I
LONA

INVST’s LeonaBio Inc LONA Stock Holding History

INVST’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,500
Closed -$13.6K – 309
2025
Q2 		$13.6K Hold
4,500
– – ﹤0.01% 297
2025
Q1 		$12.8K Hold
4,500
– – ﹤0.01% 271
2024
Q4 		$26.4K Hold
4,500
– – ﹤0.01% 247
2024
Q3 		$20.1K Buy
4,500
+1,800
+67% +$42.2K ﹤0.01% 252
2024
Q2 		$67.8K Buy
+2,700
New +$63.7K 0.01% 259

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

INVST's LONA Position: Q3 2025 in Review

INVST sold out of LeonaBio Inc (LONA) in Q3 2025, closing a stake of 4,500 shares — an estimated $13.6K sold.

INVST first reported a position in LONA in Q2 2024 and held it in 5 quarters. The position peaked at $67.8K in Q2 2024. 34 funds tracked by Wall St. Rank hold LONA as of Q3 2025.

  • INVST reported no remaining LeonaBio Inc position as of Q3 2025 after selling out during the quarter.
  • INVST sold 4,500 LeonaBio Inc shares in Q3 2025, an estimated $13.6K.
  • INVST first reported a position in LeonaBio Inc in Q2 2024 and held it in 5 quarters.
  • INVST's LeonaBio Inc position peaked at $67.8K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2025.

Based on INVST's 13F filing for Q3 2025, filed 4 Feb 2026.