Life Science Funding Weakness Hit Azenta’s (AZTA) Outlook
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Politan Capital Quentin Koffey | 4,622,450 | $117,964,924 | 46.26% | |
| 2. | D E Shaw D. E. Shaw | 1,341,164 | $34,226,506 | +98% | 0.02% |
| 3. | Royce & Associates Chuck Royce | 891,419 | $22,749,013 | +71% | 0.18% |
| 4. | Citadel Investment Group Ken Griffin | 595,904 | $15,207,470 | +9% | 0% |
| 5. | Rock Springs Capital Management Kris Jenner, Gordon Bussard, Graham Mcphail | 403,000 | $10,284,560 | -30% | 0.5% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $24.17 | 335 | $8,096.15 | 68,728 | 2026-07-31 | Filing | |
| $16.38 | 10,000 | $163,800.00 | 19,703 | 2026-05-18 | Filing | |
| $27.37 | 2,748 | $75,212.76 | 25,795 | 2025-05-20 | Filing | |
| $26.98 | 4,152 | $112,020.96 | 23,047 | 2025-05-19 | Filing | |
| $26.50 | 100 | $2,650.00 | 18,895 | 2025-05-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $28.54 | 1,085 | $30,965.90 | 18,288 | 2025-08-12 | Filing | |
| $28.54 | 1,085 | $30,965.90 | 26,831 | 2025-08-12 | Filing | |
| $29.41 | 316 | $9,293.56 | 105,980 | 2025-09-10 | Filing | |
| $52.97 | 317 | $16,791.49 | 9,603 | 2025-02-03 | Filing | |
| $40.07 | 548 | $21,958.36 | 19,373 | 2024-11-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,529,450 | $192,151,572 | 0% | |
| 2. | 2,493,844 | $63,642,899 | 0% | |
| 3. | 1,870,174 | $47,726,840 | 0% | |
| 4. | 1,859,945 | $47,465,208 | 0% | |
| 5. | 1,423,818 | $36,335,836 | 0.01% |