STOKE THERAPEUTICS INC STOK
COM · Common Stock · CUSIP 86150R107 · ISIN US86150R1077
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersBedford, MA
- 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 ($140.1k this quarter). Holder counts are more reliable. Shares outstanding: 62.3m as of 2026-04-30, 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 ≈ $32.55. Options: 5 managers hold calls ($3.7m notional), 5 hold puts ($8.7m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 105 |
| Q4 2022 | 108 |
| Q1 2023 | 98 |
| Q2 2023 | 101 |
| Q3 2023 | 98 |
| Q4 2023 | 82 |
| Q1 2024 | 104 |
| Q2 2024 | 116 |
| Q3 2024 | 119 |
| Q4 2024 | 131 |
| Q1 2025 | 127 |
| Q2 2025 | 135 |
| Q3 2025 | 151 |
| Q4 2025 | 183 |
| Q1 2026 | 198 |
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 | 80 | 44 |
| Q3 2024 | 59 | 56 |
| Q4 2024 | 60 | 58 |
| Q1 2025 | 66 | 55 |
| Q2 2025 | 75 | 48 |
| Q3 2025 | 85 | 60 |
| Q4 2025 | 96 | 71 |
| Q1 2026 | 115 | 79 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $34.8k | $671.8k | 19.30 |
| Q3 2025 | $13.4m | $2.4m | 0.18 |
| Q4 2025 | $20.3m | $2.5m | 0.12 |
| Q1 2026 | $3.7m | $8.7m | 2.35 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +2.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.6m |
| Troluce Capital Advisors LLC | New | +652.8k |
| MILLENNIUM MANAGEMENT LLC | New | +472.1k |
| BANK OF AMERICA CORP /DE/ | Added | +336.9k |
| BAILLIE GIFFORD & CO | Added | +328.3k |
| Artisan Partners Limited Partnership | New | +315.5k |
| BVF INC/IL | Added | +281.9k |
| T. Rowe Price Investment Management, Inc. | New | +250.9k |
| BlackRock, Inc. | Added | +173.2k |
Biggest sellers
| Point72 Asset Management, L.P. | Sold out | -1.2m |
| Lynx1 Capital Management LP | Reduced | -641.0k |
| Assenagon Asset Management S.A. | Reduced | -320.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -312.0k |
| Siren, L.L.C. | Reduced | -252.0k |
| STATE STREET CORP | Reduced | -221.5k |
| FMR LLC | Reduced | -217.3k |
| BARCLAYS PLC | Reduced | -140.8k |
| Polar Capital Holdings Plc | Reduced | -136.6k |
| Rhenman & Partners Asset Management AB | Reduced | -133.0k |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | New | $1.3m40.0k shares |
| CITADEL ADVISORS LLC | Added | $1.1m35.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $713.1k21.9k shares |
| JANE STREET GROUP, LLC | Added | $381.0k11.7k shares |
| GROUP ONE TRADING LLC | Added | $162.8k5.0k shares |
Biggest puts
| Caption Management, LLC | New | $6.5m200.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m34.7k shares |
| CITADEL ADVISORS LLC | Added | $696.8k21.4k shares |
| JANE STREET GROUP, LLC | Reduced | $338.6k10.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.3k100 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 |
|---|---|
| RTW INVESTMENTS, LP 13G · institution -0.1 pts · filed 2026-05-15 | 9.9% |
| FMR LLC 13G · institution -1.3 pts · filed 2026-08-06 | 8.5% |
| BlackRock, Inc. 13G · institution +1.0 pts · filed 2025-10-17 | 6.8% |
| Redmile Group, LLC 13G · passive investor -1.3 pts · filed 2026-05-15 | 6.7% |
| Lynx1 Capital Management LP 13G · passive investor -1.6 pts · filed 2026-08-14 | 6.5% |
| MORGAN STANLEY 13G · institution filed 2025-02-03 | 6.5% |
| BAKER BROS. ADVISORS LP 13G · institution filed 2026-02-17 | 5.8% |
| BIOTECHNOLOGY VALUE FUND L P 13G · passive investor new · filed 2026-09-30 | 5.6% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution new · filed 2026-05-15 | 5.2% |
Fell to 5% or below in the last year: TORONTO DOMINION BANK (4.9%, 2026-08-12), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q1 2026
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 2024 | 0 | — | 4 | $2.8m | $2.8m |
| Q3 2024 | 0 | — | 2 | $465.6k | $465.6k |
| Q4 2024 | 0 | — | 3 | $1.1m | $554.1k |
| Q1 2025 | 0 | — | 3 | $260.6k | — |
| Q2 2025 | 0 | — | 1 | $349.3k | $349.3k |
| Q3 2025 | 0 | — | 3 | $2.4m | $2.1m |
| Q4 2025 | 0 | — | 4 | $6.5m | $6.1m |
| Q1 2026 | 0 | — | 7 | $3.1m | $2.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-20 | Allan Jonathan GENERAL COUNSEL & CORP SEC | Sold plan | $313.1k9.3k shares |
| 2026-03-19 | Ticho Barry CHIEF MEDICAL OFFICER | Sold plan | $43.8k1.5k shares |
| 2026-03-18 | Ticho Barry CHIEF MEDICAL OFFICER | Sold plan | $209.5k6.7k shares |
| 2026-03-18 | Allan Jonathan GENERAL COUNSEL & CORP SEC | Sold | $145.0k4.6k shares |
| 2026-03-18 | Leggett Thomas Chief Financial Officer | Sold | $74.7k2.4k shares |
| 2026-03-18 | Hoitt Jason Chief Patient Officer | Sold | $60.5k1.9k shares |
| 2026-03-17 | Ticho Barry CHIEF MEDICAL OFFICER | Sold plan | $203.5k6.2k shares |
| 2026-03-17 | Allan Jonathan GENERAL COUNSEL & CORP SEC | Sold | $140.8k4.3k shares |
| 2026-03-17 | Leggett Thomas Chief Financial Officer | Sold | $72.5k2.2k shares |
| 2026-03-17 | Hoitt Jason Chief Patient Officer | Sold | $58.8k1.8k shares |
| 2026-03-13 | LEVIN ARTHUR A Director | Sold plan | $22.3k605 shares |
| 2026-03-10 | Krainer Adrian R. Director | Sold plan | $1.3m33.2k shares |
| 2026-03-10 | TZIANABOS ARTHUR Interim Executive Chair, director | Sold plan | $174.2k4.4k shares |
| 2026-03-02 | Krainer Adrian R. Director | Sold plan | $286.7k7.2k 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 2026
| Manager | Shares | Change |
|---|---|---|
| RTW INVESTMENTS, LP 1.82% of their portfolio | 5.6m $183.1m | Added +76.7k |
| BlackRock, Inc. 0.00% of their portfolio | 5.4m $175.4m | Added +173.2k |
| FMR LLC 0.01% of their portfolio | 5.4m $175.3m | Reduced -217.3k |
| Lynx1 Capital Management LP 24.51% of their portfolio | 4.8m $155.1m | Reduced -641.0k |
| Redmile Group, LLC 8.98% of their portfolio | 4.2m $135.6m | Added +130.1k |
| MORGAN STANLEY 0.01% of their portfolio | 3.4m $111.5m | Reduced -122.9k |
| BAKER BROS. ADVISORS LP 0.62% of their portfolio | 3.3m $108.6m | Unchanged |
| TORONTO DOMINION BANK 0.20% of their portfolio | 3.2m $103.3m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 3.1m $100.8m | Added +2.4m |
| BVF INC/IL 2.64% of their portfolio | 2.5m $82.9m | Added +281.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.4m $76.7m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 2.3m $74.1m | Reduced -221.5k |
| Siren, L.L.C. 1.80% of their portfolio | 2.0m $65.0m | Reduced -252.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.9m $63.0m | Added +1.6m |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.70% of their portfolio | 1.8m $59.4m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 1.6m $52.5m | Added +161.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $43.1m | Added +156.1k |
| Polar Capital Holdings Plc 0.16% of their portfolio | 1.1m $36.9m | Reduced -136.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 989.9k $32.2m | Added +162.8k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 907.0k $29.5m | Reduced -320.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 830.7k $27.0m | Reduced -312.0k |
| MPM BIOIMPACT LLC 1.93% of their portfolio | 767.0k $25.0m | Reduced -3.3k |
| Opaleye Management Inc. 3.01% of their portfolio | 700.0k $22.8m | Added +5.0k |
| Troluce Capital Advisors LLC 2.25% of their portfolio | 652.8k $21.3m | New |
| BAILLIE GIFFORD & CO 0.02% of their portfolio | 575.2k $18.7m | Added +328.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 543.1k $17.7m | Added +336.9k |
| Candriam S.C.A. 0.08% of their portfolio | 502.0k $16.3m | Added +55.3k |
| TANG CAPITAL MANAGEMENT LLC 0.83% of their portfolio | 500.0k $16.3m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 472.1k $15.4m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 462.7k $15.1m | First filing |
| Erste Asset Management GmbH 0.13% of their portfolio | 446.0k $14.2m | Added +50.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 437.2k $14.2m | Added +26.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 431.6k $14.1m | Added +28.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 356.9k $11.6m | First filing |
| Parkman Healthcare Partners LLC 1.14% of their portfolio | 336.5k $11.0m | Reduced -93.6k |
| Granahan Investment Management, LLC 0.53% of their portfolio | 335.6k $10.9m | Added +144.2k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 315.5k $10.3m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 265.5k $8.4m | Reduced -12.5k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 250.9k $8.2m | New |
| Birchview Capital, LP 3.89% of their portfolio | 210.0k $6.8m | Reduced -50.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 163.5k $5.3m | Added +780 |
| UBS Group AG 0.00% of their portfolio | 158.3k $5.2m | Reduced -11.4k |
| Invesco Ltd. 0.00% of their portfolio | 150.0k $4.9m | Reduced -109.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 143.4k $4.7m | Added +2.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 142.8k $4.6m | Added +10.6k |
| DAFNA Capital Management LLC 0.97% of their portfolio | 130.9k $4.3m | Added +22.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 123.0k $4.0m | Added +107.2k |
| Susquehanna Portfolio Strategies, LLC 0.06% of their portfolio | 119.2k $3.9m | Reduced -7.1k |
| GILDER GAGNON HOWE & CO LLC 0.04% of their portfolio | 112.6k $3.7m | Reduced -9.8k |
| Nuveen, LLC 0.00% of their portfolio | 108.6k $3.5m | Added +4.4k |
| EcoR1 Capital, LLC 0.14% of their portfolio | 100.0k $3.3m | New |
| Palo Alto Investors LP 0.42% of their portfolio | 84.6k $2.8m | Added +12.6k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.59% of their portfolio | 84.0k $2.7m | Added +21.0k |
| Rhenman & Partners Asset Management AB 0.33% of their portfolio | 83.0k $2.7m | Reduced -133.0k |
| Swiss National Bank 0.00% of their portfolio | 79.1k $2.6m | Added +3.4k |
| Quantedge Capital Pte Ltd 1.40% of their portfolio | 78.6k $2.6m | Reduced -8.6k |
| TD Asset Management Inc 0.00% of their portfolio | 74.4k $2.4m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 69.2k $2.3m | Added +55.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 67.3k $2.2m | Added +4.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 64.3k $2.1m | Reduced -2.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 63.9k $2.1m | Reduced -6.3k |
| Harvest Investment Services, LLC 0.37% of their portfolio | 62.8k $2.0m | Added +24.5k |
| HighVista Strategies LLC 0.56% of their portfolio | 62.6k $2.0m | Reduced -52.9k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 59.9k $2.0m | Reduced -30.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 58.2k $1.9m | Added +973 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 57.3k $1.9m | Added +11.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 56.1k $1.8m | Added +51.9k |
| Informed Momentum Co LLC 0.20% of their portfolio | 52.0k $1.7m | Reduced -65.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.6k $1.7m | Added +14.5k |
| Woodline Partners LP 0.01% of their portfolio | 50.1k $1.6m | Unchanged |
| Privium Fund Management B.V. 0.34% of their portfolio | 50.0k $1.6m | Reduced -5.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 50.0k $1.6m | Added +71 |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 49.3k $1.6m | Reduced -13.8k |
| Creative Planning 0.00% of their portfolio | 48.1k $1.6m | Added +6.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 47.9k $1.6m | Added +33.0k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 47.3k $1.5m | New |
| ALPS ADVISORS INC 0.01% of their portfolio | 46.5k $1.5m | Reduced -20.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 46.5k $1.5m | Added +17.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 41.8k $1.3m | Added +1.2k |
| OMERS ADMINISTRATION Corp 0.01% of their portfolio | 41.5k $1.4m | New |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.33% of their portfolio | 40.8k $1.3m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 40.6k $1.3m | Added +7.2k |
| Moran Wealth Management, LLC 0.04% of their portfolio | 40.6k $1.3m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 39.2k $1.3m | Added +24.1k |
| LPL Financial LLC 0.00% of their portfolio | 36.0k $1.2m | Added +28.7k |
| Caption Management, LLC 0.05% of their portfolio | 35.2k $1.1m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 34.1k $1.1m | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 34.0k $1.1m | Added +8.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 33.9k $1.1m | Reduced -7.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 33.9k $1.1m | Added +1.4k |
| Legal & General Group Plc 0.00% of their portfolio | 32.0k $1.0m | Reduced -4.3k |
| Blackstone Inc. 0.00% of their portfolio | 30.6k $995.7k | Not comparable |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 30.5k $992.4k | Added +21.3k |
| PROFUND ADVISORS LLC 0.03% of their portfolio | 27.0k $878.6k | Reduced -6.4k |
| NOMURA HOLDINGS INC 0.01% of their portfolio | 26.9k $875.6k | Reduced -17.5k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 26.6k $867.4k | First filing |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 26.2k $853.1k | Reduced -9.0k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 26.1k $850.0k | Added +786 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 25.1k $817.7k | First filing |
| Cresset Asset Management, LLC 0.00% of their portfolio | 24.5k $797.5k | Reduced -1.8k |