Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Design Therapeutics Inc (DSGN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — DSGN

Based on 123 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DSGN 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
123 hedge funds hold DSGN right now — the highest count in 3.0 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

77 buying42 selling
Last quarter: 77 funds were net buyers (20 opened a brand new position + 57 added to an existing one). Only 42 were sellers (28 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 14 → 33 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 26% new
60 out of 123 hedge funds have held DSGN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

15 → 7 → 14 → 33 → 20 new funds/Q
New funds entering each quarter: 7 → 14 → 33 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 123 holders: 71 (58%) are 2+ year veterans, 18 entered 1–2 years ago, and 34 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
33 of 123 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — DSGN

In 2026 Q1, 77 hedge funds were net buyers of DSGN (20 opened a new position, 57 added to an existing one), while 42 reduced or exited (28 trimmed, 14 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 123.

Hedge Fund Ownership: DSGN

How many hedge funds hold DSGN — quarterly history vs. share price
Quarterly hedge fund ownership of DSGN vs. share price

Market Analysis: DSGN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSGN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Design Therapeutics Inc (DSGN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DSGN has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
DSGN
nan%
XLV
+2.1%

DSGN outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
DSGN
nan%
XLV
+3.2%

Since the filing became public, DSGN outperformed XLV by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: DSGN
122 + Investors

Track Smart Money conviction in DSGN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 117 4.27%
13F Shares 38M 39M -1.67%
Total Value $395M $362M 9.11%
New Positions 19 33 -14
Increased Positions 56 39 +17
Closed Positions 14 11 +3
Reduced Positions 28 28 -
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: DSGN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

122 + investors

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

QUARTER:
Top 25 DSGN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sr One Capital Management, LP 7.59% 6,526,476 $69.4M
2 Almitas Capital LLC 3.68% 1,530,335 $16.3M
3 Trails Edge Capital Partners, LP 2.08% 852,013 $9.1M
4 Vivo Capital, LLC 1.43% 1,612,903 $17.2M
5 Verdad Advisers, LP 1.11% 92,310 $982K
6 Acuta Capital Partners, LLC 1.10% 145,900 $1.6M
7 Logos Global Management LP 1.04% 1,950,000 $20.7M
8 Elmind Capital, LP 0.63% 207,900 $2.2M
9 Kynam Capital Management, LP 0.51% 784,606 $8.3M
10 Ra Capital Management, L.P. 0.34% 2,972,973 $31.6M
11 AlphaCentric Advisors LLC 0.23% 21,231 $226K
12 Lynx1 Capital Management LP 0.20% 119,516 $1.3M
13 Palumbo Wealth Management LLC 0.19% 71,408 $760K
14 Baker BROS. Advisors LP 0.16% 2,585,978 $27.5M
15 Driehaus Capital Management LLC 0.14% 1,744,987 $18.6M
16 Velan Capital Investment Management LP 0.13% 20,000 $213K
17 Informed Momentum Co LLC 0.10% 78,949 $840K
18 Kennedy Capital Management LLC 0.06% 271,554 $2.9M
19 Caz Investments LP 0.04% 3,500 $37K
20 Woodline Partners LP 0.04% 961,501 $10.2M
21 Point72 Asset Management, L.P. 0.04% 2,722,754 $29.0M
22 China Universal Asset Management Co., Ltd. 0.03% 35,109 $374K
23 Dynamic Technology Lab Private Ltd 0.03% 14,749 $157K
24 Jacobs Levy Equity Management, Inc 0.01% 289,385 $3.1M
25 Mirabella Financial Services LLP 0.01% 11,814 $126K
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 — Design Therapeutics Inc (DSGN)

What does the Smart Money Trend signal show for DSGN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DSGN 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 DSGN?

More buyers than sellers — 65% buying: Last quarter: 77 funds were net buyers (20 opened a brand new position + 57 added to an existing one). Only 42 were sellers (28 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DSGN holders?

Smaller funds dominant — 16% AUM from top-100: 33 of 123 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DSGN?

49% of holders stayed for 2+ years: 60 out of 123 hedge funds have held DSGN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Design Therapeutics Inc (DSGN) following the 2026 Q1 hedge fund 13F filings?

As of today, DSGN has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DSGN has gained nan% vs +2.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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