OSAM
BOLD

O'Shaughnessy Asset Management’s Boundless Bio BOLD Stock Holding History

O'Shaughnessy Asset Management’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,272
Closed -$18.5K – 2517
2025
Q1 		$18.5K Hold
12,272
– – ﹤0.01% 2062
2024
Q4 		$35.6K Buy
+12,272
New +$35.8K ﹤0.01% 1967

Other funds holding BOLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

O'Shaughnessy Asset Management's BOLD Position: Q2 2025 in Review

O'Shaughnessy Asset Management sold out of Boundless Bio (BOLD) in Q2 2025, closing a stake of 12,272 shares — an estimated $18.5K sold.

O'Shaughnessy Asset Management first reported a position in BOLD in Q4 2024 and held it in 2 quarters. The position peaked at $35.6K in Q4 2024. 44 funds tracked by Wall St. Rank hold BOLD as of Q2 2025.

  • O'Shaughnessy Asset Management reported no remaining Boundless Bio position as of Q2 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 12,272 Boundless Bio shares in Q2 2025, an estimated $18.5K.
  • O'Shaughnessy Asset Management first reported a position in Boundless Bio in Q4 2024 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Boundless Bio position peaked at $35.6K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Boundless Bio as of Q2 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.