Holders over time
- DFTX
- VRTX
| Quarter | DFTX | VRTX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 31 holders, $21.9bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $18.4bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $15.4bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $12.7bn |
| Q3 2021 | none listed holders, n.a. | 35 holders, $10.1bn |
| Q4 2021 | none listed holders, n.a. | 28 holders, $12.4bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $16.1bn |
| Q2 2022 | none listed holders, n.a. | 25 holders, $18.1bn |
| Q3 2022 | none listed holders, n.a. | 22 holders, $18.4bn |
| Q4 2022 | none listed holders, n.a. | 28 holders, $18.4bn |
| Q1 2023 | none listed holders, n.a. | 26 holders, $21.4bn |
| Q2 2023 | none listed holders, n.a. | 27 holders, $24.7bn |
| Q3 2023 | none listed holders, n.a. | 33 holders, $24.3bn |
| Q4 2023 | none listed holders, n.a. | 32 holders, $28.6bn |
| Q1 2024 | none listed holders, n.a. | 31 holders, $29.8bn |
| Q2 2024 | none listed holders, n.a. | 29 holders, $33.4bn |
| Q3 2024 | none listed holders, n.a. | 27 holders, $33.5bn |
| Q4 2024 | none listed holders, n.a. | 26 holders, $28.5bn |
| Q1 2025 | none listed holders, n.a. | 21 holders, $35.4bn |
| Q2 2025 | none listed holders, n.a. | 21 holders, $32.3bn |
| Q3 2025 | none listed holders, n.a. | 22 holders, $25.9bn |
| Q4 2025 | 1 holders, $40m | 26 holders, $31.8bn |
| Q1 2026 | 5 holders, $107m | 25 holders, $31.8bn |
| Q2 2026 | 9 holders, $1.1bn | 26 holders, $34.6bn |
Definium Therapeutics Inc
- Holders
- 5
- Reported value
- $107m
- Buyers
- 25
- Sellers
- 1
Not ranked this quarter: its new positions are allocations in a new listing.
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 (4)
Caxton Associates LLP, Holocene Advisors LP, Janus Henderson Group Ltd, Woodline Partners LP
Only DFTX (1)
Only VRTX (21)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP
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.