Adaptive Bio Ownership | Who Owns Adaptive Bio?
Adaptive Bio Ownership Summary
Adaptive Bio is owned by 49.07% institutional investors, 2.05% insiders, and 48.88% retail investors. Viking global investors lp is the largest institutional shareholder, holding 19.72% of ADPT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.98% of its assets in Adaptive Bio shares.
ADPT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Adaptive Bio | 49.07% | 2.05% | 48.88% |
| Sector | Healthcare Stocks | 232.63% | 10.66% | -143.29% |
| Industry | Biotech Stocks | 382.12% | 10.42% | -292.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Viking global investors lp | 29.99M | 19.72% | $448.71M |
| Blackrock funding, inc. /de | 13.33M | 8.79% | $216.54M |
| Vanguard group | 11.28M | 7.40% | $183.22M |
| Millennium management | 6.29M | 4.27% | $37.72M |
| Ameriprise financial | 5.97M | 3.93% | $89.34B |
| Westfield capital management co lp | 4.06M | 2.68% | $65.94M |
| Geode capital management | 3.51M | 2.31% | $57.04M |
| Aristotle atlantic partners | 3.13M | 2.06% | $46.78M |
| Lord, abbett | 3.08M | 2.03% | $50.03M |
| State street | 3.08M | 2.02% | $46.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Blue water life science advisors, lp | 2.15M | 29.28% | $32.09M |
| Iron triangle partners lp | 1.82M | 3.87% | $27.24M |
| Catalio capital management, lp | 884.89K | 2.45% | $13.24M |
| Essex investment management | 638.46K | 1.46% | $9.55M |
| Aristotle atlantic partners | 3.13M | 1.36% | $46.78M |
| Beaconlight capital | 171.60K | 1.27% | $2.57M |
| Viking global investors lp | 29.99M | 1.17% | $448.71M |
| Rhenman & partners asset management ab | 495.00K | 0.82% | $7.41B |
| Affinity wealth management | 314.35K | 0.73% | $5.11M |
| Eam investors | 351.30K | 0.64% | $5.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Westfield capital management co lp | 4.06M | 0.27% | 4.06M |
| Ameriprise financial | 5.97M | 0.02% | 2.73M |
| Arrowstreet capital, limited partnership | 2.44M | 0.02% | 2.06M |
| Lord, abbett | 3.08M | 0.15% | 1.85M |
| Jennison associates | 2.67M | 0.03% | 1.36M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rubric capital management lp | - | - | -6.26M |
| Braidwell lp | 736.01K | 0.33% | -3.13M |
| Millennium management | 6.29M | 0.02% | -3.11M |
| Macquarie group | - | - | -2.10M |
| Nikko asset management americas | 1.95M | 0.37% | -1.70M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Westfield capital management co lp | 4.06M | 0.27% | 4.06M | $65.94M |
| Summit partners public asset management | 998.25K | 0.31% | 998.25K | $14.93M |
| Next century growth investors | 531.32K | 0.58% | 531.32K | $7.95M |
| Wellington management group llp | 501.08K | 0.00% | 501.08K | $7.50M |
| Rhenman & partners asset management ab | 495.00K | 0.82% | 495.00K | $7.41B |
Sold Out
| Holder | Change |
|---|---|
| Wealthspire advisors | -7.00 |
| Ronald blue trust | -21.00 |
| Prestige wealth management group | -25.00 |
| Birch capital management | -40.00 |
| Stephens consulting | -45.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 188 | -30.88% | 74,799,607 | -48.57% | 49 | 0.54% | 97 | -35.33% | 60 | -24.05% |
| Sep 30, 2025 | 257 | 5.33% | 143,897,903 | -2.89% | 94 | 1.00% | 139 | - | 77 | 24.19% |
| Jun 30, 2025 | 243 | 7.05% | 148,113,052 | -1.78% | 97 | 0.95% | 137 | 22.32% | 63 | -4.55% |
| Mar 31, 2025 | 227 | 8.10% | 152,848,969 | 6.73% | 102 | 1.09% | 113 | 0.89% | 65 | 44.44% |
| Dec 31, 2024 | 209 | 11.17% | 143,202,065 | 0.07% | 97 | 1.03% | 111 | 14.43% | 45 | 2.27% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 4.58M | 2.98% | 12.58K |
| Vanguard US Total Market Shares ETF | 4.19M | 2.82% | - |
| iShares Russell 2000 ETF | 3.61M | 2.35% | 1.19M |
| Nikko AM ARK Pstv Chg Innovt P JPY Acc | 3.56M | 2.34% | -116.30K |
| Columbia Large Cap Growth SMA Cmp | 3.25M | 2.19% | 3.25M |
| Columbia Large Cap Growth V | 3.25M | 2.19% | 3.25M |
| Columbia Large Cap Growth | 3.25M | 2.19% | 3.25M |
| Columbia Cornerstone Growth SMA | 3.25M | 2.14% | 3.25M |
| Columbia Small Cap Growth Inst | 2.19M | 1.44% | 193.43K |
| Nikko Gbl All Biological Genome Eq MF | 2.06M | 1.40% | -121.82K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 18, 2026 | RUBINSTEIN JULIE | President and COO | Sell | $251.21K |
| Mar 17, 2026 | RUBINSTEIN JULIE | President and COO | Sell | $255.40K |
| Mar 16, 2026 | RUBINSTEIN JULIE | President and COO | Sell | $255.59K |
| Mar 11, 2026 | RUBINSTEIN JULIE | President and COO | Sell | $1.61M |
| Mar 12, 2026 | RUBINSTEIN JULIE | President and COO | Sell | $172.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 41 |
| 2025 Q4 | - | 16 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 25 |
| 2024 Q4 | - | 1 |
ADPT Ownership FAQ
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