IECM
LENZ

Intrinsic Edge Capital Management’s LENZ Therapeutics LENZ Stock Holding History

Intrinsic Edge Capital 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
2026
Q1 		– Sell
-569,705
Closed -$9.12M – 140
2025
Q4 		$9.12M Buy
+569,705
New +$16.6M 1.62% 24

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

Intrinsic Edge Capital Management's LENZ Position: Q1 2026 in Review

Intrinsic Edge Capital Management sold out of LENZ Therapeutics (LENZ) in Q1 2026, closing a stake of 569,705 shares — an estimated $9.12M sold.

Intrinsic Edge Capital Management first reported a position in LENZ in Q4 2025 and held it in 1 quarter. The position peaked at $9.12M in Q4 2025. 145 funds tracked by Wall St. Rank hold LENZ as of Q1 2026.

  • Intrinsic Edge Capital Management reported no remaining LENZ Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 569,705 LENZ Therapeutics shares in Q1 2026, an estimated $9.12M.
  • Intrinsic Edge Capital Management first reported a position in LENZ Therapeutics in Q4 2025 and held it in 1 quarter.
  • Intrinsic Edge Capital Management's LENZ Therapeutics position peaked at $9.12M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.