DMKJ
LENZ

David M. Knott Jr’s LENZ Therapeutics LENZ Stock Holding History

David M. Knott Jr’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$309K Sell
33,732
-20,000
-37% -$281K 0.18% 53
2025
Q4 		$860K Sell
53,732
-28,268
-34% -$824K 0.4% 37
2025
Q3 		$3.82M Hold
82,000
– – 1.54% 15
2025
Q2 		$2.4M Buy
+82,000
New +$2.23M 1.09% 18

Other funds holding LENZ

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
7IH
72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return

David M. Knott Jr's LENZ Position: Q1 2026 in Review

David M. Knott Jr reduced its LENZ Therapeutics (LENZ) stake by 37% in Q1 2026, selling an estimated $281K and leaving 33,732 shares worth $309K. The position accounts for 0.18% of the portfolio, ranked #53.

David M. Knott Jr first reported a position in LENZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.82M in Q3 2025. 145 funds tracked by Wall St. Rank hold LENZ as of Q1 2026.

  • David M. Knott Jr held 33,732 shares of LENZ Therapeutics worth $309K as of Q1 2026.
  • David M. Knott Jr sold 20,000 LENZ Therapeutics shares in Q1 2026, an estimated $281K.
  • LENZ Therapeutics made up 0.18% of David M. Knott Jr's portfolio in Q1 2026, its #53 holding.
  • David M. Knott Jr first reported a position in LENZ Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • David M. Knott Jr's LENZ Therapeutics position peaked at $3.82M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q1 2026.

Based on David M. Knott Jr's 13F filing for Q1 2026, filed 14 May 2026.