Position in EXEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,345,125
+$481,555 QoQ
Shares Held
43,101
-0.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#251
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $55,990,065 across 216 Biotechnology names. EXEL ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXSM |
Axsome Therapeutics, Inc.
|
62,273 | $15,242,562 | |
| 2 | TGTX |
Tg Therapeutics, Inc.
|
209,318 | $11,499,930 | |
| 3 | JAZZ |
Jazz Pharmaceuticals plc
|
34,193 | $8,239,487 | |
| 4 | AUPH |
Aurinia Pharmaceuticals Inc.
|
361,634 | $6,136,928 | |
| 5 | VKTX |
Viking Therapeutics, Inc.
|
61,616 | $2,403,640 | |
| 6 | EXEL |
Exelixis, Inc.
This page
|
43,101 | $2,345,125 | |
| 7 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,968 | $1,474,294 | |
| 8 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,352 | $843,026 |
All Filings in EXEL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,345,125 | 43,101 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,863,570 | 43,450 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,118,260 | 48,329 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,995,450 | 48,316 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,765,359 | 40,049 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,227,110 | 33,237 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $550,415 | 16,529 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $322,273 | 12,419 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $46,130 | 2,053 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,850 | 78 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,271 | 53 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,158 | 53 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,012 | 53 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $195,652 | 10,080 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $228 | 10,968 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $177,889 | 11,345 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $223,710 | 10,745 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $207,611 | 9,158 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $165,891 | 9,075 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $156,457 | 7,401 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $138,818 | 7,619 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $172,226 | 7,624 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $131,719 | 6,563 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $153,057 | 6,260 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $150,962 | 6,359 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $110,225 | 6,401 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||