Holders over time
- SUPN
- VRTX
| Quarter | SUPN | VRTX |
|---|---|---|
| Q3 2020 | 3 holders, $49m | 31 holders, $21.9bn |
| Q4 2020 | 1 holders, $47m | 30 holders, $18.4bn |
| Q1 2021 | 1 holders, $46m | 31 holders, $15.4bn |
| Q2 2021 | 2 holders, $48m | 30 holders, $12.7bn |
| Q3 2021 | 3 holders, $40m | 35 holders, $10.1bn |
| Q4 2021 | 2 holders, $36m | 28 holders, $12.4bn |
| Q1 2022 | 4 holders, $62m | 23 holders, $16.1bn |
| Q2 2022 | 4 holders, $62m | 25 holders, $18.1bn |
| Q3 2022 | 5 holders, $75m | 22 holders, $18.4bn |
| Q4 2022 | 5 holders, $53m | 28 holders, $18.4bn |
| Q1 2023 | 3 holders, $55m | 26 holders, $21.4bn |
| Q2 2023 | 2 holders, $45m | 27 holders, $24.7bn |
| Q3 2023 | 1 holders, $40m | 33 holders, $24.3bn |
| Q4 2023 | 1 holders, $40m | 32 holders, $28.6bn |
| Q1 2024 | 3 holders, $91m | 31 holders, $29.8bn |
| Q2 2024 | 1 holders, $45m | 29 holders, $33.4bn |
| Q3 2024 | 3 holders, $61m | 27 holders, $33.5bn |
| Q4 2024 | 3 holders, $75m | 26 holders, $28.5bn |
| Q1 2025 | 3 holders, $54m | 21 holders, $35.4bn |
| Q2 2025 | 3 holders, $80m | 21 holders, $32.3bn |
| Q3 2025 | 6 holders, $244m | 22 holders, $25.9bn |
| Q4 2025 | 9 holders, $381m | 26 holders, $31.8bn |
| Q1 2026 | 8 holders, $399m | 25 holders, $31.8bn |
| Q2 2026 | 6 holders, $299m | 26 holders, $34.6bn |
Supernus Pharmaceuticals Inc
- Holders
- 9
- Reported value
- $381m
- Buyers
- 17
- Sellers
- 14
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
Only SUPN (6)
Brevan Howard Capital Management LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, PDT Partners LLC, Point72 Asset Management LP
Only VRTX (23)
AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
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.