Waverly Advisors, LLC

Position in VRTX — Vertex Pharmaceuticals Inc / Ma

CIK 1568787 BIRMINGHAM, AL

Position in VRTX

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

Position Value

$10,294,979

-$10,800 QoQ

Shares Held

23,055

+1.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.13012361743656475.ToString("F0")% Shared 0.ToString("F0")% None 99.86987638256343.ToString("F0")%

Healthcare · as of Mar 31, 2026

Waverly Advisors, LLC holds $22,088,789 across 17 Biotechnology names. VRTX ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma This page	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.	12,665	$543,201

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,294,979	23,055	+1.4%	Shares	Sole	2026-05-15
2025-12-31	$10,305,779	22,732	+12.3%	Shares	Sole	2026-02-17
2025-09-30	$7,929,926	20,248	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$8,968,554	20,145	+1.6%	Shares	Sole	2025-08-14
2025-03-31	$9,616,889	19,836	+402.4%	Shares	Sole	2025-05-15
2024-12-31	$1,589,859	3,948	+632.5%	Shares	Sole	2025-02-14
2024-09-30	$250,678	539	-24.1%	Shares	Sole	2024-11-14
2024-06-30	$332,790	710	+5.5%	Shares	Sole	2024-08-14
2024-03-31	$281,320	673	-1.0%	Shares	Sole	2024-05-15
2023-12-31	$276,684	680	-11.2%	Shares	Other	2024-02-14
2023-09-30	$266,368	766	+22.4%	Shares	Other	2023-11-14
2023-06-30	$220,295	626	—	Shares	Other	2023-08-15
No filing history on record for this holder in this stock.