Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CGEM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Lynx1 Capital Management LP | 9.0M | $127.4M | 0.0% | 14.585% | 20.13% |
| 2 | MPM Oncology Impact Management LP | 7.6M | $108.7M | 0.0% | 12.445% | 8.39% |
| 3 | BVF INC/IL | 5.8M | $81.7M | 0.0% | 9.357% | 2.60% |
| 4 | BlackRock, Inc. | 4.4M | $63.2M | +1.1% | 7.241% | 0.00% |
| 5 | Kynam Capital Management, LP | 3.1M | $44.3M | 0.0% | 5.067% | 2.76% |
| 6 | STATE STREET CORP | 2.5M | $36.2M | +15.8% | 4.140% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $35.3M | β | 4.040% | 0.00% |
| 8 | Blue Owl Capital Holdings LP | 1.9M | $27.1M | -18.8% | 3.107% | 7.29% |
| 9 | RTW INVESTMENTS, LP | 1.7M | $24.2M | 0.0% | 2.776% | 0.24% |
| 10 | VR Adviser, LLC | 1.4M | $19.6M | 0.0% | 2.245% | 0.73% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $19.4M | +5.1% | 2.226% | 0.00% |
| 12 | Siren, L.L.C. | 1.2M | $17.0M | 0.0% | 1.942% | 0.47% |
| 13 | Nextech Invest, Ltd. | 1.1M | $16.2M | 0.0% | 1.857% | 1.14% |
| 14 | BOOTHBAY FUND MANAGEMENT, LLC | 1.1M | $15.8M | -10.0% | 1.811% | 0.40% |
| 15 | MARSHALL WACE, LLP | 1.0M | $14.9M | +153.3% | 1.708% | 0.02% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 906K | $12.9M | +6.8% | 1.474% | 0.00% |
| 17 | Point72 Asset Management, L.P. | 905K | $12.9M | +151.4% | 1.473% | 0.02% |
| 18 | Nuveen, LLC | 806K | $11.4M | +39.1% | 1.311% | 0.00% |
| 19 | Affinity Asset Advisors, LLC | 781K | $11.1M | -59.6% | 1.271% | 0.65% |
| 20 | TWIN FOCUS CAPITAL PARTNERS, LLC | 595K | $8.5M | 0.0% | 0.969% | 0.97% |
| 21 | MORGAN STANLEY | 589K | $8.4M | -23.1% | 0.959% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 553K | $7.9M | β | 0.899% | 0.00% |
| 23 | Elmind Capital, LP | 530K | $7.5M | +71.0% | 0.862% | 2.14% |
| 24 | TWO SIGMA INVESTMENTS, LP | 522K | $7.4M | +10.9% | 0.849% | 0.01% |
| 25 | BANK OF AMERICA CORP /DE/ | 517K | $7.3M | +49.2% | 0.841% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CGEM β a direct measure of their conviction.
Filings activity in CGEM during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CGEM position in Q1 2026
Institutions that fully closed their CGEM position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 169 | +12% | 106.57% | +29.15 pp | $897M | +38% |
| Q4 2025 | 151 | +7.1% | 77.42% | +34.53 pp | $652M | +81% |
| Q3 2025 | 141 | 2.1% | 42.89% | 12.74 pp | $361M | 23% |
| Q2 2025 | 144 | 2.7% | 55.63% | +0.57 pp | $468M | +1.0% |
| Q1 2025 | 148 | +1.4% | 55.06% | 35.32 pp | $464M | 39% |
| Q4 2024 | 146 | +7.4% | 90.38% | 35.21 pp | $761M | 28% |
| Q3 2024 | 136 | +0.7% | 125.59% | +0.00 pp | $1.06B | 0.0% |
| Q2 2024 | 135 | β | 125.59% | β | $1.06B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CGEM stock.
Based on Q1 2026 13F filings, institutional ownership of Cullinan Therapeutics, Inc. stands at 106.6%, held across 169 reporting institutions.
Lynx1 Capital Management LP is the largest reported institutional holder of CGEM, with approximately 8,963,500 shares worth $0.13B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of CGEM, including Point72 Asset Management, L.P., TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for CGEM is 70 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
39 institutions opened new positions in CGEM during Q1 2026, while 21 fully exited. 106 added to existing positions and 22 trimmed.
CGEM institutional ownership rose by 29.15 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 63.3% of all reported 13F value in CGEM, and the top 25 account for 83.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Cullinan Therapeutics, Inc. (CGEM) Institutional Ownership