13F reference period
Q3 2026
CUSIP: 86889P208
13F reference period
Q3 2026
Institutions Reporting
28
Shares (Excl. Options)
Price
$32.18
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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Latest holder context comes from 28 institutions filings for Q3 2026.
Security key
86889P208
13F reference period
Q3 2026
13F holders
28
13D/G owners
20
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 86889P208:
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 |
|---|---|---|---|---|---|---|---|---|
| Column Group IV GP, LP | 12% | $131,204,153 | 6,353,712 | Tim Kutzkey | 06 Feb 2026 | |||
| COLUMN GROUP III GP, LP | 21% | -0.45% | $89,655,409 | -$261,220 | 3,813,501 | -0.29% | Tim Kutzkey | 06 Nov 2026 |
| Boxer Capital Management, LLC | 12% | +30% | $25,852,977 | +$6,111,654 | 1,360,683 | +31% | Boxer Capital Management, LLC | 30 Sep 2026 |
| Venrock Healthcare Capital Partners III, L.P. | 9.9% | 0% | $35,981,300 | +$9,927,076 | 1,205,000 | +38% | Venrock Healthcare Capital Partners III, L.P. | 31 Mar 2026 |
| TCG Crossover GP II, LLC | 9.9% | -22% | $27,405,286 | -$7,757,782 | 1,148,101 | -22% | Chen Yu | 22 Jul 2026 |
| 5AM Partners VII, LLC | 7.8% | -17% | $22,097,188 | -$4,419,438 | 968,750 | -17% | 5AM Partners VII, LLC | 30 Jun 2026 |
| Commodore Capital LP | 7.5% | $16,815,000 | 885,000 | Commodore Capital LP | 24 Sep 2026 | |||
| RA CAPITAL MANAGEMENT, L.P. | 9.2% | -7% | $18,001,245 | +$89,063 | 871,731 | +0.5% | RA Capital Management, L.P. | 31 Dec 2025 |
| AI Biotechnology LLC | 9.9% | $8,462,521 | 844,563 | AI Biotechnology LLC | 24 Mar 2025 | |||
| Point72 Asset Management, L.P. | 5.4% | $16,908,020 | 615,957 | Point72 Asset Management, L.P. | 22 Apr 2026 | |||
| INTEGRATED CORE STRATEGIES (US) LLC | 3.2% | -59% | $14,475,812 | -$2,596,985 | 615,730 | -15% | Millennium Management LLC | 30 Sep 2026 |
| STEMPOINT CAPITAL LP | 5% | +10% | $13,749,822 | +$1,759,997 | 602,798 | +15% | StemPoint Capital LP | 30 Jun 2026 |
| BRAIDWELL LP | 3.9% | -27% | $10,509,776 | -$210,924 | 460,753 | -2% | BRAIDWELL LP | 30 Jun 2026 |
| Stonepine Capital Management, LLC | 3.6% | -37% | $6,531,368 | -$3,973,019 | 316,289 | -38% | Stonepine Capital Management, LLC | 31 Dec 2025 |
| Nantahala Capital Management, LLC | 2.1% | -61% | $6,741,552 | -$6,853,676 | 225,772 | -50% | Nantahala Capital Management, LLC | 31 Mar 2026 |
| PERCEPTIVE ADVISORS LLC | 1.9% | -64% | $1,669,993 | 166,666 | 0% | Perceptive Advisors LLC | 31 Mar 2025 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 4.2% | $1,334,734 | 133,207 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | 31 Dec 2024 | |||
| Nantahala Capital Partners Limited Partnership | 2.2% | -62% | $740,658 | -$1,032,581 | 73,918 | -58% | NANTAHALA CAPITAL PARTNERS LIMITED PARTNERSHIP | 31 Mar 2025 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0.79% | -91% | $595,256 | -$1,210,212 | 67,566 | -67% | DRIEHAUS CAPITAL MANAGEMENT LLC | 30 Jun 2025 |
| Alyeska Investment Group, L.P. | 0.8% | $269,087 | 26,855 | Alyeska Investment Group, L.P. | 31 Dec 2024 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Spruce Street Capital LP | 2.2% | 432,040 | 0% | 2.2% | $13,903,047 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.9% | 370,128 | -5.7% | 0% | $11,910,719 |
| Kalehua Capital Management LLC | 1.5% | 286,092 | -26% | 7% | $9,206,441 |
| Vivo Capital, LLC | 1.4% | 260,000 | 0% | 0.92% | $8,366,800 |
| GEODE CAPITAL MANAGEMENT, LLC | 1% | 194,838 | -3.4% | 0% | $6,270,825 |
| STATE STREET CORP | 0.71% | 136,319 | +2.4% | 0% | $4,386,745 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 0.69% | 133,207 | 0.06% | $4,286,601 | |
| RENAISSANCE TECHNOLOGIES LLC | 0.33% | 63,136 | +410% | 0% | $2,031,716 |
| Jump Financial, LLC | 0.32% | 61,084 | 0.02% | $1,965,684 | |
| VANGUARD FIDUCIARY TRUST CO | 0.29% | 56,226 | -5.6% | 0% | $1,809,353 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.27% | 51,926 | +1.8% | 0% | $1,670,979 |
| Stonepine Capital Management, LLC | 0.23% | 44,100 | 1.2% | $1,419,138 | |
| BNP PARIBAS FINANCIAL MARKETS | 0.21% | 40,852 | 0% | $1,314,617 | |
| Quadrature Capital Ltd | 0.05% | 9,007 | 0% | $289,845 | |
| DEUTSCHE BANK AG\ | 0.03% | 6,431 | -12% | 0% | $206,950 |
| China Universal Asset Management Co., Ltd. | 0.03% | 5,000 | +37% | 0.01% | $159,900 |
| MORGAN STANLEY | 0.02% | 3,911 | -45% | 0% | $125,856 |
| Vanguard Global Advisers, LLC | 0.01% | 2,604 | +1.3% | 0% | $83,797 |
| Police & Firemen's Retirement System of New Jersey | 0.01% | 2,166 | 0% | 0% | $69,702 |
| STRS OHIO | 0.01% | 1,000 | -29% | 0% | $32,180 |
| Ameritas Investment Partners, Inc. | 0% | 666 | 0% | 0% | $21,432 |
| Sterling Capital Management LLC | 0% | 241 | +827% | 0% | $7,755 |
| Arax Advisory Partners | 0% | 138 | 0% | $4,441 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0% | 101 | 0% | 0% | $3,250 |
| GAMMA Investing LLC | 0% | 62 | 0% | $1,995 |
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 | 2,161,346 | $69,552,054 | +$7,464 | $32.18 | 28 |
| 2026 Q2 | 10,348,704 | $264,801,489 | +$32,811,658 | $25.95 | 69 |
| 2026 Q1 | 8,933,216 | $258,371,847 | +$59,175,029 | $29.13 | 58 |
| 2025 Q4 | 6,756,528 | $151,363,201 | +$40,461,119 | $22.60 | 53 |
| 2025 Q3 | 4,842,546 | $62,396,754 | +$4,541,384 | $12.88 | 35 |
| 2025 Q2 | 4,529,305 | $40,492,894 | +$5,077,667 | $8.94 | 30 |
| 2025 Q1 | 3,947,648 | $46,030,442 | +$26,477,442 | $11.66 | 29 |
| 2024 Q4 | 1,659,393 | $23,812,762 | +$4,279,857 | $14.35 | 23 |
| 2024 Q3 | 1,320,575 | $15,778,814 | +$697,817 | $11.98 | 21 |
| 2024 Q2 | 1,295,142 | $14,182,156 | +$10,447,773 | $10.95 | 20 |
| 2024 Q1 | 340,744 | $5,311,748 | -$371,457 | $15.71 | 15 |
| 2023 Q4 | 412,333 | $3,882,519 | +$3,882,519 | $9.40 | 16 |