Artisan Partners Limited Partnership Trims Stock Position in Edgewise Therapeutics, Inc. $EWTX

Artisan Partners Limited Partnership trimmed its holdings in Edgewise Therapeutics, Inc. (NASDAQ:EWTX) by 47.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 718,175 shares of the company’s stock after selling 660,893 shares during the quarter. Artisan Partners Limited Partnership’s holdings in Edgewise Therapeutics were worth $11,649,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Aberdeen Group plc lifted its holdings in shares of Edgewise Therapeutics by 39.8% in the 3rd quarter. Aberdeen Group plc now owns 619,878 shares of the company’s stock valued at $10,054,000 after buying an additional 176,559 shares during the period. Y Intercept Hong Kong Ltd purchased a new position in Edgewise Therapeutics during the third quarter valued at approximately $929,000. GSA Capital Partners LLP lifted its holdings in Edgewise Therapeutics by 315.2% in the third quarter. GSA Capital Partners LLP now owns 113,243 shares of the company’s stock valued at $1,837,000 after acquiring an additional 85,967 shares during the period. Schroder Investment Management Group lifted its holdings in Edgewise Therapeutics by 90.9% in the second quarter. Schroder Investment Management Group now owns 151,062 shares of the company’s stock valued at $1,980,000 after acquiring an additional 71,911 shares during the period. Finally, Bellevue Group AG boosted its position in Edgewise Therapeutics by 94.3% in the 2nd quarter. Bellevue Group AG now owns 2,775,997 shares of the company’s stock worth $36,393,000 after purchasing an additional 1,347,068 shares in the last quarter.

Insider Buying and Selling at Edgewise Therapeutics

In other news, Director Badreddin Edris sold 115,471 shares of Edgewise Therapeutics stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $29.44, for a total value of $3,399,466.24. Following the sale, the director directly owned 19,820 shares of the company’s stock, valued at $583,500.80. The trade was a 85.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 23.20% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Stifel Nicolaus set a $25.00 target price on shares of Edgewise Therapeutics in a report on Thursday. Royal Bank Of Canada lifted their price objective on shares of Edgewise Therapeutics from $49.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, November 7th. Wall Street Zen lowered shares of Edgewise Therapeutics from a “hold” rating to a “sell” rating in a research note on Saturday. HC Wainwright upgraded Edgewise Therapeutics to a “strong-buy” rating in a research note on Thursday. Finally, Wedbush reduced their price target on Edgewise Therapeutics from $35.00 to $32.00 and set an “outperform” rating for the company in a report on Friday, November 7th. Two research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Edgewise Therapeutics currently has a consensus rating of “Moderate Buy” and a consensus target price of $36.36.

Key Stories Impacting Edgewise Therapeutics

Here are the key news stories impacting Edgewise Therapeutics this week:

• Positive Sentiment: Multiple near‑term clinical catalysts could drive upside: management flagged CIRRUS‑HCM 12‑week data for EDG‑7500 and Phase 1 healthy‑adult data for EDG‑15400 (with planned heart‑failure studies) expected in H1 2026, and pivotal GRAND CANYON results for sevasemten in Becker muscular dystrophy anticipated in Q4 2026. These readouts materially de‑risk the pipeline and are likely the main reason investors are buying the stock. PR Newswire: Q4 & Full Year 2025 Results
• Positive Sentiment: Company increased R&D investment in Q4, signaling management is funding those near‑term trials and pivotal work — a positive for long‑term value creation if the upcoming readouts are favorable. BizWest: R&D boost
• Neutral Sentiment: Analyst modeling: HC Wainwright published quarterly EPS forecasts for 2026 (Q1 -$0.43, Q2 -$0.47, Q3 -$0.51, Q4 -$0.60; full‑year -$1.45). These estimates reinforce expectations of continued operating losses as the company advances trials; they provide a near‑term earnings framework but don’t change the pipeline narrative. MarketBeat: HC Wainwright estimates
• Neutral Sentiment: Valuation discussion: recent coverage (e.g., Yahoo Finance) examines EWTX’s strong multi‑year returns and recent momentum, useful for investors assessing whether current share price already reflects upcoming catalysts. Yahoo Finance: Valuation piece
• Negative Sentiment: Q4 earnings miss and near‑term financial drag: Edgewise reported EPS of ($0.47) for the quarter, missing the consensus ($0.43). The combination of the miss and higher R&D spend increases short‑term risk and means more funding will likely be required before positive cash flow. Press Release: Q4 Results

Edgewise Therapeutics Stock Up 2.6%

EWTX stock opened at $30.44 on Friday. Edgewise Therapeutics, Inc. has a 52 week low of $10.60 and a 52 week high of $31.82. The firm has a 50-day simple moving average of $27.62 and a 200-day simple moving average of $21.22. The stock has a market capitalization of $3.22 billion, a P/E ratio of -18.67 and a beta of 0.27.

Edgewise Therapeutics (NASDAQ:EWTX) last issued its quarterly earnings results on Thursday, February 26th. The company reported ($0.47) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.43) by ($0.04). On average, analysts expect that Edgewise Therapeutics, Inc. will post -1.45 earnings per share for the current year.

About Edgewise Therapeutics

Edgewise Therapeutics, Inc (NASDAQ: EWTX) is a clinical-stage biopharmaceutical company headquartered in Cambridge, Massachusetts, focused on the discovery and development of precision medicines for the treatment of rare diseases. The company leverages its expertise in small-molecule chemistry and ion channel biology to address severe, unmet medical needs, particularly in the areas of kidney disorders and neuromuscular diseases.

At the core of Edgewise’s pipeline is EWTX-101, a novel, orally available inhibitor of TRPC5, a calcium channel implicated in nephrotic syndromes such as focal segmental glomerulosclerosis (FSGS) and other proteinuric kidney diseases.