Octagon Capital Advisors’s Definium Therapeutics DFTX Stock Holding History

Octagon Capital Advisors’s Portfolio DFTX Stock Details DFTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.1M	Buy	2,440,000 +210,000	+9%	+$3.56M	5.1%	5
2025 Q4	$29.9M	Buy	2,230,000 +100,000	+5%	+$1.24M	3.63%	10
2025 Q3	$25.1M	Hold	2,130,000	–	–	3.81%	10
2025 Q2	$13.8M	Sell	2,130,000 -888,000	-29%	-$5.84M	3.03%	16
2025 Q1	$17.7M	Hold	3,018,000	–	–	3.42%	9
2024 Q4	$21M	Hold	3,018,000	–	–	3.46%	10
2024 Q3	$17.2M	Buy	3,018,000 +865,000	+40%	+$6.02M	2.67%	14
2024 Q2	$15.5M	Hold	2,153,000	–	–	2.44%	14
2024 Q1	$20.2M	Buy	+2,153,000	New	+$12.3M	2.43%	13

Other funds holding DFTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TECP

Trails Edge Capital Partners Atlanta, Georgia $437M AUM

Octagon Capital Advisors's DFTX Position: Q1 2026 in Review

Octagon Capital Advisors increased its Definium Therapeutics (DFTX) stake by 9.4% in Q1 2026, buying an estimated $3.56M and bringing the position to 2,440,000 shares worth $46.1M. The position accounts for 5.1% of the portfolio, ranked #5.

Octagon Capital Advisors first reported a position in DFTX in Q1 2024 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold DFTX as of Q1 2026.

Octagon Capital Advisors held 2,440,000 shares of Definium Therapeutics worth $46.1M as of Q1 2026.
Octagon Capital Advisors bought 210,000 Definium Therapeutics shares in Q1 2026, an estimated $3.56M.
Definium Therapeutics made up 5.1% of Octagon Capital Advisors's portfolio in Q1 2026, its #5 holding.
Octagon Capital Advisors first reported a position in Definium Therapeutics in Q1 2024 and has held it in 9 quarters since.
247 funds tracked by Wall St. Rank held Definium Therapeutics as of Q1 2026.

Based on Octagon Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.