Position in AXSM
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$666,019
+$204,595 QoQ
Shares Held
2,721
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#296
of 503 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXSM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Optimize Financial Inc holds $13,024,796 across 23 Biotechnology names. AXSM ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORKA |
Oruka Therapeutics, Inc.
|
13,396 | $1,274,897 | |
| 2 | MBX |
MBX Biosciences, Inc.
|
14,458 | $798,081 | |
| 3 | ELVN |
Enliven Therapeutics, Inc.
|
15,003 | $761,402 | |
| 4 | BCAX |
Bicara Therapeutics Inc.
|
23,913 | $709,976 | |
| 5 | KOD |
Kodiak Sciences Inc.
|
17,767 | $692,202 | |
| 6 | AXSM |
Axsome Therapeutics, Inc.
This page
|
2,721 | $666,019 | |
| 7 | BHVN |
Biohaven Ltd.
|
44,524 | $662,517 | |
| 8 | AVBP |
ArriVent BioPharma, Inc.
|
18,851 | $654,883 |
All Filings in AXSM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,019 | 2,721 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $461,424 | 2,730 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||