Twist Bioscience Corporation (TWST) — Institutional Holders & Catalysts

Fund Holdings

Position history (shares)

Deerfield Management

AI Signal

Signal Note: Deerfield Exit from TWST

Deerfield Management's complete exit of 23.8K shares (~$670K position) signals reduced conviction in Twist's synthetic biology platform, likely reflecting concerns about synthetic DNA commodity pricing pressure, cash burn on non-core services, or delayed customer adoption in therapeutics applications. TWST's cash runway and near-term inflection catalysts (revenue growth, margin expansion) warrant review, as insider/specialist fund positioning often leads retail recognition by 2-3 quarters.

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3 quarters

Position Trend

May 15, 2025

$935K

1 fund

Aug 14, 2025

$877K

1 fund

Nov 14, 2025

$670K

1 fund

Feb 17, 2026

0 funds

-100% total institutional value over 4 quarters

Short Interest

High short interest

Short Shares

12.86M

Change

-1.1%

Days to Cover

11.2

% of Float

27.0%

Settlement

Mar 13, 2026

Short interest over 2 periods

Position Details

Deerfield ManagementEXITFeb 17, 2026

Shares: 23,827Value: $670K

Deerfield ManagementINCREASENov 14, 2025

Shares: 23,827Value: $670K

+ 2more — see how much conviction went in

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Twist Bioscience Corporation

Fund Holdings

Position Trend

Short Interest

Catalysts

Position Details

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