Rtw Investments 13F: Adds $2.5M to STOK Stake

RTW Investments boosted its stake in Stoke Therapeutics, Inc. (NasdaqGS: STOK) by adding 76,669 shares, according to its latest 13F filing with the SEC. This increase brings RTW's total holdings to 5,623,525 shares, valued at approximately $167.7 million as of the reporting period.

What Changed in RTW Investments' Stoke Therapeutics Position

RTW Investments' recent move involved increasing its holdings in Stoke Therapeutics by 76,669 shares, resulting in a 1.38% boost. Prior to this, the firm held 5,546,856 shares. The position is now valued at about $167.7 million.

Other Institutional Activity in Stoke Therapeutics

BlackRock, Inc. added 173,160 shares to reach a total of 5,385,714 shares, valued at approximately $175.4 million. Meanwhile, FMR LLC reduced its position by 217,254 shares, ending with 5,383,666 shares worth about $175.3 million. Lynx1 Capital Management LP also trimmed its stake by 641,001 shares, leaving it with 4,763,673 shares valued at $155.1 million. Redmile Group, LLC increased its holdings by 130,050 shares to 4,164,120 shares, valued at $135.6 million.

Stoke Therapeutics, Inc. Stock Up 15.1%

Shares of Stoke Therapeutics traded at $29.82. The company has a market cap of roughly $1.86 billion and a forward P/E ratio of -9.61, indicating it isn't currently profitable. The stock's 52-week range is between $11.17 and $40.22, with a 50-day moving average of $32.35 and a 200-day moving average of $30.53. Stoke's beta stands at 1.186, suggesting moderate volatility compared to the market.

Recent Earnings

Stoke Therapeutics reported revenue of $32.08 million, though it experienced a revenue decline of 96.1%. The company has a return on equity of -45.58% and a net margin of 0.0%. The next earnings report is scheduled for August 11, 2026.

Insider Buying and Selling at Stoke Therapeutics, Inc.

On June 3, 2026, several insiders, including Arthur Levin, Seth Loring Harrison, and Edward Kaye, each acquired 17,786 shares. These transactions were not under a Rule 10b5-1 plan.

Analysts Set New Price Targets

On March 20, 2026, Canaccord Genuity maintained its 'buy' rating on Stoke Therapeutics with a price target of $60. BTIG reiterated a 'buy' rating with a $39 target on March 19, 2026. Chardan Capital and Needham both maintained 'buy' ratings with targets of $35 and $40, respectively. The consensus among analysts is a 'strong buy' with a mean price target of $45.10.

About Stoke Therapeutics

Stoke Therapeutics, Inc. is a biotechnology company based in Bedford, Massachusetts, focused on developing treatments for severe genetic diseases. It uses its proprietary TANGO technology to upregulate protein expression, aiming to restore protein levels in patients. The company's lead products include STK-002 for autosomal dominant optic atrophy and Zorevunersen for Dravet syndrome. Stoke collaborates with Biogen and Acadia Pharmaceuticals on various projects.

Bottom Line

RTW Investments' increased stake in Stoke Therapeutics reflects a continued interest in the company's potential. Investors keep a close eye on such filings for insights into institutional confidence. It's important to note that 13F filings are backward-looking and may not represent current positions.