Position in EXEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$543,201
-$35,968 QoQ
Shares Held
12,665
-4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 1.8634030793525462.ToString("F0")%
Shared 0.ToString("F0")%
None 98.13659692064746.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Waverly Advisors, LLC holds $22,088,789 across 17 Biotechnology names. EXEL ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
23,055 | $10,294,979 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
5,895 | $4,554,712 | |
| 3 | SYRE |
Spyre Therapeutics, Inc.
|
25,966 | $1,309,725 | |
| 4 | VKTX |
Viking Therapeutics, Inc.
|
38,218 | $1,243,613 | |
| 5 | EYPT |
EyePoint, Inc.
|
77,914 | $1,004,311 | |
| 6 | CRSP |
CRISPR Therapeutics AG
|
18,124 | $862,158 | |
| 7 | INCY |
Incyte Corp
|
8,242 | $775,737 | |
| 8 | EXEL |
Exelixis, Inc.
This page
|
12,665 | $543,201 |
All Filings in EXEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,201 | 12,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $579,169 | 13,214 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $330,523 | 8,003 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||