Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in DAWN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.0M | $151.0M | -20.3% | 6.817% | 0.00% |
| 2 | FIL Ltd | 4.1M | $88.6M | — | 3.999% | 0.07% |
| 3 | Kryger Capital LLC | 3.9M | $83.5M | — | 3.771% | 5.91% |
| 4 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 3.7M | $79.8M | 0.0% | 3.603% | 0.94% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $72.0M | — | 3.249% | 0.00% |
| 6 | STATE STREET CORP | 2.9M | $61.5M | -33.1% | 2.777% | 0.00% |
| 7 | BALYASNY ASSET MANAGEMENT LLC | 2.6M | $56.3M | +76.2% | 2.541% | 0.19% |
| 8 | CNH PARTNERS LLC | 2.5M | $52.8M | — | 2.383% | 0.87% |
| 9 | UBS Group AG | 2.3M | $49.4M | +1250.2% | 2.231% | 0.01% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $44.9M | — | 2.028% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $41.9M | +4.1% | 1.892% | 0.00% |
| 12 | Qube Research & Technologies Ltd | 2.0M | $41.9M | +31.5% | 1.892% | 0.05% |
| 13 | MILLENNIUM MANAGEMENT LLC | 1.9M | $41.3M | +42.8% | 1.865% | 0.03% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.9M | $40.8M | +75.6% | 1.842% | 0.00% |
| 15 | O'Connor Alternative Investments LLC | 1.9M | $40.0M | — | 1.807% | 3.43% |
| 16 | Nuveen, LLC | 1.8M | $39.1M | +249.1% | 1.765% | 0.01% |
| 17 | PERCEPTIVE ADVISORS LLC | 1.8M | $37.6M | — | 1.699% | 0.74% |
| 18 | ODDO BHF ASSET MANAGEMENT SAS | 1.6M | $33.2M | — | 1.500% | 1.31% |
| 19 | SOROS FUND MANAGEMENT LLC | 1.5M | $33.0M | — | 1.489% | 0.39% |
| 20 | Vivaldi Asset Management, LLC | 1.5M | $32.1M | — | 1.448% | 1.69% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 1.3M | $27.8M | -0.6% | 1.255% | 0.04% |
| 22 | GOLDMAN SACHS GROUP INC | 979K | $21.0M | -35.0% | 0.948% | 0.00% |
| 23 | DAFNA Capital Management LLC | 978K | $21.0M | -2.1% | 0.947% | 4.77% |
| 24 | WATER ISLAND CAPITAL LLC | 944K | $20.2M | — | 0.914% | 2.70% |
| 25 | ALPINE ASSOCIATES MANAGEMENT INC. | 925K | $19.8M | — | 0.895% | 1.17% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DAWN — a direct measure of their conviction.
Filings activity in DAWN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new DAWN position in Q1 2026
Institutions that fully closed their DAWN position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 202 | +14% | 74.82% | +41.87 pp | $1.66B | +127% |
| Q4 2025 | 177 | +5.4% | 32.95% | +6.50 pp | $733M | +25% |
| Q3 2025 | 168 | 3.4% | 26.45% | +2.17 pp | $588M | +8.9% |
| Q2 2025 | 174 | 3.9% | 24.28% | 8.01 pp | $540M | 25% |
| Q1 2025 | 181 | +10% | 32.29% | 19.32 pp | $718M | 37% |
| Q4 2024 | 164 | +1.9% | 51.61% | 3.84 pp | $1.15B | 6.9% |
| Q3 2024 | 161 | +6.6% | 55.45% | +11.08 pp | $1.23B | +25% |
| Q2 2024 | 151 | — | 44.37% | — | $987M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DAWN stock.
Based on Q1 2026 13F filings, institutional ownership of Day One Biopharmaceuticals, Inc. stands at 74.8%, held across 202 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of DAWN, with approximately 7,044,487 shares worth $0.15B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of DAWN, including MILLENNIUM MANAGEMENT LLC, SOROS FUND MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for DAWN is 78 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
85 institutions opened new positions in DAWN during Q1 2026, while 60 fully exited. 100 added to existing positions and 16 trimmed.
DAWN institutional ownership rose by 41.87 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 44.5% of all reported 13F value in DAWN, and the top 25 account for 73.9%.
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.
Day One Biopharmaceuticals, Inc. (DAWN) Institutional Ownership