CC
DNLI icon

Casdin Capital’s Denali Therapeutics DNLI Stock Holding History

Casdin Capital’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.6M Buy
2,045,000
+205,000
+11% +$4.21M 2.63% 8
2026
Q1 		$35.3M Hold
1,840,000
– – 2.68% 9
2025
Q4 		$30.4M Buy
1,840,000
+950,000
+107% +$16M 1.89% 12
2025
Q3 		$12.9M Hold
890,000
– – 1.08% 17
2025
Q2 		$12.5M Sell
890,000
-100,000
-10% -$1.41M 1.13% 15
2025
Q1 		$13.5M Hold
990,000
– – 1.1% 17
2024
Q4 		$20.2M Hold
990,000
– – 1.34% 17
2024
Q3 		$28.8M Sell
990,000
-310,000
-24% -$7.68M 1.92% 14
2024
Q2 		$30.2M Hold
1,300,000
– – 2.3% 12
2024
Q1 		$26.7M Hold
1,300,000
– – 1.98% 17
2023
Q4 		$27.9M Hold
1,300,000
– – 2.74% 14
2023
Q3 		$26.8M Hold
1,300,000
– – 2.97% 13
2023
Q2 		$38.4M Hold
1,300,000
– – 3.35% 12
2023
Q1 		$30M Hold
1,300,000
– – 2.47% 15
2022
Q4 		$36.2M Buy
1,300,000
+305,000
+31% +$9.08M 2.8% 11
2022
Q3 		$30.5M Sell
995,000
-505,000
-34% -$16.4M 2.01% 15
2022
Q2 		$44.1M Hold
1,500,000
– – 3.73% 12
2022
Q1 		$48.3M Hold
1,500,000
– – 2.16% 17
2021
Q4 		$66.9M Sell
1,500,000
-200,000
-12% -$9.48M 1.89% 18
2021
Q3 		$85.8M Buy
1,700,000
+90,000
+6% +$5.07M 2.13% 17
2021
Q2 		$126M Hold
1,610,000
– – 3.21% 10
2021
Q1 		$91.9M Buy
1,610,000
+300,000
+23% +$20.1M 2.74% 12
2020
Q4 		$110M Hold
1,310,000
– – 3.25% 9
2020
Q3 		$46.9M Hold
1,310,000
– – 2.1% 15
2020
Q2 		$31.7M Sell
1,310,000
-145,000
-10% -$3.41M 1.87% 18
2020
Q1 		$25.5M Buy
1,455,000
+205,000
+16% +$4.28M 2.7% 15
2019
Q4 		$21.8M Buy
1,250,000
+600,000
+92% +$9.99M 2% 16
2019
Q3 		$9.96M Buy
650,000
+250,000
+63% +$4.78M 1.03% 25
2019
Q2 		$8.3M Buy
400,000
+300,000
+300% +$6.72M 0.78% 27
2019
Q1 		$2.32M Hold
100,000
– – 0.26% 29
2018
Q4 		$2.07M Buy
+100,000
New +$1.81M 0.35% 29

Other funds holding DNLI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Casdin Capital's DNLI Position: Q2 2026 in Review

Casdin Capital increased its Denali Therapeutics (DNLI) stake by 11% in Q2 2026, buying an estimated $4.21M and bringing the position to 2,045,000 shares worth $52.6M. The position accounts for 2.63% of the portfolio, ranked #8.

Casdin Capital first reported a position in DNLI in Q4 2018 and has held it in 31 quarters since. The position peaked at $126M in Q2 2021. 294 funds tracked by Wall St. Rank hold DNLI as of Q2 2026.

  • Casdin Capital held 2,045,000 shares of Denali Therapeutics worth $52.6M as of Q2 2026.
  • Casdin Capital bought 205,000 Denali Therapeutics shares in Q2 2026, an estimated $4.21M.
  • Denali Therapeutics made up 2.63% of Casdin Capital's portfolio in Q2 2026, its #8 holding.
  • Casdin Capital first reported a position in Denali Therapeutics in Q4 2018 and has held it in 31 quarters since.
  • Casdin Capital's Denali Therapeutics position peaked at $126M in Q2 2021.
  • 294 funds tracked by Wall St. Rank held Denali Therapeutics as of Q2 2026.

Based on Casdin Capital's 13F filing for Q2 2026, filed 14 Aug 2026.