Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rapport Therapeutics Inc (RAPP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
8Q ▲
Buyers last Q
57%

Smart Money Signals — RAPP

Based on 144 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added RAPP 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
144 hedge funds hold RAPP 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 — +87% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+87% 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.
🟡

Slight buying edge — 57% buying

81 buying61 selling
Last quarter: 81 funds bought or added vs 61 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 50 → 40 → 29. 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.
🔄

Mostly new holders — 50% entered in last year

■ 5% conviction (2yr+) ■ 45% medium ■ 50% new
Only 7 funds (5%) 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.
➡️

Steady discovery — ~29 new funds/quarter

19 → 14 → 50 → 40 → 29 new funds/Q
New funds entering each quarter: 14 → 50 → 40 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 60% of holders entered in last year

■ 6% veterans ■ 34% 1-2yr ■ 60% new
Of 146 current holders: 88 (60%) entered in the past year, only 9 (6%) 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.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
40 of 144 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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 — RAPP

In 2026 Q1, 81 hedge funds were net buyers of RAPP (29 opened a new position, 52 added to an existing one), while 61 reduced or exited (34 trimmed, 27 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in RAPP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 144.

Hedge Fund Ownership: RAPP

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

Market Analysis: RAPP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RAPP

-- --

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

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

Signal Freshness measures how much RAPP 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
RAPP
+17.8%
XLV
+2.1%

RAPP outperformed XLV by +15.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
RAPP
-0.5%
XLV
+3.2%

Since the filing became public, RAPP outperformed XLV by -3.7% .

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.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: RAPP
143 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 143 142 0.7%
13F Shares 52M 51M 3.42%
Total Value $1.59B $1.51B 5.37%
New Positions 28 40 -12
Increased Positions 52 50 +2
Closed Positions 27 19 +8
Reduced Positions 34 30 +4
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: RAPP

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Institutional Holders (2026 Q1)

143 + investors

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

QUARTER:
Top 25 RAPP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trv GP V, LLC 55.68% 7,135,233 $223.3M
2 Trv GP VI, LLC 22.37% 969,218 $30.3M
3 ARCH Venture Management, LLC 17.23% 3,728,738 $116.7M
4 Johnson & Johnson 8.56% 1,784,517 $55.8M
5 Cormorant Asset Management, LP 4.65% 2,957,521 $92.5M
6 Sofinnova Investments, Inc. 2.26% 1,904,408 $59.6M
7 Sio Capital Management, LLC 1.65% 366,809 $11.5M
8 Vestal Point Capital, LP 1.26% 1,436,229 $44.9M
9 Artia Global Partners LP 0.87% 138,508 $4.3M
10 Sectoral Asset Management Inc 0.69% 25,421 $835K
11 Siren, L.L.C. 0.56% 641,469 $20.1M
12 DAFNA Capital Management LLC 0.53% 75,000 $2.3M
13 Perceptive Advisors LLC 0.41% 673,923 $21.1M
14 Burkehill Global Management, LP 0.39% 250,000 $7.8M
15 PSP Research LLC 0.31% 14,000 $438K
16 Baker BROS. Advisors LP 0.28% 1,547,090 $48.4M
17 Optimize Financial Inc 0.23% 14,656 $459K
18 AlphaCentric Advisors LLC 0.20% 6,438 $201K
19 Polar Capital Holdings Plc 0.18% 1,642,461 $51.4M
20 VARCOV Co. 0.18% 15,473 $484K
21 Kennedy Capital Management LLC 0.17% 257,431 $8.1M
22 Catalyst Private Wealth, LLC 0.17% 10,000 $313K
23 Virtus Investment Advisers, LLC 0.08% 9,007 $282K
24 Clear Wave Wealth Management LLC 0.06% 9,500 $297K
25 Candriam S.C.A. 0.03% 185,925 $5.8M
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 — Rapport Therapeutics Inc (RAPP)

What does the Smart Money Trend signal show for RAPP?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added RAPP 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 RAPP?

Slight buying edge — 57% buying: Last quarter: 81 funds bought or added vs 61 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 RAPP holders?

Strong quality — 38% AUM from major funds: 40 of 144 holders rank in the top 100 by AUM, accounting for 38% 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 RAPP?

Mostly new holders — 50% entered in last year: Only 7 funds (5%) 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.

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

As of today, RAPP has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of -3.7%. Since the quarter end (March 31, 2026), RAPP has gained +17.8% 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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