Opaleye Management’s 4D Molecular Therapeutics FDMT Stock Holding History

Opaleye Management’s Portfolio FDMT Stock Details FDMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	+112,291	New	+$977K	0.14%	49
2024 Q3	–	Sell	-345,750	Closed	-$7.26M	–	47
2024 Q2	$7.26M	Buy	345,750 +1,627	+0.5%	+$40.8K	1.66%	18
2024 Q1	$11M	Buy	344,123 +35,623	+12%	+$909K	2.39%	12
2023 Q4	$6.25M	Hold	308,500	–	–	1.66%	17
2023 Q3	$3.93M	Buy	308,500 +86,800	+39%	+$1.45M	1.28%	22
2023 Q2	$4.01M	Sell	221,700 -92,300	-29%	-$1.7M	0.96%	29
2023 Q1	$5.4M	Sell	314,000 -16,000	-5%	-$311K	1.62%	18
2022 Q4	$7.33M	Sell	330,000 -20,700	-6%	-$320K	2.55%	10
2022 Q3	$2.82M	Buy	350,700 +25,700	+8%	+$233K	1.16%	22
2022 Q2	$2.27M	Hold	325,000	–	–	1.02%	26
2022 Q1	$4.91M	Buy	325,000 +96,000	+42%	+$1.51M	1.53%	22
2021 Q4	$5.02M	Buy	+229,000	New	+$5.61M	1.07%	30

Other funds holding FDMT

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

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

NHAS

Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Opaleye Management's FDMT Position: Q1 2026 in Review

Opaleye Management opened a new position in 4D Molecular Therapeutics (FDMT) in Q1 2026: 112,291 shares worth $1.05M. The stake represents 0.14% of the portfolio and ranks #49 among its holdings. This is a return to the name: Opaleye Management previously reported a position in FDMT as recently as Q2 2024.

Opaleye Management first reported a position in FDMT in Q4 2021 and has held it in 12 quarters since. The position peaked at $11M in Q1 2024. 152 funds tracked by Wall St. Rank hold FDMT as of Q1 2026.

Opaleye Management held 112,291 shares of 4D Molecular Therapeutics worth $1.05M as of Q1 2026.
4D Molecular Therapeutics was a new Opaleye Management position in Q1 2026.
4D Molecular Therapeutics made up 0.14% of Opaleye Management's portfolio in Q1 2026, its #49 holding.
Opaleye Management first reported a position in 4D Molecular Therapeutics in Q4 2021 and has held it in 12 quarters since.
Opaleye Management's 4D Molecular Therapeutics position peaked at $11M in Q1 2024.
152 funds tracked by Wall St. Rank held 4D Molecular Therapeutics as of Q1 2026.

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