Woodline Partners: Platform Profile

Overview

Woodline Partners is a San Francisco investment firm implementing a fundamental global equity strategy through subsector-specialist teams. Its first-party materials emphasize direct corporate relationships, bottom-up research and company-specific insights across consumer, energy, financials, healthcare, industrials and technology.

May fit better for

• qualified investors seeking fundamental global-equity hedge-fund exposure;
• allocators interested in subsector-specialist research teams;
• investors comfortable with large diversified long books and hedging;
• investors seeking Woodline and Spire fund exposure.

May fit less well for

• retail users seeking public self-service access;
• investors expecting a passive index portfolio;
• users who treat 13F long holdings as complete hedged exposure;
• investors who assume public and regulatory AUM use identical definitions.

Woodline is SEC registered

• Legal adviser: Woodline Partners LP
• CRD: 301480
• SEC number: 801-116904
• SEC registration effective: 2019-07-03
• SEC registered investment adviser: Yes

First-party AUM is $25B+ as of July 2026

Current first-party homepage:

• Public AUM: $25B+
• Public AUM as of: 2026-07
• Public AUM scope: inclusive of Woodline and Spire funds
• Professionals: 100+
• Global offices: 4

Regulatory AUM is $36.655B

Current March 31, 2026 Form-ADV-derived data:

• Regulatory AUM: $36.655B
• Regulatory AUM as of: 2026-03-31
• Discretionary AUM: $36.655B
• Client accounts: 6
• Employees: 102

The later public figure is lower than the earlier RAUM figure. Do not assume that means assets necessarily fell by more than $11B.

The figures can reflect different definitions, leverage/gross exposure, scope and presentation.

Q2 2026 13F value is $32.353B

Current SEC filing:

• Q2 2026 13F value: $32.353B
• Q2 2026 13F as of: 2026-06-30
• Q2 2026 13F entry count: 1011

Current first-party strategy is fundamental global equities

• Fundamental equity: Yes
• Global equities: Yes
• Subsector specialization: Yes
• Bottom up research: Yes
• Corporate relationships: Yes
• Company specific focus: Yes

First-party materials describe coverage across North America, Europe and Asia.

Current sector coverage is broad

• Consumer: Yes
• Energy and Utilities: Yes
• Financials: Yes
• Healthcare: Yes
• Industrials: Yes
• Technology: Yes

The breadth of 13F positions should not be confused with index replication.

Current private-fund structure

Form-ADV-derived research reports:

• Private fund count: 2
• Private fund gross assets: $36.7B
• Notable private funds:
• Woodline Master Fund LP
• Woodline Spire Master Fund LP

The same numerical scale can arise under different regulatory definitions; do not silently merge fields.

Public access

The public site provides contact information, not a retail transaction interface.

• Public self service retail signup: No

Assessment

Woodline has three large but non-identical scale measures: $25B+ public AUM, $36.655B RAUM and $32.353B of Q2 13F securities.

The cleanest review labels all three and avoids inferring a fund-flow story from the differences.