Nantahala Capital Management’s Disc Medicine IRON Stock Holding History

Nantahala Capital Management’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25,653	Closed	-$1.64M	–	164
2026 Q1	$1.64M	Sell	25,653 -107,147	-81%	-$7.44M	0.06%	137
2025 Q4	$10.5M	Sell	132,800 -155,000	-54%	-$13.1M	0.35%	66
2025 Q3	$19M	Hold	287,800	–	–	0.66%	34
2025 Q2	$15.2M	Buy	287,800 +139,409	+94%	+$6.55M	0.6%	39
2025 Q1	$7.37M	Sell	148,391 -1,609	-1%	-$89.5K	0.29%	54
2024 Q4	$9.51M	Hold	150,000	–	–	0.41%	47
2024 Q3	$7.37M	Hold	150,000	–	–	0.37%	59
2024 Q2	$6.76M	Buy	+150,000	New	+$5.1M	0.4%	51
2023 Q2	–	Sell	-89,538	Closed	-$1.9M	–	129
2023 Q1	$1.9M	Sell	89,538 -73,224	-45%	-$1.63M	0.15%	77
2022 Q4	$3.06M	Buy	162,762 +154,173	+1,795%	+$7.68M	0.2%	67
2022 Q3	$423K	Buy	+8,589	New	+$405K	0.03%	99

Other funds holding IRON

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nantahala Capital Management's IRON Position: Q2 2026 in Review

Nantahala Capital Management sold out of Disc Medicine (IRON) in Q2 2026, closing a stake of 25,653 shares — an estimated $1.64M sold.

Nantahala Capital Management first reported a position in IRON in Q3 2022 and held it in 11 quarters. The position peaked at $19M in Q3 2025. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

Nantahala Capital Management reported no remaining Disc Medicine position as of Q2 2026 after selling out during the quarter.
Nantahala Capital Management sold 25,653 Disc Medicine shares in Q2 2026, an estimated $1.64M.
Nantahala Capital Management first reported a position in Disc Medicine in Q3 2022 and held it in 11 quarters.
Nantahala Capital Management's Disc Medicine position peaked at $19M in Q3 2025.
216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on Nantahala Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.