C4 Therapeutics Inc (CCCC) — Who's Buying and Selling (13F, Q2 2026)

CCCC ranks #3709 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CCCC is a top-conviction position for Squadron Capital Management LLC — at 11.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CCCC belongs to Morgan Stanley, but the position matters far more to Squadron Capital Management LLC, who has 11.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

CCCC is down 0.5% today, but institutions show net buying of $173.0M this quarter — a divergence between today's price move and the underlying institutional flow.

CCCC reported a net loss of $101.4M over the trailing twelve months.

• Not yet profitable — net loss of $101.4M over the trailing twelve months
• Revenue grew 2.3% year over year
• Net income improved year over year, from -$111.6M to -$101.4M
• Operating cash flow was negative, using $98.7M in cash
• Current ratio of 7.81x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.40x equity — within a conventional range