CWM
SEPN

Congress Wealth Management’s Septerna Inc SEPN Stock Holding History

Congress Wealth Management’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
2025
Q2 		$133K Buy
+12,589
New +$104K ﹤0.01% 1154

Other funds holding SEPN

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
TGV
TRV GP V Boston, Massachusetts $498M AUM 267.53% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
TGV
TRV GP VI Boston, Massachusetts $232M AUM 247.08% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Congress Wealth Management's SEPN Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Septerna Inc (SEPN) in Q2 2025: 12,589 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings.

89 funds tracked by Wall St. Rank hold SEPN as of Q2 2025.

  • Congress Wealth Management held 12,589 shares of Septerna Inc worth $133K as of Q2 2025.
  • Septerna Inc was a new Congress Wealth Management position in Q2 2025.
  • Septerna Inc made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1154 holding.
  • 89 funds tracked by Wall St. Rank held Septerna Inc as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.