FATE — FATE THERAPEUTICS, INC

Ownership history in JACOBS LEVY EQUITY MANAGEMENT, INC  ·  19 quarters on record

AI Ownership Summary

JACOBS LEVY EQUITY MANAGEMENT, INC reported FATE THERAPEUTICS, INC (FATE) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows FATE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FATE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS LEVY EQUITY MANAGEMENT, INC's position in FATE THERAPEUTICS, INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FATE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FATE stock page JACOBS LEVY EQUITY MANAGEMENT, INC fund profile JACOBS LEVY EQUITY MANAGEMENT, INC full holdings
How JACOBS LEVY EQUITY MANAGEMENT, INC held FATE — position size vs. price
% of Fund (quarterly)    FATE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 814,639 -399,097 -32.9% 0.00% $1.0M 2025-11-17 $0.97
2025 Q2 REDUCED 1,213,736 -989,587 -44.9% 0.01% $1.4M 2025-08-14 $1.07
2025 Q1 ADDED 2,203,323 +616,336 +38.8% 0.01% $1.7M 2025-05-15 $1.01
2024 Q4 REDUCED 1,586,987 -913 -0.1% 0.01% $2.6M 2025-02-14 $1.42
2024 Q3 REDUCED 1,587,900 -106,317 -6.3% 0.02% $5.6M 2024-11-14 $2.08
2024 Q2 REDUCED 1,694,217 -305,605 -15.3% 0.02% $5.6M 2024-08-14 $3.27
2024 Q1 REDUCED 1,999,822 -616,998 -23.6% 0.07% $14.7M 2024-05-15 $4.24
2023 Q4 ADDED 2,616,820 +227,697 +9.5% 0.05% $9.8M 2024-02-14 $6.49
2023 Q3 ADDED 2,389,123 +54,005 +2.3% 0.03% $5.1M 2023-11-17 $2.43
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FATE

As of 2025 Q4 — sorted by position size

Redmile Group, LLC 3Y 7Y 0.93% JOHNSON & JOHNSON 3Y 0.6% Bruce & Co., Inc. 3Y 7Y 0.22% Knott David M Jr 3Y 0.17% Monaco Asset Management SAM 3Y 0.14% DAFNA Capital Management LLC 3Y 7Y 0.13% Privium Fund Management B.V. 3Y 0.07% Vestal Point Capital, LP 0.06% TANG CAPITAL MANAGEMENT LLC 3Y 7Y 0.06% Parametrica Management Ltd 3Y 7Y 0.03%

FAQ About JACOBS LEVY EQUITY MANAGEMENT, INC and FATE

These are the practical questions this page is built to answer before you even open the full history table.

How long has JACOBS LEVY EQUITY MANAGEMENT, INC reported owning FATE?

JACOBS LEVY EQUITY MANAGEMENT, INC reported FATE across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported FATE position in JACOBS LEVY EQUITY MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for FATE was 0.07% in 2024 Q1.

What is the latest reported FATE position on this page?

The most recent filing on this page is 2025 Q3, when JACOBS LEVY EQUITY MANAGEMENT, INC reported 814,639 shares, equal to 0.00% of portfolio, with an estimated market value of $1.0M.

What does the chart on this FATE ownership page compare?

The chart compares JACOBS LEVY EQUITY MANAGEMENT, INC's quarterly FATE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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