SSG
TERN

Summit Securities Group’s Terns Pharmaceuticals TERN Stock Holding History

Summit Securities Group’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 		$1.21M Buy
+23,000
New +$945K 0.15% 75
2025
Q2 		– Sell
-184
Closed -$508 – 1426
2025
Q1 		$508 Buy
+184
New +$751 ﹤0.01% 721

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

Summit Securities Group's TERN Position: Q1 2026 in Review

Summit Securities Group opened a new position in Terns Pharmaceuticals (TERN) in Q1 2026: 23,000 shares worth $1.21M. The stake represents 0.15% of the portfolio and ranks #75 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in TERN as recently as Q1 2025.

Summit Securities Group first reported a position in TERN in Q1 2025 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold TERN as of Q1 2026.

  • Summit Securities Group held 23,000 shares of Terns Pharmaceuticals worth $1.21M as of Q1 2026.
  • Terns Pharmaceuticals was a new Summit Securities Group position in Q1 2026.
  • Terns Pharmaceuticals made up 0.15% of Summit Securities Group's portfolio in Q1 2026, its #75 holding.
  • Summit Securities Group first reported a position in Terns Pharmaceuticals in Q1 2025 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.