$LENZ

$3.15 -$0.02 (0.47%) Close

$LENZ Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 31.4M shares outstanding

Who owns LENZ?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 100.3%

Rajeev Shah 13.6% · Peter Kolchinsky 13.6%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

143

-3 vs last qtr

Net shares bought

+1.4M

by institutions in Q2 2026

New / sold out

25 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Millennium Management LLC +639.2K
Qube Research & Technologies Ltd NEW +482.2K

Biggest sellers in Q2 2026

Franklin Resources Inc SOLD OUT −1.1M
Bank Of America Corp /de/ −292.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.02M

1 notice from 1 person

Shares covered

40.0K

0.13% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Shawn Olsson Officer 10b5-1 $1.02M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

−0.4%

−0.09% a year

Each share's claim on the business

+0.4%

grew without buying or selling a share

Spent on buybacks vs paid in stock

— vs $41.7M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years68% Under 1 year32%

Quarterly turnover

12.5%

of institutional shares changed hands

Top 10 managers, median time held

2.3 years

Super Investors

Investment managers reporting LENZ on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RC Ra Capital Management, L.P. 13D · 13.6%	4.2M	13.30%	Unchanged	2024	0.2%
Shares held by quarter Peak holding4.2M (Q3'24) Change over 8 quarters0 Share of the company13.300% Disclosed stake13D · 13.6% Ra Capital Management, L.P.'s full portfolio →
AW Alpha Wave Global, LP	3.6M	11.50%	Unchanged	2024	0.3%
Shares held by quarter Peak holding3.6M (Q3'24) Change over 8 quarters0 Share of the company11.500% Alpha Wave Global, LP's full portfolio →

Ra Capital Management, L.P.

13D · 13.6%

4.2M

% of company

13.30%

Change vs last qtr

Unchanged

Held since

2024

Alpha Wave Global, LP

3.6M

% of company

11.50%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding LENZ Therapeutics, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LENZ on Form N-PORT; together they hold 25.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AH abrdn Healthcare Investors abrdn Healthcare Investors	$5.95M	1.0M	3.33%	0.44%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$4.66M	819.6K	2.61%	0.00%	June 30, 2026

abrdn Healthcare Investors

Position value

$5.95M

% of company

3.33%

% of the fund

0.44%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$4.66M

% of company

2.61%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding LENZ Therapeutics, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RS Rajeev Shah 5%+ holder 13D · 13.6%	4.3M	13.57%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company13.570% Disclosed stake13D · 13.6% View the 13D/G filing →
PK Peter Kolchinsky 5%+ holder 13D · 13.6%	4.3M	13.57%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company13.570% Disclosed stake13D · 13.6% View the 13D/G filing →

Rajeev Shah

5%+ holder13D · 13.6%

4.3M

% of company

13.57%

Change vs last qtr

—

Held since

—

Peter Kolchinsky

5%+ holder13D · 13.6%

4.3M

% of company

13.57%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of LENZ Therapeutics, Inc..

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