RXRX Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Recursion Pharmaceuticals In (RXRX) following the 2026 Q2 hedge fund 13F filings?

As of today, RXRX 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), RXRX gained -13.9% 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.

Recursion Pharmaceuticals In (RXRX)

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

Smart Money Signals — RXRX

Based on 339 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added RXRX 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

339 hedge funds hold RXRX 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding RXRX is almost the same as a year ago (+4 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 58% buying

194 buying141 selling

Last quarter: 194 funds bought or added vs 141 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.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 58 → 47 → 67 → 60. 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.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 35% medium ■ 24% new

141 out of 339 hedge funds have held RXRX 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.

💎

Buying through price weakness — shares +2%, value -23%

Value

-22%

+2%

Last quarter: funds added +2% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

67 → 58 → 47 → 67 → 60 new funds/Q

New funds entering each quarter: 58 → 47 → 67 → 60. A growing number of institutions are discovering RXRX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 49% veterans vs 28% newcomers

■ 49% veterans ■ 23% 1-2yr ■ 28% new

Entry-cohort mix of 351 holders: 173 (49%) are 2+ year veterans, 81 entered 1–2 years ago, and 97 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

55 of 334 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in RXRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	334	329	1.52%
13F Shares	342M	337M	1.48%
Total Value	$1.04B	$1.38B	-24.2%
New Positions	57	67	-10
Increased Positions	131	122	+9
Closed Positions	52	58	-6
Reduced Positions	84	85	-1
Total Calls	12	9	33.33%
Total Puts	5	6	-16.67%
PUT/CALL Ratio	0.42	0.67	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

334

329

1.52%

13F Shares

342M

337M

1.48%

Total Value

$1.04B

$1.38B

-24.2%

New Positions

-10

Increased Positions

131

122

Closed Positions

-6

Reduced Positions

-1

Total Calls

33.33%

Total Puts

-16.67%

PUT/CALL Ratio

0.42

0.67

Bullish

Institutional Holders (2026 Q2)

334 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RXRX. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 RXRX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DCVC Opportunity Fund II GP, LLC	84.30%	3,951,141	$14.5M
2	Data Collective IV GP, LLC	27.76%	5,941,120	$21.8M
3	MIC Capital Management UK LLP	8.98%	9,644,033	$35.4M
4	Nan Fung Group Holdings Ltd	1.66%	595,287	$2.2M
5	ARK Investment Management LLC	0.98%	41,337,632	$151.7M
6	Carroll Investors, Inc	0.78%	500,349	$1.8M
7	Pivotal bioVenture Partners Investment Advisor LLC	0.71%	595,518	$2.2M
8	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	0.61%	2,604,317	$9.6M
9	Green Alpha Advisors, LLC	0.36%	147,544	$541K
10	Soviero Asset Management, LP	0.31%	200,000	$734K
11	Softbank Group CORP.	0.28%	13,636,515	$50.0M
12	Amova Asset Management Americas, Inc.	0.26%	5,511,687	$20.2M
13	Lingotto Investment Management LLP	0.17%	2,206,661	$8.1M
14	Themes Management Co LLC	0.17%	69,782	$256K
15	Headlands Technologies LLC	0.15%	387,749	$1.4M
16	Comprehensive Financial Management LLC	0.11%	941,895	$3.5M
17	Allen Operations LLC	0.11%	217,657	$799K
18	Kieckhefer Group LLC	0.11%	74,000	$272K
19	Cherry Creek Investment Advisors, Inc.	0.09%	64,998	$239K
20	Virtus Investment Advisers, LLC	0.09%	103,872	$381K
21	Baillie Gifford & Co	0.08%	23,487,907	$86.2M
22	MQS Management LLC	0.07%	16,127	$59K
23	180 Wealth Advisors, LLC	0.07%	190,562	$699K
24	Pier 88 Investment Partners LLC	0.06%	69,200	$254K
25	VARCOV Co.	0.06%	42,837	$157K

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 — Recursion Pharmaceuticals In (RXRX)

What does the Smart Money Trend signal show for RXRX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added RXRX 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 RXRX?

Slight buying edge — 58% buying: Last quarter: 194 funds bought or added vs 141 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 RXRX holders?

Elite ownership — 42% AUM from top-100 funds: 55 of 334 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in RXRX. 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 RXRX?

42% of holders stayed for 2+ years: 141 out of 339 hedge funds have held RXRX 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 Recursion Pharmaceuticals In (RXRX) following the 2026 Q2 hedge fund 13F filings?

As of today, RXRX 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), RXRX has gained -13.9% 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.

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Recursion Pharmaceuticals In (RXRX)

Smart Money Signals — RXRX

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 58% buying

Fewer new buyers each quarter (-7 vs last Q)

42% of holders stayed for 2+ years

Buying through price weakness — shares +2%, value -23%

Growing discovery — still being found

Veteran-anchored — 49% veterans vs 28% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — RXRX

Hedge Fund Ownership: RXRX

Market Analysis: RXRX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RXRX

Is It Too Late to Buy Recursion Pharmaceuticals In (RXRX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RXRX

Statistics: RXRX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Recursion Pharmaceuticals In (RXRX)

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