Fractyl HealthGUTS
13F holders, Q4 2025 (December 31)97holders +23
33new positions
8sold out
6famous investors
$2.20avg. 13F price*
At the end of Q4 2025, 97 institutions reported holding Fractyl Health Inc. (GUTS) in their 13F filings, up 23 from Q3 2025. 33 opened new positions and 8 sold out. The largest holders were Nantahala Capital Management, LLC ($23.9M), Silverarc Capital Management, LLC ($21.6M) and 683 Capital Management, LLC ($13.3M). 6 famous investors held it, including Lee Ainslie (0.1% of Maverick Capital's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Fractyl Health Inc.
- CUSIP
- 35168W103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $32.2M |
| Exits | 8 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 37,724,256 shares bought and 16,777,125 shares sold, net +20,947,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Nantahala Capital Management, LLC | 1.43% | Reduce -10.6% | 10,846,440 | $23.9M |
| Silverarc Capital Management, LLC | 3.13% | Reduce -7.2% | 9,840,041 | $21.6M |
| 683 Capital Management, LLC | 1.16% | Add +30.1% | 6,047,620 | $13.3M |
| Vanguard Group Inc. | 0.00% | Add +213.8% | 6,028,179 | $13.3M |
| Marshall Wace, LLP | 0.01% | Add +234.9% | 5,926,745 | $13.0M |
| Woodline Partners LP | 0.05% | Add +0.0% | 5,506,771 | $12.1M |
| Catalio Capital Management, LP | 2.14% | Add +5.3% | 5,491,866 | $12.1M |
| General Catalyst Group Management, LLC | 4.85% | No change | 4,884,193 | $10.7M |
| Deer Management Co. LLC | 1.02% | No change | 4,770,901 | $10.5M |
| HCC Manager LLC | 100.00% | Reduce 0.0% | 4,673,870 | $10.3M |
| Maverick Capital | 0.10% | No change | 4,248,492 | $9.3M |
| Alyeska Investment Group, L.P. | 0.02% | Reduce -32.6% | 3,809,523 | $8.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +598.4% | 3,425,197 | $7.5M |
| Pale Fire Capital SE | 0.91% | New | 3,209,942 | $7.1M |
| BlackRock, Inc. | 0.00% | Add +174.1% | 2,083,318 | $4.6M |
| Atom Investors LP | 0.33% | New | 1,883,018 | $4.1M |
| Renaissance Technologies | 0.01% | Add +139.9% | 1,863,051 | $4.1M |
| Jane Street Group, LLC | 0.00% | New | 1,862,600 | $4.1M |
| Millennium Management | 0.00% | Add +356.6% | 1,861,418 | $4.1M |
| M28 Capital Management LP | 2.97% | No change | 1,856,117 | $4.1M |
| Two Sigma Investments, LP | 0.01% | New | 1,840,136 | $4.0M |
| D. E. Shaw & Co. | 0.00% | Add +390.3% | 1,442,745 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | New | 1,298,700 | $2.9M |
| Geode Capital Management, LLC | 0.00% | Add +328.5% | 1,263,855 | $2.8M |
| Bank of America Corp. | 0.00% | Add +1245.1% | 1,192,236 | $2.6M |
| Newtyn Management, LLC | 0.26% | New | 1,134,021 | $2.5M |
| UBS Group AG | 0.00% | Add +48.0% | 1,113,982 | $2.5M |
| Ikarian Capital, LLC | 0.31% | Reduce -38.9% | 1,100,000 | $2.4M |
| Logos Global Management LP | 0.16% | Add +120.0% | 1,100,000 | $2.4M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -7.9% | 852,344 | $1.9M |
| CM Management, LLC | 1.48% | Add +33.3% | 800,000 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 799,457 | $1.8M |
| Morgan Stanley | 0.00% | Add +52.6% | 656,482 | $1.4M |
| Walleye Capital LLC | 0.01% | New | 592,125 | $1.3M |
| State Street Corp. | 0.00% | Add +1156.6% | 512,700 | $1.1M |
| Diametric Capital, LP | 0.30% | Add +300.7% | 503,409 | $1.1M |
| Burkehill Global Management, LP | 0.08% | No change | 500,000 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | New | 464,738 | $1.0M |
| Soleus Capital Management, L.P. | 0.04% | Reduce -84.0% | 400,000 | $880K |
| Rosalind Advisors, Inc. | 0.31% | Reduce -92.3% | 385,731 | $849K |
| Point72 Asset Management | 0.00% | Reduce -83.3% | 365,173 | $803K |
| Quadrature Capital Ltd | 0.01% | Add +2047.1% | 290,714 | $640K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -58.0% | 275,219 | $605K |
| Barclays PLC | 0.00% | New | 243,294 | $535K |
| Citadel Advisors | 0.00% | Reduce -87.2% | 228,985 | $504K |
| Northern Trust Corp. | 0.00% | Add +1374.6% | 215,877 | $475K |
| PEAK6 LLC | 0.01% | Reduce -20.0% | 200,000 | $440K |
| Gsa Capital Partners LLP | 0.04% | Add +5.7% | 189,176 | $416K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 179,300 | $394K |
| ExodusPoint Capital Management, LP | 0.00% | New | 178,024 | $392K |
| Hudson Bay Capital Management LP | 0.00% | New | 171,816 | $378K |
| Cerity Partners LLC | 0.00% | Add +1105.2% | 163,500 | $360K |
| Squarepoint Ops LLC | 0.00% | New | 147,659 | $325K |
| Shay Capital LLC | 0.05% | Reduce -52.1% | 136,568 | $300K |
| Quantbot Technologies LP | 0.01% | New | 120,434 | $265K |
| Qube Research & Technologies Ltd | 0.00% | Add +413.8% | 117,631 | $259K |
| Prelude Capital Management, LLC | 0.01% | Add +131.9% | 80,597 | $177K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.6% | 75,476 | $166K |
| Virtu Financial LLC | 0.01% | New | 69,427 | $153K |
| Conservest Capital Advisors, Inc. | 0.01% | No change | 64,118 | $141K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 64,000 | $141K |
| Balyasny Asset Management L.P. | 0.00% | New | 60,219 | $132K |
| Verition Fund Management LLC | 0.00% | New | 54,910 | $121K |
| Bridgeway Capital Management, LLC | 0.00% | Add +19.8% | 54,500 | $120K |
| XTX Topco Ltd | 0.00% | Add +12.8% | 51,932 | $114K |
| HighTower Advisors, LLC | 0.00% | No change | 51,442 | $113K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 50,204 | $110K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 49,137 | $108K |
| FNY Investment Advisers, LLC | 0.03% | Add +143.3% | 48,650 | $107K |
| Commonwealth Equity Services, LLC | 0.00% | New | 38,700 | $85K |
| Lighthouse Investment Partners, LLC | 0.00% | New | 36,300 | $80K |
| Citigroup Inc. | 0.00% | Add +16064.1% | 35,076 | $77K |
| Chicago Partners Investment Group LLC | 0.00% | No change | 31,000 | $65K |
| Jump Financial, LLC | 0.00% | New | 26,000 | $57K |
| Scientech Research LLC | 0.02% | Reduce -41.1% | 18,006 | $40K |
| Creative Planning | 0.00% | New | 17,514 | $39K |
| Centiva Capital, LP | 0.00% | Reduce -64.7% | 17,419 | $38K |
| Bronte Capital Management Pty Ltd. | 0.00% | New | 16,905 | $37K |
| Parkside Financial Bank & Trust | 0.00% | No change | 16,304 | $36K |
| Raymond James Financial Inc. | 0.00% | Add +18.7% | 15,074 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +183.5% | 14,768 | $32K |
| R Squared Ltd | 0.01% | Add +31.6% | 13,979 | $31K |
| Victory Capital Management Inc. | 0.00% | New | 13,059 | $29K |
| LPL Financial LLC | 0.00% | No change | 10,425 | $23K |
| Bank of New York Mellon Corp | 0.00% | New | 10,079 | $22K |
| Larson Financial Group LLC | 0.00% | New | 5,953 | $13K |
| Triumph Capital Management | 0.00% | New | 3,000 | $7K |
| Millington Financial Advisors, LLC | 0.00% | New | 12,562 | $5K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 1,980 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +97.1% | 1,971 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,200 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.2% | 934 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -12.3% | 802 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 500 | $1K |
| Allworth Financial LP | 0.00% | New | 149 | $328 |
| SBI Securities Co., Ltd. | 0.00% | No change | 120 | $264 |
| Optiver Holding B.V. | 0.00% | No change | 14 | $31 |
"% of holder's portfolio" is GUTS's weight in each manager's 13F, not the share of Fractyl Health Inc. the manager owns.