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EXEL in the 13F filings

Exelixis Inc · CUSIP 30161Q104

Sector · Pharmaceuticals and biotechnologyTheme · Biological productsTheme · Healthcare: biopharma and medtech· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 11 listed it in both
Shares listed
64,879,464
combined, among listed positions
Reported value
$2.8bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 14 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,034,547.

Managers listing EXEL in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Renaissance Technologies LLC13,726,993$589m0.92%Trimmed-187,05014 May 2026 (the filing on sec.gov)
Farallon Capital Management LLC13,111,010$562m2.95%Trimmed-2,598,49015 May 2026 (the filing on sec.gov)
AQR Capital Management LLC13,095,741$562m0.26%Trimmed-562,64715 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP4,834,625$207m0.11%Trimmed-442,63314 May 2026 (the filing on sec.gov)
Invesco Ltd4,314,381$185munder 0.1%Trimmed-1,740,36212 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.3,603,063$155m0.09%Added+1,743,05815 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,326,390$100munder 0.1%Added+166,78715 May 2026 (the filing on sec.gov)
Two Sigma Investments LP2,206,212$95m0.08%Added+1,932,42115 May 2026 (the filing on sec.gov)
Jane Street Group LLC1,087,030$47munder 0.1%Added+626,37812 May 2026 (the filing on sec.gov)
Millennium Management LLC934,809$40munder 0.1%Added+382,10815 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd913,802$39munder 0.1%Added+279,95818 May 2026 (the filing on sec.gov)
Citadel Advisors LLC812,195$35munder 0.1%Added+326,31815 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC787,674$34m0.14%Trimmed-173,09415 May 2026 (the filing on sec.gov)
Man Group PLC511,004$22munder 0.1%Trimmed-118,40315 May 2026 (the filing on sec.gov)
Woodline Partners LP485,408$21m0.08%Added+35,00015 May 2026 (the filing on sec.gov)
MFS Investment Management483,229$21munder 0.1%Added+26,04214 May 2026 (the filing on sec.gov)
Bridgewater Associates LP480,996$21m0.09%Trimmed-444,71615 May 2026 (the filing on sec.gov)
AllianceBernstein LP324,650$14munder 0.1%Trimmed-5,92515 May 2026 (the filing on sec.gov)
Marshall Wace LLP300,013$13munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc240,182$10munder 0.1%Added+23,76515 May 2026 (the filing on sec.gov)
Wellington Management Group LLP82,092$3.5munder 0.1%Trimmed-4,04415 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC81,718$3.5munder 0.1%Added+53,78413 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP40,840$1.8munder 0.1%Added+22,51915 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC40,609$1.7munder 0.1%Added+3,19627 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC27,072$1.2munder 0.1%Trimmed-371,15315 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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.

New (1)

Exited (4)

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.
12 in Q3 2024 to 15 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EXEL by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$200mn.a.n.a.
Q3 20134$267mn.a.n.a.
Q4 20133$283mn.a.n.a.
Q1 20144$3.6mn.a.n.a.
Q4 20141$3.5mn.a.n.a.
Q3 20151$138mn.a.n.a.
Q4 20154$185mn.a.n.a.
Q1 20161$905kn.a.n.a.
Q2 20167$108mn.a.n.a.
Q3 201612$909mn.a.n.a.
Q4 201614$1.3bnn.a.n.a.
Q1 201711$1.6bnn.a.n.a.
Q2 201721$1.9bnn.a.n.a.
Q3 201715$1.9bnn.a.n.a.
Q4 201715$2.2bnn.a.n.a.
Q1 201813$1.4bnn.a.n.a.
Q2 20189$902mn.a.n.a.
Q3 20187$619mn.a.n.a.
Q4 201810$818mn.a.n.a.
Q1 20197$1.2bnn.a.n.a.
Q2 20195$1.0bnn.a.n.a.
Q3 20197$533mn.a.n.a.
Q4 201910$659mn.a.n.a.
Q1 202012$924mn.a.n.a.
Q2 202018$1.5bnn.a.n.a.
Q3 202018$1.8bnn.a.n.a.
Q4 202011$1.2bnn.a.n.a.
Q1 202113$1.3bnn.a.n.a.
Q2 202110$976mn.a.n.a.
Q3 202113$1.1bnn.a.n.a.
Q4 20219$922mn.a.n.a.
Q1 202210$1.2bnn.a.n.a.
Q2 202212$1.4bnn.a.n.a.
Q3 202211$630mn.a.n.a.
Q4 202211$714mn.a.n.a.
Q1 202312$1.1bnn.a.n.a.
Q2 202310$976mn.a.n.a.
Q3 202312$1.1bnn.a.n.a.
Q4 202313$1.2bn66
Q1 202411$1.2bn64
Q2 202411$1.1bn73
Q3 202412$1.3bn84
Q4 202413$1.8bn76
Q1 202513$2.0bn75
Q2 202513$2.1bn68
Q3 20259$2.1bn54
Q4 202511$2.3bn1916
Q1 202612$2.3bn1420
Q2 202615$3.1bn2210

Compare with…

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

EXEL and GILD →EXEL and AMGN →EXEL and ARGX →Choose a stock to compare with EXEL →

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 EXEL, latest filings →Back to the 13F Explorer →