🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

argenx SE

ARGX Healthcare
$984.39 +$0.35 (0.04%)
Market Cap: $61.97 B
Gurus Holding
6
Popularity Rank
#1354
% of Shares Held
0.63%
Net Activity (Q2 2026)
+$20.93 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $390.4 M.

Top institutional holders include Frank Sands and Jefferies Group.

Institutional sentiment is currently Bullish. This is evidenced by a $20.93 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 321.7%. Conversely, Frank Sands reduced exposure by 12.3%.

Key Holders

Top 5 by Value

$277.03 M
$41.81 M
$37.1 M
$9.9 M
$1.82 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$59.61 M
Total Buy Value
New Buys 2
Additions 3
-$38.68 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
5

FAQs for argenx SE (ARGX)

Major holders include Frank Sands ($277.03 M), Jefferies Group ($41.81 M), Steven Cohen ($37.1 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 396,594 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.93 M, with 5 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited ARGX. The total reported sell value was $38.68 M.

Yes, 2 managers opened new positions in ARGX, and 3 increased their existing holdings. The total reported buy value was $59.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.03% Reduce -12.3% 298,599 $277.03 M Q2 2026
0.28% Add 50.2% 45,068 $41.81 M Q2 2026
0.04% New Buy 39,983 $37.1 M Q2 2026
0.00% Add 321.7% 10,668 $9.9 M Q2 2026
0.01% Add 61.3% 1,958 $1.82 M Q2 2026
0.00% New Buy 318 $295,913 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form