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Axsome Therapeutics, Inc.

AXSM Healthcare
$168.5 $-3.28 (-1.91%)
Market Cap: $8.62 B
Gurus Holding
5
Popularity Rank
#1819
% of Shares Held
0.85%
Net Activity (Q4 2025)
+$16.34 M

Guru Ownership Trend

Guru Analysis for Axsome Therapeutics, Inc. (AXSM)

Axsome Therapeutics, Inc. (AXSM), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $72.94 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $16.34 M net inflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Cliff Asness reduced exposure by 12.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$19.25 M
Total Buy Value
New Buys 1
Additions 2
-$2.91 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Axsome Therapeutics, Inc. (AXSM)

Major holders include Renaissance Technologies (RenTech) ($31.05 M), Cliff Asness ($18.89 M), Chuck Royce ($17.17 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 432,878 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.34 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited AXSM. The total reported sell value was $2.91 M.

Yes, 1 managers opened new positions in AXSM, and 2 increased their existing holdings. The total reported buy value was $19.25 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 13.3% 170,000 $31.05 M Q4 2025
0.01% Reduce -12.8% 103,418 $18.89 M Q4 2025
0.17% Add 67.8% 94,017 $17.17 M Q4 2025
0.03% New Buy 47,444 $8.67 M Q4 2025
0.00% Reduce -3.8% 17,999 $3.29 M Q4 2025
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