Stock Analysis
Data Source: SEC EDGAR 13F
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First Tracks Biotherapeutics (TRAX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

149+

Inst. Holders

Hedge Fund Ownership: TRAX

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

Market Analysis: TRAX

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: TRAX

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 4 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: TRAX
2026 Q3 Stats Unlock in 12 days 149 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 149 0 100%
13F Shares 33M 0 100%
Total Value $680M $0 100%
New Positions 149 0 +149
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TRAX

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Financial Highlights

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Institutional Holders (2026 Q2)

149 + investors

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

Top 25 TRAX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ally Bridge Group (NY) LLC 5.06% 284,287 $5.7M
2 Trails Edge Capital Partners, LP 4.84% 1,514,000 $30.5M
3 EcoR1 Capital, LLC 3.11% 3,174,519 $63.9M
4 Sanofi 3.10% 821,917 $16.5M
5 Stempoint Capital LP 2.16% 622,723 $12.5M
6 Affinity Asset Advisors, LLC 1.85% 2,032,012 $40.9M
7 Palo Alto Investors LP 1.68% 603,489 $12.1M
8 TCG Crossover Management, LLC 1.40% 2,895,304 $58.3M
9 683 Capital Management, LLC 0.74% 750,000 $15.1M
10 Sofinnova Investments, Inc. 0.59% 565,199 $11.4M
11 Crcm LP 0.49% 35,340 $711K
12 Vestal Point Capital, LP 0.48% 1,013,000 $20.4M
13 Apis Capital Advisors, LLC 0.44% 226,000 $4.5M
14 Moody Aldrich Partners LLC 0.20% 54,316 $1.1M
15 Financial Enhancement Group LLC 0.18% 74,450 $1.5M
16 Granahan Investment Management, LLC 0.17% 238,304 $4.8M
17 Nantahala Capital Management, LLC 0.17% 250,000 $5.0M
18 Opaleye Management Inc. 0.12% 65,000 $1.3M
19 Ikarian Capital, LLC 0.09% 42,775 $861K
20 Virtus Investment Advisers, LLC 0.09% 18,549 $373K
21 Sphera Funds Management LTD. 0.07% 27,876 $561K
22 ADAR1 Capital Management, LLC 0.07% 71,910 $1.4M
23 Woodline Partners LP 0.06% 917,176 $18.5M
24 Persistent Asset Partners Ltd 0.05% 7,903 $159K
25 SummitTX Capital, L.P. 0.03% 58,843 $1.2M
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 — First Tracks Biotherapeutics (TRAX)

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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