ENLIVEN THERAPEUTICS INC ELVN
COM · Common Stock · CUSIP 29337E102
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersBurlingame, 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. Holder counts are more reliable. Shares outstanding: 41.2m as of 2023-08-01, 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 ≈ $20.39. Options: 3 managers hold calls ($47.6k notional), 1 hold puts ($0).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 45 |
| Q2 2023 | 64 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $0 | $0 | — |
| Q1 2023 | $8.2m | $5.5k | 0.00 |
| Q2 2023 | $47.6k | $0 | 0.00 |
Biggest buyers
| BlackRock Inc. | Added | +1.5m |
| VANGUARD GROUP INC | Added | +990.6k |
| Commodore Capital LP | Added | +616.9k |
| STATE STREET CORP | Added | +456.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +379.1k |
| Fairmount Funds Management LLC | Added | +199.7k |
| NORTHERN TRUST CORP | New | +195.9k |
| BANK OF MONTREAL /CAN/ | New | +191.9k |
| HighVista Strategies LLC | New | +121.1k |
| ACUTA CAPITAL PARTNERS, LLC | Added | +73.5k |
Biggest sellers
| FMR LLC | Reduced | -2.3m |
| JANUS HENDERSON GROUP PLC | Reduced | -231.2k |
| BML Capital Management, LLC | Reduced | -137.9k |
| Logos Global Management LP | Reduced | -94.2k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -46.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -34.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -17.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -14.1k |
| MIRABELLA FINANCIAL SERVICES LLP | Sold out | -11.7k |
| Cubist Systematic Strategies, LLC | Sold out | -9.0k |
Biggest calls
| SIMPLEX TRADING, LLC | New | $44.0k2.2k shares |
| CITADEL ADVISORS LLC | Reduced | $3.6k175 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 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 |
|---|---|
| FMR LLC 13G · institution +1.7 pts · filed 2026-08-06 | 15.0% |
ORBIMED ADVISORS LLC
13D · may seek influence
-1.4 pts · filed 2026-06-24
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 |
9.5% |
| Polar Capital Holdings Plc 13G · institution no change · filed 2026-06-22 | 8.5% |
| Commodore Capital LP 13G · passive investor -2.2 pts · filed 2026-05-15 | 7.7% |
| BlackRock, Inc. 13G · institution +2.0 pts · filed 2026-10-27 | 7.1% |
| Vestal Point Capital, LP 13G · institution -1.1 pts · filed 2026-05-15 | 5.4% |
Fell to 5% or below in the last year: Venrock Healthcare Capital Partners III, L.P. (2.8%, 2026-05-15), Fairmount Funds Management LLC (3.1%, 2026-05-15)
Insider purchases and sales in Q2 2023
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 |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 1 | $159.4k | — |
| Q1 2022 | 1 | $313.6k | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 2 | $199.2k | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| ORBIMED ADVISORS LLC 3.35% of their portfolio | 9.0m $183.7m | Added +2.1k |
| 5AM Venture Management, LLC 29.48% of their portfolio | 5.8m $118.3m | Unchanged |
| FMR LLC 0.01% of their portfolio | 4.0m $81.7m | Reduced -2.3m |
| Commodore Capital LP 5.39% of their portfolio | 2.3m $47.9m | Added +616.9k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 2.3m $46.9m | Unchanged |
| Venrock Adviser, LLC 7.28% of their portfolio | 2.2m $45.5m | Added +16.0k |
| Fairmount Funds Management LLC 6.11% of their portfolio | 2.1m $43.4m | Added +199.7k |
| RA CAPITAL MANAGEMENT, L.P. 0.82% of their portfolio | 2.1m $43.3m | Unchanged |
| Cormorant Asset Management, LP 2.25% of their portfolio | 1.9m $39.5m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 1.5m $31.6m | Added +1.5m |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $23.3m | Added +990.6k |
| Frazier Life Sciences Management, L.P. 1.01% of their portfolio | 831.0k $17.0m | Unchanged |
| Boxer Capital, LLC 0.67% of their portfolio | 710.6k $14.5m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 466.3k $9.5m | Added +456.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 414.4k $8.5m | Added +379.1k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 371.0k $7.6m | Reduced -231.2k |
| Logos Global Management LP 0.87% of their portfolio | 307.1k $6.3m | Reduced -94.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 195.9k $4.0m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 191.9k $3.9m | New |
| HighVista Strategies LLC 1.13% of their portfolio | 121.1k $2.5m | New |
| ACUTA CAPITAL PARTNERS, LLC 1.44% of their portfolio | 104.5k $2.1m | Added +73.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 80.9k $1.7m | Added +65.6k |
| BML Capital Management, LLC 1.36% of their portfolio | 74.2k $1.5m | Reduced -137.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 64.7k $1.3m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 62.5k $1.3m | New |
| JBF Capital, Inc. 0.21% of their portfolio | 50.0k $1.0m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 49.2k $1.0m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 36.1k $738.0k | Reduced -34.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.8k $710.2k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 33.5k $26.8k | Reduced -512 |
| MORGAN STANLEY 0.00% of their portfolio | 33.3k $680.1k | Added +15.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 30.7k $625.7k | Added +30.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 27.6k $563.4k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 27.3k $556.9k | Reduced -14.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 24.1k $491.0k | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 23.8k $485.0k | Added +13.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 22.2k $452.7k | New |
| Legal & General Group Plc 0.00% of their portfolio | 18.1k $368.5k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 17.9k $366.4k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 17.0k $347.8k | Added +10.5k |
| BARCLAYS PLC 0.00% of their portfolio | 14.8k $302.6k | Added +7.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 12.3k $252.0k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 11.7k $238.5k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 11.3k $230.1k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 11.2k $229.3k | New |
| CITIGROUP INC 0.00% of their portfolio | 10.8k $220.9k | Reduced -440 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 10.5k $214.9k | Reduced -7.9k |
| DENALI ADVISORS LLC 0.07% of their portfolio | 9.9k $202.1k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 9.3k $190.4k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 9.2k $187.8k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 8.9k $181.0k | Added +8.8k |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 6.9k $141.5k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.1k $63.0k | Added +2.6k |
| AMALGAMATED BANK 0.00% of their portfolio | 2.3k $46.0k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.9k $39.4k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.4k $28.2k | Reduced -275 |
| Dorsey Wright & Associates 0.01% of their portfolio | 1.4k $28.1k | Added +138 |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 1.3k $26.1k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.0k $20.4k | New |
| UBS Group AG 0.00% of their portfolio | 81 $1.7k | Reduced -253 |
| Mariner Managed Account Solutions, LLC 0.00% of their portfolio | 50 $1.0k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 16 $327 | New |
| Covestor Ltd 0.00% of their portfolio | 1 $0 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | New |