Rtw Investments 13F: Adds $16M to RARE Stake

Rtw Investments Grows Stake in Ultragenyx Pharmaceutical

Rtw Investments increased its investment in Ultragenyx Pharmaceutical Inc. RARE, lifting its stake by 21.6% during the reporting period. According to its Form 13F filing with the Securities and Exchange Commission, the fund added 648,656 shares to bring its total holdings to 3,648,795 shares. The reported value of the position stood at $88,848,159.64 as of May 15, 2026.

Ultragenyx Stock Performance and Valuation

Ultragenyx shares trade near $24.35, sitting between its 52-week low of $12.73 and its 52-week high of $39.89. The company has a forward P/E ratio of 21.65 and a beta of 0.32, with its stock moving near its 50-day moving average of $23.87. This backward-looking filing reflects holdings as of the reporting period and may not represent the investor's current position.

Recent Insider Transactions at Ultragenyx

Company insiders recently reported share dispositions. On June 15, 2026, Karah Herdman Parschauer, EVP and Chief Legal Officer, sold 1,899 shares at an average price of $24.62 for a total value of $46,753.38 under a Rule 10b5-1 plan. On the same date, insider Corazon Sanders sold 2,000 shares at an average price of $25.05, totaling $50,100. Insider selling is a routine financial transaction and is not automatically bearish.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the stock in recent weeks. On September 21, 2026, Evercore ISI Group maintained its In-Line rating with an $18.00 price target. On the same day, Barclays maintained an Overweight rating and raised its target from $32.00 to $35.00. Earlier in September, Morgan Stanley, Citigroup, Canaccord Genuity, Cantor Fitzgerald, and Goldman Sachs issued updates, bringing the consensus recommendation to a buy with a mean target price of $28.05 across 19 analyst opinions.

Inside Ultragenyx Pharmaceutical

Ultragenyx Pharmaceutical Inc. is a biopharmaceutical company based in Novato, California, focused on developing treatments for rare and ultra-rare genetic diseases. Its commercial products include therapies for X-linked hypophosphatemia and other metabolic disorders, alongside a deep pipeline of clinical candidates.

What to Watch at RARE

Investors will look ahead to the company's next earnings report, scheduled for November 3, 2026, as well as subsequent institutional ownership filings. Institutional 13F reports are historical snapshots filed after the quarter ends and do not reflect ongoing trading activity.