L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 3 listed it in both
Shares listed
15,257,791
combined, among listed positions
Reported value
$415m
combined, at the quarter end

Among the 92 comparable managers: 21 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,261,487.

Managers listing AGIO in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Farallon Capital Management LLC5,159,505$140m0.61%Trimmed-621,56117 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,837,186$50munder 0.1%Added+1,469,43717 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,348,968$37munder 0.1%Added+856,98617 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,142,432$31munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC1,121,050$31munder 0.1%Added+725,93012 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc637,886$17munder 0.1%Trimmed-1,019,05217 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC635,069$17munder 0.1%Added+139,57817 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP597,826$16munder 0.1%Trimmed-1,873,59017 Feb 2026 (the filing on sec.gov)
Artisan Partners LP504,485$14munder 0.1%Added+101,54217 Feb 2026 (the filing on sec.gov)
Millennium Management LLC398,267$11munder 0.1%Added+393,21817 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP353,639$9.6munder 0.1%Added+126,81513 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP300,156$8.2munder 0.1%Added+240,52717 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP200,000$5.4munder 0.1%Added+193,49317 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP150,000$4.1m0.06%Added+95,00017 Feb 2026 (the filing on sec.gov)
Invesco Ltd142,580$3.9munder 0.1%Added+15,60419 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC121,763$3.3munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP100,000$2.7munder 0.1%Trimmed-22,50013 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP85,200$2.3munder 0.1%Added+71,60017 Feb 2026 (the filing on sec.gov)
Woodline Partners LP74,423$2.0munder 0.1%Added+42717 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP71,146$1.9munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP61,494$1.7munder 0.1%Trimmed-917 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp61,345$1.7munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP40,841$1.1munder 0.1%Added+25,41717 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC27,926$754kunder 0.1%Trimmed-63,70917 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)24,334$662kunder 0.1%Added+3,62217 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AGIO by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20131$2.0mn.a.n.a.
Q4 20131$3.4mn.a.n.a.
Q1 20141$13mn.a.n.a.
Q2 20142$59mn.a.n.a.
Q3 20144$503mn.a.n.a.
Q4 20145$1.2bnn.a.n.a.
Q1 20154$1.1bnn.a.n.a.
Q2 20155$1.5bnn.a.n.a.
Q3 20155$975mn.a.n.a.
Q4 20155$922mn.a.n.a.
Q1 20165$381mn.a.n.a.
Q2 20165$326mn.a.n.a.
Q3 20167$727mn.a.n.a.
Q4 20165$306mn.a.n.a.
Q1 20177$805mn.a.n.a.
Q2 20177$823mn.a.n.a.
Q3 20179$1.1bnn.a.n.a.
Q4 20175$919mn.a.n.a.
Q1 20188$1.8bnn.a.n.a.
Q2 20188$1.8bnn.a.n.a.
Q3 20186$1.6bnn.a.n.a.
Q4 20187$835mn.a.n.a.
Q1 20197$1.4bnn.a.n.a.
Q2 20195$855mn.a.n.a.
Q3 20196$554mn.a.n.a.
Q4 20198$883mn.a.n.a.
Q1 20206$657mn.a.n.a.
Q2 20208$829mn.a.n.a.
Q3 20209$371mn.a.n.a.
Q4 20209$441mn.a.n.a.
Q1 20219$483mn.a.n.a.
Q2 20216$892mn.a.n.a.
Q3 20216$283mn.a.n.a.
Q4 20215$220mn.a.n.a.
Q1 20227$203mn.a.n.a.
Q2 20225$40mn.a.n.a.
Q3 20227$198mn.a.n.a.
Q4 20226$218mn.a.n.a.
Q1 20235$186mn.a.n.a.
Q2 20234$251mn.a.n.a.
Q3 20234$205mn.a.n.a.
Q4 20233$106m30
Q1 20245$180m32
Q2 202410$358m82
Q3 20246$332m42
Q4 20244$206m32
Q1 20253$181m11
Q2 20254$215m31
Q3 20253$250m21
Q4 20254$159m217
Q1 20265$306m1416
Q2 20264$354m1512

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AGIO and LLY →AGIO and JNJ →AGIO and VRTX →Choose a stock to compare with AGIO →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AGIO, latest filings →Back to the 13F Explorer →