C WorldWide Group Holding A/S has opened a new $8.0M position in $LENZ, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $LENZ.
$LENZ Hedge Fund Activity
We have seen 106 institutional investors add shares of $LENZ stock to their portfolio, and 41 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VERSANT VENTURE MANAGEMENT, LLC added 2,656,888 shares (+inf%) to their portfolio in Q3 2025, for an estimated $123,757,843
- SECTORAL ASSET MANAGEMENT INC removed 977,245 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $45,520,072
- FIRST LIGHT ASSET MANAGEMENT, LLC added 693,044 shares (+inf%) to their portfolio in Q3 2025, for an estimated $32,281,989
- PARADIGM BIOCAPITAL ADVISORS LP removed 643,605 shares (-37.5%) from their portfolio in Q3 2025, for an estimated $29,979,120
- FRANKLIN RESOURCES INC added 578,521 shares (+6756.1%) to their portfolio in Q3 2025, for an estimated $26,947,508
- C WORLDWIDE GROUP HOLDING A/S added 500,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $8,000,000
- ADAGE CAPITAL PARTNERS GP, L.L.C. removed 495,120 shares (-44.1%) from their portfolio in Q3 2025, for an estimated $23,062,689
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LENZ Insider Trading Activity
$LENZ insiders have traded $LENZ stock on the open market 33 times in the past 6 months. Of those trades, 3 have been purchases and 30 have been sales.
Here’s a breakdown of recent trading of $LENZ stock by insiders over the last 6 months:
- VENTURE CAPITAL VI, L.P. VERSANT has made 0 purchases and 28 sales selling 809,085 shares for an estimated $33,745,537.
- SHAWN OLSSON (Chief Commercial Officer) has made 0 purchases and 2 sales selling 10,000 shares for an estimated $261,022.
- JAMES W MCCOLLUM purchased 10,500 shares for an estimated $239,278
- DANIEL R. CHEVALLARD (Chief Financial Officer) has made 2 purchases buying 2,198 shares for an estimated $50,016 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LENZ Analyst Ratings
Wall Street analysts have issued reports on $LENZ in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 10/10/2025
To track analyst ratings and price targets for $LENZ, check out Quiver Quantitative's $LENZ forecast page.
$LENZ Price Targets
Multiple analysts have issued price targets for $LENZ recently. We have seen 2 analysts offer price targets for $LENZ in the last 6 months, with a median target of $58.5.
Here are some recent targets:
- Gary Nachman from Raymond James set a target price of $50.0 on 10/20/2025
- Biren Amin from Piper Sandler set a target price of $67.0 on 10/10/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $LENZ ticker page for more data.