Lenz Therapeutics Inc (LENZ) Institutional Ownership Tracker (Q2 2026)

LENZ ranks #3737 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LENZ is a top-conviction position for 72 Investment Holdings, LLC — at 11.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LENZ belongs to Ra Capital Management, L.p., but the position matters far more to 72 Investment Holdings, LLC, who has 11.6% 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.

Marshall Wace, LLP has added to its LENZ position for two straight quarters, increasing it by $2.2M to reach $2.8M today.

Ra Capital Management, L.p. has trimmed its LENZ position for two straight quarters, cutting it by $43.1M while still holding $23.7M.

LENZ is up 10.9% today, and institutions have been net buyers of $21.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LENZ reported a net loss of $126.0M over the trailing twelve months.

• Not yet profitable — net loss of $126.0M over the trailing twelve months
• Net income declined year over year, from -$52.4M to -$126.0M
• Operating cash flow was negative, using $69.2M in cash
• Current ratio of 14.23x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.08x equity — within a conventional range