 1,076,8931.1m $20.4m $20.4m 2.25% Reduced -313.8k -313,769
24 Catalio Capital Management, LP 4.10% of their portfolio NEW YORK, NY 1,037,9841.0m $19.6m $19.6m 4.10% New
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 966,608966.6k $18.3m $18.3m 0.00% New
26 Siren, L.L.C. 0.48% of their portfolio New York, NY 919,493919.5k $17.4m $17.4m 0.48% New
27 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 872,665872.7k $16.5m $16.5m 0.00% First filing
28 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 846,896846.9k $16.0m $16.0m 0.01% New
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 808,715808.7k $15.3m $15.3m 0.00% New
30 ORBIMED ADVISORS LLC 0.33% of their portfolio New York, NY 804,000804.0k $15.2m $15.2m 0.33% New
31 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 798,987799.0k $15.1m $15.1m 0.00% New
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 752,922752.9k $14.2m $14.2m 0.00% New
33 Woodline Partners LP 0.05% of their portfolio San Francisco, CA 752,792752.8k $14.2m $14.2m 0.05% New
34 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 698,130698.1k $13.2m $13.2m 0.00% New
35 EVENTIDE ASSET MANAGEMENT, LLC 0.21% of their portfolio Boston, MA 686,162686.2k $13.0m $13.0m 0.21% New
36 STEMPOINT CAPITAL LP 1.19% of their portfolio NEW YORK, NY 650,966651.0k $12.3m $12.3m 1.19% New
37 Boxer Capital Management, LLC 1.49% of their portfolio San Diego, CA 598,500598.5k $11.3m $11.3m 1.49% New
38 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 575,937575.9k $10.9m $10.9m 0.00% First filing
39 Ensign Peak Advisors, Inc 0.02% of their portfolio SALT LAKE CITY, UT 546,783546.8k $10.3m $10.3m 0.02% Added +284.8k +284,783
40 Blackstone Inc. 0.04% of their portfolio NEW YORK, NY 508,668508.7k $9.6m $9.6m 0.04% Not comparable
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 493,977494.0k $9.3m $9.3m 0.00% New
42 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 438,573438.6k $8.3m $8.3m 0.00% New
43 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 426,055426.1k $8.1m $8.1m 0.01% New
44 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 411,834411.8k $7.8m $7.8m 0.00% New
45 Integral Health Asset Management, LLC 0.40% of their portfolio New York, NY 400,000400.0k $7.6m $7.6m 0.40% New
46 Tri Locum Partners LP 0.98% of their portfolio NEW YORK, NY 369,588369.6k $7.0m $7.0m 0.98% New
47 SUPERSTRING CAPITAL MANAGEMENT LP 4.75% of their portfolio NEW YORK, NY 351,461351.5k $6.6m $6.6m 4.75% New
48 Sofinnova Investments, Inc. 0.33% of their portfolio Menlo Park, CA 344,166344.2k $6.5m $6.5m 0.33% New
49 Patient Square Capital LP 1.11% of their portfolio MENLO PARK, CA 331,000331.0k $6.3m $6.3m 1.11% New
50 RTW INVESTMENTS, LP 0.06% of their portfolio NEW YORK, NY 300,000300.0k $5.7m $5.7m 0.06% New
51 BIT Capital GmbH 0.29% of their portfolio BERLIN, 2M 277,511277.5k $5.2m $5.2m 0.29% New
52 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 271,717271.7k $5.1m $5.1m 0.00% New
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 264,545264.5k $4.6m $4.6m 0.00% New
54 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 260,241260.2k $4.9m $4.9m 0.01% New
55 ROYCE & ASSOCIATES LP 0.04% of their portfolio New York, NY 234,051234.1k $4.4m $4.4m 0.04% New
56 SEVEN GRAND MANAGERS, LLC 0.28% of their portfolio BRONXVILLE, NY 225,000225.0k $4.3m $4.3m 0.28% New
57 Brevan Howard Capital Management LP 0.04% of their portfolio ST. HELIER, Y9 211,488211.5k $4.0m $4.0m 0.04% New
58 PFM Health Sciences, LP 0.41% of their portfolio SAN FRANCISCO, CA 205,317205.3k $3.9m $3.9m 0.41% New
59 Tetragon Partners GP Ltd 0.74% of their portfolio GRAND CAYMAN, E9 199,994200.0k $3.8m $3.8m 0.74% New
60 HighVista Strategies LLC 0.97% of their portfolio BOSTON, MA 185,856185.9k $3.5m $3.5m 0.97% New
61 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 175,490175.5k $3.3m $3.3m 0.01% New
62 Eversept Partners, LP 0.20% of their portfolio NEW YORK, NY 160,723160.7k $3.0m $3.0m 0.20% New
63 Swiss National Bank 0.00% of their portfolio ZURICH, V8 158,400158.4k $3.0m $3.0m 0.00% New
64 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 158,345158.3k $3.0m $3.0m 0.00% New
65 Soviero Asset Management, LP 1.49% of their portfolio NEW YORK, NY 140,000140.0k $2.6m $2.6m 1.49% New
66 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 133,369133.4k $2.5m $2.5m 0.00% New
67 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 125,522125.5k $2.4m $2.4m 0.01% New
68 Rosalind Advisors, Inc. 0.97% of their portfolio TORONTO, A6 125,000125.0k $2.4m $2.4m 0.97% New
69 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 119,972120.0k $2.3m $2.3m 0.00% New
70 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 119,464119.5k $2.3m $2.3m 0.00% New
71 ExodusPoint Capital Management, LP 0.02% of their portfolio NEW YORK, NY 104,915104.9k $2.0m $2.0m 0.02% New
72 Data Collective IV GP, LLC 3.39% of their portfolio PALO ALTO, CA 100,350100.3k $1.9m $1.9m 3.39% New
73 Burkehill Global Management, LP 0.09% of their portfolio NEW YORK, NY 100,000100.0k $1.9m $1.9m 0.09% New
74 Seven Fleet Capital Management LP 0.59% of their portfolio MOUNTAIN VIEW, CA 99,88799.9k $1.9m $1.9m 0.59% New
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 97,19297.2k $1.8m $1.8m 0.00% New
76 FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 92,16592.2k $1.7m $1.7m 0.01% New
77 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 91,70391.7k $1.7m $1.7m 0.00% New
78 AdvisorShares Investments LLC 0.31% of their portfolio BETHESDA, MD 91,30191.3k $1.7m $1.7m 0.31% New
79 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 89,14189.1k $1.7m $1.7m 0.01% New
80 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 88,12188.1k $1.7m $1.7m 0.00% New
81 GROUP ONE TRADING LLC 0.05% of their portfolio CHICAGO, IL 87,83287.8k $1.7m $1.7m 0.05% New
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 81,45681.5k $1.5m $1.5m 0.00% New
83 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 78,27178.3k $1.5m $1.5m 0.00% New
84 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 70,00170.0k $1.3m $1.3m 0.00% Added +17.8k +17,771
85 PLATINUM INVESTMENT MANAGEMENT LTD 0.33% of their portfolio SYDNEY AUSTRALIA 2000, C3 70,00070.0k $1.3m $1.3m 0.33% New
86 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 60,40060.4k $1.1m $1.1m 0.00% New
87 Legal & General Group Plc 0.00% of their portfolio London, X0 59,79959.8k $1.1m $1.1m 0.00% New
88 Ikarian Capital, LLC 0.16% of their portfolio DALLAS, TX 58,80358.8k $1.1m $1.1m 0.16% New
89 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 57,09457.1k $1.1m $1.1m 0.00% New
90 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 55,20655.2k $1.0m $1.0m 0.00% New
91 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 54,26154.3k $1.0m $1.0m 0.01% New
92 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 54,01854.0k $1.0m $1.0m 0.00% First filing
93 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 53,69553.7k $1.0m $1.0m 0.00% New
94 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 50,58850.6k $956.1k $956.1k 0.01% New
95 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 50,42050.4k $952.9k $952.9k 0.00% New
96 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 48,90348.9k $924.3k $924.3k 0.00% New
97 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 48,04448.0k $908.0k $908.0k 0.00% First filing
98 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 46,19346.2k $873.0k $873.0k 0.00% New
99 ALLSTATE CORP 0.01% of their portfolio NORTHBROOK, IL 45,36645.4k $857.4k $857.4k 0.01% New
100 CenterBook Partners LP 0.04% of their portfolio GREENWICH, CT 42,82942.8k $809.5k $809.5k 0.04% New