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Exact Sciences Corporation

EXAS Healthcare
$103.57 +$0.3 (0.29%)
Market Cap: $19.77 B
Gurus Holding
12
Popularity Rank
#238
% of Shares Held
3.85%
Net Activity (Q4 2025)
+$249.47 M

Guru Ownership Trend

Guru Analysis for Exact Sciences Corporation (EXAS)

Exact Sciences Corporation (EXAS), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $760.57 M.

Top institutional holders include Cliff Asness and Paul Tudor Jones.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $249.47 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Catherine Wood reduced exposure by 100.0%.

Key Holders

Top 5 by Value

$226.41 M
$200.95 M
$87.75 M
$22.12 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$491.25 M
Total Buy Value
New Buys 5
Additions 5
-$241.78 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
10

FAQs for Exact Sciences Corporation (EXAS)

Major holders include Cliff Asness ($226.41 M), Paul Tudor Jones ($200.95 M), Renaissance Technologies ($161.65 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 7.34 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $249.47 M, with 10 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited EXAS. The total reported sell value was $241.78 M.

Yes, 5 managers opened new positions in EXAS, and 5 increased their existing holdings. The total reported buy value was $491.25 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 22.7% 2,229,360 $226.41 M Q4 2025
0.37% Add 13154.5% 1,978,628 $200.95 M Q4 2025
0.25% Add 164.7% 1,591,656 $161.65 M Q4 2025
1.02% New Buy 864,009 $87.75 M Q4 2025
0.06% New Buy 217,755 $22.12 M Q4 2025
0.02% New Buy 180,575 $18.34 M Q4 2025
0.16% New Buy 110,000 $11.17 M Q4 2025
0.03% Add 551.5% 74,464 $7.56 M Q4 2025
0.03% Add 30.5% 57,816 $5.87 M Q4 2025
0.02% New Buy 22,000 $2.23 M Q4 2025
0.02% Reduce -81.5% 17,236 $1.75 M Q4 2025
0.00% Reduce -100.0% 77 $7,862 Q4 2025
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