Twist Bioscience Corporation

TWST

Held by 3 specialist biotech funds

High ConvergenceHigh short interest · No specialist buying

3 funds opened new positions. Short interest: 30.5% of float.

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Medical - Diagnostics & ResearchCEO: Emily Marine LeproustIPO: 2018Website ↗

Twist Bioscience Corporation, a synthetic biology company, manufactures and sells synthetic DNA-based products. The company's DNA synthesis platform enables the manufacturing of synthetic DNA by writing DNA on a silicon chip. It offers synthetic DNA-based products, including synthetic genes, tools for sample preparation, antibody libraries for drug discovery and development, and DNA as a digital data storage medium. The company has collaboration agreements with Victorian Clinical Genetic Services; Vivlion GmbH.; Kyowa Kirin Pharmaceutical Research, Inc.; deepCDR Biologics AG; and Centogene N.V to develop advanced sequencing tools. It also has a research collaboration with Boehringer Ingelheim International GmbH to use proprietary antibody libraries to discover therapeutic antibodies against multiple targets. Twist Bioscience Corporation was incorporated in 2013 and is headquartered in South San Francisco, California.

Signal Score

4.5/10

3 funds opened new positions●●

No recent insider activity●●

No upcoming catalysts●●

Held by 3 specialist funds●●

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Fund Holdings

3 fund convergence

Deerfield Management

Driehaus Capital

Casdin Capital

Position history (shares)

Deerfield Management

6Q

AI Signal

Signal Note: Twist Bioscience (TWST)

Deerfield Management's new $959K position adds to emerging specialist fund convergence (3 total holders including Casdin, Driehaus), suggesting high-conviction interest in TWST's synthetic biology platform and DNA synthesis capabilities—likely driven by expanding TAM in genomics, cell/gene therapy manufacturing, and biodefense applications. The convergence among specialist healthcare investors indicates confidence in near-term catalysts, though TWST's historically tight cash runway warrants monitoring for equity dilution risk in coming quarters.

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6 quarters

Position Trend

May 15, 2025

$935K

1 fund

Aug 14, 2025

$877K

1 fund

Nov 14, 2025

$670K

1 fund

Feb 17, 2026

$0

0 funds

-100% total institutional value over 14 quarters

Short Interest

High short interestSI rising 2 periods (+14.1%)

Short Shares

14.52M

Change

+12.9%

Days to Cover

12.2

% of Float

30.5%

Settlement

Apr 15, 2026

Short interest over 5 periods

Catalysts

No catalysts tracked.

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Position Details

Deerfield ManagementEXITFeb 17, 2026

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Insider Signals

No insider purchases or sales detected in the past 90 days.

Also Held by These Funds

BLFS2 funds GPCR2 funds TSHA2 funds CI2 funds VCYT2 funds TXG2 funds ALNY2 funds SPRY2 funds

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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