STEMPOINT CAPITAL LP EWTX — EDGEWISE THERAPEUTICS INC

Ownership history in STEMPOINT CAPITAL LP  ·  6 quarters on record

AI Ownership Summary

STEMPOINT CAPITAL LP reported EDGEWISE THERAPEUTICS INC (EWTX) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.54% in 2025 Q4. The latest visible filing shows EWTX at 1.54% 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.

What this EWTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEMPOINT CAPITAL LP's position in EDGEWISE 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 Q4

EWTX was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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.

EWTX stock page STEMPOINT CAPITAL LP fund profile STEMPOINT CAPITAL LP full holdings
How STEMPOINT CAPITAL LP held EWTX — position size vs. price
% of Fund (quarterly)    EWTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 360,876 +310,876 +621.8% 1.54% $9.0M 2026-02-14 (Est.) $30.01
2025 Q1 REDUCED 72.3% -40.4% ✅ 50,000 -130,255 -72.3% 0.08% $238K 2025-05-15 $14.45
2025 Q1 ADDED — — — 180,255 +47,549 +35.8% 1.26% $4.0M 2025-05-15 $14.45
2024 Q4 ADDED — — — 132,706 +112,806 +566.9% 0.88% $3.5M 2025-02-14 $25.39
2024 Q3 REDUCED 92.7% +1.4% ❌ 19,900 -251,157 -92.7% 0.16% $531K 2024-11-13 $33.26
2024 Q2 INITIATED — — — 271,057 — — 1.43% $4.9M 2024-08-13 $17.09

🏢 Other funds also holding EWTX

As of 2026 Q1 — sorted by position size

Quantum Private Wealth, LLC 3Y 1.13% HighMark Wealth Management LLC 3Y 0.68% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.65% AlphaCentric Advisors LLC 3Y 0.49% Connecticut Capital Management Group, LLC 0.29% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.24% PSP Research LLC 0.14% Candriam S.C.A. 3Y 7Y 0.07% China Universal Asset Management Co., Ltd. 3Y 0.06% Aberdeen Group plc 3Y 7Y 0.04%

FAQ About STEMPOINT CAPITAL LP and EWTX

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

How long has STEMPOINT CAPITAL LP reported owning EWTX?

STEMPOINT CAPITAL LP reported EWTX across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported EWTX position in STEMPOINT CAPITAL LP's portfolio?

The largest reported portfolio weight for EWTX was 1.54% in 2025 Q4.

What is the latest reported EWTX position on this page?

The most recent filing on this page is 2025 Q4, when STEMPOINT CAPITAL LP reported 360,876 shares, equal to 1.54% of portfolio, with an estimated market value of $9.0M.

What does the chart on this EWTX ownership page compare?

The chart compares STEMPOINT CAPITAL LP's quarterly EWTX 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.

How well did STEMPOINT CAPITAL LP time their EWTX position?

Based on 13F filing dates vs. subsequent EWTX price moves, STEMPOINT CAPITAL LP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on EWTX relative to SPY over the holding period was -29.5%.

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