Artisan Partners Limited Partnership Reduces Stake in Edgewise Therapeutics, Inc. $EWTX

Artisan Partners Limited Partnership reduced its stake in shares of Edgewise Therapeutics, Inc. (NASDAQ:EWTX) by 47.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 718,175 shares of the company’s stock after selling 660,893 shares during the quarter. Artisan Partners Limited Partnership owned about 0.68% of Edgewise Therapeutics worth $11,649,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Edgewise Therapeutics by 6.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 43,776 shares of the company’s stock worth $963,000 after purchasing an additional 2,463 shares during the period. Jones Financial Companies Lllp bought a new stake in Edgewise Therapeutics in the first quarter worth $47,000. Goldman Sachs Group Inc. boosted its stake in Edgewise Therapeutics by 5.7% during the first quarter. Goldman Sachs Group Inc. now owns 366,644 shares of the company’s stock worth $8,066,000 after buying an additional 19,753 shares during the period. Strs Ohio bought a new position in Edgewise Therapeutics during the first quarter valued at $84,000. Finally, AlphaQuest LLC increased its position in Edgewise Therapeutics by 128.6% during the second quarter. AlphaQuest LLC now owns 21,390 shares of the company’s stock valued at $280,000 after acquiring an additional 12,032 shares during the last quarter.

Key Edgewise Therapeutics News

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

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. Wedbush dropped their price target on shares of Edgewise Therapeutics from $35.00 to $32.00 and set an “outperform” rating for the company in a research note on Friday, November 7th. Evercore reissued an “outperform” rating and issued a $45.00 price objective on shares of Edgewise Therapeutics in a research note on Thursday. HC Wainwright upgraded Edgewise Therapeutics to a “strong-buy” rating in a research report on Thursday. Stifel Nicolaus set a $25.00 price target on Edgewise Therapeutics in a report on Thursday. Finally, JPMorgan Chase & Co. raised their price target on Edgewise Therapeutics from $33.00 to $34.00 and gave the stock an “overweight” rating in a research note on Friday, November 14th. Two analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $36.36.

Edgewise Therapeutics Price Performance

Shares of EWTX stock opened at $30.44 on Friday. The stock’s 50-day moving average is $27.62 and its 200 day moving average is $21.22. Edgewise Therapeutics, Inc. has a 1-year low of $10.60 and a 1-year high of $31.82. The company has a market cap of $3.22 billion, a P/E ratio of -18.67 and a beta of 0.27.

Edgewise Therapeutics (NASDAQ:EWTX) last posted its quarterly earnings data on Thursday, February 26th. The company reported ($0.47) EPS for the quarter, missing the consensus estimate of ($0.43) by ($0.04). On average, analysts anticipate that Edgewise Therapeutics, Inc. will post -1.45 EPS for the current year.

Insider Buying and Selling at Edgewise Therapeutics

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

Edgewise Therapeutics Profile

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.