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argenx SE

ARGX Healthcare
$806.46 $0 (0.00%)
Market Cap: $51.12 B
Gurus Holding
4
Popularity Rank
#2278
% of Shares Held
0.60%
Net Activity (Q1 2026)
-$34.19 M

Guru Ownership Trend

Guru Analysis for argenx SE (ARGX)

argenx SE (ARGX), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $301.64 M.

Top institutional holders include Frank Sands and Jefferies Group.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $34.19 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Frank Sands reduced exposure by 4.7%.

Key Holders

Top 5 by Value

$248.49 M
$21.91 M
$1.85 M
$886,524

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$984,363.35
Total Buy Value
New Buys 1
Additions 2
-$35.17 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for argenx SE (ARGX)

Major holders include Frank Sands ($248.49 M), Jefferies Group ($21.91 M), Cliff Asness ($1.85 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 374,034 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $34.19 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited ARGX. The total reported sell value was $35.17 M.

Yes, 1 managers opened new positions in ARGX, and 2 increased their existing holdings. The total reported buy value was $984,363.35.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.97% Reduce -4.7% 340,285 $248.49 M Q1 2026
0.15% Add 0.0% 30,005 $21.91 M Q1 2026
0.00% Add 5.4% 2,530 $1.85 M Q1 2026
0.00% New Buy 1,214 $886,524 Q1 2026
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