BI
SEPN

BVF Inc’s Septerna Inc SEPN Stock Holding History

BVF Inc’s Portfolio SEPN Stock Details SEPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.5M Sell
1,353,249
-367,533
-21% -$9.66M 1.04% 25
2025
Q4 		$48M Sell
1,720,782
-2,295,008
-57% -$54.8M 1.61% 23
2025
Q3 		$75.5M Sell
4,015,790
-380,334
-9% -$4.99M 3.06% 11
2025
Q2 		$46.5M Hold
4,396,124
– – 1.66% 11
2025
Q1 		$25.5M Buy
4,396,124
+1,944,100
+79% +$22.2M 1.04% 21
2024
Q4 		$56.2M Buy
+2,452,024
New +$58M 1.9% 11

Other funds holding SEPN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
TGV
TRV GP V Boston, Massachusetts $401M AUM 284.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
TGV
TRV GP VI Boston, Massachusetts $136M AUM 328.39% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BVF Inc's SEPN Position: Q1 2026 in Review

BVF Inc reduced its Septerna Inc (SEPN) stake by 21% in Q1 2026, selling an estimated $9.66M and leaving 1,353,249 shares worth $32.5M. The position accounts for 1.04% of the portfolio, ranked #25.

BVF Inc first reported a position in SEPN in Q4 2024 and has held it in 6 quarters since. The position peaked at $75.5M in Q3 2025. 124 funds tracked by Wall St. Rank hold SEPN as of Q1 2026.

  • BVF Inc held 1,353,249 shares of Septerna Inc worth $32.5M as of Q1 2026.
  • BVF Inc sold 367,533 Septerna Inc shares in Q1 2026, an estimated $9.66M.
  • Septerna Inc made up 1.04% of BVF Inc's portfolio in Q1 2026, its #25 holding.
  • BVF Inc first reported a position in Septerna Inc in Q4 2024 and has held it in 6 quarters since.
  • BVF Inc's Septerna Inc position peaked at $75.5M in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Septerna Inc as of Q1 2026.

Based on BVF Inc's 13F filing for Q1 2026, filed 15 May 2026.