Rtw Investments 13F: Cuts TSHA Stake by $19M

RTW Investments has reduced its holdings in Taysha Gene Therapies, Inc. (NasdaqGS: TSHA) by 2,718,049 shares. This 16.6% reduction leaves RTW with 13,680,248 shares valued at approximately $78.1 million, according to the latest Form 13F filing with the SEC as of May 15, 2026.

What Changed in RTW Investments' Taysha Gene Therapies Position

RTW Investments' decision to cut its stake in Taysha Gene Therapies reflects a notable adjustment. The firm previously held 16,398,297 shares and now holds 13,680,248 shares, marking a reduction of 2,718,049 shares or 16.6%. The current value of RTW's position stands at about $78.1 million.

Other Institutional Activity in Taysha Gene Therapies

Several other institutional investors also made changes to their positions in Taysha Gene Therapies. Goldman Sachs Group Inc. increased its holdings by 8,676,906 shares, bringing its total to 22,369,645 shares worth approximately $99.99 million. Vestal Point Capital, LP added 4,250,000 shares, ending with 18,000,000 shares valued at $80.46 million. Meanwhile, BlackRock, Inc. slightly trimmed its position by 277,521 shares, holding 18,365,608 shares valued at $82.09 million.

Taysha Gene Therapies, Inc. Stock Up 35.7%

Shares of Taysha Gene Therapies traded at $5.71 recently. The company has a market capitalization of about $1.64 billion. Taysha's stock has seen a 52-week low of $2.25 and a high of $7.30. The 50-day moving average is $5.83, while the 200-day moving average is $4.82. The company has a high liquidity position with a current ratio of 14.04 and a quick ratio of 13.76, though it is not yet profitable and thus has no meaningful P/E ratio.

Recent Earnings

Taysha Gene Therapies reported revenue of $7.47 million. However, the company is not yet profitable, with a return on equity of -97.28% and a net margin of 0.0%. The next earnings report is expected on August 12, 2026.

Insider Buying and Selling at Taysha Gene Therapies, Inc.

On June 1, 2026, several insiders bought shares of Taysha Gene Therapies. John Stalfort III, Alison Long, Laura Sepp-Lorenzo, and Phillip Donenberg all acquired shares, with each purchase involving 42,671 shares. These transactions were not part of a Rule 10b5-1 trading plan.

Analysts Set New Price Targets

Analysts have been optimistic about Taysha Gene Therapies. On April 6, 2026, Canaccord Genuity maintained a buy rating with a $17.00 price target. Needham reiterated a buy rating with a $12.00 target on March 20, 2026, while Chardan Capital maintained its buy rating with the same $12.00 target on March 19, 2026. The consensus among analysts is a strong buy, with a mean target price of $12.23 based on 13 opinions.

About Taysha Gene Therapies

Taysha Gene Therapies, Inc., headquartered in Dallas, Texas, is a biotechnology company focused on developing gene therapies for severe monogenic diseases of the central nervous system. The company is working on treatments for conditions like giant axonal neuropathy and Rett syndrome. Led by CEO Sean P. Nolan, Taysha collaborates with The University of Texas Southwestern Medical Center.

Bottom Line

RTW Investments' reduction in its stake in Taysha Gene Therapies is a notable development in the company's ownership landscape. Investors often track such filings to gauge institutional confidence. It's important to remember that 13F filings are historical and may not reflect current positions. Taysha's stock remains a point of interest, with analysts maintaining a strong buy consensus.