Vault-13

ORUKA THERAPEUTICS INC ORKA

COM · Common Stock · CUSIP 687604108

82 institutional holders +10 vs Q1 2025
34,423,99534.4m shares reported held*
91.9% of all shares outstanding*
$385.9mreported value*
25 new 27 added 14 reduced 14 sold out net bought ≈ $30.2m (+2.7m shares)

* 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 ($84.7k this quarter). Holder counts are more reliable. Shares outstanding: 37.5m as of 2025-07-31, 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 ≈ $11.21. Options: 2 managers hold calls ($2.2k notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 24: 43Q4 24: 67Q1 25: 72Q2 25: 8282Q3 24Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 202443
Q4 202467
Q1 202572
Q2 202582

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 24: 45 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 43 bought or addedQ1 25: 22 cut or sold outQ1 25Q2 25: 52 bought or addedQ2 25: 28 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 20244513
Q1 20254322
Q2 20255228

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 24 calls: $453.4kQ3 24 puts: $147.1kQ3 24P/C 0.32Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $2.0kQ1 25 puts: $0Q1 25P/C 0.00Q2 25 calls: $2.2kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$453.4k$147.1k0.32
Q4 2024$0$0—
Q1 2025$2.0k$00.00
Q2 2025$2.2k$00.00

Biggest buyers

BlackRock, Inc. Added +1,241,206+1.2m
MERCER GLOBAL ADVISORS INC /ADV New +852,338+852.3k
Deep Track Capital, LP Added +474,089+474.1k
GEODE CAPITAL MANAGEMENT, LLC Added +354,821+354.8k
FRANKLIN RESOURCES INC Added +292,421+292.4k
STATE STREET CORP Added +286,125+286.1k
VANGUARD GROUP INC Added +179,874+179.9k
SILVERARC CAPITAL MANAGEMENT, LLC New +165,389+165.4k
NORTHERN TRUST CORP Added +162,593+162.6k
Cable Car Capital, LP Added +150,000+150.0k

Biggest sellers

Redmile Group, LLC Sold out -386,963-387.0k
Jefferies Financial Group Inc. Reduced -340,038-340.0k
MORGAN STANLEY Reduced -319,463-319.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -316,074-316.1k
GOLDMAN SACHS GROUP INC Reduced -171,950-171.9k
Ikarian Capital, LLC Reduced -106,426-106.4k
WELLINGTON MANAGEMENT GROUP LLP Sold out -87,501-87.5k
Polar Capital Holdings Plc Reduced -75,000-75.0k
Qube Research & Technologies Ltd Sold out -52,026-52.0k
BRAIDWELL LP Reduced -47,584-47.6k

Biggest calls

GROUP ONE TRADING LLC Added $2.2k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

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.

HolderStakeChangeShares Last filed
Fairmount Funds Management LLC 13D · may seek influence -0.5 pts · filed 2026-07-01 19.5% -0.5 pts 14.6m≈ $1.4bn 2026-07-01
Venrock Healthcare Capital Partners III, L.P. 13G · passive investor -2.5 pts · filed 2026-08-14 7.4% -2.5 pts 4.6m≈ $433.7m 2026-08-14
BlackRock, Inc. 13G · institution +2.1 pts · filed 2026-01-21 6.6% +2.1 pts 3.2m≈ $302.2m 2026-01-21
Capital World Investors 13G · institution new · filed 2026-08-12 5.6% new 3.4m≈ $323.7m 2026-08-12
RTW INVESTMENTS, LP 13G · institution +0.9 pts · filed 2026-08-14 5.2% +0.9 pts 3.1m≈ $298.7m 2026-08-14

Fell to 5% or below in the last year: VIKING GLOBAL INVESTORS LP (2.5%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27), Deep Track Capital, LP (4.5%, 2026-02-13)

Insider purchases and sales in Q2 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.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.00% of their portfolio BOSTON, MA 5,616,4715.6m $63.0m $63.0m 0.00% Added +54.7k +54,663
2 Venrock Adviser, LLC 3.48% of their portfolio NEW YORK, NY 4,148,4284.1m $46.5m $46.5m 3.48% Unchanged
3 Fairmount Funds Management LLC 4.90% of their portfolio WEST CONSHOHOCKEN, PA 3,371,9223.4m $37.8m $37.8m 4.90% Unchanged
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,988,8802.0m $22.3m $22.3m 0.00% Added +1.2m +1,241,206
5 RTW INVESTMENTS, LP 0.31% of their portfolio NEW YORK, NY 1,945,6491.9m $21.8m $21.8m 0.31% Unchanged
6 Deep Track Capital, LP 0.69% of their portfolio GREENWICH, CT 1,918,7981.9m $21.5m $21.5m 0.69% Added +474.1k +474,089
7 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,817,3071.8m $20.4m $20.4m 0.00% Added +179.9k +179,874
8 BRAIDWELL LP 0.58% of their portfolio STAMFORD, CT 1,524,8421.5m $17.1m $17.1m 0.58% Reduced -47.6k -47,584
9 Commodore Capital LP 1.12% of their portfolio NEW YORK, NY 1,419,7141.4m $15.9m $15.9m 1.12% Unchanged
10 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 1,012,9681.0m $11.4m $11.4m 0.00% Added +292.4k +292,421
11 Polar Capital Holdings Plc 0.06% of their portfolio London, X0 975,000975.0k $10.9m $10.9m 0.06% Reduced -75.0k -75,000
12 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 852,338852.3k $9.6m $9.6m 0.02% New
13 Blackstone Inc. 0.04% of their portfolio NEW YORK, NY 826,724826.7k $9.3m $9.3m 0.04% Added +43.1k +43,071
14 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 707,406707.4k $7.9m $7.9m 0.00% Added +354.8k +354,821
15 Affinity Asset Advisors, LLC 1.00% of their portfolio NEW YORK, NY 603,479603.5k $6.8m $6.8m 1.00% Added +58.1k +58,117
16 Cable Car Capital, LP 2.91% of their portfolio SAN FRANCISCO, CA 600,000600.0k $6.7m $6.7m 2.91% Added +150.0k +150,000
17 Frazier Life Sciences Management, L.P. 0.26% of their portfolio PALO ALTO, CA 583,327583.3k $6.5m $6.5m 0.26% Unchanged
18 SR One Capital Management, LP 1.05% of their portfolio Redwood City, CA 430,330430.3k $4.8m $4.8m 1.05% Unchanged
19 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 410,881410.9k $4.6m $4.6m 0.00% Reduced -721 -721
20 Woodline Partners LP 0.02% of their portfolio San Francisco, CA 390,904390.9k $4.4m $4.4m 0.02% Added +100 +100
21 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 372,806372.8k $4.2m $4.2m 0.00% Added +286.1k +286,125
22 Avidity Partners Management LP 0.79% of their portfolio DALLAS, TX 352,124352.1k $3.9m $3.9m 0.79% Unchanged
23 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 330,000330.0k $3.7m $3.7m 0.01% Reduced -12.4k -12,399
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 222,178222.2k $2.5m $2.5m 0.00% Added +162.6k +162,593
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 208,328208.3k $2.3m $2.3m 0.00% Reduced -319.5k -319,463
26 SILVERARC CAPITAL MANAGEMENT, LLC 0.38% of their portfolio BOSTON, MA 165,389165.4k $1.9m $1.9m 0.38% New
27 ADAR1 Capital Management, LLC 0.26% of their portfolio AUSTIN, TX 142,780142.8k $1.6m $1.6m 0.26% Added +10.0k +10,000
28 Candriam S.C.A. 0.01% of their portfolio STRASSEN, N4 116,698116.7k $1.3m $1.3m 0.01% Unchanged
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 110,646110.6k $1.2m $1.2m 0.00% Added +76.8k +76,763
30 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 91,16491.2k $1.0m $1.0m 0.00% Added +15.8k +15,831
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 84,00284.0k $941.7k $941.7k 0.00% Added +68.4k +68,394
32 Aberdeen Group plc 0.00% of their portfolio EDINBURGH, X0 78,38078.4k $878.6k $878.6k 0.00% New
33 B Group, Inc. 0.73% of their portfolio DALLAS, TX 75,00075.0k $840.8k $840.8k 0.73% Added +16.8k +16,785
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 72,24972.2k $809.9k $809.9k 0.00% Reduced -171.9k -171,950
35 Ikarian Capital, LLC 0.25% of their portfolio DALLAS, TX 68,57468.6k $768.7k $768.7k 0.25% Reduced -106.4k -106,426
36 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 67,64567.6k $758.3k $758.3k 0.00% New
37 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 64,99165.0k $728.5k $728.5k 0.01% Reduced -340.0k -340,038
38 KENNEDY CAPITAL MANAGEMENT LLC 0.02% of their portfolio ST LOUIS, MO 64,92664.9k $727.8k $727.8k 0.02% Reduced -823 -823
39 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 63,50963.5k $711.9k $711.9k 0.00% New
40 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 58,33258.3k $653.9k $653.9k 0.00% Unchanged
41 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 52,74752.7k $591.3k $591.3k 0.00% Added +9.8k +9,828
42 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 45,87645.9k $514.3k $514.3k 0.00% Unchanged
43 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 35,31335.3k $395.9k $395.9k 0.00% New
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,96234.0k $380.7k $380.7k 0.00% Reduced -316.1k -316,074
45 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 32,34232.3k $362.6k $362.6k 0.00% Added +10.5k +10,511
46 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 28,57028.6k $320.3k $320.3k 0.00% New
47 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 19,36119.4k $217.0k $217.0k 0.00% New
48 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 19,00319.0k $213.0k $213.0k 0.01% Reduced -34.6k -34,612
49 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 18,84918.8k $211.3k $211.3k 0.00% Added +14.0k +13,986
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,45517.5k $195.7k $195.7k 0.00% New
51 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 16,51316.5k $185.1k $185.1k 0.00% New
52 AlphaQuest LLC 0.02% of their portfolio New York, NY 16,06416.1k $180.1k $180.1k 0.02% Reduced -271 -271
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,42515.4k $172.9k $172.9k 0.00% Added +13.1k +13,115
54 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 15,31015.3k $171.6k $171.6k 0.00% New
55 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 15,02515.0k $168.4k $168.4k 0.00% New
56 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 14,89214.9k $166.9k $166.9k 0.00% New
57 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 13,90013.9k $155.8k $155.8k 0.00% Reduced -21.9k -21,900
58 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 12,32612.3k $138.2k $138.2k 0.00% Reduced -41.8k -41,800
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,8409.8k $110.3k $110.3k 0.00% Added +8.3k +8,286
60 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 8,6008.6k $96.4k $96.4k 0.00% New
61 China Universal Asset Management Co., Ltd. 0.01% of their portfolio SHANGHAI, F4 7,5207.5k $84.3k $84.3k 0.01% Added +11 +11
62 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 6,1086.1k $68.5k $68.5k 0.00% New
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,0085.0k $54.0k $54.0k 0.00% Added +5.0k +4,998
64 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,8032.8k $31.4k $31.4k 0.00% Added +2.3k +2,306
65 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,7772.8k $31.1k $31.1k 0.00% New
66 Legal & General Group Plc 0.00% of their portfolio London, X0 2,4772.5k $27.8k $27.8k 0.00% New
67 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,3492.3k $26.3k $26.3k 0.00% Added +1.6k +1,595
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 1,6971.7k $19.0k $19.0k 0.00% New
69 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 1,4461.4k $16.2k $16.2k 0.00% Added +193 +193
70 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 929929 $10.0k $10.0k 0.00% New
71 GF FUND MANAGEMENT CO. LTD. 0.00% of their portfolio GUANGZHOU, F4 896896 $10.0k $10.0k 0.00% Unchanged
72 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 734734 $8.2k $8.2k 0.00% New
73 Activest Wealth Management 0.00% of their portfolio AVENTURA, FL 166166 $1.9k $1.9k 0.00% Unchanged
74 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 116116 $1.0k $1.0k 0.00% Unchanged
75 J.Safra Asset Management Corp 0.00% of their portfolio NEW YORK, NY 2424 $269 $269 0.00% New
76 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2020 $224 $224 0.00% Unchanged
77 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 88 $89 $89 0.00% Unchanged
78 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 55 $57 $57 0.00% New
79 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 22 $22 $22 0.00% New
80 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11 $11 $11 0.00% New
81 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $11 $11 0.00% New
82 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged