FRACTYL HEALTH, INC. (GUTS) — Institutional Holders, Q2 2026
77 institutional investment managers reported a GUTS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $56.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
GUTS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BANK OF AMERICAAdded · +5,909,158 sh+$4.7M
- JANE STREET GROUPAdded · +1,691,913 sh+$1.3M
- Brevan Howard Capital ManagementAdded · +683,952 sh+$543.3K
- Catalio Capital ManagementAdded · +676,883 sh+$537.7K
- VANGUARD CAPITAL MANAGEMENTAdded · +563,920 sh+$448.0K
Biggest sellers
- 683 Capital ManagementTrimmed · -5,970,520 sh-$4.7M
- Nantahala Capital ManagementTrimmed · -2,075,423 sh-$1.6M
- Pale Fire Capital SETrimmed · -917,808 sh-$729.1K
- Burkehill Global ManagementSold out · -500,000 sh-$397.2K
- Woodline PartnersTrimmed · -458,087 sh-$363.9K
GUTS 13F holders ranked 1–77 of 77
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Nantahala Capital Management#1 · 11,289,096 sh | 11,289,096 | $9.0M | 0.30% | -15.5% |
| 2 | Catalio Capital Management#2 · 6,168,749 sh | 6,168,749 | $4.9M | 0.92% | +12.3% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 6,096,926 sh | 6,096,926 | $4.8M | <0.01% | +10.2% |
| 4 | BANK OF AMERICA#4 · 6,034,147 sh | 6,034,147 | $4.8M | <0.01% | +4727.7% |
| 5 | Pale Fire Capital SE#5 · 5,003,237 sh | 5,003,237 | $4.0M | 0.28% | -15.5% |
| 6 | General Catalyst Group Management#6 · 4,884,186 sh | 4,884,186 | $3.9M | 2.06% | 0.0% |
| 7 | Deer Management#7 · 4,770,901 sh | 4,770,901 | $3.8M | 0.47% | 0.0% |
| 8 | MAVERICK CAPITAL LTD#8 · 3,974,806 sh | 3,974,806 | $3.2M | 0.03% | 0.0% |
| 9 | M28 Capital Management#9 · 1,856,117 sh | 1,856,117 | $1.5M | 3.13% | 0.0% |
| 10 | BlackRock#10 · 1,801,060 sh | 1,801,060 | $1.4M | 0.00% | -15.8% |
| 11 | Woodline Partners#11 · 1,783,592 sh | 1,783,592 | $1.4M | <0.01% | -20.4% |
| 12 | JANE STREET GROUP#12 · 1,731,622 sh | 1,731,622 | $1.4M | <0.01% | +4260.8% |
| 13 | SILVERARC CAPITAL MANAGEMENT#13 · 1,637,976 sh | 1,637,976 | $1.3M | 0.14% | -3.7% |
| 14 | UBS Group AG#14 · 1,579,889 sh | 1,579,889 | $1.3M | <0.01% | -2.6% |
| 15 | CM Management#15 · 1,400,000 sh | 1,400,000 | $1.1M | 0.71% | 0.0% |
| 16 | GEODE CAPITAL MANAGEMENT#16 · 1,316,341 sh | 1,316,341 | $1.0M | <0.01% | -8.3% |
| 17 | Ikarian Capital#17 · 1,100,000 sh | 1,100,000 | $873.8K | 0.09% | 0.0% |
| 18 | MARSHALL WACE, LLP#18 · 1,080,667 sh | 1,080,667 | $853.7K | <0.01% | +33.8% |
| 19 | Logos Global Management#19 · 1,000,000 sh | 1,000,000 | $794.4K | 0.03% | 0.0% |
| 20 | Brevan Howard Capital Management#20 · 916,321 sh | 916,321 | $719.3K | <0.01% | +294.3% |
| 21 | 683 Capital Management#21 · 756,715 sh | 756,715 | $601.1K | 0.03% | -88.8% |
| 22 | VANGUARD FIDUCIARY#22 · 722,132 sh | 722,132 | $573.4K | <0.01% | +19.1% |
| 23 | STATE STREET#23 · 516,000 sh | 516,000 | $409.9K | 0.00% | +11.0% |
| 24 | MORGAN STANLEY#24 · 426,504 sh | 426,504 | $338.8K | 0.00% | -14.0% |
| 25 | Mink Brook Asset Management#25 · 352,745 sh | 352,745 | $280.2K | 0.12% | New |
| 26 | BOOTHBAY FUND MANAGEMENT#26 · 275,219 sh | 275,219 | $218.6K | <0.01% | 0.0% |
| 27 | NORTHERN#27 · 261,907 sh | 261,907 | $208.1K | 0.00% | +21.3% |
| 28 | TWO SIGMA INVESTMENTS#28 · 224,537 sh | 224,537 | $178.4K | <0.01% | -53.2% |
| 29 | PEAK6#29 · 200,000 sh | 200,000 | $158.9K | <0.01% | 0.0% |
| 30 | GOLDMAN SACHS GROUP#30 · 175,864 sh | 175,864 | $139.7K | 0.00% | +157.0% |
| 31 | Cerity Partners#31 · 168,500 sh | 168,500 | $133.9K | <0.01% | 0.0% |
| 32 | Shay Capital#32 · 130,221 sh | 130,221 | $103.4K | <0.01% | -63.6% |
| 33 | RENAISSANCE TECHNOLOGIES#33 · 122,200 sh | 122,200 | $97.1K | <0.01% | +247.2% |
| 34 | OSAIC#34 · 106,216 sh | 106,216 | $83.9K | <0.01% | +5.4% |
| 35 | Accredited Investors#35 · 100,000 sh | 100,000 | $79.4K | <0.01% | 0.0% |
| 36 | Cambridge Investment Research Advisors#36 · 64,000 sh | 64,000 | $51.0K | <0.01% | 0.0% |
| 37 | FNY Investment Advisers#37 · 65,420 sh | 65,420 | $51.0K | — | +84.3% |
| 38 | Conservest Capital Advisors#38 · 64,118 sh | 64,118 | $50.9K | <0.01% | 0.0% |
| 39 | HighTower Advisors#39 · 51,442 sh | 51,442 | $40.9K | 0.00% | 0.0% |
| 40 | MAI Capital Management#40 · 50,000 sh | 50,000 | $39.7K | <0.01% | New |
| 41 | Vanguard Global Advisers#41 · 41,311 sh | 41,311 | $32.8K | 0.00% | 0.0% |
| 42 | Phraction Management#42 · 41,000 sh | 41,000 | $32.6K | — | 0.0% |
| 43 | Sanctuary Advisors#43 · 32,500 sh | 32,500 | $25.8K | <0.01% | New |
| 44 | XTX Topco Ltd#44 · 32,215 sh | 32,215 | $25.6K | <0.01% | -27.1% |
| 45 | Eaton Financial Company#45 · 31,835 sh | 31,835 | $25.3K | <0.01% | New |
| 46 | WELLS FARGO & COMPANY#46 · 31,000 sh | 31,000 | $24.6K | 0.00% | 0.0% |
| 47 | Chicago Partners Investment Group#47 · 31,000 sh | 31,000 | $23.5K | — | 0.0% |
| 48 | Tower Research Capital (TRC)#48 · 27,628 sh | 27,628 | $21.9K | <0.01% | New |
| 49 | BARTLETT & WEALTH MANAGEMENT#49 · 25,000 sh | 25,000 | $19.9K | <0.01% | New |
| 50 | Brookstone Capital Management#50 · 21,272 sh | 21,272 | $16.9K | — | 0.0% |
| 51 | J.W. COLE ADVISORS#51 · 20,780 sh | 20,780 | $16.5K | <0.01% | New |
| 52 | LPL Financial#52 · 20,425 sh | 20,425 | $16.2K | 0.00% | 0.0% |
| 53 | RAYMOND JAMES FINANCIAL#53 · 20,074 sh | 20,074 | $15.9K | 0.00% | 0.0% |
| 54 | Verition Fund Management#54 · 19,971 sh | 19,971 | $15.9K | 0.00% | 0.0% |
| 55 | R Squared Ltd#55 · 19,966 sh | 19,966 | $15.9K | <0.01% | +77.1% |
| 56 | SG Americas Securities#56 · 18,632 sh | 18,632 | $15.0K | 0.00% | New |
| 57 | Creative Planning#57 · 16,528 sh | 16,528 | $13.1K | 0.00% | 0.0% |
| 58 | Wealthspire Advisors#58 · 15,617 sh | 15,617 | $12.4K | <0.01% | 0.0% |
| 59 | Naviter Wealth#59 · 15,280 sh | 15,280 | $12.1K | <0.01% | New |
| 60 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#60 · 15,132 sh | 15,132 | $12.0K | 0.00% | -91.4% |
| 61 | VICTORY CAPITAL MANAGEMENT#61 · 15,009 sh | 15,009 | $11.9K | 0.00% | +18.3% |
| 62 | Catalyst Funds Management Pty Ltd#62 · 12,725 sh | 12,725 | $10.1K | <0.01% | -72.8% |
| 63 | StoneX Group#63 · 10,405 sh | 10,405 | $8.3K | <0.01% | New |
| 64 | Bank of New York Mellon#64 · 10,080 sh | 10,080 | $8.0K | 0.00% | 0.0% |
| 65 | CITIGROUP#65 · 7,852 sh | 7,852 | $6.2K | 0.00% | New |
| 66 | TFC Financial Management#66 · 5,000 sh | 5,000 | $4.0K | — | 0.0% |
| 67 | Triumph Capital Management#67 · 3,000 sh | 3,000 | $2.4K | — | 0.0% |
| 68 | Parkside Financial Bank#68 · 2,926 sh | 2,926 | $2.3K | — | -81.3% |
| 69 | IFP Advisors#69 · 2,000 sh | 2,000 | $1.6K | — | New |
| 70 | St. Johns Investment Management Company#70 · 1,980 sh | 1,980 | $1.6K | <0.01% | 0.0% |
| 71 | BARCLAYS PLC#71 · 1,865 sh | 1,865 | $1.5K | 0.00% | -98.4% |
| 72 | JPMORGAN CHASE#72 · 1,523 sh | 1,523 | $1.2K | 0.00% | +63.1% |
| 73 | BNP PARIBAS FINANCIAL MARKETS#73 · 555 sh | 555 | $441.00 | 0.00% | -30.8% |
| 74 | JONES FINANCIAL COMPANIES LLLP#74 · 500 sh | 500 | $372.00 | 0.00% | 0.0% |
| 75 | SBI Securities , Ltd.#75 · 121 sh | 121 | $96.00 | — | 0.0% |
| 76 | Optiver Holding B.V.#76 · 14 sh | 14 | $11.00 | 0.00% | 0.0% |
| 77 | Avion Wealth#77 · 1,042 sh | 1,042 | $0.00 | 0.00% | 0.0% |
Funds that sold out of GUTS in Q2 2026 (18)
Held GUTS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Burkehill Global Management500,000 sh | 500,000 | $228.9K |
| BRIDGEWAY CAPITAL MANAGEMENT208,925 sh | 208,925 | $95.6K |
| OMERS ADMINISTRATION123,900 sh | 123,900 | $56.7K |
| GSA CAPITAL PARTNERS LLP87,465 sh | 87,465 | $40.0K |
| CITADEL ADVISORS48,196 sh | 48,196 | $22.1K |
| EVOKE WEALTH40,000 sh | 40,000 | $18.3K |
| Marex Group plc29,537 sh | 29,537 | $13.5K |
| Schonfeld Strategic Advisors29,115 sh | 29,115 | $13.3K |
| SummitTX Capital, L.P.18,200 sh | 18,200 | $8.3K |
| Bronte Capital Management Pty Ltd.16,905 sh | 16,905 | $7.7K |
| LMR Partners LLP15,871 sh | 15,871 | $7.3K |
| Beaumont Capital Management15,500 sh | 15,500 | $7.1K |
| PRELUDE CAPITAL MANAGEMENT11,286 sh | 11,286 | $5.2K |
| Larson Financial Group5,953 sh | 5,953 | $2.7K |
| ROYAL BANK OF CANADA3,471 sh | 3,471 | $2.0K |
| Sound Income Strategies1,971 sh | 1,971 | $916.00 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT360 sh | 360 | $165.00 |
| Annis Gardner Whiting Capital Advisors200 sh | 200 | $92.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.