LENZ Therapeutics, Inc.

LENZ

Held by 7 specialist biotech funds

High ConvergenceHigh short interest · No specialist buying

7 funds opened new positions. Short interest: 56.3% of float.

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BiotechnologyCEO: Evert SchimmelpenninkIPO: 2024Website ↗

LENZ Therapeutics, Inc., a biopharmaceutical company, focuses on developing and commercializing therapies to improve vision in the United States. Its product candidates include LNZ100 and LNZ101 which are in Phase III clinical trials for the treatment of presbyopia. The company is headquartered in Del Mar, California.

Signal Score

7.0/10

7 funds opened new positions●●

Insider bought $251K●●

No upcoming catalysts●●

Held by 7 specialist funds●●

See how each signal contributes— fund overlap, insider activity, catalyst timing, short interest (free trial)

Fund Holdings

7 fund convergence

RA Capital ManagementHeld 7Q

Deerfield Management

Perceptive AdvisorsNew

RTW Investments

Rock Springs CapitalHeld 5Q ↑

EcoR1 Capital

Tang Capital ManagementHeld 7Q ↑

Position history (shares)

RA Capital Management

7Q

RTW Investments

6Q

Rock Springs Capital

5Q

EcoR1 Capital

2Q

Tang Capital Management

7Q

AI Signal

SIGNAL: High-conviction convergence in LENZ Therapeutics

Tang Capital's $5.3M increase into LENZ, coupled with seven specialist biotech funds now holding the name (including top-tier players RA Capital, Deerfield, and Perceptive), signals strong conviction around the company's pipeline—likely centered on its lead program in fibrotic diseases. Without recent clinical readouts or near-term catalysts disclosed, the multi-fund accumulation pattern suggests investors are positioning ahead of upcoming data or partnering news rather than reacting to existing results.

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7 quarters

Position Trend

May 15, 2025

$151.5M

4 funds

Aug 14, 2025

$176.6M

4 funds

Nov 14, 2025

$287.7M

4 funds

Feb 17, 2026

$85.6M

4 funds

+46% total institutional value over 8 quarters

Short Interest

Float data divergenceHigh short interestSI rising 3 periods (+20.5%)

Short Shares

10.72M

Change

+18.7%

Days to Cover

13.3

% of Float

56.3%

Settlement

Apr 30, 2026

Short interest over 6 periods

Catalysts

No catalysts tracked.

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Activist Filings

SC 13D/ARA Capital Management13.6%Nov 7, 2025

SC 13D/ARA Capital Management15.1%May 9, 2025

SC 13G/ATang Capital Management2.8%Nov 14, 2024

SC 13G/AEcoR1 Capital4.8%Apr 8, 2024

SC 13DRA Capital Management16.6%Mar 28, 2024

Recent Insider Activity

George Jeffrey P.Director

PurchaseMar 30, 2026

Chevallard Daniel R.Chief Financial Officer

PurchaseMar 30, 2026

Schimmelpennink Evert B.President, CEO and Secretary

PurchaseMar 30, 2026

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Position Details

RA Capital ManagementFeb 17, 2026

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Insider Signals

George Jeffrey P.DirectorBuyMar 30, 2026SEC Filing →

Shares: 5,592Value: $49,890.15Price: $8.92

LENZ | Director Purchase Signal

Director George Jeffrey P. purchased 5,592 shares at $8.92, representing meaningful personal capital commitment ($49.9K) at near-52-week lows. This conviction buy suggests confidence ahead of potential near-term catalysts; monitor for upcoming clinical data, regulatory events, or partnership announcements in the next 1-3 quarters.

Chevallard Daniel R.Chief Financial OfficerBuyMar 30, 2026SEC Filing →

Shares: 7,500Value: $64,275Price: $8.57

LENZ: CFO Conviction Buy

CFO Chevallard's $64K personal purchase of 7,500 shares at $8.57 signals confidence ahead of near-term catalysts. CFO-level buys are high-conviction signals, particularly in smaller biotech where personal capital deployment carries meaningful weight.

Schimmelpennink Evert B.President, CEO and SecretaryBuyMar 30, 2026SEC Filing →

Shares: 28,089Value: $251,410.59Price: $8.95

LENZ | CEO Conviction Buy

Evert Schimmelpennink's $251K personal purchase of 28K shares at $8.95 signals strong conviction in near-term value, particularly noteworthy given his insider position where he has full visibility into pipeline catalysts. The meaningful dollar amount and market-level pricing (not a secondary offering discount) suggests confidence ahead of potential clinical or commercial inflection points.