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Artisan Reports 10.6% Stake in Twist Bioscience (6.41M Shares)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Artisan Partners group reported beneficial ownership of 6,410,900 shares of Twist Bioscience Corporation common stock, representing 10.6% of the outstanding class based on 07/30/2025 share count. The filing shows no sole voting or dispositive power; instead the filers report shared voting power of 5,303,412 shares and shared dispositive power of 6,410,900. The shares are held for discretionary clients of Artisan Partners Limited Partnership and, according to the certification, were acquired in the ordinary course of business and not with the purpose of changing control. The report is filed as a joint Schedule 13G amendment and includes a joint filing agreement signed on 10/07/2025.

Positive

  • Disclosure of a sizeable passive stake of 6,410,900 shares (10.6%), improving transparency for investors
  • Certification of ordinary-course acquisition reduces immediate regulatory concerns about control intent

Negative

  • Concentrated ownership at 10.6% increases susceptibility to large rebalancing by the adviser
  • No sole voting power reported, which may limit predictable engagement or support in contested matters

Insights

Large passive stake disclosed; shared control, not an activist move.

The group reports 6,410,900 shares, equal to 10.6% of the class, held for discretionary clients under shared voting and dispositive arrangements. That size crosses common 5% disclosure and is material to shareholder base concentration.

Risks and dependencies include client redemptions or portfolio rebalancing that could change holdings; there is no stated intent to influence control and the certification affirms ordinary-course acquisition. Watch holdings in subsequent filings and any Schedule 13D that would indicate a strategic change within a typical regulatory window.

Shared voting power implies collective decision-making across Artisan entities.

The report shows 5,303,412 shares with shared voting power and full shared dispositive power over 6,410,900 shares, reflecting the intertwined structure of Artisan Partners entities disclosed in the filing. This structure centralizes stewardship while identifying multiple filing entities.

Monitor any proxy-related communications or changes in voting alignments ahead of annual meetings or material corporate actions; changes in the voting share count would be the clearest near-term signal of altered governance influence.






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)






SCHEDULE 13G




Comment for Type of Reporting Person: (g) Artisan Partners Holdings LP is the sole limited partner of Artisan Partners Limited Partnership and the sole member of Artisan Investments GP LLC; Artisan Investments GP LLC is the general partner of Artisan Partners Limited Partnership; Artisan Partners Asset Management Inc. is the general partner of Artisan Partners Holdings LP.


SCHEDULE 13G




Comment for Type of Reporting Person: (g) Artisan Partners Holdings LP is the sole limited partner of Artisan Partners Limited Partnership and the sole member of Artisan Investments GP LLC; Artisan Investments GP LLC is the general partner of Artisan Partners Limited Partnership; Artisan Partners Asset Management Inc. is the general partner of Artisan Partners Holdings LP.


SCHEDULE 13G




Comment for Type of Reporting Person: (g) Artisan Partners Holdings LP is the sole limited partner of Artisan Partners Limited Partnership and the sole member of Artisan Investments GP LLC; Artisan Investments GP LLC is the general partner of Artisan Partners Limited Partnership; Artisan Partners Asset Management Inc. is the general partner of Artisan Partners Holdings LP.


SCHEDULE 13G




Comment for Type of Reporting Person: (e) Artisan Partners Limited Partnership is an investment adviser registered under section 203 of the Investment Advisers Act of 1940. (g) Artisan Partners Holdings LP is the sole limited partner of Artisan Partners Limited Partnership and the sole member of Artisan Investments GP LLC; Artisan Investments GP LLC is the general partner of Artisan Partners Limited Partnership; Artisan Partners Asset Management Inc. is the general partner of Artisan Partners Holdings LP.


SCHEDULE 13G



Artisan Partners Asset Management Inc.
Signature:/s/ Gregory K. Ramirez
Name/Title:Gregory K. Ramirez, Executive Vice President of Artisan Partners Asset Management Inc.
Date:10/07/2025
Artisan Partners Holdings LP
Signature:/s/ Gregory K. Ramirez
Name/Title:Gregory K. Ramirez, Executive Vice President of Artisan Partners Asset Management Inc., as the general partner of Artisan Partners Holdings LP
Date:10/07/2025
Artisan Investments GP LLC
Signature:/s/ Gregory K. Ramirez
Name/Title:Gregory K. Ramirez, Vice President of Artisan Investments GP LLC
Date:10/07/2025
Artisan Partners Limited Partnership
Signature:/s/ Gregory K. Ramirez
Name/Title:Gregory K. Ramirez, Vice President of Artisan Investments GP LLC, as the general partner of Artisan Partners Limited Partnership
Date:10/07/2025

Comments accompanying signature: Exhibit Index Exhibit 1 - Joint Filing Agreement dated 10/7/2025 by and among Artisan Partners Asset Management Inc., Artisan Partners Holdings LP, Artisan Investments GP LLC, and Artisan Partners Limited Partnership.

FAQ

What stake in Twist Bioscience (TWST) did Artisan Partners disclose?

Artisan Partners reported beneficial ownership of 6,410,900 shares, representing 10.6% of TWST based on 60,360,925 shares outstanding as of 07/30/2025.

Does Artisan Partners claim control of Twist Bioscience in this filing?

No. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control; no sole voting or dispositive power is reported.

How much voting power does the Artisan group report?

The filers report shared voting power of 5,303,412 shares and shared dispositive power of 6,410,900 shares; sole voting/dispositive power is 0.

On whose behalf are the shares held?

The shares were acquired on behalf of discretionary clients of Artisan Partners Limited Partnership; the filing notes no single client is known to hold an economic interest over 5%.

When was the joint filing agreement signed?

The exhibit lists a Joint Filing Agreement dated 10/07/2025 and the signatures are dated the same day.
Twist Bioscience

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2.54B
60.26M
1.86%
115.89%
16.96%
Diagnostics & Research
Biological Products, (no Disgnostic Substances)
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United States
SOUTH SAN FRANCISCO