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JANX · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • JANX
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterJANXVRTX
Q3 2020none listed holders, n.a.31 holders, $21.9bn
Q4 2020none listed holders, n.a.30 holders, $18.4bn
Q1 2021none listed holders, n.a.31 holders, $15.4bn
Q2 20211 holders, $8.3m30 holders, $12.7bn
Q3 20211 holders, $6.5m35 holders, $10.1bn
Q4 20211 holders, $5.5m28 holders, $12.4bn
Q1 20221 holders, $4.0m23 holders, $16.1bn
Q2 20221 holders, $3.5m25 holders, $18.1bn
Q3 20221 holders, $5.4m22 holders, $18.4bn
Q4 20221 holders, $6.7m28 holders, $18.4bn
Q1 20231 holders, $1.7m26 holders, $21.4bn
Q2 20231 holders, $1.6m27 holders, $24.7bn
Q3 20231 holders, $864k33 holders, $24.3bn
Q4 2023none listed holders, n.a.32 holders, $28.6bn
Q1 20243 holders, $76m31 holders, $29.8bn
Q2 20243 holders, $98m29 holders, $33.4bn
Q3 20245 holders, $218m27 holders, $33.5bn
Q4 20248 holders, $850m26 holders, $28.5bn
Q1 20253 holders, $174m21 holders, $35.4bn
Q2 20254 holders, $182m21 holders, $32.3bn
Q3 20253 holders, $182m22 holders, $25.9bn
Q4 20252 holders, $88m26 holders, $31.8bn
Q1 20261 holders, $58m25 holders, $31.8bn
Q2 20261 holders, $1.4m26 holders, $34.6bn
JANX

Janux Therapeutics Inc

Holders
3
Reported value
$76m
Buyers
3
Sellers
0

Breadth +3 among 93 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
31
Reported value
$29.8bn
Buyers
16
Sellers
19

Breadth -3 among 93 comparable managers.

Who holds both, Q1 2024

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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