RAPP Rapport Therapeutics, Inc.
Executive Summary
Three mega-passive institutional investors (Vanguard, BlackRock, Fidelity) collectively added $211.6M to their RAPP positions during Q3 2025, increasing holdings by 26-47%. This is a routine index-fund rebalancing signal, not an active investment thesis, and the stock has historically underperformed following prior reports on this ticker.
Key Financial Metrics
Institutional Positions
Net institutional flow: $211.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +46.9% | $48.3M | $35.7M |
| BlackRock | ADD | +28.6% | $46.6M | $32.7M |
| Fidelity | ADD | +26.3% | $205.4M | $143.2M |
Actionable Insight
This cluster is dominated by passive index-fund rebalancing, not active conviction. The historical performance on RAPP reports shows a 0% win rate at T+20 with average alpha of -7.79% vs SPY. The stock has been a consistent underperformer. Do not read this as a bullish signal — monitor for actual active manager accumulation or fundamental catalysts before acting.
Key Facts
- 3 passive/index fund managers added $211.6M net to RAPP positions in Q3 2025
- Fidelity was the largest buyer, adding $143.2M (26.3% share increase)
- Vanguard added $35.7M (46.9% share increase), BlackRock added $32.7M (28.6% increase)
- No institutional sellers were identified in this cluster
- All three buyers are mega-passive managers, not active hedge funds or activists
Financial Impact
3 institutions accumulated $211.6M in new RAPP positions during Q3 2025, with total holdings reaching $300.3M
Risk Factors
- Passive fund flows are mechanical, not thesis-driven — may reverse on next rebalance
- Historical RAPP reports show persistent negative alpha following our analysis
- No active managers or hedge funds participated in this cluster, reducing signal quality
- 13F data is 45+ days stale; positions may have already been adjusted
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-RAPP-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $35.19 awaiting T+5 | awaiting T+5 | — | — |
|
May 27, 2026
17d ago
|
144
| $39.51 $34.90 | ▲ +11.67% | ▲ +12.88% | — |
|
May 11, 2026
4w ago
|
144
| $37.24 $35.18 | ▲ +5.53% | ▲ +5.61% | — |
|
May 8, 2026
5w ago
|
144
| $38.43 $35.18 | ▼ −8.46% | ▼ −8.37% | — |
|
May 7, 2026
5w ago
|
144
| $38.04 $37.95 | ▼ −0.24% | ▼ −1.70% | — |
|
May 7, 2026
5w ago
|
8-K
| $39.93 $38.08 | ▼ −4.63% | ▼ −6.14% | — |
|
Apr 23, 2026
7w ago
|
DEFA14A
| $36.36 $33.00 | ▼ −9.24% | ▼ −10.72% | — |
|
Apr 21, 2026
7w ago
|
Press Release
| $36.78 $33.30 | ▼ −9.48% | ▼ −9.53% | — |
|
Apr 1, 2026
10w ago
|
Press Release
| $31.67 $34.22 | ▲ +8.05% | ▲ +4.29% | — |
|
Mar 30, 2026
10w ago
|
144
| $31.29 $33.69 | ▲ +7.67% | ▲ +3.73% | — |
US Market Status
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