STOCK TITAN

Beam Therapeutics (BEAM): ARK Investment and Cathie Wood report 9.95% stake

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Beam Therapeutics Inc. is reported as having a significant shareholder. ARK Investment Management LLC and its CEO/CIO Catherine D. Wood report beneficial ownership of 10,234,862 shares of Beam common stock, representing 9.95% of the class as of the reporting date.

ARK has sole voting power over 9,639,107 shares and shared voting power over 151,313 shares, with sole dispositive power over 10,234,862 shares. Catherine D. Wood has shared voting power over 9,790,420 shares and shared dispositive power over 10,234,862 shares. ARK notes that no client currently has more than a 5% interest in these securities except ARK Innovation ETF.

Positive

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Negative

  • None.
Shares beneficially owned 10,234,862 shares Beneficially owned by ARK Investment Management LLC and Catherine D. Wood
Percent of class owned 9.95% Percentage of Beam Therapeutics common stock class beneficially owned
ARK sole voting power 9,639,107 shares Shares over which ARK has sole power to vote or direct the vote
ARK shared voting power 151,313 shares Shares over which ARK has shared power to vote or direct the vote
Catherine Wood shared voting power 9,790,420 shares Shares over which Catherine D. Wood has shared voting power
ARK sole dispositive power 10,234,862 shares Shares over which ARK has sole power to dispose or direct disposition
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: ARK and Catherine D. Wood: 10,234,862"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Number of shares as to which the person has | (i) Sole power to vote or to direct the vote"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
shared voting power financial
"(ii) Shared power to vote or to direct the vote: (i) ARK: 151,313"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
sole dispositive power financial
"(iii) Sole power to dispose or to direct the disposition of: (i) ARK: 10,234,862"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
shared dispositive power financial
"(iv) Shared power to dispose or to direct the disposition of: (ii) Catherine D. Wood: 10,234,862"
Schedule 13G regulatory
"No client of ARK Investment Management LLC currently has an interest in the securities reported herein"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

What percentage of Beam Therapeutics (BEAM) shares does ARK Investment Management report owning?

ARK Investment Management LLC and Catherine D. Wood report beneficial ownership of 9.95% of Beam Therapeutics’ common stock, totaling 10,234,862 shares according to the Schedule 13G/A filing.

How many Beam Therapeutics (BEAM) shares are beneficially owned by ARK and Catherine D. Wood?

They report beneficial ownership of 10,234,862 shares of Beam Therapeutics common stock, corresponding to 9.95% of the outstanding class as stated in the ownership section.

What voting power does ARK Investment Management have in Beam Therapeutics (BEAM)?

ARK reports sole voting power over 9,639,107 shares and shared voting power over 151,313 shares of Beam Therapeutics common stock, reflecting its ability to direct voting on those shares.

What is Catherine D. Wood’s reported voting and dispositive power in Beam Therapeutics (BEAM)?

Catherine D. Wood reports shared voting power over 9,790,420 shares and shared dispositive power over 10,234,862 shares of Beam Therapeutics common stock, with no sole voting or dispositive power.

Which ARK client holds more than 5% interest in Beam Therapeutics (BEAM) securities?

The filing states that no ARK client has over 5% interest in the reported Beam securities except ARK Innovation ETF, a series of a Delaware statutory trust, which holds such an interest.

Who are the reporting persons in the Beam Therapeutics (BEAM) Schedule 13G/A?

The reporting persons are ARK Investment Management LLC, organized in Delaware, and Catherine D. Wood, a United States citizen, identified together in the beneficial ownership disclosure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





07373V105

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



ARK Investment Management LLC
Signature:/s/ Kellen Carter
Name/Title:Kellen Carter, Chief Compliance Officer
Date:08/14/2026
Catherine D. Wood
Signature:/s/ Catherine D. Wood
Name/Title:Catherine D. Wood, Chief Executive Officer, Chief Investment Officer
Date:08/14/2026