NIM
TERN

NEOS Investment Management’s Terns Pharmaceuticals TERN Stock Holding History

NEOS Investment Management’s Portfolio TERN Stock Details TERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,394
Closed -$420K – 650
2025
Q4 		$420K Buy
+10,394
New +$240K ﹤0.01% 619
2025
Q1 		– Sell
-79,696
Closed -$442K – 619
2024
Q4 		$442K Sell
79,696
-48,609
-38% -$329K 0.01% 522
2024
Q3 		$1.07M Sell
128,305
-36,916
-22% -$304K 0.03% 361
2024
Q2 		$1.13M Buy
+165,221
New +$1M 0.05% 308

Other funds holding TERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

NEOS Investment Management's TERN Position: Q1 2026 in Review

NEOS Investment Management sold out of Terns Pharmaceuticals (TERN) in Q1 2026, closing a stake of 10,394 shares — an estimated $420K sold.

NEOS Investment Management first reported a position in TERN in Q2 2024 and held it in 4 quarters. The position peaked at $1.13M in Q2 2024. 317 funds tracked by Wall St. Rank hold TERN as of Q1 2026.

  • NEOS Investment Management reported no remaining Terns Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • NEOS Investment Management sold 10,394 Terns Pharmaceuticals shares in Q1 2026, an estimated $420K.
  • NEOS Investment Management first reported a position in Terns Pharmaceuticals in Q2 2024 and held it in 4 quarters.
  • NEOS Investment Management's Terns Pharmaceuticals position peaked at $1.13M in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.