13F reference period
Q2 2026
CUSIP: 67080M103
13F reference period
Q2 2026
Institutions Reporting
211
Shares (Excl. Options)
Price
$24.26
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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Latest holder context comes from 211 institutions filings for Q2 2026.
Security key
67080M103
13F reference period
Q2 2026
13F holders
211
13D/G owners
12
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 67080M103:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Redmile Group, LLC | 8.1% | -18% | $210,510,676 | -$45,879,970 | 8,782,256 | -18% | Redmile Group, LLC | 30 Jun 2026 |
| Vestal Point Capital, LP | 7.8% | +25% | $192,958,500 | +$37,153,500 | 8,050,000 | +24% | Vestal Point Capital, LP | 30 Jun 2026 |
| Deep Track Capital, LP | 7.4% | +21% | $185,442,826 | +$33,347,328 | 7,736,455 | +22% | Deep Track Capital, LP | 30 Jun 2026 |
| BAKER BROS. ADVISORS LP | 7.2% | $138,364,566 | 7,527,996 | Baker Bros. Advisors LP | 31 Dec 2025 | |||
| Rubric Capital Management LP | 7% | $173,249,839 | 7,227,778 | Rubric Capital Management LP | 30 Jun 2026 | |||
| BlackRock, Inc. | 8.2% | $72,644,381 | 6,284,116 | BlackRock, Inc. | 31 Mar 2025 | |||
| PERCEPTIVE ADVISORS LLC | 5.3% | $149,765,814 | 5,536,629 | Perceptive Advisors LLC | 16 Sep 2026 | |||
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.3% | $130,314,990 | 5,436,587 | T. Rowe Price Associates, Inc. | 30 Jun 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5% | $124,692,539 | 5,202,025 | Vanguard Capital Management | 30 Jun 2026 | |||
| FMR LLC | 4.2% | -24% | $103,152,641 | -$28,230,904 | 4,350,596 | -21% | FMR LLC | 30 Sep 2026 |
| Commodore Capital LP | 4.9% | -4% | $34,927,708 | -$646,292 | 3,780,055 | -1.8% | Commodore Capital LP | 30 Sep 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.2% | $36,861,858 | 3,188,742 | Wellington Management Group LLP | 31 Mar 2025 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8.5% | 8,770,349 | -1.7% | 0% | $212,768,666 |
| Vestal Point Capital, LP | 7.8% | 8,050,000 | +24% | 4.6% | $195,293,000 |
| Deep Track Capital, LP | 7.5% | 7,736,455 | +22% | 2.8% | $187,686,398 |
| Rubric Capital Management LP | 7% | 7,227,778 | +192% | 1.6% | $175,345,894 |
| FMR LLC | 5.3% | 5,485,215 | -1% | 0.01% | $133,071,325 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.2% | 5,436,587 | +65% | 0.01% | $131,892,000 |
| MORGAN STANLEY | 4.6% | 4,762,484 | -3.4% | 0.01% | $115,537,879 |
| STATE STREET CORP | 4.5% | 4,677,244 | -9% | 0% | $113,469,939 |
| BAKER BROS. ADVISORS LP | 4.5% | 4,658,556 | 0% | 0.57% | $113,016,569 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 4,495,529 | +1.5% | 0% | $109,061,534 |
| PERCEPTIVE ADVISORS LLC | 4.2% | 4,320,422 | +16% | 1.6% | $104,813,438 |
| Redmile Group, LLC | 3.9% | 4,073,787 | -47% | 6.6% | $98,830,073 |
| GENERAL ATLANTIC, L.P. | 2.9% | 3,032,185 | -26% | 2.5% | $73,560,808 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 2,537,291 | +0.68% | 0% | $61,566,526 |
| Pictet Asset Management Holding SA | 2.3% | 2,351,232 | -14% | 0.05% | $57,040,888 |
| ARK Investment Management LLC | 1.7% | 1,793,196 | +4.2% | 0.28% | $43,502,930 |
| Capital World Investors | 1.7% | 1,787,916 | +100% | 0.01% | $43,374,842 |
| Trails Edge Capital Partners, LP | 1.5% | 1,573,220 | -9.8% | 6.1% | $38,166,318 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4% | 1,482,861 | +35% | 0% | $35,974,208 |
| CITADEL ADVISORS LLC | 1.4% | 1,477,019 | +9.9% | 0.02% | $35,832,481 |
| Soleus Capital Management, L.P. | 1.4% | 1,465,163 | +56% | 1.2% | $35,544,854 |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 1,431,317 | +83% | 0.01% | $34,720,069 |
| EVENTIDE ASSET MANAGEMENT, LLC | 1.3% | 1,297,893 | 0% | 0.42% | $31,486,884 |
| BRAIDWELL LP | 1.2% | 1,286,769 | -27% | 1.2% | $31,217,016 |
| Kynam Capital Management, LP | 1.2% | 1,194,757 | 0% | 1.6% | $28,984,805 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 4,323,419 | $102,533,654 | -$41,283,120 | $23.71 | 42 |
| 2026 Q2 | 117,256,617 | $2,843,637,346 | +$51,554,724 | $24.26 | 211 |
| 2026 Q1 | 117,046,410 | $1,814,188,220 | +$39,874,344 | $15.50 | 195 |
| 2025 Q4 | 113,423,406 | $2,151,627,911 | +$525,564,750 | $18.97 | 182 |
| 2025 Q3 | 84,776,704 | $783,330,709 | -$36,480,592 | $9.24 | 171 |
| 2025 Q2 | 88,319,847 | $1,005,944,844 | +$40,932,248 | $11.39 | 161 |
| 2025 Q1 | 84,604,598 | $1,005,122,777 | +$28,667,924 | $11.88 | 168 |
| 2024 Q4 | 81,104,522 | $1,528,053,172 | +$225,677,197 | $18.84 | 173 |
| 2024 Q3 | 67,877,304 | $1,525,459,447 | +$59,100,303 | $22.47 | 170 |
| 2024 Q2 | 64,996,165 | $1,356,466,249 | +$340,051,233 | $20.87 | 172 |
| 2024 Q1 | 49,045,600 | $720,957,554 | +$50,639,301 | $14.70 | 138 |
| 2023 Q4 | 46,078,653 | $475,525,962 | +$17,732,104 | $10.32 | 127 |
| 2023 Q3 | 44,845,094 | $352,482,854 | +$8,466,362 | $7.86 | 129 |
| 2023 Q2 | 43,637,466 | $435,668,849 | +$11,852,256 | $9.99 | 124 |
| 2023 Q1 | 42,478,076 | $376,567,538 | -$3,101,624 | $8.88 | 121 |
| 2022 Q4 | 42,696,157 | $468,798,220 | +$2,144,188 | $10.98 | 119 |
| 2022 Q3 | 43,069,388 | $561,182,776 | -$38,324,545 | $13.03 | 114 |
| 2022 Q2 | 44,940,935 | $567,552,048 | +$55,435,115 | $12.67 | 100 |
| 2022 Q1 | 40,367,078 | $565,503,716 | -$19,332,926 | $14.01 | 111 |
| 2021 Q4 | 40,421,865 | $1,170,057,078 | +$25,875,537 | $28.95 | 121 |
| 2021 Q3 | 39,378,816 | $1,180,362,633 | -$11,970,711 | $29.96 | 110 |
| 2021 Q2 | 39,520,770 | $1,048,795,893 | -$66,662,023 | $26.53 | 103 |
| 2021 Q1 | 41,346,108 | $1,285,407,277 | +$254,357,641 | $31.09 | 99 |
| 2020 Q4 | 33,136,833 | $1,089,462,176 | +$26,868,033 | $32.88 | 67 |
| 2020 Q3 | 31,854,383 | $1,111,189,598 | +$1,111,189,598 | $34.91 | 64 |