EXEL

Exelixis Inc
Health CareUSCUSIP 30161Q104◍ Confluence graph
Tracked 13F Holders
665
-177 QoQ
13F Value (tracked)
$10.8B
Insider Net · 180d
-$11.1M
0↑ 9↓
Recent Filings
0
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)30 adding · 24 trimming
Insider net (180d)-$11.1M

Who owns EXEL?

665 tracked 13F filers

665 tracked 13F filers disclose a position in EXEL as of the latest SEC 13F filings, a combined $10.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.3B
30.8M
+2.0%
Added · +614K sh
Q1 2026
2RENAISSANCE TECHNOLOGIES LLC
$588.8M
13.7M
−1.3%
Reduced · −187K sh
Q1 2026
3FARALLON CAPITAL MANAGEMENT LLC
$562.3M
13.1M
−17%
Reduced · −2.6M sh
Q1 2026
4AQR CAPITAL MANAGEMENT LLC
$561.7M
13.1M
−4.1%
Reduced · −563K sh
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$518.3M
12.1M
First observed position
No prior filed position
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$482.9M
11.3M
First observed position
No prior filed position
Q1 2026
7STATE STREET CORP
$542.5M
10.0M
−3.2%
Reduced · −328K sh
Q2 2026
8FULLER & THALER ASSET MANAGEMENT, INC.
$485.8M
8.9M
+4.5%
Added · +387K sh
Q2 2026
9GEODE CAPITAL MANAGEMENT, LLC
$416.3M
7.7M
−1.9%
Reduced · −145K sh
Q2 2026
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$207.4M
4.8M
−8.4%
Reduced · −443K sh
Q1 2026
11DIMENSIONAL FUND ADVISORS LP
$184.4M
4.3M
+0.9%
Added · +40K sh
Q1 2026
12MORGAN STANLEY
$179.2M
4.2M
−0.7%
Reduced · −28K sh
Q1 2026
13Nuveen, LLC
$162.2M
3.8M
+56%
Added · +1.4M sh
Q1 2026
14D. E. Shaw & Co., Inc.
$154.5M
3.6M
+94%
Added · +1.7M sh
Q1 2026
15ASSETMARK, INC
$186.8M
3.4M
+1.3%
Added · +45K sh
Q2 2026
16Stephens Investment Management Group LLC
$147.5M
2.7M
+7.3%
Added · +186K sh
Q2 2026
17CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
$109.1M
2.5M
−5.8%
Reduced · −156K sh
Q1 2026
18FIRST TRUST ADVISORS LP
$108.7M
2.5M
+62%
Added · +970K sh
Q1 2026
19NORGES BANK
$106.5M
2.4M
−12%
Reduced · −341K sh
Q4 2025
20UBS Group AG
$102.7M
2.4M
−36%
Reduced · −1.3M sh
Q1 2026
21FMR LLC
$99.8M
2.3M
+7.7%
Added · +167K sh
Q1 2026
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$99.4M
2.3M
+3.6%
Added · +82K sh
Q1 2026
23TWO SIGMA INVESTMENTS, LP
$94.6M
2.2M
+706%
Added · +1.9M sh
Q1 2026
24NORTHERN TRUST CORP
$94.1M
2.2M
+0.8%
Added · +17K sh
Q1 2026
25GOLDMAN SACHS GROUP INC
$90.9M
2.1M
+0.1%
Added · +3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is EXEL being bought or sold by institutions?

Last quarter, 1 fund opened a new position in EXEL and 29 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
29
funds
Reduced
24
funds
Exited
0
funds

Funds that own EXEL also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT399 funds$287.9B
NVIDIA CORPNVDA398 funds$417.8B
APPLE INCAAPL390 funds$322.9B
AMAZON.COM INCAMZN389 funds$210.8B
META PLATFORMS INC-CLASS AMETA388 funds$116.9B
ALPHABET INC-CL AGOOGL382 funds$181.6B
BROADCOM INCAVGO379 funds$165.6B
ELI LILLY & COLLY379 funds$82.7B
JPMORGAN CHASE & COJPM375 funds$71.5B
VISA INC-CLASS A SHARESV371 funds$61.5B
COSTCO WHOLESALE CORPCOST370 funds$40.7B
ALPHABET INC-CL CGOOG369 funds$130.9B

Ranked by how many of EXEL's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$11.1M
9 insiders
Net
-$11.1M
10 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 10, 2026Beckerle Mary CDirectorSell (S)10K$527K
Jun 1, 2026WYSZOMIERSKI JACK LDirectorSell (S)4K$198K
Jun 1, 2026Eckhardt Sue GailDirectorSell (S)10K$492K
May 26, 2026Aftab DanaEVP, Research and DevelopmentSell (S)43K$2.2M
May 20, 2026Haley Patrick J.EVP, CommercialSell (S)32K$1.6M
May 18, 2026Hefti BrendaSVP and General CounselSell (S)7K$333K
May 18, 2026Senner Christopher J.EVP and CFOSell (S)35K$1.7M
May 7, 2026Beckerle Mary CDirectorSell (S)8K$374K
May 7, 2026POSTE GEORGEDirectorSell (S)60K$2.7M
May 7, 2026Freire Maria CDirectorSell (S)21K$949K
Feb 24, 2026Aftab DanaEVP, Research and DevelopmentSell (S)48K$2.1M
Feb 19, 2026Aftab DanaEVP, Research and DevelopmentSell (S)30K$1.3M

Institutional ownership over time

414 funds+97 since Q3 2024
0296591Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.8B · 1 values withheld

Recent filings

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No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in EXEL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EXEL/capital-change-brief"
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Use Arkolith's capital_change_brief for EXEL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EXEL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.