LENZ THERAPEUTICS INC LENZ
COM · Common Stock · CUSIP 52635N103
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersSolana Beach, 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 ($24.3k this quarter). Holder counts are more reliable. Shares outstanding: 27.5m as of 2025-03-12, 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 ≈ $25.71. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 57 |
| Q2 2024 | 66 |
| Q3 2024 | 79 |
| Q4 2024 | 96 |
| Q1 2025 | 106 |
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 2024 | 43 | 16 |
| Q3 2024 | 41 | 25 |
| Q4 2024 | 53 | 29 |
| Q1 2025 | 53 | 39 |
Biggest buyers
| Paradigm Biocapital Advisors LP | Added | +741.5k |
| UBS Group AG | Added | +581.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +537.7k |
| Granahan Investment Management, LLC | Added | +124.3k |
| SCOGGIN MANAGEMENT LP | New | +100.0k |
| MORGAN STANLEY | Added | +96.5k |
| FMR LLC | Added | +80.9k |
| Ensign Peak Advisors, Inc | New | +77.3k |
| Point72 Asset Management, L.P. | Added | +68.3k |
| Rock Springs Capital Management LP | Added | +53.8k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -516.0k |
| SAMSARA BIOCAPITAL, LLC | Reduced | -460.6k |
| STATE STREET CORP | Reduced | -207.0k |
| Ikarian Capital, LLC | Sold out | -149.5k |
| TD Asset Management Inc | Reduced | -68.2k |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold out | -39.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -26.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -25.7k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -25.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -19.9k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $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 |
|---|---|
| RA CAPITAL MANAGEMENT, L.P. 13D · may seek influence -1.5 pts · filed 2025-11-07 | 13.6% |
| BlackRock, Inc. 13G · institution +0.9 pts · filed 2026-04-27 | 5.8% |
| FMR LLC 13G · institution -6.1 pts · filed 2026-09-08 | 5.7% |
| BlackRock Portfolio Management LLC 13G · institution new · filed 2026-10-27 | 5.2% |
| Squarepoint Ops LLC 13G · passive investor new · filed 2026-04-08 | 5.1% |
Fell to 5% or below in the last year: MILLENNIUM MANAGEMENT LLC (3.7%, 2026-10-21), Ridgeback Capital Investments L.P. (0.0%, 2026-02-17), Point72 Asset Management, L.P. (4.8%, 2025-11-14), Paradigm Biocapital Advisors LP (3.8%, 2025-11-14)
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 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 1 | $15.0m | 0 | — | — |
| Q2 2024 | 2 | $551.0k | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. 1.79% of their portfolio | 4.2m $107.4m | Unchanged |
| Alpha Wave Global, LP 41.37% of their portfolio | 3.6m $92.9m | Unchanged |
| Paradigm Biocapital Advisors LP 1.79% of their portfolio | 1.5m $38.9m | Added +741.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.2m $30.8m | Added +21.0k |
| BlackRock, Inc. 0.00% of their portfolio | 1.2m $30.0m | Added +10.9k |
| 72 Investment Holdings, LLC 73.53% of their portfolio | 1.0m $26.2m | Unchanged |
| SECTORAL ASSET MANAGEMENT INC 19.56% of their portfolio | 977.2k $25.1m | Unchanged |
| RTW INVESTMENTS, LP 0.34% of their portfolio | 863.4k $22.2m | Unchanged |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 852.2k $21.9m | Added +68.3k |
| TANG CAPITAL MANAGEMENT LLC 1.09% of their portfolio | 766.9k $19.7m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 667.2k $17.2m | Added +581.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 537.7k $13.8m | New |
| SAMSARA BIOCAPITAL, LLC 2.41% of their portfolio | 526.4k $13.5m | Reduced -460.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 360.4k $9.3m | Added +26.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 307.0k $7.9m | Reduced -516.0k |
| STATE STREET CORP 0.00% of their portfolio | 287.4k $7.4m | Reduced -207.0k |
| MORGAN STANLEY 0.00% of their portfolio | 188.7k $4.9m | Added +96.5k |
| Granahan Investment Management, LLC 0.23% of their portfolio | 176.2k $4.5m | Added +124.3k |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 142.1k $3.7m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 141.0k $3.6m | Added +1.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 124.0k $3.2m | Reduced -3.1k |
| SCOGGIN MANAGEMENT LP 1.27% of their portfolio | 100.0k $2.6m | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 83.2k $2.1m | Added +33 |
| Rock Springs Capital Management LP 0.12% of their portfolio | 83.1k $2.1m | Added +53.8k |
| FMR LLC 0.00% of their portfolio | 81.1k $2.1m | Added +80.9k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 77.3k $2.0m | New |
| Nuveen, LLC 0.00% of their portfolio | 67.0k $1.7m | First filing |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 66.0k $1.7m | Added +17.9k |
| DEBUSSY CAPITAL MANAGEMENT LP 0.25% of their portfolio | 59.3k $1.5m | Added +3.0k |
| LORD, ABBETT & CO. LLC 0.00% of their portfolio | 49.6k $1.3m | New |
| HARBOR CAPITAL ADVISORS, INC. 0.06% of their portfolio | 48.6k $1.2m | Added +4.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 42.2k $1.1m | Reduced -25.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 41.8k $1.1m | Added +7.8k |
| BBR PARTNERS, LLC 0.07% of their portfolio | 40.0k $1.0m | Unchanged |
| TD Asset Management Inc 0.00% of their portfolio | 34.8k $895.4k | Reduced -68.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 30.5k $783.8k | Added +2.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 30.4k $781.7k | Reduced -2.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 28.7k $737.7k | Reduced -520 |
| Squarepoint Ops LLC 0.00% of their portfolio | 27.9k $718.2k | New |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 27.8k $715.0k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 27.6k $708.8k | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 27.3k $702.0k | Unchanged |
| Lisanti Capital Growth, LLC 0.20% of their portfolio | 25.7k $659.8k | New |
| BARCLAYS PLC 0.00% of their portfolio | 24.4k $627.3k | Reduced -5.7k |
| Delta Investment Management, LLC 0.12% of their portfolio | 24.0k $617.1k | Added +4.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 22.9k $589.6k | Reduced -26.9k |
| Swiss National Bank 0.00% of their portfolio | 21.3k $547.6k | Added +2.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 18.3k $471.1k | Reduced -19.9k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 18.0k $462.8k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.0k $461.9k | Reduced -787 |
| KELLEHER FINANCIAL ADVISORS 0.17% of their portfolio | 17.0k $437.7k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 16.3k $419.5k | Added +8.3k |
| Rinkey Investments 0.12% of their portfolio | 15.2k $390.4k | Unchanged |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.00% of their portfolio | 10.2k $261.2k | New |
| CITIGROUP INC 0.00% of their portfolio | 9.7k $249.7k | Reduced -7.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 9.6k $246.7k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 9.6k $245.8k | Added +1.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 9.5k $243.4k | Reduced -257 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 9.3k $239.3k | Added +1.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 9.2k $236.5k | Unchanged |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 8.9k $228.1k | Added +1.4k |
| Legal & General Group Plc 0.00% of their portfolio | 8.7k $224.8k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 8.6k $220.4k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 8.3k $214.0k | Reduced -8.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 8.1k $207.0k | Reduced -291 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 7.7k $197.2k | Added +165 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 7.7k $196.9k | Reduced -13 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.5k $193.5k | Reduced -389 |
| AlphaQuest LLC 0.02% of their portfolio | 6.5k $168.2k | New |
| Corebridge Financial, Inc. 0.00% of their portfolio | 6.2k $158.2k | Reduced -91 |
| China Universal Asset Management Co., Ltd. 0.01% of their portfolio | 5.5k $141.8k | Reduced -315 |
| Virtus Investment Advisers, LLC 0.04% of their portfolio | 5.3k $137.1k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 3.5k $89.8k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.5k $64.9k | Unchanged |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 1.6k $41.1k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.2k $31.6k | Unchanged |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 1.1k $21.0k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.0k $25.9k | First filing |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 948 $24.3k | Added +32 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 928 $23.9k | Reduced -932 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 806 $21.0k | Reduced -924 |
| GF FUND MANAGEMENT CO. LTD. 0.00% of their portfolio | 704 $18.1k | Added +127 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 460 $11.8k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 434 $11.0k | Added +299 |
| GAMMA Investing LLC 0.00% of their portfolio | 227 $5.8k | Added +118 |
| Sterling Capital Management LLC 0.00% of their portfolio | 217 $5.6k | Reduced -185 |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 91 $2.0k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 84 $2.0k | Added +50 |
| US BANCORP \DE\ 0.00% of their portfolio | 75 $1.9k | Reduced -41 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 52 $1.3k | Added +50 |
| Larson Financial Group LLC 0.00% of their portfolio | 39 $1.0k | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 38 $977 | Reduced -63 |
| Allworth Financial LP 0.00% of their portfolio | 35 $1.0k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 33 $848 | Reduced -1 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 28 $720 | Unchanged |
| QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio | 27 $695 | New |
| ASSETMARK, INC 0.00% of their portfolio | 21 $540 | New |
| COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio | 16 $412 | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 15 $386 | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 12 $308 | Unchanged |