Position in EXEL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,042,350
+$431,659 QoQ
Shares Held
234,142
+6.8% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.34380845811516086.ToString("F0")%
Shared 0.ToString("F0")%
None 99.65619154188484.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Creative Planning holds $360,280,712 across 212 Biotechnology names. EXEL ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
109,524 | $48,906,846 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
40,152 | $31,023,040 | |
| 3 | INSM |
INSMED Inc
|
72,200 | $11,806,143 | |
| 4 | EXEL |
Exelixis, Inc.
This page
|
234,142 | $10,042,350 | |
| 5 | BBIO |
BridgeBio Pharma, Inc.
|
119,661 | $8,886,025 | |
| 6 | PCVX |
Vaxcyte, Inc.
|
140,177 | $8,145,685 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
24,122 | $7,981,245 | |
| 8 | INCY |
Incyte Corp
|
80,874 | $7,611,860 |
All Filings in EXEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,042,350 | 234,142 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,610,691 | 219,272 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,564,599 | 110,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,850,387 | 87,350 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,185,346 | 86,277 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,683,812 | 80,595 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,840,736 | 70,934 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,611,098 | 71,700 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,688,436 | 71,152 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,978,910 | 82,489 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,695,035 | 77,576 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,649,421 | 86,312 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,877,548 | 96,731 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,205,646 | 75,165 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,186,709 | 75,683 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,566,246 | 75,228 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,726,977 | 76,179 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,421,763 | 77,777 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,752,590 | 82,904 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,544,618 | 84,776 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,530,170 | 112,004 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,391,521 | 119,159 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,975,144 | 80,783 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,950,027 | 82,141 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,238,135 | 71,901 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||