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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
Northern Trust Corp664,444$26.8M0.00%+76,899+13.1%Added
Charles Schwab Investment Management Inc737,160$29.8M0.00%+153,892+26.4%Added
Logos Global Management LP750,000$30.3M2.02%+750,000New
Schonfeld Strategic Advisors LLC754,237$30.5M0.15%−1,137,688−60.1%Reduced
Deep Track Capital, LP769,048$31.1M0.71%−6,725,952−89.7%Reduced
Wellington Management Group LLP788,659$31.9M0.01%+535,250+211.2%Added
Paradigm Biocapital Advisors LP810,286$32.7M0.88%+810,286New
Samlyn Capital, LLC814,875$32.9M0.53%+814,875New
First Turn Management, LLC872,049$35.2M4.03%+872,049New
Marshall Wace, LLP878,583$35.5M0.03%+878,583New
Balyasny Asset Management LLC891,903$36.0M0.07%+891,903New
Baker Bros. Advisors LP950,000$38.4M0.22%+950,000New
Price T Rowe Associates Inc974,312$39.4M0.00%+880,139+934.6%Added
Millennium Management LLC987,306$39.9M0.03%+45,722+4.9%Added
FMR LLC1,026,863$41.5M0.00%+966,513+1,601.5%Added
Capital International Investors1,060,000$42.8M0.01%+1,060,000New
Goldman Sachs Group Inc1,062,984$42.9M0.01%+516,155+94.4%Added
Nuveen, LLC1,078,157$43.6M0.01%−395,214−26.8%Reduced
D. E. Shaw & Co., Inc.1,154,029$46.6M0.04%+1,154,029New
Dimensional Fund Advisors LP1,247,763$50.4M0.01%−208,638−14.3%Reduced
Candriam Luxembourg S.C.A.1,262,303$51.0M0.25%−1,105,932−46.7%Reduced
Alliancebernstein L.P.1,288,079$52.0M0.02%+1,195,179+1,286.5%Added
Woodline Partners LP1,377,283$55.6M0.22%+1,085,228+371.6%Added
Toronto Dominion Bank1,400,802$56.6M0.10%+1,400,802New
Commodore Capital LP1,475,000$59.6M3.97%−4,225,000−74.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund1,515,400$61.2M0.10%+1,515,400New
Pictet Asset Management Holding SA1,577,116$63.7M0.06%+472,912+42.8%Added
Ikarian Capital, LLC1,596,378$64.5M8.35%+1,432,176+872.2%Added
Nearwater Capital Markets, Ltd1,704,800$68.9M1.18%+1,704,800New
Acorn Capital Advisors, LLC1,746,264$70.5M23.90%−225,000−11.4%Reduced
JPMorgan Chase & Co1,773,026$71.6M0.00%+1,090,318+159.7%Added
State Street Corp1,775,922$71.7M0.00%+170,229+10.6%Added
Ameriprise Financial Inc1,894,381$76.5M0.02%+1,894,381New
Geode Capital Management, LLC2,096,642$84.7M0.01%+382,090+22.3%Added
OrbiMed Advisors LLC2,153,300$87.0M1.78%−5,409,671−71.5%Reduced
Lord, Abbett & Co. LLC2,712,399$109.6M0.34%+2,712,399New
Franklin Resources Inc2,731,312$110.3M0.03%+1,453,849+113.8%Added
Holocene Advisors, LP2,775,493$112.1M0.24%+2,775,493New
Capitolis Liquid Global Markets LLC3,045,200$123.0M0.73%+3,045,200New
Citadel Advisors LLC3,166,642$127.9M0.09%+1,577,308+99.2%Added
Janus Henderson Group PLC3,379,569$136.5M0.06%+3,379,569New
Avoro Capital Advisors LLC4,350,000$175.7M1.73%+4,350,000New
Vestal Point Capital, LP4,500,000$181.8M6.67%+4,500,000New
Vivo Capital, LLC5,346,928$216.0M13.96%−1,548,818−22.5%Reduced
Vanguard Group Inc5,523,948$223.2M0.00%+964,031+21.1%Added
Adage Capital Partners GP, L.L.C.5,550,000$224.2M0.34%+1,611,000+40.9%Added
Morgan Stanley7,945,608$321.0M0.02%+356,513+4.7%Added
BlackRock, Inc.8,194,218$331.0M0.01%+2,642,910+47.6%Added
Salem Investment Counselors Inc0$00.00%−346,850−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−136,979−100.0%Sold out
Samsara BioCapital, LLC0$00.00%−135,573−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−121,455−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−66,576−100.0%Sold out
Alps Advisors Inc0$00.00%−42,630−100.0%Sold out
Zacks Investment Management0$00.00%−36,100−100.0%Sold out
Stoneridge Investment Partners LLC0$00.00%−16,867−100.0%Sold out
Caxton Associates LLP0$00.00%−15,168−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−13,196−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−12,466−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−10,144−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−651−100.0%Sold out
Optiver Holding B.V.0$00.00%−456−100.0%Sold out
Rise Advisors, LLC0$00.00%−445−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−281−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−50−100.0%Sold out