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Equibles

LPL Financial LLC

Position in FATE — Fate Therapeutics Inc

CIK 1403438 FORT MILL, SC
Back to FATE Full portfolio

Position in FATE

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$550,114
+$372,819 QoQ
Shares Held
203,746
+37.9% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 156 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FATE Over Time

Shares Held

Position Value (USD)

Derivatives in FATE

reported options exposure · as of Mar 31, 2026
CallValue
$18,000
CallShares
15,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Biotechnology

Healthcare · as of Jun 30, 2026

LPL Financial LLC holds $557,763,742 across 203 Biotechnology names. FATE ranks #93 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRTX
Vertex Pharmaceuticals Inc / Ma
 289,111 $143,610,107
2 REGN
Regeneron Pharmaceuticals, Inc.
 65,755 $41,000,872
3 ARWR
Arrowhead Pharmaceuticals, Inc.
 310,761 $25,330,129
4 ARGX
Argenx SE
 19,499 $18,090,587
5 ALNY
Alnylam Pharmaceuticals, Inc.
 57,890 $17,426,626
6 HALO
Halozyme Therapeutics, Inc.
 203,557 $15,932,406
7 RPRX
Royalty Pharma plc
 249,117 $13,967,990
8 INSM
INSMED Inc
 128,553 $13,706,320

All Filings in FATE

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $550,114 203,746
2026-03-31 $18,000 15,000
2026-03-31 $177,295 147,746
2025-12-31 $24,500 25,000
2025-12-31 $141,919 144,816
2025-09-30 $30,134 23,916
2025-06-30 $15,585 13,916
2025-06-30 $22,400 20,000
2025-03-31 $23,700 30,000
2025-03-31 $71,506 90,515
2024-12-31 $120,648 73,120
2021-09-30 $204,125 3,444
2021-06-30 $246,049 2,835