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AGIO · 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.
  • AGIO
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterAGIOVRTX
Q3 20209 holders, $371m31 holders, $21.9bn
Q4 20209 holders, $441m30 holders, $18.4bn
Q1 20219 holders, $483m31 holders, $15.4bn
Q2 20216 holders, $892m30 holders, $12.7bn
Q3 20216 holders, $283m35 holders, $10.1bn
Q4 20215 holders, $220m28 holders, $12.4bn
Q1 20227 holders, $203m23 holders, $16.1bn
Q2 20225 holders, $40m25 holders, $18.1bn
Q3 20227 holders, $198m22 holders, $18.4bn
Q4 20226 holders, $218m28 holders, $18.4bn
Q1 20235 holders, $186m26 holders, $21.4bn
Q2 20234 holders, $251m27 holders, $24.7bn
Q3 20234 holders, $205m33 holders, $24.3bn
Q4 20233 holders, $106m32 holders, $28.6bn
Q1 20245 holders, $180m31 holders, $29.8bn
Q2 202410 holders, $358m29 holders, $33.4bn
Q3 20246 holders, $332m27 holders, $33.5bn
Q4 20244 holders, $206m26 holders, $28.5bn
Q1 20253 holders, $181m21 holders, $35.4bn
Q2 20254 holders, $215m21 holders, $32.3bn
Q3 20253 holders, $250m22 holders, $25.9bn
Q4 20254 holders, $159m26 holders, $31.8bn
Q1 20265 holders, $306m25 holders, $31.8bn
Q2 20264 holders, $354m26 holders, $34.6bn
AGIO

Agios Pharmaceuticals Inc

Holders
5
Reported value
$306m
Buyers
14
Sellers
16

Breadth -2 among 91 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
25
Reported value
$31.8bn
Buyers
17
Sellers
21

Breadth -4 among 91 comparable managers.

Who holds both, Q1 2026

Among the 29 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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