Waverly Advisors, LLC

Position in REGN — Regeneron Pharmaceuticals, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in REGN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,554,712

+$2,513,116 QoQ

Shares Held

5,895

+122.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.5089058524173028.ToString("F0")% Shared 0.ToString("F0")% None 99.49109414758269.ToString("F0")%

Healthcare · as of Mar 31, 2026

Waverly Advisors, LLC holds $22,088,789 across 17 Biotechnology names. REGN ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	23,055	$10,294,979
2	REGN	Regeneron Pharmaceuticals, Inc. This page	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.	12,665	$543,201

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,554,712	5,895	+122.9%	Shares	Sole	2026-05-15
2025-12-31	$2,041,596	2,645	+41.5%	Shares	Sole	2026-02-17
2025-09-30	$1,050,882	1,869	+38.6%	Shares	Sole	2025-11-14
2025-06-30	$707,700	1,348	-5.5%	Shares	Sole	2025-08-14
2025-03-31	$904,411	1,426	+11.4%	Shares	Sole	2025-05-15
2024-12-31	$911,782	1,280	+23.0%	Shares	Sole	2025-02-14
2024-09-30	$1,094,340	1,041	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$1,099,377	1,046	+0.8%	Shares	Sole	2024-08-14
2024-03-31	$999,064	1,038	+34.8%	Shares	Sole	2024-05-15
2023-12-31	$676,282	770	-1.5%	Shares	Other	2024-02-14
2023-09-30	$643,553	782	-6.5%	Shares	Other	2023-11-14
2023-06-30	$600,698	836	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.