DESIGN THERAPEUTICS INC DSGN
COM · Common Stock · CUSIP 25056L103
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersCarlsbad, CA
- FilingsSEC EDGAR
* 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 ($527.5k this quarter). Holder counts are more reliable. Shares outstanding: 62.6m as of 2026-07-29, 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 ≈ $14.47. Options: 5 managers hold calls ($22.9m notional), 1 hold puts ($8.7k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 79 |
| Q4 2022 | 83 |
| Q1 2023 | 97 |
| Q2 2023 | 98 |
| Q3 2023 | 88 |
| Q4 2023 | 89 |
| Q1 2024 | 94 |
| Q2 2024 | 97 |
| Q3 2024 | 101 |
| Q4 2024 | 96 |
| Q1 2025 | 99 |
| Q2 2025 | 94 |
| Q3 2025 | 95 |
| Q4 2025 | 117 |
| Q1 2026 | 125 |
| Q2 2026 | 137 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 42 | 43 |
| Q4 2024 | 47 | 40 |
| Q1 2025 | 40 | 46 |
| Q2 2025 | 41 | 45 |
| Q3 2025 | 32 | 50 |
| Q4 2025 | 65 | 37 |
| Q1 2026 | 73 | 42 |
| Q2 2026 | 90 | 48 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $9.0k | $753 | 0.08 |
| Q4 2025 | $4.7m | $102.2k | 0.02 |
| Q1 2026 | $2.1k | $0 | 0.00 |
| Q2 2026 | $22.9m | $8.7k | 0.00 |
Biggest buyers
| Frazier Life Sciences Management, L.P. | New | +1.8m |
| Trails Edge Capital Partners, LP | Added | +1.1m |
| Logos Global Management LP | Added | +1.1m |
| Caption Management, LLC | Added | +1.0m |
| Driehaus Capital Management LLC | Added | +916.1k |
| Sofinnova Investments, Inc. | New | +865.1k |
| BlackRock, Inc. | Added | +526.3k |
| Siren, L.L.C. | New | +523.2k |
| Qube Research & Technologies Ltd | Added | +402.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +276.2k |
Biggest sellers
| RA CAPITAL MANAGEMENT, L.P. | Sold out | -3.0m |
| Kynam Capital Management, LP | Sold out | -784.6k |
| Almitas Capital LLC | Reduced | -503.4k |
| Point72 Asset Management, L.P. | Reduced | -356.3k |
| D. E. Shaw & Co., Inc. | Reduced | -274.6k |
| Woodline Partners LP | Reduced | -261.1k |
| MARSHALL WACE, LLP | Sold out | -151.0k |
| CITADEL ADVISORS LLC | Reduced | -149.5k |
| Invesco Ltd. | Reduced | -120.5k |
| Lynx1 Capital Management LP | Sold out | -119.5k |
Biggest calls
| Caption Management, LLC | New | $21.7m1.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $578.8k40.0k shares |
| GROUP ONE TRADING LLC | Added | $400.8k27.7k shares |
| CITADEL ADVISORS LLC | New | $201.1k13.9k shares |
| SIMPLEX TRADING, LLC | New | $4.3k300 shares |
Biggest puts
| SIMPLEX TRADING, LLC | New | $8.7k600 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.
| Holder | Stake |
|---|---|
SR One Capital Fund I Aggregator LP
13D · may seek influence
filed 2026-03-11
Stated purposeNot applicable. Full filing |
10.7% |
| Sirenia Capital Management LP 13G · institution new · filed 2026-08-14 | 9.5% |
| Light Irrevocable Trust #1 dated April 22, 2019 13G · exempt (held before listing) filed 2025-02-07 | 6.9% |
| Star Irrevocable Trust #1 dated April 22, 2019 13G · exempt (held before listing) filed 2025-02-07 | 6.9% |
Fell to 5% or below in the last year: Point72 Asset Management, L.P. (3.8%, 2026-08-14), Logos Global Management LP (4.4%, 2025-11-18)
Insider purchases and sales since 1 Apr 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $23.9k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $3.0m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| SR One Capital Management, LP 9.09% of their portfolio | 6.5m $94.4m | Unchanged |
| Logos Global Management LP 1.87% of their portfolio | 3.0m $43.4m | Added +1.1m |
| BAKER BROS. ADVISORS LP 0.19% of their portfolio | 2.7m $38.8m | Added +92.5k |
| Driehaus Capital Management LLC 0.22% of their portfolio | 2.7m $38.5m | Added +916.1k |
| BlackRock, Inc. 0.00% of their portfolio | 2.7m $38.5m | Added +526.3k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 2.4m $34.2m | Reduced -356.3k |
| Trails Edge Capital Partners, LP 4.60% of their portfolio | 2.0m $29.0m | Added +1.1m |
| Frazier Life Sciences Management, L.P. 0.57% of their portfolio | 1.8m $26.2m | New |
| Vivo Capital, LLC 2.13% of their portfolio | 1.6m $23.3m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.6m $22.7m | Added +221.2k |
| Caption Management, LLC 0.57% of their portfolio | 1.1m $16.2m | Added +1.0m |
| Almitas Capital LLC 3.56% of their portfolio | 1.0m $14.9m | Reduced -503.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 958.4k $13.9m | Added +265.9k |
| Sofinnova Investments, Inc. 0.67% of their portfolio | 865.1k $12.5m | New |
| FMR LLC 0.00% of their portfolio | 776.5k $11.2m | Reduced -21.9k |
| MORGAN STANLEY 0.00% of their portfolio | 765.4k $11.1m | Added +108.9k |
| STATE STREET CORP 0.00% of their portfolio | 736.2k $10.7m | Added +76.6k |
| Woodline Partners LP 0.03% of their portfolio | 700.4k $10.1m | Reduced -261.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 694.7k $10.1m | Added +262.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 656.6k $9.5m | Added +151.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 565.6k $8.2m | Added +276.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 537.5k $7.8m | Reduced -79.0k |
| Siren, L.L.C. 0.15% of their portfolio | 523.2k $7.6m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 437.1k $6.3m | Added +402.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 387.9k $5.6m | Reduced -20.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 384.0k $5.6m | Added +112.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 353.2k $5.1m | Added +52.9k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 296.1k $4.3m | Added +91.3k |
| ACUTA CAPITAL PARTNERS, LLC 2.85% of their portfolio | 282.6k $4.1m | Added +136.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 271.3k $3.9m | Added +29.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 251.4k $3.6m | Added +112.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 230.2k $3.3m | Added +34.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 224.2k $3.2m | Added +178.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 195.6k $2.8m | Reduced -274.6k |
| Eversept Partners, LP 0.15% of their portfolio | 190.0k $2.7m | New |
| KVP Capital Advisors, LP 1.96% of their portfolio | 185.0k $2.7m | New |
| J. Goldman & Co LP 0.09% of their portfolio | 176.8k $2.6m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 147.7k $2.1m | Added +38.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 138.5k $2.0m | Added +30.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 111.1k $1.6m | New |
| Elmind Capital, LP 0.39% of their portfolio | 107.9k $1.6m | Reduced -100.0k |
| Nuveen, LLC 0.00% of their portfolio | 104.7k $1.5m | Reduced -22.1k |
| DAFNA Capital Management LLC 0.28% of their portfolio | 102.6k $1.5m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 92.1k $1.3m | Added +12.4k |
| China Universal Asset Management Co., Ltd. 0.08% of their portfolio | 89.9k $1.3m | Added +54.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 82.0k $1.2m | Reduced -149.5k |
| SummitTX Capital, L.P. 0.03% of their portfolio | 80.7k $1.2m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 76.8k $1.1m | Added +11.2k |
| Palumbo Wealth Management LLC 0.22% of their portfolio | 71.7k $1.0m | Added +336 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 71.1k $1.0m | Added +45.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 67.6k $978.1k | Added +32.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 66.9k $967.4k | Added +41.4k |
| ALPS ADVISORS INC 0.00% of their portfolio | 63.4k $917.3k | Added +13.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 59.2k $857.3k | Added +10.0k |
| STRS OHIO 0.00% of their portfolio | 50.5k $730.7k | Added +5.8k |
| Verdad Advisers, LP 0.66% of their portfolio | 47.6k $688.1k | Reduced -44.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 43.7k $632.7k | Added +20.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 43.2k $460.0k | Reduced -2.9k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 41.3k $597.4k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 38.1k $551.8k | Added +3.3k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 35.5k $514.2k | Added +23.7k |
| UBS Group AG 0.00% of their portfolio | 34.8k $503.0k | Added +17.7k |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 33.4k $482.9k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 32.9k $476.4k | Added +16.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 32.6k $471.7k | Reduced -27.8k |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 32.1k $464.3k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 30.6k $443.0k | Added +10.0k |
| Virtus Investment Advisers, LLC 0.10% of their portfolio | 29.8k $431.6k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 29.6k $428.7k | Reduced -56.5k |
| Trexquant Investment LP 0.00% of their portfolio | 28.1k $407.3k | Reduced -89.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 28.1k $406.2k | Added +19.0k |
| Corient Private Wealth LP 0.00% of their portfolio | 27.2k $393.1k | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 27.0k $390.7k | Reduced -25.0k |
| Quantinno Capital Management LP 0.00% of their portfolio | 26.9k $389.3k | Added +12.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 25.6k $371.0k | Added +9.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 22.7k $329.1k | Reduced -110.5k |
| XTX Topco Ltd 0.00% of their portfolio | 22.4k $323.9k | Reduced -38.6k |
| AlphaCentric Advisors LLC 0.26% of their portfolio | 21.5k $311.6k | Added +306 |
| Invesco Ltd. 0.00% of their portfolio | 21.4k $310.1k | Reduced -120.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 20.7k $299.5k | Added +5.5k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 20.6k $298.2k | Added +5.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 19.4k $280.7k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 16.9k $240.7k | Added +2.8k |
| CITIGROUP INC 0.00% of their portfolio | 15.9k $229.8k | Added +11.6k |
| Creative Planning 0.00% of their portfolio | 15.8k $229.3k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 15.7k $226.5k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 14.8k $214.5k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 14.2k $205.1k | Added +2.8k |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 12.9k $186.8k | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.00% of their portfolio | 12.6k $181.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 12.3k $178.0k | Added +888 |
| BARCLAYS PLC 0.00% of their portfolio | 11.7k $169.4k | Reduced -44.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 10.8k $156.7k | Added +8.8k |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 10.3k $149.0k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 9.8k $142.5k | Added +3.3k |
| CAZ INVESTMENTS LP 0.03% of their portfolio | 7.0k $101.3k | Added +3.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.8k $83.2k | Reduced -44.5k |
| Clearstead Advisors, LLC 0.00% of their portfolio | 5.6k $81.2k | Added +5.0k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 4.9k $71.0k | Added +3.4k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 3.7k $53.3k | Unchanged |