SIP
TERN

Stoneridge Investment Partners’s Terns Pharmaceuticals TERN Stock Holding History

Stoneridge Investment Partners’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
2025
Q4 		– Sell
-16,867
Closed -$127K – 158
2025
Q3 		$127K Sell
16,867
-3,736
-18% -$23.9K 0.09% 105
2025
Q2 		$77K Hold
20,603
– – 0.06% 114
2025
Q1 		$57K Hold
20,603
– – 0.05% 105
2024
Q4 		$114K Buy
+20,603
New +$140K 0.04% 115

Other funds holding TERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return

Stoneridge Investment Partners's TERN Position: Q4 2025 in Review

Stoneridge Investment Partners sold out of Terns Pharmaceuticals (TERN) in Q4 2025, closing a stake of 16,867 shares — an estimated $127K sold.

Stoneridge Investment Partners first reported a position in TERN in Q4 2024 and held it in 4 quarters. The position peaked at $127K in Q3 2025. 248 funds tracked by Wall St. Rank hold TERN as of Q4 2025.

  • Stoneridge Investment Partners reported no remaining Terns Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 16,867 Terns Pharmaceuticals shares in Q4 2025, an estimated $127K.
  • Stoneridge Investment Partners first reported a position in Terns Pharmaceuticals in Q4 2024 and held it in 4 quarters.
  • Stoneridge Investment Partners's Terns Pharmaceuticals position peaked at $127K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q4 2025.

Based on Stoneridge Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.