NGNE Institutional Ownership
Neurogene Inc.
1W: +6.3%
1M: -5.2%
3M: -19.8%
YTD: +33.9%
1Y: -9.7%
3Y: +105.7%
5Y: -80.8%
$26.99
+3.45 (+14.66%)
Weekly Expected Move ±10.7%
$18
$21
$24
$26
$29
Credit Risk of going bust: lower than 55% of companies Debt: 2.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.08 (down 99.7%), Neurogene Inc. would be worth roughly what it owes.
Total debt $8.3M against a stock market value of $372.0M.
Distance to default 5.60 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $4.2M (short-term plus half of long-term), stock volatility 76.8%; Altman Z'' 5.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.08 (down 99.7%), Neurogene Inc. would be worth roughly what it owes.
Total debt $8.3M against a stock market value of $372.0M.
Distance to default 5.60 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $4.2M (short-term plus half of long-term), stock volatility 76.8%; Altman Z'' 5.31. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — NGNE
119
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$545M
Total Invested
24
New Positions
38
Increased
35
Reduced
4
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Trails Edge Capital Partners, LP NEW | 714,885 | $19M | +714,885 | — | 1Q | SEC ↗ |
| 2 | TORONTO DOMINION BANK NEW | 681,337 | $18M | +681,337 | — | 1Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 408,982 | $11M | +408,982 | — | 1Q | SEC ↗ |
| 4 | STATE STREET CORP NEW | 224,322 | $6M | +224,322 | — | 1Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC NEW | 101,276 | $3M | +101,276 | — | 1Q | SEC ↗ |
| 6 | Seven Fleet Capital Management LP NEW | 22,060 | $595K | +22,060 | — | 1Q | SEC ↗ |
| 7 | RENAISSANCE TECHNOLOGIES LLC NEW | 20,405 | $551K | +20,405 | — | 1Q | SEC ↗ |
| 8 | ALPS ADVISORS INC NEW | 16,040 | $433K | +16,040 | — | 1Q | SEC ↗ |
| 9 | Mariner, LLC | 12,260 | $331K | -4,427 | -26.5% | 2Q | SEC ↗ |
| 10 | ADAR1 Capital Management, LLC NEW | 7,800 | $211K | +7,800 | — | 1Q | SEC ↗ |
| 11 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 7,491 | $202K | +7,491 | — | 1Q | SEC ↗ |
| 12 | CALIFORNIA STATE TEACHERS RETIREMENT S | 4,906 | $132K | +4,302 | +712.3% | 2Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN NEW | 4,268 | $115K | +4,268 | — | 1Q | SEC ↗ |
| 14 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 4,200 | $113K | +4,200 | — | 1Q | SEC ↗ |
| 15 | GAMMA Investing LLC | 650 | $18K | +105 | +19.3% | 3Q | SEC ↗ |
| 16 | NISA INVESTMENT ADVISORS, LLC NEW | 463 | $12K | +463 | — | 1Q | SEC ↗ |
| 17 | Sterling Capital Management LLC NEW | 306 | $8K | +306 | — | 1Q | SEC ↗ |
| 18 | Farther Finance Advisors, LLC | 161 | $4K | -15 | -8.5% | 3Q | SEC ↗ |
| 19 | EASTERN BANK NEW | 50 | $1K | +50 | — | 1Q | SEC ↗ |
| 20 | Allworth Financial LP NEW | 36 | $1K | +36 | — | 1Q | SEC ↗ |
| 21 | Root Financial Partners, LLC NEW | 15 | $0K | +15 | — | 1Q | SEC ↗ |
| 22 | Fortitude Family Office, LLC NEW | 8 | $0K | +8 | — | 1Q | SEC ↗ |
| 23 | CoreCap Advisors, LLC NEW | 4 | $0K | +4 | — | 1Q | SEC ↗ |
| 24 | IFP Advisors, Inc | 1 | $0K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Trails Edge Capital Partners, LP | 714,885 | $19M |
| TORONTO DOMINION BANK | 681,337 | $18M |
| CITADEL ADVISORS LLC | 408,982 | $11M |
| STATE STREET CORP | 224,322 | $6M |
| GOLDMAN SACHS GROUP INC | 101,276 | $3M |
| Seven Fleet Capital Management LP | 22,060 | $595K |
| RENAISSANCE TECHNOLOGIES LLC | 20,405 | $551K |
| ALPS ADVISORS INC | 16,040 | $433K |
| ADAR1 Capital Management, LLC | 7,800 | $211K |
| STATE BOARD OF ADMINISTRATION OF FL | 7,491 | $202K |
| WELLS FARGO & COMPANY/MN | 4,268 | $115K |
| NEW YORK STATE COMMON RETIREMENT FU | 4,200 | $113K |
| NISA INVESTMENT ADVISORS, LLC | 463 | $12K |
| Sterling Capital Management LLC | 306 | $8K |
| EASTERN BANK | 50 | $1K |
| Allworth Financial LP | 36 | $1K |
| Root Financial Partners, LLC | 15 | $0K |
| Fortitude Family Office, LLC | 8 | $0K |
| CoreCap Advisors, LLC | 4 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +4,302 | +712.3% | 4,906 |
| GAMMA Investing LLC | +105 | +19.3% | 650 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -4,427 | -26.5% | 12,260 |
| Farther Finance Advisors, LLC | -15 | -8.5% | 161 |