ENGENE HOLDINGS INC
COM · CUSIP 29286M105
* 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. Holder counts are more reliable. Implied quarter-end price ≈ $1.73.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 12 |
| Q1 2024 | 32 |
| Q2 2024 | 31 |
| Q3 2024 | 31 |
| Q4 2024 | 35 |
| Q1 2025 | 32 |
| Q2 2025 | 37 |
| Q3 2025 | 37 |
| Q4 2025 | 58 |
| Q1 2026 | 59 |
| Q2 2026 | 5 |
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 | 16 | 10 |
| Q4 2024 | 21 | 14 |
| Q1 2025 | 9 | 13 |
| Q2 2025 | 13 | 12 |
| Q3 2025 | 14 | 15 |
| Q4 2025 | 42 | 14 |
| Q1 2026 | 34 | 24 |
| Q2 2026 | 2 | 55 |
Biggest buyers
| Quadrature Capital Ltd | Added | +205.2k |
| OBSIDIAN CIO, LLC | New | +15.0k |
Biggest sellers
| PERCEPTIVE ADVISORS LLC | Sold out | -5.8m |
| Siren, L.L.C. | Sold out | -5.3m |
| Venrock Adviser, LLC | Sold out | -4.8m |
| Blue Owl Capital Holdings LP | Sold out | -4.4m |
| Deep Track Capital, LP | Sold out | -4.4m |
| BRAIDWELL LP | Sold out | -2.5m |
| Nextech Invest Ltd. | Sold out | -2.3m |
| Vestal Point Capital, LP | Sold out | -2.2m |
| MPM BIOIMPACT LLC | Sold out | -1.8m |
| Kynam Capital Management, LP | Sold out | -1.4m |
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 |
|---|---|
| PERCEPTIVE ADVISORS LLC 13G · passive investor no change · filed 2026-08-14 | 10.0% |
| BML Investment Partners, L.P. 13G · passive investor +2.1 pts · filed 2026-05-14 | 9.9% |
| Deep Track Capital, LP 13G · passive investor +2.3 pts · filed 2025-11-18 | 6.7% |
| Invus Global Management, LLC 13G · passive investor new · filed 2026-01-27 | 6.3% |
| ACORN BIOVENTURES, L.P. 13G · passive investor new · filed 2026-07-22 | 5.0% |
Fell to 5% or below in the last year: Venrock Healthcare Capital Partners III, L.P. (0.0%, 2026-08-14), Cormorant Asset Management, LP (0.0%, 2026-05-15), Kynam Capital Management, LP (2.2%, 2026-02-17)
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FCPM III SERVICES B.V. 2.22% of their portfolio | 9.6m $16.7m | Unchanged |
| Omega Fund Management, LLC 0.82% of their portfolio | 876.4k $1.5m | Unchanged |
| SR One Capital Management, LP 0.12% of their portfolio | 747.8k $1.3m | Unchanged |
| Quadrature Capital Ltd 0.00% of their portfolio | 239.0k $413.5k | Added +205.2k |
| OBSIDIAN CIO, LLC 0.02% of their portfolio | 15.0k $25.9k | New |