Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NPCE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Polar Capital Holdings Plc | 3.3M | $43.4M | +14.6% | 9.674% | 0.15% |
| 2 | Soleus Capital Management, L.P. | 2.9M | $38.6M | +8.5% | 8.600% | 1.56% |
| 3 | MORGAN STANLEY | 2.6M | $33.8M | +0.8% | 7.529% | 0.00% |
| 4 | First Light Asset Management, LLC | 2.5M | $32.3M | +82.3% | 7.215% | 2.90% |
| 5 | BlackRock, Inc. | 2.3M | $30.9M | -1.6% | 6.882% | 0.00% |
| 6 | ORBIMED ADVISORS LLC | 2.1M | $27.6M | -12.9% | 6.149% | 0.58% |
| 7 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.5M | $19.1M | -4.0% | 4.258% | 0.14% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $14.8M | — | 3.296% | 0.00% |
| 9 | DEUTSCHE BANK AG\ | 932K | $12.3M | +0.3% | 2.734% | 0.00% |
| 10 | ARMISTICE CAPITAL, LLC | 692K | $9.1M | -12.6% | 2.030% | 0.27% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 618K | $8.1M | +3.7% | 1.813% | 0.00% |
| 12 | FMR LLC | 554K | $7.3M | -11.4% | 1.624% | 0.00% |
| 13 | STATE STREET CORP | 498K | $6.5M | +11.1% | 1.459% | 0.00% |
| 14 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 360K | $4.7M | -9.2% | 1.056% | 0.03% |
| 15 | NORTHERN TRUST CORP | 240K | $3.2M | +3.5% | 0.704% | 0.00% |
| 16 | ESSEX INVESTMENT MANAGEMENT CO LLC | 218K | $2.9M | +1.8% | 0.639% | 0.45% |
| 17 | Palumbo Wealth Management LLC | 210K | $2.8M | -1.7% | 0.617% | 0.68% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 187K | $2.5M | — | 0.550% | 0.00% |
| 19 | Qube Research & Technologies Ltd | 186K | $2.4M | -6.4% | 0.546% | 0.00% |
| 20 | Russell Investments Group, Ltd. | 179K | $2.4M | +142.9% | 0.525% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 179K | $2.3M | — | 0.524% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 175K | $2.3M | +6.5% | 0.514% | 0.00% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 174K | $2.3M | -21.6% | 0.511% | 0.00% |
| 24 | Point72 Asset Management, L.P. | 152K | $2.0M | +517.0% | 0.446% | 0.00% |
| 25 | TUDOR INVESTMENT CORP ET AL | 136K | $1.8M | -29.8% | 0.398% | 0.01% |
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 NPCE — a direct measure of their conviction.
Filings activity in NPCE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new NPCE position in Q1 2026
Institutions that fully closed their NPCE 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 | 109 | +10% | 64.02% | 11.34 pp | $341M | 15% |
| Q4 2025 | 99 | +24% | 75.36% | +25.51 pp | $402M | +51% |
| Q3 2025 | 80 | 21% | 49.85% | +4.21 pp | $266M | +9.2% |
| Q2 2025 | 101 | +12% | 45.64% | 7.95 pp | $243M | 15% |
| Q1 2025 | 90 | +45% | 53.59% | +10.02 pp | $286M | +23% |
| Q4 2024 | 62 | +29% | 43.57% | +24.29 pp | $232M | +126% |
| Q3 2024 | 48 | 5.9% | 19.28% | 1.00 pp | $103M | 4.9% |
| Q2 2024 | 51 | — | 20.28% | — | $108M | — |
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 NPCE stock.
Based on Q1 2026 13F filings, institutional ownership of NeuroPace, Inc. stands at 64.0%, held across 109 reporting institutions.
Polar Capital Holdings Plc is the largest reported institutional holder of NPCE, with approximately 3,298,104 shares worth $0.04B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of NPCE, including RENAISSANCE TECHNOLOGIES LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for NPCE is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
27 institutions opened new positions in NPCE during Q1 2026, while 17 fully exited. 21 added to existing positions and 61 trimmed.
NPCE institutional ownership fell by 11.34 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 76.6% of all reported 13F value in NPCE, and the top 25 account for 92.3%.
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.
NeuroPace, Inc. (NPCE) Institutional Ownership