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Terns Pharmaceuticals, Inc.

TERNDelisted May 5, 2026
Industry
Pharmaceutical Preparations
SEC CIK
0001831363

Terns Pharmaceuticals, Inc. was delisted on May 5, 2026; its insiders filed their last Form 4 on May 5, 2026; 317 institutions reported holding it in 13F filings for Q1 2026, worth $6.56B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q4 2025

Institutional positions in Terns Pharmaceuticals, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
248
+107 vs. Q3 2025
Shares held
122.6M
+34.0M (+38.3%) vs. Q3 2025
Total value
$4.95B
+$4.29B (+644.0%) vs. Q3 2025
New holders
124
72 more added
Sold out
17
42 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TERN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 248 institutions
Q1 2021: 42 institutionsQ2 2021: 36 institutionsQ3 2021: 34 institutionsQ4 2021: 37 institutionsQ1 2022: 44 institutionsQ2 2022: 42 institutionsQ3 2022: 45 institutionsQ4 2022: 65 institutionsQ1 2023: 79 institutionsQ2 2023: 103 institutionsQ3 2023: 93 institutionsQ4 2023: 103 institutionsQ1 2024: 112 institutionsQ2 2024: 126 institutionsQ3 2024: 156 institutionsQ4 2024: 157 institutionsQ1 2025: 138 institutionsQ2 2025: 130 institutionsQ3 2025: 141 institutionsQ4 2025: 248 institutionsQ1 2026: 317 institutionsQ2 2026: 1 institution
Value heldQ4 2025: $4.95B
Q1 2021: $393.7MQ2 2021: $203.8MQ3 2021: $174.3MQ4 2021: $116.7MQ1 2022: $50.0MQ2 2022: $36.5MQ3 2022: $178.1MQ4 2022: $506.2MQ1 2023: $630.2MQ2 2023: $505.0MQ3 2023: $310.4MQ4 2023: $412.7MQ1 2024: $414.8MQ2 2024: $446.7MQ3 2024: $663.1MQ4 2024: $477.2MQ1 2025: $229.4MQ2 2025: $310.0MQ3 2025: $665.7MQ4 2025: $4.95BQ1 2026: $6.56BQ2 2026: $75.4K
Institutions holding TERN and their total value by quarter
QuarterHoldersValue
Q2 20261$75.4K
Q1 2026317$6.56B
Q4 2025248$4.95B
Q3 2025141$665.7M
Q2 2025130$310.0M
Q1 2025138$229.4M
Q4 2024157$477.2M
Q3 2024156$663.1M
Q2 2024126$446.7M
Q1 2024112$414.8M
Q4 2023103$412.7M
Q3 202393$310.4M
Q2 2023103$505.0M
Q1 202379$630.2M
Q4 202265$506.2M
Q3 202245$178.1M
Q2 202242$36.5M
Q1 202244$50.0M
Q4 202137$116.7M
Q3 202134$174.3M
Q2 202136$203.8M
Q1 202142$393.7M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Terns Pharmaceuticals, Inc.; share changes are against Q3 2025.

Institutions holding TERN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.8,194,218$331.0M0.01%+2,642,910+47.6%Added
Morgan Stanley7,945,608$321.0M0.02%+356,513+4.7%Added
Adage Capital Partners GP, L.L.C.5,550,000$224.2M0.34%+1,611,000+40.9%Added
Vanguard Group Inc5,523,948$223.2M0.00%+964,031+21.1%Added
Vivo Capital, LLC5,346,928$216.0M13.96%−1,548,818−22.5%Reduced
Vestal Point Capital, LP4,500,000$181.8M6.67%+4,500,000New
Avoro Capital Advisors LLC4,350,000$175.7M1.73%+4,350,000New
Janus Henderson Group PLC3,379,569$136.5M0.06%+3,379,569New
Citadel Advisors LLC3,166,642$127.9M0.09%+1,577,308+99.2%Added
Capitolis Liquid Global Markets LLC3,045,200$123.0M0.73%+3,045,200New
Holocene Advisors, LP2,775,493$112.1M0.24%+2,775,493New
Franklin Resources Inc2,731,312$110.3M0.03%+1,453,849+113.8%Added
Lord, Abbett & Co. LLC2,712,399$109.6M0.34%+2,712,399New
OrbiMed Advisors LLC2,153,300$87.0M1.78%−5,409,671−71.5%Reduced
Geode Capital Management, LLC2,096,642$84.7M0.01%+382,090+22.3%Added
Ameriprise Financial Inc1,894,381$76.5M0.02%+1,894,381New
State Street Corp1,775,922$71.7M0.00%+170,229+10.6%Added
JPMorgan Chase & Co1,773,026$71.6M0.00%+1,090,318+159.7%Added
Acorn Capital Advisors, LLC1,746,264$70.5M23.90%−225,000−11.4%Reduced
Nearwater Capital Markets, Ltd1,704,800$68.9M1.18%+1,704,800New
Ikarian Capital, LLC1,596,378$64.5M8.35%+1,432,176+872.2%Added
Pictet Asset Management Holding SA1,577,116$63.7M0.06%+472,912+42.8%Added
Healthcare of Ontario Pension Plan Trust Fund1,515,400$61.2M0.10%+1,515,400New
Commodore Capital LP1,475,000$59.6M3.97%−4,225,000−74.1%Reduced
Toronto Dominion Bank1,400,802$56.6M0.10%+1,400,802New
Woodline Partners LP1,377,283$55.6M0.22%+1,085,228+371.6%Added
Alliancebernstein L.P.1,288,079$52.0M0.02%+1,195,179+1,286.5%Added
Candriam Luxembourg S.C.A.1,262,303$51.0M0.25%−1,105,932−46.7%Reduced
Dimensional Fund Advisors LP1,247,763$50.4M0.01%−208,638−14.3%Reduced
D. E. Shaw & Co., Inc.1,154,029$46.6M0.04%+1,154,029New
Nuveen, LLC1,078,157$43.6M0.01%−395,214−26.8%Reduced
Goldman Sachs Group Inc1,062,984$42.9M0.01%+516,155+94.4%Added
Capital International Investors1,060,000$42.8M0.01%+1,060,000New
FMR LLC1,026,863$41.5M0.00%+966,513+1,601.5%Added
Millennium Management LLC987,306$39.9M0.03%+45,722+4.9%Added
Price T Rowe Associates Inc974,312$39.4M0.00%+880,139+934.6%Added
Baker Bros. Advisors LP950,000$38.4M0.22%+950,000New
Balyasny Asset Management LLC891,903$36.0M0.07%+891,903New
Marshall Wace, LLP878,583$35.5M0.03%+878,583New
First Turn Management, LLC872,049$35.2M4.03%+872,049New
Samlyn Capital, LLC814,875$32.9M0.53%+814,875New
Paradigm Biocapital Advisors LP810,286$32.7M0.88%+810,286New
Wellington Management Group LLP788,659$31.9M0.01%+535,250+211.2%Added
Deep Track Capital, LP769,048$31.1M0.71%−6,725,952−89.7%Reduced
Schonfeld Strategic Advisors LLC754,237$30.5M0.15%−1,137,688−60.1%Reduced
Logos Global Management LP750,000$30.3M2.02%+750,000New
Charles Schwab Investment Management Inc737,160$29.8M0.00%+153,892+26.4%Added
Northern Trust Corp664,444$26.8M0.00%+76,899+13.1%Added
Farallon Capital Management, L.L.C.642,000$25.9M0.13%+642,000New
Acuta Capital Partners, LLC637,095$25.7M17.48%+134,298+26.7%Added
Parkman Healthcare Partners LLC620,877$25.1M2.39%−313,883−33.6%Reduced
Invesco Ltd.606,247$24.5M0.00%+128,573+26.9%Added
Braidwell LP575,321$23.2M0.74%+575,321New
Point72 Asset Management, L.P.573,700$23.2M0.04%+573,700New
Bank of America Corp553,609$22.4M0.00%−151,164−21.4%Reduced
NEXTBio Capital Management LP551,190$22.3M13.06%+551,190New
Affinity Asset Advisors, LLC550,000$22.2M1.60%+550,000New
Mariner, LLC542,052$21.9M0.03%+542,052New
ADAR1 Capital Management, LLC541,615$21.9M1.64%+531,615+5,316.2%Added
Blackstone Group Inc.476,754$19.3M0.08%+476,754New
Renaissance Technologies LLC466,847$18.9M0.03%−209,987−31.0%Reduced
Boothbay Fund Management, LLC447,008$18.1M0.47%+268,133+149.9%Added
Superstring Capital Management LP443,777$17.9M9.60%−345,869−43.8%Reduced
KVP Capital Advisors, LP440,000$17.8M18.36%+440,000New
StemPoint Capital LP429,198$17.3M2.98%+339,581+378.9%Added
Integral Health Asset Management, LLC425,000$17.2M0.87%−525,000−55.3%Reduced
Deutsche Bank AG401,446$16.2M0.01%+20,697+5.4%Added
Norges Bank395,205$16.0M0.00%+395,205New
ExodusPoint Capital Management, LP375,673$15.2M0.17%+375,673New
Boxer Capital Management, LLC375,000$15.2M3.32%+375,000New
Evergreen Quality Fund GP, Ltd.360,200$14.6M0.29%+360,200New
Diadema Partners LP345,880$14.0M8.32%+22,721+7.0%Added
UBS Group AG325,968$13.2M0.00%−646,804−66.5%Reduced
Atika Capital Management LLC321,165$13.0M1.81%+321,165New
Patient Square Capital LP320,000$12.9M2.77%+320,000New
Trails Edge Capital Partners, LP300,000$12.1M2.99%+300,000New
Eagle Health Investments LP275,090$11.1M2.44%+275,090New
Bank of New York Mellon Corp258,562$10.4M0.00%+50,381+24.2%Added
Russell Investments Group, Ltd.247,027$9.98M0.01%+214,855+667.8%Added
SummitTX Capital, L.P.215,854$8.72M0.26%+204,148+1,744.0%Added
Soleus Capital Management, L.P.212,710$8.59M0.36%−7,914,390−97.4%Reduced
J. Goldman & Co LP203,192$8.21M0.32%+203,192New
Monashee Investment Management LLC197,313$7.97M4.49%+197,313New
American Century Companies Inc192,751$7.79M0.00%+27,705+16.8%Added
Squadron Capital Management LLC190,000$7.68M3.43%+190,000New
Acadian Asset Management LLC189,025$7.63M0.01%+189,025New
HighVista Strategies LLC175,462$7.09M1.83%+175,462New
Armistice Capital, LLC172,479$6.97M0.17%+172,479New
Barclays PLC171,186$6.92M0.00%+40,795+31.3%Added
Nicholas Investment Partners, LP165,781$6.70M0.49%+165,781New
Capricorn Fund Managers Ltd151,436$6.12M1.47%+151,436New
Trexquant Investment LP150,049$6.06M0.05%+111,826+292.6%Added
Canada Pension Plan Investment Board144,800$5.85M0.00%+143,400+10,242.9%Added
Connor, Clark & Lunn Investment Management Ltd.137,478$5.55M0.01%+137,478New
Catalio Capital Management, LP136,958$5.53M0.98%+136,958New
Seven Fleet Capital Management LP130,413$5.27M3.57%+130,413New
HRT Financial LP124,709$5.04M0.02%+124,709New
Voya Investment Management LLC122,395$4.94M0.00%+108,729+795.6%Added
Persistent Asset Partners Ltd113,555$4.59M2.21%+39,190+52.7%Added
Platinum Investment Management Ltd110,734$4.47M1.03%−14,422−11.5%Reduced