Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Design Therapeutics Inc (DSGN)

135 + 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
↑ +13
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — DSGN

Based on 136 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
136 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 — +46% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+46% 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 — 64% buying

90 buying50 selling
Last quarter: 90 funds were net buyers (31 opened a brand new position + 59 added to an existing one). Only 50 were sellers (32 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new DSGN position: 14 → 33 → 20 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 21% medium ■ 30% new
66 out of 136 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.
💰

Value +62% but shares only +18% — price-driven

Value
+62%
Shares
+18%
Last quarter: the total dollar value of institutional holdings rose +62%, but actual share count only changed +18%. 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.
➡️

Steady discovery — ~31 new funds/quarter

7 → 14 → 33 → 20 → 31 new funds/Q
New funds entering each quarter: 14 → 33 → 20 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 30% newcomers

■ 58% veterans ■ 12% 1-2yr ■ 30% new
Entry-cohort mix of 139 holders: 81 (58%) are 2+ year veterans, 16 entered 1–2 years ago, and 42 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
39 of 136 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q2, 90 hedge funds were net buyers of DSGN (31 opened a new position, 59 added to an existing one), while 50 reduced or exited (32 trimmed, 18 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in DSGN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 136.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 5 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: DSGN
135 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 135 123 9.76%
13F Shares 45M 38M 18.0%
Total Value $640M $395M 61.99%
New Positions 31 20 +11
Increased Positions 58 56 +2
Closed Positions 19 14 +5
Reduced Positions 32 28 +4
Total Calls 3 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DSGN

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Institutional Holders (2026 Q2)

135 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sr One Capital Management, LP 9.09% 6,526,476 $94.4M
2 Trails Edge Capital Partners, LP 4.60% 2,001,282 $29.0M
3 Almitas Capital LLC 3.56% 1,026,893 $14.9M
4 Acuta Capital Partners, LLC 2.85% 282,564 $4.1M
5 Vivo Capital, LLC 2.13% 1,612,903 $23.3M
6 KVP Capital Advisors, LP 1.96% 185,000 $2.7M
7 Logos Global Management LP 1.87% 3,000,000 $43.4M
8 Verdad Advisers, LP 0.66% 47,557 $688K
9 Sofinnova Investments, Inc. 0.65% 865,135 $12.5M
10 Frazier Life Sciences Management, L.P. 0.57% 1,809,854 $26.2M
11 Elmind Capital, LP 0.39% 107,900 $1.6M
12 DAFNA Capital Management LLC 0.28% 102,600 $1.5M
13 AlphaCentric Advisors LLC 0.26% 21,537 $312K
14 Driehaus Capital Management LLC 0.22% 2,661,115 $38.5M
15 Palumbo Wealth Management LLC 0.22% 71,744 $1.0M
16 Baker BROS. Advisors LP 0.19% 2,678,430 $38.8M
17 Siren, L.L.C. 0.15% 523,212 $7.6M
18 Eversept Partners, LP 0.14% 190,000 $2.7M
19 Caption Management, LLC 0.10% 1,500,000 $21.7M
20 Virtus Investment Advisers, LLC 0.10% 29,827 $432K
21 Kennedy Capital Management LLC 0.10% 384,036 $5.6M
22 China Universal Asset Management Co., Ltd. 0.08% 89,940 $1.3M
23 Caption Management, LLC 0.08% 1,118,098 $16.2M
24 J. Goldman & Co LP 0.07% 176,770 $2.6M
25 Caz Investments LP 0.05% 3,500 $51K
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 — 4 quarters in a row: For 4 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 — 64% buying: Last quarter: 90 funds were net buyers (31 opened a brand new position + 59 added to an existing one). Only 50 were sellers (32 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DSGN holders?

Strong quality — 21% AUM from major funds: 39 of 136 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DSGN?

49% of holders stayed for 2+ years: 66 out of 136 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.

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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