Agomab Therapeutics NV (AGMB) Hedge Fund Ownership (Q2 2026)

Agomab Therapeutics NV (AGMB)

34 + Investors. Track Smart Money conviction in AGMB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AGMB

Based on 34 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added AGMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

34 hedge funds hold AGMB right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟡

Slight buying edge — 50% buying

13 buying13 selling

Last quarter: 13 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +37% but shares only +11% — price-driven

Value

+37%

+11%

Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 34 current holders: 34 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds

7 of 34 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	34	32	6.25%
13F Shares	26M	23M	11.14%
Total Value	$337M	$245M	37.37%
New Positions	9	32	-23
Increased Positions	4	0	+4
Closed Positions	7	0	+7
Reduced Positions	6	0	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

6.25%

13F Shares

26M

23M

11.14%

Total Value

$337M

$245M

37.37%

New Positions

-23

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGMB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AGMB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Andera Partners	9.67%	1,538,702	$20.0M
2	EQT Fund Management S.a r.l.	7.74%	5,141,992	$66.7M
3	Sanofi	6.76%	2,783,096	$36.1M
4	Redmile Group, LLC	2.38%	2,733,926	$35.5M
5	Cormorant Asset Management, LP	1.64%	2,465,348	$32.0M
6	Casdin Capital, LLC	1.01%	1,550,000	$20.1M
7	Nantahala Capital Management, LLC	0.68%	1,568,188	$20.4M
8	TCG Crossover Management, LLC	0.64%	2,053,233	$26.7M
9	Samsara BioCapital, LLC	0.64%	600,000	$7.8M
10	Pfizer Inc	0.61%	75,000	$1.0M
11	Sectoral Asset Management Inc	0.39%	43,500	$565K
12	Perceptive Advisors LLC	0.12%	600,000	$7.8M
13	Siren, L.L.C.	0.11%	411,250	$5.3M
14	Orbimed Advisors LLC	0.05%	192,740	$2.5M
15	Federated Hermes, INC.	0.03%	1,618,000	$21.0M
16	Seven Grand Managers, LLC	0.02%	47,600	$618K
17	Burkehill Global Management, LP	0.02%	35,000	$454K
18	Aberdeen Group plc	0.02%	846,695	$11.0M
19	Bellevue Group AG	0.01%	49,248	$639K
20	Alps Advisors Inc	0.00%	49,984	$649K
21	Quadrature Capital Ltd	0.00%	20,461	$266K
22	XTX Topco Ltd	0.00%	10,271	$133K
23	Fmr LLC	0.00%	1,458,677	$18.9M
24	GAMMA Investing LLC	0.00%	1,344	$17K
25	Hrt Financial LP	0.00%	17,075	$221K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Agomab Therapeutics NV (AGMB)

What does the Smart Money Trend signal show for AGMB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AGMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AGMB?

Slight buying edge — 50% buying: Last quarter: 13 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGMB holders?

Smaller funds dominant — 6% AUM from top-100: 7 of 34 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AGMB?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Agomab Therapeutics NV (AGMB)

Smart Money Signals — AGMB

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Slight buying edge — 50% buying

Mostly new holders — 100% entered in last year

Value +37% but shares only +11% — price-driven

Early stage — 100% of holders entered in last year

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — AGMB

Hedge Fund Ownership: AGMB

Market Analysis: AGMB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AGMB

Hedge Fund Positioning: AGMB

Statistics: AGMB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Agomab Therapeutics NV (AGMB)

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