Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tyra Biosciences Inc (TYRA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — TYRA

Based on 162 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TYRA 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
162 hedge funds hold TYRA 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 — +38% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+38% 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 — 67% buying

103 buying50 selling
Last quarter: 103 funds were net buyers (43 opened a brand new position + 60 added to an existing one). Only 50 were sellers (36 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new TYRA position: 18 → 8 → 30 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 31% new

■ 31% conviction (2yr+) ■ 38% medium ■ 31% new
Of the 162 current holders: 50 (31%) held >2 years, 61 held 1–2 years, and 51 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.
💰

Value +67% but shares only +17% — price-driven

Value
+66%
Shares
+16%
Last quarter: the total dollar value of institutional holdings rose +67%, but actual share count only changed +17%. 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.
🚀

Acceleration phase — new buyers rushing in

23 → 18 → 8 → 30 → 43 new funds/Q
New funds entering each quarter: 18 → 8 → 30 → 43. 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.
📊

Mixed cohorts — 34% veterans, 41% new entrants

■ 34% veterans ■ 25% 1-2yr ■ 41% new
Of 172 current holders: 59 (34%) held 2+ years, 43 held 1–2 years, 70 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
43 of 162 holders rank in the top 100 by AUM, accounting for 28% 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 — TYRA

In 2026 Q1, 103 hedge funds were net buyers of TYRA (43 opened a new position, 60 added to an existing one), while 50 reduced or exited (36 trimmed, 14 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 28% of total institutional value in TYRA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 162.

Hedge Fund Ownership: TYRA

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

Market Analysis: TYRA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TYRA

-- --

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

Is It Too Late to Buy Tyra Biosciences Inc (TYRA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TYRA 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 · 77d ago
TYRA
-82.7%
XLV
nan%

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

Since 13F Filing Date May 15, 2026 · 32d ago
TYRA
-84.9%
XLV
nan%

Since the filing became public, TYRA 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.

21 top-rated funds 8 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: TYRA
162 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 162 133 21.8%
13F Shares 66M 57M 16.84%
Total Value $2.49B $1.49B 66.91%
New Positions 43 30 +13
Increased Positions 61 43 +18
Closed Positions 14 11 +3
Reduced Positions 33 39 -6
Total Calls 5 1 400.0%
Total Puts 4 0 100%
PUT/CALL Ratio 0.8 0.0 Neutral

Statistics: TYRA

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Financial Highlights

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Institutional Holders (2026 Q1)

162 + investors

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

QUARTER:
Top 25 TYRA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alta Partners Management Company, L.P. 96.97% 3,823,425 $146.4M
2 Canaan Partners XI LLC 37.76% 750,000 $28.7M
3 5AM Venture Management, LLC 10.94% 1,029,298 $39.4M
4 Nextech Invest, Ltd. 10.93% 4,055,861 $155.3M
5 Commodore Capital LP 5.48% 2,475,000 $94.8M
6 Ra Capital Management, L.P. 4.95% 12,198,625 $467.2M
7 Elmind Capital, LP 3.81% 350,000 $13.4M
8 TCG Crossover Management, LLC 3.56% 3,248,980 $124.4M
9 Sio Capital Management, LLC 3.33% 605,439 $23.2M
10 Caligan Partners LP 3.25% 1,276,968 $48.9M
11 Bvf Inc/Il 2.41% 1,976,196 $75.7M
12 Kalehua Capital Management LLC 2.40% 74,465 $2.9M
13 Seven Fleet Capital Management LP 2.38% 195,685 $7.5M
14 Logos Global Management LP 1.63% 850,000 $32.6M
15 Paradigm Biocapital Advisors LP 1.61% 2,054,991 $78.7M
16 Stempoint Capital LP 1.44% 193,177 $7.4M
17 HighVista Strategies LLC 1.39% 131,304 $5.0M
18 Farallon Capital Management LLC 0.78% 3,580,818 $137.1M
19 Catalio Capital Management, LP 0.54% 67,285 $2.6M
20 Affinity Asset Advisors, LLC 0.51% 257,512 $9.9M
21 PSP Research LLC 0.43% 16,000 $613K
22 Sofinnova Investments, Inc. 0.30% 204,015 $7.8M
23 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.27% 8,075 $309K
24 Auour Investments LLC 0.25% 21,020 $805K
25 Deerfield Management Company, L.P. 0.25% 549,000 $21.0M
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 — Tyra Biosciences Inc (TYRA)

What does the Smart Money Trend signal show for TYRA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TYRA 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 TYRA?

More buyers than sellers — 67% buying: Last quarter: 103 funds were net buyers (43 opened a brand new position + 60 added to an existing one). Only 50 were sellers (36 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TYRA holders?

Strong quality — 28% AUM from major funds: 43 of 162 holders rank in the top 100 by AUM, accounting for 28% 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 TYRA?

Mixed — 31% long-term, 31% new: Of the 162 current holders: 50 (31%) held >2 years, 61 held 1–2 years, and 51 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.

Is it too late to buy Tyra Biosciences Inc (TYRA) following the 2026 Q1 hedge fund 13F filings?

As of today, TYRA has moved -84.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), TYRA has gained -82.7% vs nan% 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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