Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Design Therapeutics Inc (DSGN)

122 + Investors. Track Smart Money conviction in DSGN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — DSGN

Based on 123 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DSGN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
123 hedge funds hold DSGN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

77 buying42 selling
Last quarter: 77 funds were net buyers (20 opened a brand new position + 57 added to an existing one). Only 42 were sellers (28 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 14 → 33 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 26% new
60 out of 123 hedge funds have held DSGN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

15 → 7 → 14 → 33 → 20 new funds/Q
New funds entering each quarter: 7 → 14 → 33 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 123 holders: 71 (58%) are 2+ year veterans, 18 entered 1–2 years ago, and 34 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
33 of 123 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DSGN

In 2026 Q1, 77 hedge funds were net buyers of DSGN (20 opened a new position, 57 added to an existing one), while 42 reduced or exited (28 trimmed, 14 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in DSGN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 123.

Hedge Fund Ownership: DSGN

How many hedge funds hold DSGN — quarterly history vs. share price
Quarterly hedge fund ownership of DSGN vs. share price

Market Analysis: DSGN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSGN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Design Therapeutics Inc (DSGN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DSGN has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
DSGN
+2.5%
XLV
+5.5%

DSGN outperformed XLV by -3.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
DSGN
+0.0%
XLV
+0.0%

Since the filing became public, DSGN outperformed XLV by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: DSGN
2026 Q2 Stats Unlock in 5 days 122 + Investors

Track Smart Money conviction in DSGN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 117 4.27%
13F Shares 38M 39M -1.67%
Total Value $395M $362M 9.11%
New Positions 19 33 -14
Increased Positions 56 39 +17
Closed Positions 14 11 +3
Reduced Positions 28 28 -
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: DSGN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

122 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DSGN. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DSGN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sr One Capital Management, LP 9.09% 6,526,476 $94.4M
2 Acuta Capital Partners, LLC 2.85% 282,564 $4.1M
3 Vivo Capital, LLC 2.13% 1,612,903 $23.3M
4 KVP Capital Advisors, LP 1.96% 185,000 $2.7M
5 Logos Global Management LP 1.87% 3,000,000 $43.4M
6 Verdad Advisers, LP 0.66% 47,557 $688K
7 Sofinnova Investments, Inc. 0.65% 865,135 $12.5M
8 Frazier Life Sciences Management, L.P. 0.57% 1,809,854 $26.2M
9 DAFNA Capital Management LLC 0.28% 102,600 $1.5M
10 AlphaCentric Advisors LLC 0.26% 21,537 $312K
11 Driehaus Capital Management LLC 0.22% 2,661,115 $38.5M
12 Palumbo Wealth Management LLC 0.22% 71,744 $1.0M
13 Baker BROS. Advisors LP 0.19% 2,678,430 $38.8M
14 Siren, L.L.C. 0.15% 523,212 $7.6M
15 Eversept Partners, LP 0.14% 190,000 $2.7M
16 Caption Management, LLC 0.10% 1,500,000 $21.7M
17 Virtus Investment Advisers, LLC 0.10% 29,827 $432K
18 Kennedy Capital Management LLC 0.10% 384,036 $5.6M
19 China Universal Asset Management Co., Ltd. 0.08% 89,940 $1.3M
20 Caption Management, LLC 0.08% 1,118,098 $16.2M
21 Caz Investments LP 0.05% 3,500 $51K
22 Algert Global LLC 0.05% 296,085 $4.3M
23 Woodline Partners LP 0.03% 700,354 $10.1M
24 SummitTX Capital, L.P. 0.03% 80,663 $1.2M
25 Jacobs Levy Equity Management, Inc 0.03% 565,597 $8.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Design Therapeutics Inc (DSGN)

What does the Smart Money Trend signal show for DSGN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DSGN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DSGN?

More buyers than sellers — 65% buying: Last quarter: 77 funds were net buyers (20 opened a brand new position + 57 added to an existing one). Only 42 were sellers (28 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DSGN holders?

Strong quality — 22% AUM from major funds: 33 of 123 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DSGN?

49% of holders stayed for 2+ years: 60 out of 123 hedge funds have held DSGN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Design Therapeutics Inc (DSGN) following the 2026 Q2 hedge fund 13F filings?

As of today, DSGN has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DSGN has gained +2.5% vs +5.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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