LONA · LeonaBio, Inc.

$7.94 +0.05 (+0.63%) At close · Aug 28

Market Cap

$74.81M

9.42M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 44

Total Value: $66,825,991

Total Shares: 7,271,601

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 44 13F filers · Δ vs Mar 31, 2026

Top Holder

25.6%

−3.2 pts

Top 5

57.8%

−6.5 pts

Top 10

83.6%

−5.7 pts

HHI

1,094

Broadly held−220

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: +0.7%

Shares held: +12.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	+80,473	275,233
Mid ADAR1 Capital Management, LLC	+49,619	777,100
Mega BlackRock, Inc.	+23,135	79,186
Large RENAISSANCE TECHNOLOGIES LLC	+13,202	77,424
Mega VANGUARD FIDUCIARY TRUST CO	+2,775	42,814

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Seven Fleet Capital Management LP	−10,523	154,153
Large OSAIC HOLDINGS, INC.	−1,600	4,580
Mega ROYAL BANK OF CANADA	−1,381	844
Mega UBS Group AG	−1,103	196
Mega MORGAN STANLEY	−382	89

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Blackstone Inc.	324,638	$2,983,423
Large ADAGE CAPITAL PARTNERS GP, L.L.C.	300,000	$2,757,000
Mega DIMENSIONAL FUND ADVISORS LP	14,728	$135,349
Mid XTX Topco Ltd	11,749	$107,973
Mega CITADEL ADVISORS LLC	10,001	$91,909

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Annis Gardner Whiting Capital Advisors, LLC	1,000	$10,280
Large NewEdge Advisors, LLC	410	$4,214
Small McIlrath & Eck, LLC	82	$842
Mega CITIGROUP INC	1	$10

Filter: New 8 Increased 8 Reduced 7 Sold out 4 Unchanged 21

Showing 44 of 44

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

PERCEPTIVE ADVISORS LLC

$17,087,169

25.57%

1,859,322

ADAR1 Capital Management, LLC

$7,141,549

10.69%

777,100

ACORN CAPITAL ADVISORS, LLC

$5,831,413

8.73%

634,539

TCG Crossover Management, LLC

$4,267,817

6.39%

464,398

Commodore Capital LP

$4,267,817

6.39%

464,398

NEA Management Company, LLC

$4,267,817

6.39%

464,398

Kalehua Capital Management LLC

$3,618,112

5.41%

393,701

Spruce Street Capital LP

$3,618,112

5.41%

393,701

Blackstone Inc.

$2,983,423

4.46%

324,638

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blackstone Alternative Asset Management L.P.	324,638	$2,983,423	100.0%	Other

ADAGE CAPITAL PARTNERS GP, L.L.C.

$2,757,000

4.13%

300,000

VANGUARD CAPITAL MANAGEMENT LLC

$2,529,391

3.79%

275,233

Seven Fleet Capital Management LP

$1,416,666

2.12%

154,153

Simplify Asset Management Inc.

$1,371,874

2.05%

149,279

Propel Bio Management, LLC

$1,371,874

2.05%

149,279

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Simplify Asset Management Inc.	149,279	$1,371,874	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$739,040

1.11%

80,418

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	16,098	$147,940	20.0%	Defined
Held directly	64,320	$591,100	80.0%	Defined

BlackRock, Inc.

$727,718

1.09%

79,186

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,416	$13,013	1.8%	Sole
BlackRock Fund Advisors	21,744	$199,827	27.5%	Sole
BlackRock Institutional Trust Company, N.A.	56,026	$514,878	70.8%	Sole

RENAISSANCE TECHNOLOGIES LLC

$711,526

1.06%

77,424

VANGUARD FIDUCIARY TRUST CO

$393,460

0.59%

42,814

BANK OF AMERICA CORP /DE/

$299,198

0.45%

32,557

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	32,557	$299,198	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$298,215

0.45%

32,450

Laird Norton Wetherby Trust Company, LLC

$200,506

0.30%

21,818

STATE STREET CORP

$150,137

0.22%

16,337

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	16,337	$150,137	100.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$135,349

0.20%

14,728

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Ireland Ltd	1,130	$10,384	7.7%	Defined
Held directly	13,598	$124,965	92.3%	Sole

NORTHERN TRUST CORP

$132,280

0.20%

14,394

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	14,394	$132,280	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$122,006

0.18%

13,276

XTX Topco Ltd

$107,973

0.16%

11,749

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	11,749	$107,973	100.0%	Defined

ACADIAN ASSET MANAGEMENT LLC

$94,013

0.14%

10,230

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	10,230	$94,013	100.0%	Defined

CITADEL ADVISORS LLC

$91,909

0.14%

10,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	10,001	$91,909	100.0%	Defined

OSAIC HOLDINGS, INC.

$42,090

0.06%

4,580

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	4,580	$42,090	100.0%	Defined

JPMORGAN CHASE & CO

$18,490

0.03%

2,012

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	2,000	$18,380	99.4%	Defined
J.P. Morgan Securities plc	12	$110	0.6%	Defined

Vanguard Global Advisers, LLC

$12,176

0.02%

1,325

ROYAL BANK OF CANADA

$7,756

0.01%

844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	844	$7,756	100.0%	Defined

Tower Research Capital LLC (TRC)

$4,025

0.01%

438

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	438	$4,025	100.0%	Defined

American Capital Advisory, LLC

$1,838

0.00%

200

UBS Group AG

$1,800

0.00%

196

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	3	$27	1.5%	Defined
UBS Securities LLC	193	$1,773	98.5%	Defined

ROTHSCHILD INVESTMENT LLC

$1,378

0.00%

150

MORGAN STANLEY

$817

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	89	$817	100.0%	Defined

US BANCORP \DE\

$744

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	81	$744	100.0%	Defined

Global Retirement Partners, LLC

$477

0.00%

BARCLAYS PLC

$385

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	42	$385	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$303

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	33	$303	100.0%	Sole

BNP PARIBAS ARBITRAGE, SA

$183

0.00%

SBI Securities Co., Ltd.

$110

0.00%

Caitong International Asset Management Co., Ltd

$55

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$10	100.0%	Defined

Key facts CIK 1620463 CUSIP 04746L203 13F (30d) 43 filings 42 filers Visit website Investor relations