TWIST BIOSCIENCE CORP TWST
COM · Common Stock · CUSIP 90184D100 · ISIN US90184D1000
Biotechnology company
- SectorHealth care
- IndustryBiological Products, (No Diagnostic Substances)
- HeadquartersSouth San Francisco, CA
- Founded2013
- Websitetwistbioscience.com
- 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 ($135.0m this quarter). Holder counts are more reliable. Shares outstanding: 59.4m as of 2024-11-13, 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 ≈ $45.20. Options: 6 managers hold calls ($5.9m notional), 4 hold puts ($2.0m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 222 |
| Q4 2022 | 199 |
| Q1 2023 | 202 |
| Q2 2023 | 194 |
| Q3 2023 | 197 |
| Q4 2023 | 220 |
| Q1 2024 | 240 |
| Q2 2024 | 265 |
| Q3 2024 | 247 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 103 | 96 |
| Q1 2023 | 112 | 77 |
| Q2 2023 | 103 | 84 |
| Q3 2023 | 83 | 92 |
| Q4 2023 | 95 | 94 |
| Q1 2024 | 121 | 99 |
| Q2 2024 | 147 | 112 |
| Q3 2024 | 120 | 128 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $11.8m | $15.0m | 1.27 |
| Q1 2024 | $8.7m | $8.0m | 0.92 |
| Q2 2024 | $12.4m | $7.2m | 0.58 |
| Q3 2024 | $5.9m | $2.0m | 0.34 |
Biggest buyers
| Thrivent Financial for Lutherans | New | +973.7k |
| STATE STREET CORP | Added | +526.0k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +521.3k |
| BANK OF AMERICA CORP /DE/ | Added | +428.1k |
| MPM BIOIMPACT LLC | New | +294.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +292.9k |
| Squarepoint Ops LLC | Added | +263.0k |
| Invesco Ltd. | Added | +220.8k |
| RENAISSANCE TECHNOLOGIES LLC | New | +214.3k |
| Qube Research & Technologies Ltd | Added | +183.1k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -900.9k |
| ARK Investment Management LLC | Reduced | -771.3k |
| Point72 Asset Management, L.P. | Sold out | -673.1k |
| LORD, ABBETT & CO. LLC | Reduced | -604.0k |
| Driehaus Capital Management LLC | Sold out | -388.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -326.4k |
| Amova Asset Management Americas, Inc. | Reduced | -302.6k |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -301.8k |
| Cubist Systematic Strategies, LLC | Sold out | -282.8k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Sold out | -197.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.7m59.9k shares |
| JANE STREET GROUP, LLC | Added | $2.0m43.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.0m22.9k shares |
| SIMPLEX TRADING, LLC | Added | $212.0k4.7k shares |
| GROUP ONE TRADING LLC | Reduced | $9.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.6m36.1k shares |
| CITADEL ADVISORS LLC | Reduced | $216.9k4.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $176.0k3.9k shares |
| 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 |
|---|---|
| FMR LLC 13G · institution +5.6 pts · filed 2026-09-08 | 13.2% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 8.3% |
| Artisan Partners Limited Partnership 13G · institution -2.4 pts · filed 2026-08-13 | 7.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution new · filed 2026-08-14 | 5.8% |
| ARK Investment Management LLC 13G · institution -2.2 pts · filed 2026-09-08 | 5.1% |
| STATE STREET CORP 13G · institution +0.8 pts · filed 2025-11-10 | 5.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
Fell to 5% or below in the last year: EdgePoint Investment Group Inc. (4.2%, 2026-08-14), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (3.5%, 2026-08-11), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2024
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 |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 1 | $54.4k | — |
| Q1 2023 | 0 | — | 3 | $52.9k | — |
| Q2 2023 | 1 | $132.0k | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 6 | $329.6k | — |
| Q2 2024 | 0 | — | 7 | $945.5k | — |
| Q3 2024 | 0 | — | 6 | $957.9k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-20 | Leproust Emily M. Chief Executive Officer, director | Sold | $81.2k1.7k shares |
| 2024-09-20 | Green Paula SVP of Human Resources | Sold | $13.9k297 shares |
| 2024-09-20 | Cho Dennis Officer | Sold | $11.0k234 shares |
| 2024-09-16 | Cho Dennis Officer | Sold | $4.4k94 shares |
| 2024-09-06 | Leproust Emily M. Chief Executive Officer, director | Sold | $91.6k2.3k shares |
| 2024-09-06 | Green Paula SVP of Human Resources | Sold | $35.7k912 shares |
| 2024-09-06 | Cho Dennis Officer | Sold | $10.8k275 shares |
| 2024-09-06 | WERNER ROBERT F. Chief Accounting Officer | Sold | $9.4k240 shares |
| 2024-08-23 | WERNER ROBERT F. Chief Accounting Officer | Sold | $35.1k813 shares |
| 2024-08-05 | Leproust Emily M. Chief Executive Officer, director | Sold | $205.2k5.1k shares |
| 2024-08-05 | Finn Patrick John President and COO | Sold | $115.2k2.9k shares |
| 2024-08-05 | Green Paula SVP of Human Resources | Sold | $45.4k1.1k shares |
| 2024-08-05 | Cho Dennis Officer | Sold | $28.3k709 shares |
| 2024-08-05 | WERNER ROBERT F. Chief Accounting Officer | Sold | $6.7k168 shares |
| 2024-07-23 | Finn Patrick John President and COO | Sold | $125.0k2.2k shares |
| 2024-07-09 | Laponis Adam Chief Financial Officer | Sold | $41.2k842 shares |
| 2024-07-02 | Leproust Emily M. Chief Executive Officer, director | Sold | $53.5k1.1k shares |
| 2024-07-02 | Finn Patrick John President and COO | Sold | $22.8k476 shares |
| 2024-07-02 | Green Paula SVP of Human Resources | Sold | $15.5k322 shares |
| 2024-07-02 | Cho Dennis Officer | Sold | $6.0k126 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| Artisan Partners Limited Partnership 0.41% of their portfolio | 6.0m $271.9m | Reduced -49.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.6m $253.8m | Added +25.1k |
| BlackRock, Inc. 0.01% of their portfolio | 5.5m $247.5m | First filing |
| ARK Investment Management LLC 2.21% of their portfolio | 5.4m $242.1m | Reduced -771.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 5.0m $223.7m | Reduced -900.9k |
| Invesco Ltd. 0.03% of their portfolio | 3.6m $164.6m | Added +220.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.39% of their portfolio | 3.5m $157.1m | Added +292.9k |
| STATE STREET CORP 0.01% of their portfolio | 3.2m $143.1m | Added +526.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 2.9m $129.3m | Reduced -301.8k |
| Amova Asset Management Americas, Inc. 1.46% of their portfolio | 2.9m $129.2m | Reduced -302.6k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 1.5m $67.0m | Added +54.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.4m $61.8m | Added +26.1k |
| MORGAN STANLEY 0.00% of their portfolio | 991.1k $44.8m | Added +176.2k |
| Thrivent Financial for Lutherans 0.08% of their portfolio | 973.7k $44.0m | New |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 962.2k $43.5m | Reduced -48.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 921.4k $41.6m | Added +76.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 880.2k $39.8m | Reduced -81.0k |
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 834.3k $37.7m | Reduced -150.0k |
| Tao Capital Management LP 33.91% of their portfolio | 828.8k $37.4m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 797.7k $36.0m | Added +521.3k |
| FRED ALGER MANAGEMENT, LLC 0.17% of their portfolio | 767.1k $34.7m | Added +112.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 635.7k $28.7m | Added +428.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 614.9k $27.8m | Reduced -74.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 575.7k $26.0m | Added +17.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 524.9k $23.7m | Added +24.6k |
| Iron Triangle Partners LP 3.24% of their portfolio | 510.0k $23.0m | Reduced -16.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 482.6k $21.8m | Added +8.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 462.6k $20.9m | Reduced -43.8k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 456.0k $20.6m | Reduced -326.4k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 419.6k $19.0m | Reduced -159.6k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 377.9k $17.1m | Added +86.4k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.08% of their portfolio | 340.6k $15.4m | Added +148.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 331.8k $15.0m | Added +23.6k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 330.9k $15.0m | Reduced -469 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 313.0k $14.1m | Reduced -96.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 309.8k $14.0m | Reduced -4.9k |
| MPM BIOIMPACT LLC 2.00% of their portfolio | 294.9k $13.3m | New |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 280.5k $12.7m | Reduced -59.5k |
| Squarepoint Ops LLC 0.04% of their portfolio | 273.4k $12.4m | Added +263.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 252.1k $11.8m | Added +8.3k |
| FMR LLC 0.00% of their portfolio | 218.6k $9.9m | Added +12.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 214.3k $9.7m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 205.9k $9.3m | Added +83.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 203.5k $9.2m | Reduced -328 |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 190.8k $8.6m | Added +183.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 187.6k $8.5m | Added +126.1k |
| NORGES BANK 0.00% of their portfolio | 183.7k $8.3m | Reduced -55.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 176.5k $8.0m | Added +80.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio | 174.0k $7.9m | Added +35.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 165.1k $7.5m | Added +4.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 158.1k $7.1m | Reduced -14.6k |
| Trexquant Investment LP 0.09% of their portfolio | 156.5k $7.1m | Reduced -4.4k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.03% of their portfolio | 153.2k $6.9m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 153.0k $6.9m | Added +104.4k |
| UBS Group AG 0.00% of their portfolio | 150.3k $6.8m | Reduced -5.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 146.8k $6.6m | Added +8.3k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 139.1k $6.3m | Added +36.0k |
| Man Group plc 0.02% of their portfolio | 129.6k $5.9m | Reduced -63.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 121.1k $5.5m | Reduced -71.7k |
| Swiss National Bank 0.00% of their portfolio | 114.0k $5.2m | Unchanged |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 104.4k $4.7m | Reduced -604.0k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 101.3k $4.6m | Added +43.3k |
| Integral Health Asset Management, LLC 0.53% of their portfolio | 100.0k $4.5m | New |
| Legal & General Group Plc 0.00% of their portfolio | 91.1k $4.1m | Added +7.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 89.1k $4.0m | Reduced -3.8k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 87.3k $3.9m | Added +70.8k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 79.5k $3.6m | Reduced -4.7k |
| Hillsdale Investment Management Inc. 0.27% of their portfolio | 77.7k $3.5m | Added +100 |
| ODDO BHF ASSET MANAGEMENT SAS 0.16% of their portfolio | 73.1k $3.3m | First filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 69.8k $3.2m | Reduced -5.6k |
| CASTLEARK MANAGEMENT LLC 0.13% of their portfolio | 69.5k $3.1m | Reduced -87.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 65.7k $3.0m | Unchanged |
| Vestmark Advisory Solutions, Inc. 0.11% of their portfolio | 62.7k $2.8m | Reduced -18.1k |
| Jump Financial, LLC 0.06% of their portfolio | 61.6k $2.8m | New |
| LPL Financial LLC 0.00% of their portfolio | 56.3k $2.5m | Added +21.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 55.4k $2.5m | Reduced -78.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 55.0k $2.5m | Reduced -1.4k |
| Aquatic Capital Management LLC 0.06% of their portfolio | 54.0k $2.4m | Added +52.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 51.7k $2.3m | Reduced -2.6k |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 51.2k $2.3m | Added +40.4k |
| CITIGROUP INC 0.00% of their portfolio | 50.5k $2.3m | Added +23.3k |
| Clarius Group, LLC 0.16% of their portfolio | 49.6k $2.2m | Unchanged |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 45.1k $2.0m | Reduced -1.3k |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 43.6k $2.0m | Added +16.3k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 38.7k $1.7m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 38.0k $1.7m | Added +21.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 37.8k $1.7m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 35.9k $1.6m | Added +6.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 35.8k $1.6m | Added +1.1k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 33.2k $1.5m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 32.8k $1.5m | Reduced -77.9k |
| Corebridge Financial, Inc. 0.01% of their portfolio | 30.8k $1.4m | Reduced -189 |
| HRT FINANCIAL LP 0.01% of their portfolio | 30.3k $1.4m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 30.0k $1.4m | Reduced -1.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 29.3k $1.3m | Added +20.0k |
| TWINBEECH CAPITAL LP 0.02% of their portfolio | 29.0k $1.3m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 28.2k $1.3m | Added +6.5k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 27.7k $1.3m | Reduced -51.3k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 27.7k $1.3m | Added +2.8k |
| QRG CAPITAL MANAGEMENT, INC. 0.01% of their portfolio | 27.5k $1.2m | Reduced -31.9k |