Tao SynergiesTAOX

13F holders, Q3 2025 (September 30)
23holders +11
14new positions
3sold out
1famous investor
$6.54avg. 13F price*

At the end of Q3 2025, 23 institutions reported holding Tao Synergies Inc. (TAOX) in their 13F filings, up 11 from Q2 2025. 14 opened new positions and 3 sold out. The largest holders were Renaissance Technologies ($492K), United Advisor Group, LLC ($375K) and Vanguard Group Inc. ($212K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Tao Synergies Inc.
CUSIP
87167T300
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q2 2024: 8Q2 2024Q3 2024: 8Q3 2024Q4 2024: 8Q4 2024Q1 2025: 11Q1 2025Q2 2025: 12Q2 2025Q3 2025: 23Q3 2025Q4 2025: 26Q4 2025Q1 2026: 25Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions14$1.3M
Exits3$93K

All 13F filers, Q2 2025 → Q3 2025: 305,074 shares bought and 16,083 shares sold, net +288,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Renaissance Technologies 0.00% Add +257.4% 75,045 $492K
United Advisor Group, LLC 0.05% New 57,200 $375K
Vanguard Group Inc. 0.00% New 32,374 $212K
Geode Capital Management, LLC 0.00% Add +134.9% 26,110 $171K
Morgan Stanley 0.00% Add +114.0% 21,474 $141K
State Street Corp. 0.00% New 20,402 $134K
BlackRock, Inc. 0.00% Add +68013.8% 19,753 $129K
Stifel Financial Corp. 0.00% New 16,750 $110K
UBS Group AG 0.00% New 16,609 $109K
Rossby Financial, LCC 0.03% New 15,000 $95K
Summit Financial, LLC 0.00% New 13,375 $88K
PFG Investments, LLC 0.00% New 13,000 $85K
Fifth Lane Capital, LP 0.07% New 10,000 $66K
Steward Partners Investment Advisory, LLC 0.00% No change 3,000 $20K
Blue Trust, Inc. 0.00% New 2,832 $19K
MassMutual Private Wealth & Trust, FSB 0.00% New 2,700 $18K
BNP Paribas Financial Markets 0.00% New 2,300 $15K
MAI Capital Management 0.00% New 1,742 $11K
JPMorgan Chase & Co. 0.00% New 572 $4K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $3K
Bank of America Corp. 0.00% Add +133.3% 28 $184
Osaic Holdings, Inc. 0.00% Reduce -99.5% 20 $125
Acadian Asset Management LLC 0.00% No change 23 $0

"% of holder's portfolio" is TAOX's weight in each manager's 13F, not the share of Tao Synergies Inc. the manager owns.