UBS Group AG
· Reduced
Change
−1.4M
Date
Q1 2026
LE
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
UBS Group AG
· Reduced
Change
−1.4M
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | – | −1.4M | – | Q1 2026 | |||||
|
Squarepoint Ops LLC
· Added
Change
+1.0M
Date
Q1 2026
|
Squarepoint Ops LLC | Added· Q1 2026 | – | +1.0M | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
Change
−984K
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | – | −984K | – | Q1 2026 | |||||
|
Aberdeen Group PLC
· Added
Change
+667K
Date
Q1 2026
|
Aberdeen Group PLC | Added· Q1 2026 | – | +667K | – | Q1 2026 | |||||
|
Intrinsic Edge Capital Management LLC
· Exited
Change
−570K
Δ Own
−100.0%
Date
Q1 2026
|
Intrinsic Edge Capital Management LLC | Exited· Q1 2026 | – | −570K | −100.0% | Q1 2026 | |||||
|
Bank of America Corp
· Added
Change
+433K
Date
Q1 2026
|
Bank of America Corp | Added· Q1 2026 | – | +433K | – | Q1 2026 | |||||
|
Granahan Investment Management, LLC
· Exited
Change
−431K
Δ Own
−100.0%
Date
Q1 2026
|
Granahan Investment Management, LLC | Exited· Q1 2026 | – | −431K | −100.0% | Q1 2026 | |||||
|
Morgan Stanley
· Added
Change
+415K
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +415K | – | Q1 2026 | |||||
|
Tang Capital Management LLC
· Reduced
Change
−414K
Date
Q1 2026
|
Tang Capital Management LLC | Reduced· Q1 2026 | – | −414K | – | Q1 2026 | |||||
|
Nomura Asset Management International Inc.
· Exited
Change
−399K
Δ Own
−100.0%
Date
Q1 2026
|
Nomura Asset Management International Inc. | Exited· Q1 2026 | – | −399K | −100.0% | Q1 2026 | |||||
|
Candriam S.c.a.
· Exited
Change
−375K
Δ Own
−100.0%
Date
Q1 2026
|
Candriam S.c.a. | Exited· Q1 2026 | – | −375K | −100.0% | Q1 2026 | |||||
|
Blue Owl Capital Holdings LP
· Added
Change
+357K
Date
Q1 2026
|
Blue Owl Capital Holdings LP | Added· Q1 2026 | – | +357K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
Change
+330K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +330K | – | Q1 2026 | |||||
|
BlackRock
· Added
Change
+285K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +285K | – | Q1 2026 | |||||
|
Vestal Point Capital, LP
· Exited
Change
−275K
Δ Own
−100.0%
Date
Q1 2026
|
Vestal Point Capital, LP | Exited· Q1 2026 | – | −275K | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Ra Capital Management, L.P.
· Director
Grant (A)
22K
|
Ra Capital Management, L.P. | Director | Grant (A) | – | 22K | – | 22K | – | Jun 15, 2026 | Jun 15, 2026 | |||||||||
|
George Jeffrey P.
· Director
Grant (A)
22K
|
George Jeffrey P. | Director | Grant (A) | – | 22K | – | 22K | – | Jun 15, 2026 | Jun 15, 2026 | |||||||||
|
Drapkin Kimberlee C.
· Director
Grant (A)
22K
|
Drapkin Kimberlee C. | Director | Grant (A) | – | 22K | – | 22K | – | Jun 15, 2026 | Jun 15, 2026 | |||||||||
|
McCollum James W.
· Director
Grant (A)
22K
|
McCollum James W. | Director | Grant (A) | – | 22K | – | 22K | – | Jun 15, 2026 | Jun 15, 2026 | |||||||||
|
Thunen Shelley B.
· Director
Grant (A)
22K
|
Thunen Shelley B. | Director | Grant (A) | – | 22K | – | 22K | – | Jun 15, 2026 | Jun 15, 2026 | |||||||||
|
Guerard Frederic
· Director
Grant (A)
22K
|
Guerard Frederic | Director | Grant (A) | – | 22K | – | 22K | – | Jun 15, 2026 | Jun 15, 2026 | |||||||||
|
Scheiner Zachary
· Director
Grant (A)
22K
|
Scheiner Zachary | Director | Grant (A) | – | 22K | – | 22K | – | Jun 15, 2026 | Jun 15, 2026 | |||||||||
|
George Jeffrey P.
· Director
Buy
+$50K
|
George Jeffrey P. | Director | Buy | $8.92 | +6K | +$50K | 6K | – | Mar 27, 2026 | Mar 30, 2026 | |||||||||
|
Schimmelpennink Evert B.
· Director, Officer
Buy
+$251K
|
Schimmelpennink Evert B. | Director, Officer | Buy | $8.95 | +28K | +$251K | 77K | – | Mar 27, 2026 | Mar 30, 2026 | |||||||||
|
Chevallard Daniel R.
· Officer
Buy
+$64K
|
Chevallard Daniel R. | Officer | Buy | $8.57 | +8K | +$64K | 13K | – | Mar 27, 2026 | Mar 30, 2026 | |||||||||
|
Olsson Shawn
· Officer
2 operations
98K
|
Olsson Shawn | Officer | 2 operations | – | 98K | – | 14K | – | Jan 2, 2026 | Jan 6, 2026 | |||||||||
|
Odrich Marc
· Officer
2 operations
98K
|
Odrich Marc | Officer | 2 operations | – | 98K | – | 84K | – | Jan 2, 2026 | Jan 6, 2026 | |||||||||
|
Chevallard Daniel R.
· Officer
2 operations
98K
|
Chevallard Daniel R. | Officer | 2 operations | – | 98K | – | 84K | – | Jan 2, 2026 | Jan 6, 2026 | |||||||||
|
Schimmelpennink Evert B.
· Director, Officer
Grant (A)
358K
|
Schimmelpennink Evert B. | Director, Officer | Grant (A) | – | 358K | – | 358K | – | Jan 2, 2026 | Jan 6, 2026 | |||||||||
|
Olsson Shawn
· Officer
2 operations
−$261K
|
Olsson Shawn | Officer | 2 operations | $25.74–$26.37 | −10K | −$261K | 5K | – | Nov 17, 2025 | Nov 19, 2025 | |||||||||
160 reporting institutions disclosed LENZ position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.
