EDGEWISE THERAPEUTICS INC EWTX
COM · Common Stock · CUSIP 28036F105
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersBoulder, CO
- 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 ($73.7k this quarter). Holder counts are more reliable. Shares outstanding: 105.2m as of 2025-04-30, 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 ≈ $22.04. Options: 18 managers hold calls ($61.6m notional), 17 hold puts ($32.7m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 94 |
| Q4 2022 | 91 |
| Q1 2023 | 86 |
| Q2 2023 | 96 |
| Q3 2023 | 86 |
| Q4 2023 | 117 |
| Q1 2024 | 130 |
| Q2 2024 | 141 |
| Q3 2024 | 178 |
| Q4 2024 | 203 |
| Q1 2025 | 195 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 53 | 26 |
| Q3 2023 | 50 | 35 |
| Q4 2023 | 77 | 26 |
| Q1 2024 | 91 | 47 |
| Q2 2024 | 90 | 50 |
| Q3 2024 | 107 | 60 |
| Q4 2024 | 105 | 83 |
| Q1 2025 | 100 | 97 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $1.1m | $139.7k | 0.13 |
| Q3 2024 | $60.0m | $13.3m | 0.22 |
| Q4 2024 | $23.3m | $9.8m | 0.42 |
| Q1 2025 | $61.6m | $32.7m | 0.53 |
Biggest buyers
| PERCEPTIVE ADVISORS LLC | Added | +3.9m |
| First Light Asset Management, LLC | Added | +1.1m |
| Siren, L.L.C. | Added | +962.1k |
| Cormorant Asset Management, LP | Added | +695.5k |
| Deep Track Capital, LP | Added | +689.6k |
| BANK OF AMERICA CORP /DE/ | Added | +646.5k |
| EVENTIDE ASSET MANAGEMENT, LLC | New | +568.3k |
| Woodline Partners LP | Added | +529.6k |
| NOVO HOLDINGS A/S | Added | +350.0k |
| READYSTATE ASSET MANAGEMENT LP | Added | +339.9k |
Biggest sellers
| Frazier Life Sciences Management, L.P. | Sold out | -1.3m |
| VIKING GLOBAL INVESTORS LP | Reduced | -735.0k |
| D. E. Shaw & Co., Inc. | Reduced | -545.8k |
| Logos Global Management LP | Sold out | -400.0k |
| CITADEL ADVISORS LLC | Reduced | -372.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -273.9k |
| Cubist Systematic Strategies, LLC | Sold out | -219.5k |
| Walleye Capital LLC | Reduced | -182.5k |
| VANGUARD GROUP INC | Reduced | -172.4k |
| Artisan Partners Limited Partnership | Reduced | -154.4k |
Biggest calls
| Caption Management, LLC | Added | $14.3m650.3k shares |
| PERCEPTIVE ADVISORS LLC | New | $11.0m500.0k shares |
| Paradigm Biocapital Advisors LP | New | $11.0m500.0k shares |
| Integral Health Asset Management, LLC | Unchanged | $6.6m300.0k shares |
| JANE STREET GROUP, LLC | Added | $3.3m151.6k shares |
| SIMPLEX TRADING, LLC | Added | $3.0m135.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.9m132.5k shares |
| Ally Bridge Group (NY) LLC | New | $2.2m100.0k shares |
| DIADEMA PARTNERS LP | New | $2.2m98.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $1.5m66.2k shares |
Biggest puts
| Caption Management, LLC | New | $12.8m580.1k shares |
| Sofinnova Investments, Inc. | New | $7.0m320.4k shares |
| Affinity Asset Advisors, LLC | New | $4.4m200.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.8m82.4k shares |
| Hudson Bay Capital Management LP | New | $1.1m50.0k shares |
| Point72 Asset Management, L.P. | New | $1.1m50.0k shares |
| LMR Partners LLP | New | $990.0k45.0k shares |
| Walleye Capital LLC | New | $880.0k40.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $877.0k39.9k shares |
| CITADEL ADVISORS LLC | Reduced | $732.6k33.3k 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 |
|---|---|
ORBIMED ADVISORS LLC
13D · may seek influence
filed 2025-05-12
Stated purposeThe Reporting Persons from time to time intend to review their investment in the Issuer on the basis of various factors, including the Issuer's business, financial condition, results of operations and prospects, general economic and industry conditions, the securities markets in general and those for the Issuer's Shares in particular, as well as other developments and other investment opportunities. Based upon such review, the Reporting Persons will take such actions in the future as the Reporting Persons may deem appropriate in light of the circumstances existing from time to time. If the Reporting Persons believe that further investment in the Issuer is attractive, whether because of the market price of Shares or otherwise, they may acquire Shares or other securities of the Issuer either… Full filing |
14.5% |
| Paradigm Biocapital Advisors LP 13G · passive investor +3.3 pts · filed 2026-08-14 | 9.5% |
| RA CAPITAL MANAGEMENT, L.P. 13G · passive investor -2.1 pts · filed 2026-08-14 | 7.8% |
| JANUS HENDERSON GROUP PLC 13G · institution +0.8 pts · filed 2026-05-15 | 5.5% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 5.5% |
| FMR LLC 13G · institution new · filed 2026-08-06 | 5.1% |
Fell to 5% or below in the last year: BAKER BROS. ADVISORS LP (3.4%, 2026-08-14), Novo Holdings A/S (4.9%, 2026-04-27)
Insider purchases and sales in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 6 | $116.0k | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $101.0k | 2 | $1.7m | — |
| Q1 2024 | 2 | $5.0m | 3 | $2.2m | $2.2m |
| Q2 2024 | 0 | — | 6 | $269.3k | — |
| Q3 2024 | 0 | — | 5 | $9.1m | — |
| Q4 2024 | 0 | — | 2 | $3.6m | $3.6m |
| Q1 2025 | 0 | — | 4 | $1.6m | $1.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-07 | Russell Alan J Chief Scientific Officer, director | Sold plan | $6.0k200 shares |
| 2025-03-07 | KOCH KEVIN President and CEO, director | Sold plan | $3.0k100 shares |
| 2025-02-06 | Russell Alan J Chief Scientific Officer, director | Sold plan | $36.2k1.2k shares |
| 2025-02-06 | KOCH KEVIN President and CEO, director | Sold plan | $28.0k900 shares |
| 2025-02-05 | Derakhshan Behrad Chief Business Officer | Sold | $300.3k10.0k shares |
| 2025-02-05 | KOCH KEVIN President and CEO, director | Sold plan | $259.3k8.6k shares |
| 2025-02-05 | Russell Alan J Chief Scientific Officer, director | Sold plan | $240.6k8.0k shares |
| 2025-01-28 | Donovan Joanne M. CMO | Sold plan | $690.8k25.0k shares |
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 2025
| Manager | Shares | Change |
|---|---|---|
| ORBIMED ADVISORS LLC 7.94% of their portfolio | 15.0m $330.5m | Unchanged |
| RA CAPITAL MANAGEMENT, L.P. 3.27% of their portfolio | 8.9m $196.0m | Unchanged |
| PERCEPTIVE ADVISORS LLC 5.11% of their portfolio | 6.5m $144.0m | Added +3.9m |
| BlackRock, Inc. 0.00% of their portfolio | 6.5m $142.7m | Added +6.0k |
| BAKER BROS. ADVISORS LP 1.50% of their portfolio | 6.2m $135.4m | Unchanged |
| NOVO HOLDINGS A/S 8.95% of their portfolio | 5.3m $117.7m | Added +350.0k |
| JANUS HENDERSON GROUP PLC 0.07% of their portfolio | 5.3m $122.9m | Added +298.2k |
| Paradigm Biocapital Advisors LP 4.45% of their portfolio | 4.4m $96.7m | Reduced -99.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.3m $94.5m | Reduced -172.4k |
| Cormorant Asset Management, LP 6.83% of their portfolio | 4.1m $90.2m | Added +695.5k |
| BRAIDWELL LP 1.90% of their portfolio | 2.5m $54.1m | Added +126.6k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.91% of their portfolio | 2.1m $45.7m | Unchanged |
| First Light Asset Management, LLC 4.65% of their portfolio | 1.9m $40.8m | Added +1.1m |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $37.8m | Added +2.2k |
| Siren, L.L.C. 2.11% of their portfolio | 1.7m $37.3m | Added +962.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7m $36.4m | Added +55.1k |
| Bellevue Group AG 0.70% of their portfolio | 1.4m $31.4m | Unchanged |
| Deep Track Capital, LP 1.00% of their portfolio | 1.4m $30.8m | Added +689.6k |
| Driehaus Capital Management LLC 0.29% of their portfolio | 1.4m $30.3m | Reduced -118.0k |
| MPM BIOIMPACT LLC 4.18% of their portfolio | 1.1m $24.3m | Added +26.1k |
| Woodline Partners LP 0.16% of their portfolio | 1.1m $24.1m | Added +529.6k |
| New Leaf Venture Partners, L.L.C. 50.47% of their portfolio | 1.0m $22.7m | Unchanged |
| Artisan Partners Limited Partnership 0.03% of their portfolio | 917.2k $20.2m | Reduced -154.4k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 779.8k $17.2m | Added +9.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 695.4k $15.3m | Added +646.5k |
| Integral Health Asset Management, LLC 1.65% of their portfolio | 675.0k $14.8m | Added +125.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 667.5k $14.7m | Reduced -62.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 615.1k $13.5m | Reduced -273.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 606.7k $13.3m | Reduced -4.6k |
| Foresite Capital Management VI LLC 7.05% of their portfolio | 585.0k $12.9m | Unchanged |
| EVENTIDE ASSET MANAGEMENT, LLC 0.25% of their portfolio | 568.3k $12.5m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 561.5k $12.4m | Added +277.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 521.3k $11.5m | Reduced -16.1k |
| VIKING GLOBAL INVESTORS LP 0.03% of their portfolio | 490.0k $10.8m | Reduced -735.0k |
| Parkman Healthcare Partners LLC 1.11% of their portfolio | 425.4k $9.4m | Added +44.2k |
| MORGAN STANLEY 0.00% of their portfolio | 409.0k $9.0m | Reduced -27.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 397.6k $8.7m | Added +28.1k |
| Opaleye Management Inc. 1.93% of their portfolio | 395.0k $8.7m | Reduced -85.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 390.0k $8.6m | Added +150.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 376.1k $8.3m | Added +100.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 366.6k $8.1m | Added +19.8k |
| READYSTATE ASSET MANAGEMENT LP 0.40% of their portfolio | 361.2k $7.9m | Added +339.9k |
| Sofinnova Investments, Inc. 0.57% of their portfolio | 342.2k $7.5m | Reduced -60.6k |
| Aberdeen Group plc 0.01% of their portfolio | 313.0k $6.9m | Added +135.0k |
| Amundi 0.00% of their portfolio | 308.6k $4.2m | Reduced -33.1k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 302.5k $6.7m | Added +1.3k |
| TANG CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 300.0k $6.6m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 294.9k $6.5m | Added +265.8k |
| Ikarian Capital, LLC 2.01% of their portfolio | 280.0k $6.2m | New |
| Schonfeld Strategic Advisors LLC 0.04% of their portfolio | 279.0k $6.1m | Added +10.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 272.9k $6.0m | Reduced -6.3k |
| Polar Capital Holdings Plc 0.03% of their portfolio | 250.0k $5.5m | New |
| UBS Group AG 0.00% of their portfolio | 243.9k $5.4m | Added +151.8k |
| Candriam S.C.A. 0.03% of their portfolio | 225.8k $5.0m | Reduced -28.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 224.7k $4.9m | Reduced -11.9k |
| Granahan Investment Management, LLC 0.24% of their portfolio | 217.7k $4.8m | Reduced -82.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 210.7k $4.6m | Reduced -321 |
| Caption Management, LLC 0.21% of their portfolio | 204.5k $4.5m | New |
| Nuveen, LLC 0.00% of their portfolio | 202.6k $4.5m | First filing |
| FMR LLC 0.00% of their portfolio | 186.0k $4.1m | Reduced -62.0k |
| DAFNA Capital Management LLC 1.14% of their portfolio | 183.1k $4.0m | Reduced -4.0k |
| Moody Aldrich Partners LLC 0.84% of their portfolio | 182.1k $4.0m | Reduced -5.8k |
| STEMPOINT CAPITAL LP 1.27% of their portfolio | 180.3k $4.0m | Added +47.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 176.7k $3.9m | Added +145.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 140.5k $3.1m | Reduced -545.8k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 128.7k $2.8m | New |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 120.9k $2.7m | Added +97.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 113.3k $2.5m | Reduced -89.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 108.8k $2.4m | Added +6.4k |
| BARCLAYS PLC 0.00% of their portfolio | 108.6k $2.4m | Reduced -25.1k |
| EFG Asset Management (North America) Corp. 0.38% of their portfolio | 104.4k $2.3m | Added +63.0k |
| Ally Bridge Group (NY) LLC 2.19% of their portfolio | 102.7k $2.3m | Added +19.5k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 102.2k $2.2m | New |
| TWINBEECH CAPITAL LP 0.04% of their portfolio | 100.8k $2.2m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 97.3k $2.1m | Reduced -372.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 91.4k $2.0m | Reduced -33.1k |
| HighVista Strategies LLC 0.77% of their portfolio | 91.2k $2.0m | Added +8.5k |
| Quantum Private Wealth, LLC 0.75% of their portfolio | 90.7k $2.0m | Added +17.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 89.4k $2.0m | Reduced -606 |
| ACUTA CAPITAL PARTNERS, LLC 2.18% of their portfolio | 85.5k $1.9m | Reduced -2.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.07% of their portfolio | 85.2k $1.9m | New |
| Swiss National Bank 0.00% of their portfolio | 82.6k $1.8m | Added +9.0k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 80.0k $1.4m | Unchanged |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 79.2k $1.8m | Reduced -13.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 77.3k $1.7m | Unchanged |
| BRIDGER MANAGEMENT, LLC 0.82% of their portfolio | 74.7k $1.6m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 74.3k $1.6m | Reduced -4.2k |
| Soleus Capital Management, L.P. 0.12% of their portfolio | 72.3k $1.6m | Reduced -111.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 71.5k $1.6m | Added +84 |
| Exome Asset Management LLC 1.41% of their portfolio | 71.4k $1.6m | Reduced -10.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 71.1k $1.6m | Added +9.6k |
| ALPS ADVISORS INC 0.01% of their portfolio | 68.0k $1.5m | Reduced -8.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 57.0k $1.3m | Added +16.8k |
| Legal & General Group Plc 0.00% of their portfolio | 50.3k $1.1m | Added +56 |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.11% of their portfolio | 50.0k $1.1m | Added +16.8k |
| Invesco Ltd. 0.00% of their portfolio | 48.1k $1.1m | Added +4.7k |
| NORGES BANK 0.00% of their portfolio | 47.8k $1.1m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 46.8k $1.0m | Added +3.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 46.3k $1.0m | Added +14.7k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 46.2k $1.0m | Added +11.4k |