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
- $708m
- Buyers
- 18
- Sellers
- 14
Breadth +4 among 91 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 25
- Reported value
- $31.8bn
- Buyers
- 17
- Sellers
- 21
Breadth -4 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Man Group PLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only AXSM (4)
Farallon Capital Management LLC, PDT Partners LLC, Point72 Asset Management LP, Polen Capital Management LLC
Only VRTX (17)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Walleye Capital LLC
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.