Stocks Health care LENZ
NASDAQ · Health careLENZ Therapeutics, Inc. (LENZ)
LENZ Therapeutics, Inc. brought in $12.4M of revenue over the twelve months to September 30, 2026. It posted a net loss of $140.3M. In fiscal 2025 capital spending exceeded operating cash flow by $70M. At September 30, 2026 it held $30.6M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 3, 2026.
Key facts about LENZ Therapeutics, Inc.
- Net worth
- LENZ Therapeutics, Inc. has a market value (market cap) of $128.8M at the latest share price, and shareholders' equity of $192M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $19.1M, with a net loss of $82.1M. Over the 12 months to September 30, 2026: revenue $12.4M, net loss $140.3M.
- Cash flow
- In fiscal 2025 operations used $69.2M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 3, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- LENZ Therapeutics, Inc.'s next report is expected around January 6, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What LENZ Therapeutics, Inc. does
LENZ Therapeutics, Inc. is registered with the SEC under industry code SIC 2836 (Biological Products, (No Diagnostic Substances)). Its shares trade on NASDAQ under the ticker LENZ.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $19.1M | -$82.1M | -$2.85 | -$70M |
| 2024 | $0 | -$49.8M | -$2.34 | -$59.9M |
| 2023 | n/a | -$70M | -$35.71 | -$60.4M |
| 2022 | n/a | -$101.1M | -$30.00 | -$94.6M |
| 2021 | n/a | -$70.8M | -$39.95 | -$58.6M |
| 2021 | n/a | -$68.4M | -$488.04 | -$10.3M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where LENZ ranks in Health care
Latest SEC filings
What LENZ Therapeutics, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- November 4, 2026Passive stake (5% or more) SCHEDULE 13G
- November 3, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 73% to $3.4M versus the same quarter last year; diluted EPS -$0.99 versus -$0.59.
- November 2, 2026Activist stake changed SCHEDULE 13D/A
- October 28, 2026
- October 27, 2026Passive stake (5% or more) SCHEDULE 13G
- October 21, 2026Passive stake changed SCHEDULE 13G/A
- September 8, 2026Passive stake changed SCHEDULE 13G/A
- August 11, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 9.7% to $5.5M versus the same quarter last year; diluted EPS -$1.02 versus -$0.53.
- August 11, 2026
Insider trades
What the people running LENZ Therapeutics, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $9.1M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 29, 2026 | Ra Capital Management, L.P.10% owner | Soldindirect | 2,159,516 | $7.3M |
| October 29, 2026 | Ra Capital Management, L.P.10% owner | Soldindirect | 451,998 | $1.5M |
| October 29, 2026 | Ra Capital Management, L.P.10% owner | Soldindirect | 107,170 | $360.1K |
| March 27, 2026 | Chevallard Daniel R.Chief Financial Officer | Bought | 7,500 | $64.3K |
| March 27, 2026 | Schimmelpennink Evert B.President, CEO and Secretary, Director | Bought | 28,089 | $251.4K |
| March 27, 2026 | George Jeffrey P.Director | Bought | 5,592 | $49.9K |
| November 17, 2025 | Olsson ShawnChief Commercial Officer | Exercised options | 10,000 | $20.8K |
| November 17, 2025 | Olsson ShawnChief Commercial Officer | Soldpre-planned (10b5-1) | 4,212 | $108.4K |
Who owns LENZ
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| RA Capital Management, L.P.13D, may seek influence with 3 related filers | 13.6% | November 7, 2025 |
| BML Investment Partners, L.P.13G, passive | 6.7% | November 4, 2026 |
| Fmr LLC13G, passive with 1 related filers | 5.7% | September 8, 2026 |
| BlackRock Portfolio Management LLC13G, passive | 5.2% | October 27, 2026 |
| Squarepoint Ops LLC13G, passive with 5 related filers | 5.1% | April 8, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 144 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| RA Capital Management, L.P. | 4,178,823 | 0 |
| Alpha Wave Global, LP | 3,612,211 | 0 |
| Fmr LLC | 3,558,905 | -38,879 |
| Versant Venture Management, LLC | 2,656,888 | 0 |
| BlackRock, Inc. | 2,292,121 | +315,298 |
| Squarepoint Ops LLC | 1,747,096 | +240,597 |
| Aberdeen Group plc | 1,547,883 | +391,722 |
| Millennium Management LLC | 1,508,478 | +639,221 |
| Vanguard Capital Management LLC | 1,097,755 | +56,567 |
| 72 Investment Holdings, LLC | 1,017,751 | 0 |
| Blue Owl Capital Holdings LP | 756,722 | +250,000 |
| Geode Capital Management, LLC | 564,662 | +40,088 |
| Trexquant Investment LP | 497,526 | +283,118 |
| Marshall Wace, Llp | 493,099 | +332,835 |
| Qube Research & Technologies Ltd | 482,195 | new |
| Morgan Stanley | 472,995 | -175,853 |
| Primecap Management Co | 472,200 | 0 |
| Tang Capital Management LLC | 451,114 | 0 |
| Alyeska Investment Group, L.P. | 438,882 | -24,613 |
| State Street Corp | 406,674 | +4,449 |
Insiders
5 insiders reported holding 158,059 shares in total, about $648K at the last price.
| Holder | Shares |
|---|---|
| Schimmelpennink Evert B.President, CEO and Secretary, Director | 77,289 |
| Ra Capital Management, L.P.10% owner | 57,55957,559 held indirectly |
| Chevallard Daniel R.Chief Financial Officer | 12,886 |
| George Jeffrey P.Director | 5,592 |
| Olsson ShawnChief Commercial Officer | 4,733 |
Questions about LENZ
What does LENZ Therapeutics, Inc. do?
LENZ Therapeutics, Inc. is a company in the Health care sector, listed on NASDAQ as LENZ. Its shares trade on NASDAQ under the ticker LENZ.
What is LENZ Therapeutics, Inc.'s net worth?
LENZ Therapeutics, Inc. has a market value (market cap) of $128.8M at the latest share price, and shareholders' equity of $192M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is LENZ Therapeutics, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $140.3M on revenue of $12.4M.
How much revenue does LENZ Therapeutics, Inc. make?
Over the twelve months to September 30, 2026 LENZ Therapeutics, Inc. reported revenue of $12.4M.
When did LENZ Therapeutics, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 3, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the passive stake changed from November 5, 2026.
When is LENZ Therapeutics, Inc.'s next earnings report?
LENZ Therapeutics, Inc.'s next report is expected around January 6, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values LENZ Therapeutics, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.