Holders over time
- AXSM
- VRTX
| Quarter | AXSM | VRTX |
|---|---|---|
| Q3 2020 | 1 holders, $2.1m | 31 holders, $21.9bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $18.4bn |
| Q1 2021 | 1 holders, $2.5m | 31 holders, $15.4bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $12.7bn |
| Q3 2021 | 2 holders, $12m | 35 holders, $10.1bn |
| Q4 2021 | none listed holders, n.a. | 28 holders, $12.4bn |
| Q1 2022 | 2 holders, $12m | 23 holders, $16.1bn |
| Q2 2022 | 1 holders, $2.6m | 25 holders, $18.1bn |
| Q3 2022 | 2 holders, $37m | 22 holders, $18.4bn |
| Q4 2022 | 4 holders, $75m | 28 holders, $18.4bn |
| Q1 2023 | 4 holders, $146m | 26 holders, $21.4bn |
| Q2 2023 | 6 holders, $92m | 27 holders, $24.7bn |
| Q3 2023 | 4 holders, $78m | 33 holders, $24.3bn |
| Q4 2023 | 4 holders, $120m | 32 holders, $28.6bn |
| Q1 2024 | 3 holders, $59m | 31 holders, $29.8bn |
| Q2 2024 | 4 holders, $65m | 29 holders, $33.4bn |
| Q3 2024 | 6 holders, $86m | 27 holders, $33.5bn |
| Q4 2024 | 3 holders, $38m | 26 holders, $28.5bn |
| Q1 2025 | 9 holders, $222m | 21 holders, $35.4bn |
| Q2 2025 | 7 holders, $139m | 21 holders, $32.3bn |
| Q3 2025 | 5 holders, $284m | 22 holders, $25.9bn |
| Q4 2025 | 12 holders, $806m | 26 holders, $31.8bn |
| Q1 2026 | 12 holders, $708m | 25 holders, $31.8bn |
| Q2 2026 | 17 holders, $1.4bn | 26 holders, $34.6bn |
Axsome Therapeutics Inc
- Holders
- 12
- Reported value
- $806m
- Buyers
- 15
- Sellers
- 12
Breadth +3 among 92 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 26
- Reported value
- $31.8bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 among 92 comparable managers.
Who holds both, Q4 2025
Both (8)
Bridgewater Associates LP, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only AXSM (4)
D. E. Shaw & Co., Farallon Capital Management LLC, PDT Partners LLC, Quantbot Technologies LP
Only VRTX (18)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Winton Group Ltd
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.