Monitor for any future conversion to a 13D or increased activism, as BVF is a known healthcare-focused fund that sometimes engages with management. The passive filing suggests no near-term catalyst, but the 5.6% stake provides a base for potential future influence.
Price Chart
Executive Summary
Biotechnology Value Fund L.P. (BVF) and related entities filed a new Schedule 13G disclosing a 5.6% beneficial ownership stake in Stoke Therapeutics as of September 30, 2026. The filing is passive (Rule 13d-1(c)), indicating no intent to influence control. BVF GP Holdings LLC owns 5.1% and BVF Partners L.P./BVF Inc./Mark N. Lampert each own 5.6% on an aggregated basis. This is a new 13G filing (not an amendment) for BVF, which had not previously filed a 13G for Stoke in the provided cross-filing context (prior filings were by Fidelity and Lynx1 Capital). The stake is notable for its size and the reputation of BVF as a dedicated healthcare investor, but the passive filing limits immediate market impact.
Key Financial Metrics
Key Facts
- BVF GP Holdings LLC beneficially owns 3,271,024 shares (5.1% of outstanding) as of September 30, 2026.
- BVF Partners L.P., BVF Inc., and Mark N. Lampert each beneficially own 3,608,968 shares (5.6% of outstanding) on an aggregated basis.
- The filing is made under Rule 13d-1(c), confirming a passive investment intent with no control influence.
- The percentage calculations are based on 64,526,242 shares outstanding as of July 30, 2026 (per the issuer's 10-Q filed August 3, 2026).
- This is a new Schedule 13G filing for BVF; prior 13G filings for Stoke were by Fidelity (August 2026) and Lynx1 Capital (May 2026).
Financial Impact
BVF entities hold a combined 5.6% stake valued at approximately $XX million based on current market price (not disclosed in filing).
Risk Factors
- BVF could convert to an activist 13D filing in the future, potentially leading to management changes or strategic shifts.
- The stake is relatively small (5.6%) and passive, limiting immediate influence on corporate actions.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000921895-26-002685 |
| Document: 0000921895-26-002685-index-headers.html | 0000921895-26-002685 |
| Document: 0000921895-26-002685-index.html | 0000921895-26-002685 |
| Document: 0000921895-26-002685.txt | 0000921895-26-002685 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 4d ago | 144 | $25.70 | awaiting T+20 | — | $25.31 (+1.52%) |
Sep 30, 2026 25d ago | SC 13G | $26.01 | awaiting T+20 | — | $25.31 (−2.69%) |
Sep 25, 2026 4w ago | 8-K | $25.50 | awaiting T+20 | — | $25.31 (−0.75%) |
Aug 18, 2026 9w ago | Insider Cluster | $33.03 $28.93 | ▼ −12.41% | ▼ −10.46% | $25.31 (−23.37%) |
Aug 3, 2026 11w ago | 8-K | $31.67 $30.89 | ▲ +2.46% | ▲ +1.22% | $25.31 (+20.08%) |
Aug 3, 2026 11w ago | 424B5 | $31.67 $30.89 | ▲ +2.46% | ▲ +1.22% | $25.31 (+20.08%) |
Jun 30, 2026 16w ago | 8-K | $32.72 $29.31 | ▼ −10.42% | ▼ −9.39% | $25.31 (−22.65%) |
May 7, 2026 24w ago | 8-K | $32.89 $30.01 | ▼ −8.76% | ▼ −8.78% | $25.31 (−23.05%) |
Apr 22, 2026 26w ago | DEFA14A | $34.93 $30.30 | ▼ −13.27% | ▼ −17.90% | $25.31 (−27.54%) |
Apr 7, 2026 28w ago | 8-K | $34.87 $32.96 | ▼ −5.48% | ▼ −14.02% | $25.31 (−27.42%) |
US Market Status
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