Twist Bioscience CORP (TWST) Institutional Investor Snapshot (340 Funds, Q2 2026)

TWST ranks #1847 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TWST is a disclosed holding of Cathie Wood (ARK Investment Management), one of the tracked superinvestors on AlphaSMO — it makes up 3.0% of that fund's own 13F portfolio.

340 institutions disclose a position in TWST, but none treat it as a major bet — even First Light Asset Management, LLC, its most concentrated holder, allocates just 4.5% of its own portfolio to it.

Fidelity has added to its TWST position for two straight quarters, increasing it by $481.7M to reach $483.8M today.

Soleus Capital Management, L.P. has trimmed its TWST position for two straight quarters, cutting it by $48.3M while still holding $10.8M.

TWST is down 7.7% today, but institutions show net buying of $937.5M this quarter — a divergence between today's price move and the underlying institutional flow.

TWST reported a net loss of $77.7M in its latest fiscal year.

• Not yet profitable — net loss of $77.7M in the latest fiscal year
• Revenue grew 20.3% year over year
• Net income improved year over year, from -$208.7M to -$77.7M
• Operating cash flow was negative, using $47.6M in cash
• Current ratio of 3.64x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.36x equity — within a conventional range