Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pepgen Inc (PEPG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -22
Streak
1Q ▼
Buyers last Q
37%

Smart Money Signals — PEPG

Based on 70 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PEPG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
70 funds currently hold this stock — 76% of the 3.0-year high of 92 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+35% 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.
🔴

Heavy selling pressure — only 37% buying

32 buying54 selling
Last quarter: 54 funds sold vs only 32 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 28 → 27 → 8. 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.
📌

Mixed — 34% long-term, 27% new

■ 34% conviction (2yr+) ■ 39% medium ■ 27% new
Of the 70 current holders: 24 (34%) held >2 years, 27 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

6 → 33 → 28 → 27 → 8 new funds/Q
New funds entering each quarter: 33 → 28 → 27 → 8. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 45% veterans vs 37% newcomers

■ 45% veterans ■ 18% 1-2yr ■ 37% new
Entry-cohort mix of 73 holders: 33 (45%) are 2+ year veterans, 13 entered 1–2 years ago, and 27 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
19 of 70 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — PEPG

In 2026 Q2, 32 hedge funds were net buyers of PEPG (8 opened a new position, 24 added to an existing one), while 54 reduced or exited (24 trimmed, 30 sold completely) — a 37% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -22 funds (more exits than new entries). Total institutional holders: 70.

Hedge Fund Ownership: PEPG

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

Market Analysis: PEPG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEPG

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PEPG
70 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 70 92 -23.91%
13F Shares 52M 57M -8.17%
Total Value $92M $100M -8.05%
New Positions 8 27 -19
Increased Positions 20 28 -8
Closed Positions 30 21 +9
Reduced Positions 25 24 +1
Total Calls 1 6 -83.33%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 2.0 0.5 Bearish

Statistics: PEPG

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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 Q2)

70 + investors

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

QUARTER:
Top 25 PEPG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Commodore Capital LP 0.48% 4,475,000 $8.1M
2 Creek Drive Management Group LLC 0.39% 450,000 $810K
3 Vivo Capital, LLC 0.38% 2,325,000 $4.2M
4 Ra Capital Management, L.P. 0.31% 20,064,545 $36.1M
5 Monimus Capital Management, LP 0.24% 587,688 $1.1M
6 Rosalind Advisors, Inc. 0.23% 350,000 $630K
7 ADAR1 Capital Management, LLC 0.21% 2,591,085 $4.7M
8 Laurion Capital Management LP 0.13% 2,750,855 $5.0M
9 Verdad Advisers, LP 0.12% 66,880 $120K
10 Rangeley Capital, LLC 0.12% 70,000 $126K
11 AWM Investment Company, Inc. 0.09% 600,000 $1.1M
12 Ikarian Capital, LLC 0.09% 447,165 $805K
13 Diadema Partners LP 0.08% 373,284 $672K
14 Artia Global Partners LP 0.07% 205,324 $370K
15 Persistent Asset Partners Ltd 0.05% 95,003 $171K
16 Boxer Capital Management, LLC 0.04% 272,892 $491K
17 Viking Global Investors LP 0.02% 3,482,434 $6.3M
18 Boothbay Fund Management, LLC 0.01% 366,141 $659K
19 RBF Capital, LLC 0.01% 95,042 $171K
20 Aigen Investment Management, LP 0.01% 12,877 $23K
21 XTX Topco Ltd 0.01% 245,347 $442K
22 Renaissance Technologies LLC 0.00% 1,520,246 $2.7M
23 Bronte Capital Management Pty Ltd. 0.00% 17,776 $32K
24 Bridgeway Capital Management, LLC 0.00% 93,700 $169K
25 Driehaus Capital Management LLC 0.00% 279,909 $504K
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 — Pepgen Inc (PEPG)

What does the Smart Money Trend signal show for PEPG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PEPG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PEPG?

Heavy selling pressure — only 37% buying: Last quarter: 54 funds sold vs only 32 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for PEPG holders?

Smaller funds dominant — 10% AUM from top-100: 19 of 70 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PEPG?

Mixed — 34% long-term, 27% new: Of the 70 current holders: 24 (34%) held >2 years, 27 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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