LENZ at a glance
LENZ Therapeutics, Inc. (LENZ, SEC CIK 1815776) filed its latest 10-K annual report on March 24, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 11, 2026 and Form 4 insider filings as recently as June 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), LENZ Therapeutics, Inc. (LENZ) reported revenue of $19.1 million and a net loss of $82.1 million. Diluted EPS was -$2.85.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding LENZ Therapeutics, Inc. (LENZ) shares worth $64.9 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Schimmelpennink Evert B. on March 27, 2026 of 28,089 shares at $8.95 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $19.1M
- 10-K XBRL
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $64.9M · +0 vs prior quarter
- Latest 8-K
- Aug 11, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $5.5M, versus $5.0M YoY, driven by $1.7M VIZZ sales and $3.8M license revenue
- VIZZ best-performing product, $1.7M sales from approximately 27,000 packs
- Net loss $31.9M versus $14.9M YoY, with SG&A $39.4M versus $12.8M
- Cash, equivalents, restricted cash, and marketable securities $220.0M at June 30, 2026
- Continued 2026 SG&A increases, de minimis R&D, and operating losses during VIZZ commercialization
Risk Factors
- Regulatory risk: VIZZ’s five-year U.S. NCE exclusivity expires July 2030, enabling potential generic aceclidine competition thereafter
- Competitive risk: Yuvezzi launched March 2026, adding a carbochol-based presbyopia treatment alongside Qlosi and generic Vuity
- Market-acceptance risk: VIZZ’s July 2026 telehealth channel still requires licensed-ECP evaluation and ePharmacy fulfillment
- Financial risk: Net losses reached $31.9 million in Q2 2026, with accumulated deficit of $300.5 million as of June 30, 2026
- Operational risk: Commercialization depends entirely on VIZZ, with no additional product candidates in the current development pipeline
AI summary of the LENZ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Earnings release covers quarter ended June 30, 2026
- Press release attached as Exhibit 99.1, containing LENZ’s financial results and operating updates
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Zach Scheiner resigned from the Board and all committees effective June 30, 2026
- Resignation unrelated to disputes over company operations, policies, or practices
Item 5.07: Submission of Matters to a Vote of Security Holders
- 24,442,068 of 31,354,394 outstanding shares represented at the June 12, 2026 annual meeting
- Evert Schimmelpennink, Jeff George, and Shelley Thunen elected as Class II directors through the 2029 annual meeting
AI summaries of LENZ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LENZ
Don't miss the next LENZ filing
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- Fund moves. Which tracked funds opened, added or cut LENZ, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | A | Jun 15, 2026 | 22,100 | - |
| Drapkin Kimberlee C | A | Jun 15, 2026 | 22,100 | - |
| MCCOLLUM JAMES W | A | Jun 15, 2026 | 22,100 | - |
| Scheiner Zachary | A | Jun 15, 2026 | 22,100 | - |
| Thunen Shelley B | A | Jun 15, 2026 | 22,100 | - |
| Guerard Frederic | A | Jun 15, 2026 | 22,100 | - |
| George Jeffrey P. | A | Jun 15, 2026 | 22,100 | - |
| Schimmelpennink Evert B. | Buy | Mar 27, 2026 | 28,089 | $8.95 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $0 | $19.1M |
| Operating Income | -$135.2M | -$58.6M | -$91.1M |
| Net Income | -$124.7M | -$49.8M | -$82.1M |
| Op. Margin | - | - | -477.5% |
| Net Margin | - | - | -430.3% |
| Balance Sheet | |||
| Total Assets | $188.5M | $215.3M | $305.9M |
| Equity | - | $204.1M | $284.3M |
| ROE | - | -24.4% | -28.9% |
| Per Share | |||
| EPS | - | $-2.34 | $-2.85 |
| Cash Flow | |||
| Operating CF | -$90.0M | -$59.4M | -$69.2M |
| CapEx | - | $468K | $827K |
Source: XBRL data in LENZ Therapeutics, Inc. (LENZ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LENZ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $64.9M |
| Q1 2026 | 25 | $105.7M |
| Q4 2025 | 21 | $166.7M |
| Q3 2025 | 22 | $282.9M |
| Q2 2025 | 18 | $131.6M |
| Q1 2025 | 17 | $54.7M |
| Q4 2024 | 13 | $57.4M |
| Q3 2024 | 8 | $14.9M |
- Millennium Management+639.2K (+74%)
- BlackRock+315.3K (+16%)
- AQR Capital Management+87.4K (+62%)
- Vanguard Capital Management LLC+56.6K (+5%)
- Vanguard Portfolio Management LLC+40.3K (+26%)
- Bank of America Corp−292.1K (-53%)
- Two Sigma Investments−215.4K (-43%)
- Morgan Stanley−175.9K (-27%)
- FMR LLC (Fidelity)−38.9K (-1%)
- Goldman Sachs Group−33.1K (-18%)
- Citadel Advisors LLC+363.2K
- Mangrove Partners+96.7K
- Renaissance Technologies LLC+70.6K
- Allstate+35.3K
- Franklin Resources−1.10M
- Raymond James Financial−15.0K
- Fifth Third Bancorp−79
- U.S. Bancorp−16
Source: 13F-HR filings on SEC EDGAR (aggregated from 149 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LENZ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 10-Q | Aug 11, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| SC 13G | Jun 26, 2026 | - | - | |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| SC 13G | Apr 27, 2026 | - | - | |
| SC 13G | Apr 8, 2026 | - | - | |
| 4 | Mar 30, 2026 | - | - | - |
| 4 | Mar 30, 2026 | - | - | - |
| 4 | Mar 30, 2026 | - | - | - |
| 8-K | Mar 24, 2026 | - | - | - |
| 10-K | Mar 24, 2026 | Dec 31, 2025 | - | |
| 8-K | Jan 7, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - |
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LENZ SEC filings: frequently asked questions
Which institutions hold LENZ stock?
As of June 30, 2026, the largest LENZ Therapeutics, Inc. (LENZ) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($20.2 million), BlackRock ($13.0 million), Millennium Management ($8.6 million), Vanguard Capital Management LLC ($6.2 million), Morgan Stanley ($2.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LENZ's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), LENZ Therapeutics, Inc. (LENZ) reported revenue of $19.1 million and a net loss of $82.1 million. Diluted EPS was -$2.85. The figures come from the XBRL data in the 10-K.
What did LENZ report in its latest 8-K?
LENZ Therapeutics, Inc. (LENZ) filed an 8-K on August 11, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Earnings release covers quarter ended June 30, 2026.
What are the latest LENZ SEC filings?
LENZ Therapeutics, Inc. (LENZ) filed its latest 10-K annual report on March 24, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on August 11, 2026 and a Form 4 insider filing on June 15, 2026.
What is LENZ's SEC CIK number?
LENZ Therapeutics, Inc. (LENZ)'s SEC Central Index Key (CIK) is 1815776. EDGAR lists every LENZ filing under that number.
Ask anything about LENZ
The research agent reads LENZ's filings, financials, insider trades and 13F holders, then answers with sources.