Which hedge funds own EXEL? EXELIXIS INC, Q2 2026 13F holders
53 tracked hedge funds disclosed a position in EXEL (EXELIXIS INC) in their Q2 2026 13F filings, worth $3.3bn in total. The largest holder by portfolio weight is Krensavage Asset Management, LLC at 7.7% of its book. 15 opened a new position this quarter: Fox Run Management, L.L.C., Machina Capital S.A.S., FORA Capital, LLC, Y-Intercept (Hong Kong) Ltd. 6 exited: Lecap Asset Management Ltd, Bayforest Capital Ltd, Qsemble Capital Management, LP.
- 53
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 15
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 6
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $9.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $9.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $3.3bn
- Combined value Sum of the holders' reported positions in the security.
- 4.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Lecap Asset Management Ltd | 0.2% | $584k |
| Bayforest Capital Ltd | 0.2% | $135k |
| Qsemble Capital Management, LP | 0.1% | $1.9m |
| Candriam S.C.A. | 0.03% | $6.2m |
| Capstone Investment Advisors, LLC | 0.0% | $384k |
| Qube Research & Technologies Ltd | 0.0% | $284k |
Ownership over time
Who discovered EXEL first? Beta
The run: Q1 2016 → Q4 2017, +660%
| Great Point Partners LLC high conviction | Q3 2015 | 5.9% | +3.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.