Paradigm BioCapital is a healthcare-dedicated fund, and its 6.6% stake adds to the roster of sophisticated biotech investors accumulating Obsidian shares. Monitor for any future conversion to a 13D or additional stake increases, though the current filing explicitly disclaims activist intent.
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Executive Summary
Paradigm BioCapital Advisors LP has filed a Schedule 13G disclosing a 6.6% passive stake in Obsidian Therapeutics, Inc. as of September 28, 2026. This is a new filing from a healthcare-focused investment firm, adding to a growing list of notable passive holders (Deep Track Capital, RA Capital, Novo Holdings) that have recently disclosed stakes. The filing signals continued institutional interest in Obsidian but carries no activist intent.
Key Financial Metrics
Key Facts
- Paradigm BioCapital Advisors LP and related entities beneficially own 4,101,576 shares of Obsidian Therapeutics common stock, representing 6.6% of shares outstanding.
- The filing is made under Rule 13d-1(c), confirming passive intent with no purpose of changing or influencing control.
- Paradigm BioCapital International Fund Ltd. directly holds 3,613,771 shares (5.9%), while the remainder is held via separately managed accounts.
- The stake is based on 61,772,876 shares outstanding as of August 10, 2026, per Obsidian's Form 10-Q.
- This is a new filing from Paradigm BioCapital; no prior 13G or 13D from this filer was found in the provided context.
Financial Impact
6.6% passive stake valued at an undisclosed amount; no transaction price disclosed.
Risk Factors
- Passive 13G filers can convert to activist 13D if circumstances change, though no such signal here.
- Concentration of institutional ownership may increase stock volatility on fund flows.
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001104659-26-113688 |
| Document: 0001104659-26-113688-index-headers.html | 0001104659-26-113688 |
| Document: 0001104659-26-113688-index.html | 0001104659-26-113688 |
| Document: 0001104659-26-113688.txt | 0001104659-26-113688 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 21d ago | SC 13G | $13.22 | awaiting T+20 | — | $14.08 (+6.51%) |
Sep 10, 2026 6w ago | EFFECT | $17.16 $12.24 | ▼ −28.67% | ▼ −30.80% | $14.08 (−17.95%) |
Aug 3, 2026 12w ago | 3 | $34.00 $17.04 | ▼ −49.88% | ▼ −48.64% | $14.08 (−58.59%) |
Aug 3, 2026 12w ago | 3 | $34.00 $17.04 | ▼ −49.88% | ▼ −48.64% | $14.08 (−58.59%) |
Aug 3, 2026 12w ago | 3 | $34.00 $17.04 | ▼ −49.88% | ▼ −48.64% | $14.08 (−58.59%) |
Aug 3, 2026 12w ago | 3 | $34.00 $17.04 | ▼ −49.88% | ▼ −48.64% | $14.08 (−58.59%) |
Aug 3, 2026 12w ago | 3 | $34.00 $17.04 | ▼ −49.88% | ▼ −48.64% | $14.08 (−58.59%) |
Aug 3, 2026 12w ago | 3 | $34.00 $17.04 | ▼ −49.88% | ▼ −48.64% | $14.08 (−58.59%) |
Aug 3, 2026 12w ago | 8-K | $34.00 $17.04 | ▲ +49.88% | ▲ +48.64% | $14.08 (+58.59%) |
Jul 6, 2026 16w ago | EFFECT | — | awaiting T+20 | — | — |
US Market Status
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