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Caption Management’s Inovio Pharmaceuticals INO Stock Holding History

Caption Management’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Buy
+400,000
New +$475K ﹤0.01% 1350
2021
Q1 		– Sell
-10,000
Closed -$1.06M – 1221
2020
Q4 		$1.06M Buy
10,000
+2,917
+41% +$388K 0.02% 597
2020
Q3 		$986K Buy
+7,083
New +$1.48M 0.02% 620

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Caption Management's INO Position: Q2 2026 in Review

Caption Management opened a new position in Inovio Pharmaceuticals (INO) in Q2 2026: 478,950 shares worth $527K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: Caption Management previously reported a position in INO as recently as Q4 2021.

Caption Management first reported a position in INO in Q4 2021 and has held it in 2 quarters since. The position peaked at $590K in Q4 2021. 102 funds tracked by Wall St. Rank hold INO as of Q2 2026.

  • Caption Management held 478,950 shares of Inovio Pharmaceuticals worth $527K as of Q2 2026.
  • Inovio Pharmaceuticals was a new Caption Management position in Q2 2026.
  • Inovio Pharmaceuticals made up ﹤0.01% of Caption Management's portfolio in Q2 2026, its #1310 holding.
  • Caption Management first reported a position in Inovio Pharmaceuticals in Q4 2021 and has held it in 2 quarters since.
  • Caption Management's Inovio Pharmaceuticals position peaked at $590K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.