Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rapport Therapeutics Inc (RAPP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
9Q ▲
Buyers last Q
58%

Smart Money Signals — RAPP

Based on 158 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added RAPP 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
158 hedge funds hold RAPP 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 — +95% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+95% 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.
🟡

Slight buying edge — 58% buying

87 buying64 selling
Last quarter: 87 funds bought or added vs 64 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 51 → 40 → 29 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 41% entered in last year

13% conviction (2yr+) 47% medium 41% new
Only 20 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Price up while funds trimmed (+30% value, -2% shares)

Value
+30%
Shares
-2%
Last quarter: total value of institutional RAPP holdings rose +30% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

14 → 51 → 40 → 29 → 32 new funds/Q
New funds entering each quarter: 51 → 40 → 29 → 32. RAPP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 56% of holders entered in last year

5% veterans 39% 1-2yr 56% new
Of 161 current holders: 90 (56%) entered in the past year, only 8 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
44 of 158 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in RAPP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — RAPP

In 2026 Q2, 87 hedge funds were net buyers of RAPP (32 opened a new position, 55 added to an existing one), while 64 reduced or exited (45 trimmed, 19 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in RAPP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 158.

Hedge Fund Ownership: RAPP

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

Market Analysis: RAPP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RAPP

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 4 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: RAPP
158 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 158 145 8.97%
13F Shares 51M 52M -2.36%
Total Value $2.08B $1.59B 30.36%
New Positions 32 29 +3
Increased Positions 55 52 +3
Closed Positions 19 27 -8
Reduced Positions 45 34 +11
Total Calls 1 1 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: RAPP

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Institutional Holders (2026 Q2)

158 + investors

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

QUARTER:
Top 25 RAPP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trv GP V, LLC 52.53% 6,280,525 $261.7M
2 Trv GP VI, LLC 17.39% 969,218 $40.4M
3 ARCH Venture Management, LLC 14.12% 3,728,738 $155.4M
4 Johnson & Johnson 9.31% 1,784,517 $74.4M
5 Cormorant Asset Management, LP 5.67% 2,657,521 $110.7M
6 Sofinnova Investments, Inc. 4.10% 1,904,408 $79.4M
7 Sio Capital Management, LLC 2.12% 307,657 $12.8M
8 Artia Global Partners LP 1.07% 138,508 $5.8M
9 Vestal Point Capital, LP 0.71% 730,000 $30.4M
10 DAFNA Capital Management LLC 0.60% 75,000 $3.1M
11 Siren, L.L.C. 0.54% 641,469 $26.7M
12 Perceptive Advisors LLC 0.48% 773,342 $32.2M
13 Stempoint Capital LP 0.48% 66,582 $2.8M
14 Burkehill Global Management, LP 0.38% 250,000 $10.4M
15 Baker BROS. Advisors LP 0.32% 1,547,090 $64.5M
16 PSP Research LLC 0.31% 14,000 $583K
17 AlphaCentric Advisors LLC 0.23% 6,531 $272K
18 Integrated Quantitative Investments LLC 0.21% 30,386 $1.3M
19 VARCOV Co. 0.20% 12,895 $537K
20 Catalyst Private Wealth, LLC 0.20% 10,000 $417K
21 Kennedy Capital Management LLC 0.19% 250,795 $10.5M
22 Ellsworth Advisors, LLC 0.16% 24,539 $980K
23 Polar Capital Holdings Plc 0.16% 1,608,514 $67.0M
24 Sound Capital Solutions LLC 0.14% 14,606 $609K
25 Algert Global LLC 0.11% 223,822 $9.3M
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 — Rapport Therapeutics Inc (RAPP)

What does the Smart Money Trend signal show for RAPP?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added RAPP 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 RAPP?

Slight buying edge — 58% buying: Last quarter: 87 funds bought or added vs 64 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RAPP holders?

Elite ownership — 44% AUM from top-100 funds: 44 of 158 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in RAPP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RAPP?

Mostly new holders — 41% entered in last year: Only 20 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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