Obsidian Therapeutics (OBX) investor group reports 5.37% equity stake

Rhea-AI Filing Summary

Deep Track Capital, LP and affiliates report beneficial ownership of Obsidian Therapeutics common stock. Deep Track Capital, LP and David Kroin each beneficially own 3,315,605 shares, representing 5.37% of the common stock, with shared voting and dispositive power over these shares.

Deep Track Biotechnology Master Fund, Ltd. holds 3,122,864 shares (part of the same 5.37% block), and Deep Track Special Opportunities Fund, LP holds 192,741 shares, or 0.31% of the class. Percentages are based on 61,727,211 shares outstanding as of August 3, 2026. David Kroin is identified as a control person for Deep Track Capital, LP.

Key Figures

Beneficial ownership: 3,315,605 shares Percent of class: 5.37% Master Fund holding: 3,122,864 shares +2 more

5 metrics

Beneficial ownership 3,315,605 shares Shares of Obsidian Therapeutics common stock beneficially owned by Deep Track Capital, LP and David Kroin

Percent of class 5.37% Portion of Obsidian Therapeutics common stock represented by 3,315,605 shares

Master Fund holding 3,122,864 shares Obsidian Therapeutics common shares over which Deep Track Biotechnology Master Fund, Ltd. has shared power

Special Opportunities Fund holding 192,741 shares Obsidian Therapeutics common shares held by Deep Track Special Opportunities Fund, LP

Shares outstanding 61,727,211 shares Obsidian Therapeutics common stock outstanding as of August 3, 2026, used for ownership calculations

Key Terms

beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 3,315,605"

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.

shared voting power financial

"Shared Voting Power 3,315,605.00"

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.

shared dispositive power financial

"Shared Dispositive Power 3,315,605.00"

parent holding company financial

"If a parent holding company has filed this schedule, pursuant to (ii)(G)"

control person financial

"Deep Track Capital, LP is the relevant entity for which David Kroin may be considered a control person."

A control person is an individual or entity that can significantly influence a company’s decisions and direction through ownership, voting power, or contractual rights—think of them as the captain who can steer the ship. Investors care because a control person’s choices affect corporate strategy, board appointments, and transactions that can raise or lower a stock’s value, and they often carry additional legal responsibilities and disclosure requirements to protect other shareholders.

FAQ

How much of Obsidian Therapeutics (OBX) does Deep Track Capital beneficially own?

Deep Track Capital, LP and David Kroin beneficially own 3,315,605 shares of Obsidian Therapeutics common stock, representing 5.37% of the outstanding shares, based on 61,727,211 shares outstanding as of August 3, 2026.

What stake in Obsidian Therapeutics (OBX) is held by Deep Track Biotechnology Master Fund, Ltd.?

Deep Track Biotechnology Master Fund, Ltd. has shared voting and dispositive power over 3,122,864 shares of Obsidian Therapeutics common stock. This position is part of the broader 3,315,605-share block reported by the Deep Track reporting group.

What is David Kroin’s reported ownership in Obsidian Therapeutics (OBX)?

David Kroin is reported to beneficially own 3,315,605 shares of Obsidian Therapeutics common stock, or 5.37% of the class, with shared voting and dispositive power through Deep Track Capital, LP and related investment entities.

How many Obsidian Therapeutics (OBX) shares does Deep Track Special Opportunities Fund, LP hold?

Deep Track Special Opportunities Fund, LP holds 192,741 shares of Obsidian Therapeutics common stock, representing 0.31% of the outstanding shares, with shared power to vote and dispose of these shares as disclosed.

What share count was used to calculate Deep Track’s ownership percentage in Obsidian Therapeutics (OBX)?

The reported ownership percentages are calculated using 61,727,211 shares of Obsidian Therapeutics common stock outstanding as of August 3, 2026, as referenced from the company’s disclosed outstanding share count.

Who is identified as a control person for Deep Track Capital in relation to Obsidian Therapeutics (OBX)?

David Kroin is identified as the control person for Deep Track Capital, LP. He signs in capacities including Managing Member of the General Partner of the Investment Adviser and Director of Deep Track Biotechnology Master Fund, Ltd.

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

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Available on EDGAR 08/11/2026 - 08:03 PM Accepted by SEC EDGAR 08/11/2026 - 04:03 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

OBSIDIAN THERAPEUTICS, INC.

(Name of Issuer)

Common stock, par value $0.001 per share

(Title of Class of Securities)

67448A106

(CUSIP Number)

08/04/2026

(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

CUSIP Number(s): 67448A106

1

Names of Reporting Persons

Deep Track Capital, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,315,605.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,315,605.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,315,605.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.37 %

12

Type of Reporting Person (See Instructions)

IA, OO

SCHEDULE 13G

CUSIP Number(s): 67448A106

1

Names of Reporting Persons

Deep Track Biotechnology Master Fund, Ltd.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CAYMAN ISLANDS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,122,864.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,122,864.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,122,864.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.06 %

12

Type of Reporting Person (See Instructions)

CO

SCHEDULE 13G

CUSIP Number(s): 67448A106

1

Names of Reporting Persons

David Kroin

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 3,315,605.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,315,605.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,315,605.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.37 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

CUSIP Number(s): 67448A106

1

Names of Reporting Persons

Deep Track Special Opportunities Fund, LP.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 192,741.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 192,741.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

192,741.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.31 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: OBSIDIAN THERAPEUTICS, INC.
(b)	Address of issuer's principal executive offices: 1030 Massachusetts Avenue, Cambridge, MA 02138
Item 2.
(a)	Name of person filing: (i) Deep Track Capital, LP (ii) Deep Track Biotechnology Master Fund, Ltd. (iii) David Kroin (iv) Deep Track Special Opportunities Fund, LP.
(b)	Address or principal business office or, if none, residence: (i) 200 Greenwich Ave, 3rd Floor, Greenwich, CT 06830 (ii) c/o Walkers Corporate Limited, 190 Elgin Ave, George Town, KY1-9001, Cayman Islands (iii) c/o Deep Track Capital, LP, 200 Greenwich Ave, 3rd Floor, Greenwich, CT 06830 (iv) 200 Greenwich Ave, 3rd Floor, Greenwich, CT 06830
(c)	Citizenship: (i) Delaware (ii) Cayman Islands (iii) United States (iv) United States
(d)	Title of class of securities: Common stock, par value $0.001 per share
(e)	CUSIP Number(s): 67448A106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3,315,605
(b)	Percent of class: 5.37%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 3,315,605
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 3,315,605
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Deep Track Capital, LP is the relevant entity for which David Kroin may be considered a control person.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Deep Track Capital, LP

Signature:	/s/ David Kroin
Name/Title:	David Kroin, Managing Member of the General Partner of the Investment Adviser
Date:	08/11/2026

Deep Track Biotechnology Master Fund, Ltd.

Signature:	/s/ David Kroin
Name/Title:	David Kroin, Director
Date:	08/11/2026

David Kroin

Signature:	/s/ David Kroin
Name/Title:	David Kroin
Date:	08/11/2026

Deep Track Special Opportunities Fund, LP.

Signature:	/s/ David Kroin
Name/Title:	David Kroin, Managing Member of the General Partner of the Investment Adviser of Deep Track Special Opportunities Fund, LP
Date:	08/11/2026

Exhibit Information

Item 4: Information with respect to the Reporting Persons' ownership of the Common Stock as of August 11, 2026, is incorporated by reference to items (5) - (9) and (11) of the cover page of the respective Reporting Person. The amount beneficially owned by each Reporting Person is determined using 61,727,211 shares, calculated using 61,727,211 Common Stock outstanding as of August 3, 2026, according to the issuer's 8-K filed with the SEC on August 3, 2026. JOINT FILING STATEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on SCHEDULE 13G, is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on SCHEDULE 13G, shall be filed on behalf of each of the undersigned without the necessity of filing additional joint acquisition statements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completeness and accuracy of the information concerning him or it contained therein, but shall not be responsible for the completeness and accuracy of the information concerning the others, except to the extent that he or it knows or has reason to believe that such information is inaccurate. Dated: August 11 2026 Deep Track Capital, LP By: /s/ David Kroin David Kroin, Managing Member of the General Partner of the Investment Adviser Deep Track Biotechnology Master Fund, Ltd. By: /s/ David Kroin David Kroin, Director David Kroin By: /s/ David Kroin David Kroin Deep Track Special Opportunities Fund, LP. By: /s/ David Kroin David Kroin, Managing Member of the General Partner of the Investment Adviser of Deep Track Special Opportunities Fund, LP