Position in EXEL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,863,570
-$254,690 QoQ
Shares Held
43,450
-10.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026IFP Advisors, Inc holds $42,046,886 across 205 Biotechnology names. EXEL ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXSM |
Axsome Therapeutics, Inc.
|
60,994 | $10,309,205 | |
| 2 | JAZZ |
Jazz Pharmaceuticals plc
|
39,148 | $7,400,929 | |
| 3 | TGTX |
Tg Therapeutics, Inc.
|
206,538 | $6,861,192 | |
| 4 | AUPH |
Aurinia Pharmaceuticals Inc.
|
327,791 | $4,857,862 | |
| 5 | VKTX |
Viking Therapeutics, Inc.
|
60,573 | $1,971,045 | |
| 6 | EXEL |
Exelixis, Inc.
This page
|
43,450 | $1,863,570 | |
| 7 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,720 | $1,214,588 | |
| 8 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,468 | $1,134,235 |
All Filings in EXEL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-08-14 | |
| 2023-03-31 | $195,652 | 10,080 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $175,926 | 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 | $243,589 | 10,745 | Shares | Sole | 2022-09-06 | |
| 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. | ||||||