A share price tells you what a stock costs. Quarterly institutional disclosures tell you who owns it — how many institutions hold it, how much of their capital they have committed, and whether that commitment widened or narrowed last quarter. This edition answers that one question for Eikon Therapeutics, Inc. Common Stock.

What this data covers — and what it does not. Form 13F is filed only by institutional investment managers holding over $100 million in qualifying U.S. securities. This excludes retail shareholders, company insiders, funds below the $100M threshold, most non-U.S. institutions, and short positions. It is a view of large institutional ownership: an important signal, not the whole market.

◆

Company ID & financials

Business description, classification, market data and the reported financial figures held in our database.

◆

Who holds it

Every disclosing institution, its shares held, its share of total disclosed value, and the quarter it first opened.

◆

What changed

Opened, increased, reduced and exited — counted from the change in disclosed share count, never from a change in value.

This edition: This is the Investments Focus edition — single-stock research. For sector-wide activity, see the Industry Focus report. For a single-institution deep dive, see the Company Portfolio report.

Institutional Investment Intelligence

◆ Investments Focus Report

Eikon Therapeutics, Inc. Common Stock (EIKN)
Single-Stock Research

Investments Focus Report

Report generatedAugust 10, 2026

Data as ofMarch 31, 2026

Filing periodQ1 2026 — 13F filings

TickerNASDAQ: EIKN

SectorHealthcare

About this report

Single-stock research on Eikon Therapeutics, Inc. Common Stock (EIKN) — company identification, the financial figures held in our database, and the institutional ownership base disclosed through SEC Form 13F filings as of March 31, 2026. It answers one question well: what does the institutional ownership base of this specific company actually look like?

What you will find inside

◆

Company ID & financials

Classification, market data, income figures and financial-health ratios.

◆

Ownership overview

How many institutions hold it, how much capital they commit, and how concentrated that ownership is.

◆

Ownership trend

No. of Institutions and shares held, quarter by quarter.

◆

Who's buying & selling

Which institutions opened, increased, reduced or exited this quarter.

◆

Ownership breakdown

By institution type, institution size and institution HQ geography.

Important notice to readers

This report is for informational and educational purposes only and does not constitute investment advice, financial advice, or a recommendation to buy or sell any security.

Data is derived from publicly available filings with the U.S. Securities and Exchange Commission (SEC), specifically Form 13F institutional holdings disclosures, and from third-party market-data providers for company classification and financial figures. While reasonable efforts have been made to ensure accuracy, no guarantee is provided regarding completeness or reliability.

Past institutional holdings do not predict future results. All investment decisions remain the sole responsibility of the reader.

Coverage note — 13F filers only. Form 13F is filed only by institutional investment managers holding over $100 million in qualifying U.S. securities. This excludes retail shareholders, company insiders, funds below the $100M threshold, most non-U.S. institutions, and short positions. Figures shown are a partial view of total ownership, filed roughly 45 days after each quarter-end.

What a 13F filing does not contain. Form 13F discloses the share count and end-of-quarter market value of each position. It does not disclose what an institution paid, or when it bought. No figure in this report is a purchase price. Implied Price = disclosed value ÷ disclosed shares (not a purchase price; 13F filings do not disclose cost basis).

How to read this report

◆ Company ID & financials

Start here — what the company is, how it is classified, and the reported financial figures.

◆ Ownership, trend & institutions

How wide and how concentrated the institutional base is, how it moved, and exactly who holds it.

◆ Flows are counted in shares

Increased and Reduced come from the change in disclosed share count. A position that only rose in price is never counted as buying.

◆ Composition is measured in value

Weights and shares-of-total use disclosed market value, because share counts of different securities cannot be added together.

© 2026 HoldingsLens · holdingslens.com — Licensed for personal, individual use. You are welcome to share it in full and unmodified. Redistribution for commercial purposes, resale, or incorporation into another product or service is prohibited without written permission.

05Company IDClassification, market data & business description

06Financial SnapshotReported income figures & financial-health ratios

07Ownership OverviewHow wide, how heavily weighted and how concentrated the ownership base is

08Ownership TrendNo. of Institutions & Shares Held by quarter

09Institutions HoldingEvery disclosing institution, ranked by Investment Value (USD)

10Who's Buying & SellingOpened, increased, reduced and exited this quarter

11Ownership BreakdownWho holds this stock, by institution category

12Institution Size & LocationHow large the holders are, and where they are registered

13Go Deeper★ In development

ⓘ About this report: This is the Investments Focus edition — single-stock research. For sector-wide activity, see the Industry Focus report. For a single-institution deep dive, see the Company Portfolio report.

Eikon Therapeutics, Inc. Common Stock

NASDAQ: EIKN · eikontx.com ↗

Exchange

NASDAQ

Sector

Healthcare

Industry

Biotechnology

Market Cap Tier

Micro Cap

Market Cap

$28.4M

Company HQ Country

US

Reporting Currency

USD

Beta (volatility vs market)

0.47

Employees

384

Listed since

2026-02-05

INSTITUTIONS

52

23.7M shares held

$228.0M disclosed value

Disclosed in Q1 2026 13F filings

Eikon Therapeutics, Inc. is a clinical biopharmaceutical company, established in 2019 and headquartered in Millbrae, California, operating within the United States. The company is dedicated to developing groundbreaking medicines to address significant unmet medical needs. It utilizes a proprietary platform capable of precisely characterizing protein interactions inside living cells. Eikon's drug pipeline includes EIK1001, a systemically delivered TLR 7/8 dual-agonist designed to activate both innate and adaptive anti-cancer immune responses; EIK1003 and EIK1004, which are selective PARP1 inhibitors for ovarian, breast, prostate, and pancreatic cancers. Notably, EIK1004 is brain-penetrant, offering a therapeutic approach for brain metastases and primary brain malignancies. Additionally, EIK1005 is a potent WRN helicase inhibitor and anti-tumor agent aimed at MSI-high tumors, alongside EIK1006.

Market data

Last Close

$9.68

Avg. Volume

—

50-day Avg.

$9.99

200-day Avg.

$11.13

52-week Low

$7.90

52-week High

$17.40

vs 52-week Low

+22.5%

vs 52-week High

-44.4%

ⓘ Market data as of August 7, 2026. Price refreshes weekly, not in real time. 50-day and 200-day averages are moving averages of the daily close, not weekly figures. Filing data refreshes quarterly on the SEC 13F schedule.

Income figures · FY2025 (USD)

Metric	FY2025	Year-over-Year
Revenue	$0	—
Operating Income	-$338.9M	—
EBITDA	-$299.2M	—
Net Income	-$324.2M	—
Earnings per Share	$-6.16	—

ⓘ Year-over-year is the growth rate as reported by our market-data provider. Where a prior-year figure is not held in the database the cell shows an em dash rather than a derived number.

Financial health ratios

Ratio	Value
Gross Margin	0.0%
Operating Margin	0.0%
Return on Equity	—
Return on Assets	—
Debt / Equity	-0.29x
Current Ratio	6.34x
Quick Ratio	6.34x
Dividend Yield	0.00%
Revenue per Share	—
Free Cash Flow per Share	—

Source note. Financial figures on this page come from a third-party market-data provider, not from the SEC 13F filing. The 13F filing covers holdings only. Balance-sheet line items are not currently held in our database and are therefore not shown; the ratios above are what is reported to us directly.

No. of Institutions

52

disclosing a position

Investment Value (USD)

$228.0M

disclosed market value

Shares Held

23.7M

across all institutions

Avg. Portfolio Weight

0.01%

of a holder's disclosed portfolio

76.6%

Top 10 institutions

The ten largest disclosing institutions together hold $174.7M of the $228.0M disclosed. The single largest, FMR LLC, accounts for 17.8% on its own. A high figure means a few large holders drive most of the disclosed position; a low figure means ownership is spread widely.

0.01%

Avg. portfolio weight

How much capital is committed

Average weight in a holder's portfolio	0.01%
Median weight in a holder's portfolio	0.00%
Median position size	132.0K shares
Implied Price across all holders	$9.60

ⓘ Implied Price = disclosed value ÷ disclosed shares (not a purchase price; 13F filings do not disclose cost basis).

How to read these figures

Portfolio weight is a position's disclosed value divided by that institution's total disclosed portfolio value. It says how much of its capital a holder has committed here. The average and the median differ when a small number of institutions hold an unusually large weight.

Concentration is the share of disclosed value sitting with the ten largest holders. A high figure means a few institutions drive the position; a low figure means it is spread widely across the filing universe.

Every figure on this page is arithmetic on values disclosed in the filings. None of them is a score, a rating, or an assessment of the security.

ⓘ Institutional filers only. Both series below are disclosed counts — number of institutions and number of shares. Neither moves with the share price.

A quarterly trend needs at least two filing periods. Our database currently holds 1 for EIKN. This page will populate automatically as further quarters are loaded — quarterly updates are available to existing readers at a reduced price.

EIKN is held by 52 institutions. Printing them all would run to hundreds of pages, so the table below shows the largest 20, which together account for 91.2% of disclosed value. The remaining 32 are in the Excel workbook delivered with this report — every row, nothing trimmed.

Institution	Institution Type	Shares Held	Investment Value (USD)	% of Total Disclosed Value	Implied Price	Change in Shares	This Quarter	Last Transaction	First Opened
FMR LLCEDGAR	Other / Unclassified	3.8M	$40.6M	17.81%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
BlackRock, Inc.EDGAR	Security Brokers, Dealers & Flotation Companies	3.3M	$35.1M	15.41%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
Foresite Capital Management IV, LLCEDGAR	Investment Advice *	1.9M	$20.6M	9.02%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
Merck & Co., Inc.EDGAR	Pharmaceutical Preparations	1.7M	$17.6M	7.74%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
Foresite Capital Management V, LLCEDGAR	Investment Advice *	1.3M	$14.0M	6.12%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
Capital World InvestorsEDGAR	Investment Advice *	1.1M	$12.1M	5.31%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
ALLIANCEBERNSTEIN L.P.EDGAR	Investment Advice	1.0M	$10.8M	4.74%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
VANGUARD CAPITAL MANAGEMENT LLCEDGAR	Investment Advice *	969.4K	$10.3M	4.50%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
EcoR1 Capital, LLCEDGAR	Investment Advice *	732.6K	$7.8M	3.40%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
BAKER BROS. ADVISORS LPEDGAR	Investment Advice *	555.6K	$5.9M	2.58%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
SOROS CAPITAL MANAGEMENT LLCEDGAR	Investment Advice *	484.7K	$5.1M	2.25%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
StepStone Group LPEDGAR	Other / Unclassified *	395.3K	$4.2M	1.83%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
CANADA PENSION PLAN INVESTMENT BOARDEDGAR	Pension, Health & Welfare Funds *	379.0K	$4.0M	1.76%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
FRANKLIN RESOURCES INCEDGAR	Investment Advice	350.0K	$3.7M	1.62%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
CITADEL ADVISORS LLCEDGAR	Investment Advice *	310.0K	$3.3M	1.44%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
General Catalyst Group Management, LLCEDGAR	Investment Advice *	305.2K	$3.2M	1.42%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
GEODE CAPITAL MANAGEMENT, LLCEDGAR	Investment Advice *	273.9K	$2.9M	1.27%	$10.59	—	★ New	Opened Q1 2026	Q1 2026
JANE STREET GROUP, LLCEDGAR	Other / Unclassified *	265.0K	$2.8M	1.23%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
Ensign Peak Advisors, IncEDGAR	Investment Advice *	200.0K	$2.1M	0.93%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
WELLINGTON MANAGEMENT GROUP LLPEDGAR	Other / Unclassified	185.0K	$2.0M	0.86%	$10.58	—	★ New	Opened Q1 2026	Q1 2026
All 52 institutions		23.7M	$228.0M	100.00%	$9.60	+23.7M

ⓘ This Quarter compares — with Q1 2026: ★ New a position where none was disclosed last quarter · ▲ Increased · ▼ Reduced. Last Transaction looks further back — it is the most recent quarter, however long ago, in which the disclosed share count moved. "None since opening" means the institution has not traded the position since it first appeared. Both are derived from the change in disclosed share count, never from a change in value. Institution Type is the filer's own business classification. * SIC inferred from the institution's legal name. Most 13F filers are investment advisers that registered with EDGAR only to file Form 13F and were never assigned a Standard Industrial Classification, so there is no SEC code to show. Unmarked rows carry the SEC-assigned code. On this stock, 36 of the 52 institutions — 49.1% of disclosed value — carry an inferred code. Implied Price = disclosed value ÷ disclosed shares (not a purchase price; 13F filings do not disclose cost basis). Institution names link to the company website where one is on file with the SEC; EDGAR links open the filer's 13F filing history.

★ Opened

52

institutions with no position last quarter

▲ Increased

0

raised their disclosed share count

▼ Reduced

0

lowered their disclosed share count

✕ Exited

0

closed the position entirely

+52

Net institutions

Between — and Q1 2026, 52 institutions opened a position in EIKN and 0 exited. Among those that held through both quarters, more institutions opened or increased than reduced or exited. Across all filers the disclosed share count moved by +23.7M shares.

+23.7M

Net share change

Institutions by movement

Counts of institutions · — → Q1 2026

Counts of institutions — unaffected by price moves.

★ Opened this quarter

Institution	Shares Held	Investment Value (USD)
FMR LLC	3.8M	$40.6M
BlackRock, Inc.	3.3M	$35.1M
Foresite Capital Management IV, LLC	1.9M	$20.6M
Merck & Co., Inc.	1.7M	$17.6M
Foresite Capital Management V, LLC	1.3M	$14.0M
Capital World Investors	1.1M	$12.1M
ALLIANCEBERNSTEIN L.P.	1.0M	$10.8M
VANGUARD CAPITAL MANAGEMENT LLC	969.4K	$10.3M
EcoR1 Capital, LLC	732.6K	$7.8M
BAKER BROS. ADVISORS LP	555.6K	$5.9M
SOROS CAPITAL MANAGEMENT LLC	484.7K	$5.1M
StepStone Group LP	395.3K	$4.2M

✕ Exited this quarter

Institution	Shares Held (—)	Value (—)
No institution closed its position this quarter.

ⓘ An exit is not inherently negative — institutions close positions for many reasons including rebalancing, client redemptions and mandate changes. Read it alongside the opening count, not on its own. All four categories are derived from the change in disclosed share count between — and Q1 2026. Only 13F filers are included, so this is not total buying and selling across the whole market.

ⓘ All three breakdowns below are measured in disclosed market value, because share counts of different institutions can be added but only value answers "where is the money".

By institution category

Who holds this stock · 52 institutions

Active Manager 83.5%Index / Passive 7.1%Other 4.8%Hedge Fund 2.3%Insurance / Pension 1.9%Bank / Trust 0.4%Outer ring = sub-group

Inner ring: institution category. Outer ring: sub-group within that category — business type for bank/trust and insurance/pension filers, portfolio size for active managers.

By institution category

Institution Category	No. of Institutions	Investment Value (USD)	% of Total Disclosed Value	% of Category
Active Manager	37	$190.4M	83.51%	—
Large (>$10B disclosed)	18	$112.1M	49.17%	58.9%
Mid ($1B–$10B disclosed)	10	$13.4M	5.88%	7.0%
Small (<$1B disclosed)	9	$64.9M	28.46%	34.1%
Index / Passive	6	$16.2M	7.12%	—
Other	4	$11.0M	4.82%	—
Hedge Fund	2	$5.1M	2.25%	—
Insurance / Pension	2	$4.3M	1.89%	—
Bank / Trust	1	$911K	0.40%	—

ⓘ Institution category classifies the filer's business type, not its investment strategy. Source: a curated list of major filers matched by CIK, then name-based inference for the remainder. On this stock, 9 institutions holding 9.4% of disclosed value were classified from the curated list; the remainder from name rules. Index / Passive is money that tracks an index and owns the stock automatically — read it as float, not conviction. Active Manager size tiers use total disclosed 13F portfolio value as a proxy for assets under management. Categories worth less than 5% of disclosed value are shown whole rather than split — every sub-group still sums exactly to its parent. Full detail for every filer is in the Excel workbook.

By institution size

Institution Size	No. of Institutions	% of Institutions	Investment Value (USD)	% of Total Disclosed Value
Large (>$10B disclosed)	33	63.46%	$149.7M	65.66%
Mid ($1B–$10B disclosed)	10	19.23%	$13.4M	5.88%
Small (<$1B disclosed)	9	17.31%	$64.9M	28.46%

Large (>$10B disclosed) 65.7%Mid ($1B–$10B disclosed) 5.9%Small (<$1B disclosed) 28.5%Largest → Smallest

ⓘ Institution Size is based on the institution's total disclosed 13F portfolio for Q1 2026, not on its stake in EIKN alone. These are the same thresholds used for the Active Manager sub-groups above, so a filer sits in the same tier in both tables.

By institution HQ location

Form 13F is a United States filing obligation, so this breakdown is dominated by US-headquartered institutions by construction. The figure worth reading is the exception: 8 institutions holding 3.9% of disclosed value are headquartered outside the United States.

Institution HQ	No. of Institutions	Investment Value (USD)	% of Total Disclosed Value
United States	44	$219.0M	96.1%
Outside the United States	8	$8.9M	3.9%

Detail	Region	No. of Institutions	Investment Value (USD)	% of Total Disclosed Value
CACalifornia	United States	8	$64.9M	28.46%
NYNew York	United States	14	$56.5M	24.79%
MAMassachusetts	United States	6	$49.8M	21.87%
NJNew Jersey	United States	3	$17.9M	7.85%
PAPennsylvania	United States	4	$11.9M	5.24%
TNTennessee	United States	1	$10.8M	4.74%
A6A6	—	3	$4.9M	2.16%
FLFlorida	United States	1	$3.3M	1.44%

ⓘ This is where the institution is registered on its filing cover page — not where Eikon Therapeutics, Inc. Common Stock is headquartered. US filers report a state; non-US filers report a country. Codes are SEC EDGAR codes, which are not ISO country codes.

★ This report is a snapshot

You just read one stock. The same lens covers institutions and whole industries.

This edition covered Eikon Therapeutics, Inc. Common Stock. Two companion editions read the same data from a different angle.

Company Portfolio

One institution, every holding

Industry Focus

One sector, every filer in it

Quarterly update

Same stock, next filing

◆

Stock screener

Planned — filter the whole database by sector, market cap tier and how widely a security is held.

◆

New-institution alerts

Planned — a note each quarter when a new institution opens a position in a stock you follow.

◆

Peer comparison

Planned — ownership breadth and institutional weighting side by side against other names in the same industry.

◆

Raw data export

Planned — the structured dataset behind this report, in CSV or JSON, for your own models.

We're still building this

HoldingsLens is under active development. Reader input directly shapes what gets built next.

Learn more →

Eikon Therapeutics, Inc. Common Stock (EIKN)Single-Stock Research

Investments Focus Report

Company ID & financials

Ownership overview

Ownership trend

Who's buying & selling

Ownership breakdown

Eikon Therapeutics, Inc. Common Stock (EIKN)
Single-Stock Research