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Agios Pharmaceuticals, Inc.

AGIO Healthcare
$35.2 +$1.01 (2.95%)
Market Cap: $2.06 B
Gurus Holding
4
Popularity Rank
#2162
% of Shares Held
0.75%
Net Activity (Q4 2025)
-$27.13 M

Guru Ownership Trend

Guru Analysis for Agios Pharmaceuticals, Inc. (AGIO)

Agios Pharmaceuticals, Inc. (AGIO), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $15.46 M.

Top institutional holders include Steven Cohen and Louis Moore Bacon.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $27.13 M net outflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 69.5%.

Key Holders

Top 5 by Value

$5.44 M
$754,002

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$9.52 M
Total Buy Value
New Buys 1
Additions 2
-$36.65 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Agios Pharmaceuticals, Inc. (AGIO)

Major holders include Steven Cohen ($5.44 M), Louis Moore Bacon ($4.08 M), Paul Tudor Jones ($1.67 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 439,271 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $27.13 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited AGIO. The total reported sell value was $36.65 M.

Yes, 1 managers opened new positions in AGIO, and 2 increased their existing holdings. The total reported buy value was $9.52 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 2973.6% 200,000 $5.44 M Q4 2025
0.06% Add 172.7% 150,000 $4.08 M Q4 2025
0.00% New Buy 61,345 $1.67 M Q4 2025
0.00% Reduce -69.5% 27,926 $754,002 Q4 2025
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