FLAM
LENZ

First Light Asset Management’s LENZ Therapeutics LENZ Stock Holding History

First Light Asset Management’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
2025
Q4 		– Sell
-693,044
Closed -$32.3M – 44
2025
Q3 		$32.3M Buy
+693,044
New +$25.5M 3.04% 10

Other funds holding LENZ

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
7IH
72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return

First Light Asset Management's LENZ Position: Q4 2025 in Review

First Light Asset Management sold out of LENZ Therapeutics (LENZ) in Q4 2025, closing a stake of 693,044 shares — an estimated $32.3M sold.

First Light Asset Management first reported a position in LENZ in Q3 2025 and held it in 1 quarter. The position peaked at $32.3M in Q3 2025. 160 funds tracked by Wall St. Rank hold LENZ as of Q4 2025.

  • First Light Asset Management reported no remaining LENZ Therapeutics position as of Q4 2025 after selling out during the quarter.
  • First Light Asset Management sold 693,044 LENZ Therapeutics shares in Q4 2025, an estimated $32.3M.
  • First Light Asset Management first reported a position in LENZ Therapeutics in Q3 2025 and held it in 1 quarter.
  • First Light Asset Management's LENZ Therapeutics position peaked at $32.3M in Q3 2025.
  • 160 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q4 2025.

Based on First Light Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.