Renaissance Technologies's EXEL Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 13.91 M shares of Exelixis, Inc. (EXEL) worth $609.85 M, representing 0.95% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in EXEL, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 3.89 M shares. Largest reduction occurred in Q1 2021, reducing 3.05 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's Exelixis (EXEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Exelixis (EXEL) Trades by Renaissance Technologies
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.55 M | Reduce 10.00% | 13.91 M | $43.83 |
| Q3 2025 | -360,499 | Reduce 2.28% | 15.46 M | $41.30 |
| Q2 2025 | +995,500 | Add 6.72% | 15.82 M | $44.08 |
| Q1 2025 | -471,600 | Reduce 3.08% | 14.82 M | $36.92 |
| Q4 2024 | -64,051 | Reduce 0.42% | 15.3 M | $33.30 |
| Q3 2024 | +196,850 | Add 1.30% | 15.36 M | $25.95 |
| Q2 2024 | +61,350 | Add 0.41% | 15.16 M | $22.47 |
| Q1 2024 | -514,000 | Reduce 3.29% | 15.1 M | $23.73 |
| Q4 2023 | +398,800 | Add 2.62% | 15.62 M | $23.99 |
| Q3 2023 | +569,327 | Add 3.89% | 15.22 M | $21.85 |
| Q2 2023 | -631,800 | Reduce 4.13% | 14.65 M | $0.02 |
| Q1 2023 | +318,300 | Add 2.13% | 15.28 M | $0.02 |
| Q4 2022 | -1.07 M | Reduce 6.67% | 14.96 M | $0.02 |
| Q3 2022 | -1.75 M | Reduce 9.86% | 16.03 M | $15.68 |
| Q2 2022 | +921,659 | Add 5.47% | 17.78 M | $20.82 |
| Q1 2022 | -238,500 | Reduce 1.39% | 16.86 M | $22.67 |
| Q4 2021 | -446,723 | Reduce 2.55% | 17.1 M | $18.28 |
| Q3 2021 | -535,000 | Reduce 2.96% | 17.55 M | $21.14 |
| Q2 2021 | -550,300 | Reduce 2.95% | 18.08 M | $18.22 |
| Q1 2021 | -3.05 M | Reduce 14.07% | 18.63 M | $22.59 |
| Q4 2020 | -982,959 | Reduce 4.34% | 21.68 M | $20.07 |
| Q3 2020 | -341,300 | Reduce 1.48% | 22.67 M | $24.45 |
| Q2 2020 | +2.94 M | Add 14.63% | 23.01 M | $23.74 |
| Q1 2020 | +2.12 M | Add 11.79% | 20.07 M | $17.22 |
| Q4 2019 | +3.1 M | Add 20.91% | 17.95 M | $17.62 |
| Q3 2019 | +1.4 M | Add 10.37% | 14.85 M | $17.68 |
| Q2 2019 | +3.89 M | Add 40.66% | 13.45 M | $21.37 |
| Q1 2019 | +3.65 M | Add 61.58% | 9.57 M | $23.80 |
| Q4 2018 | +1.82 M | Add 44.43% | 5.92 M | $19.67 |
| Q3 2018 | +60,900 | Add 1.51% | 4.1 M | $17.72 |
| Q2 2018 | +885,000 | Add 28.07% | 4.04 M | $21.52 |
| Q1 2018 | +70,850 | Add 2.30% | 3.15 M | $22.15 |
| Q4 2017 | -716,700 | Reduce 18.87% | 3.08 M | $30.40 |
| Q3 2017 | +1.36 M | Add 55.74% | 3.8 M | $24.23 |
| Q2 2017 | +881,050 | Add 56.55% | 2.44 M | $24.63 |
| Q1 2017 | +247,550 | Add 18.89% | 1.56 M | $21.67 |
| Q4 2016 | -557,940 | Reduce 29.86% | 1.31 M | $14.91 |
| Q3 2016 | +1.87 M | New Buy | 1.87 M | $12.79 |
| Q2 2016 | -1.01 M | Sold Out | 0 | $0.00 |
| Q1 2016 | +457,569 | Add 82.99% | 1.01 M | $4.00 |
| Q4 2015 | +551,350 | New Buy | 551,350 | $5.64 |
| Q1 2015 | -178,033 | Sold Out | 0 | $0.00 |
| Q4 2014 | +178,033 | New Buy | 178,033 | $1.44 |
| Q3 2014 | -1.66 M | Sold Out | 0 | $0.00 |
| Q2 2014 | +1.66 M | New Buy | 1.66 M | $3.39 |
Renaissance Technologies's Exelixis Investment FAQs
Renaissance Technologies first purchased Exelixis, Inc. (EXEL) in Q2 2014, acquiring 1,658,150 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held Exelixis, Inc. (EXEL) for 45 quarters since Q2 2014.
Renaissance Technologies's largest addition to Exelixis, Inc. (EXEL) was in Q2 2019, adding 13,454,473 shares worth $287.52 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 13,914,043 shares of Exelixis, Inc. (EXEL), valued at approximately $609.85 M.
As of the Q4 2025 filing, Exelixis, Inc. (EXEL) represents approximately 0.95% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in Exelixis, Inc. (EXEL) was 23,006,910 shares, as reported at the end of Q2 2020.