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Exelixis, Inc.

EXEL Healthcare
$56.12 $-1.31 (-2.28%)
Market Cap: $13.91 B
Gurus Holding
10
Popularity Rank
#477
% of Shares Held
10.50%
Net Activity (Q2 2026)
-$136.31 M

Guru Ownership Trend

Guru Analysis for Exelixis, Inc. (EXEL)

Exelixis, Inc. (EXEL), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.46 B.

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

Institutional sentiment is currently Bearish. This is evidenced by a $136.31 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jefferies Group reduced exposure by 64.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$1.93 M
Total Buy Value
New Buys 2
Additions 1
-$138.23 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Exelixis, Inc. (EXEL)

Major holders include Renaissance Technologies (RenTech) ($730.62 M), Cliff Asness ($598.6 M), Joel Greenblatt ($48.57 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 26.02 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $136.31 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited EXEL. The total reported sell value was $138.23 M.

Yes, 2 managers opened new positions in EXEL, and 1 increased their existing holdings. The total reported buy value was $1.93 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.01% Reduce -2.2% 13,427,993 $730.62 M Q2 2026
0.21% Reduce -15.8% 11,023,943 $598.6 M Q2 2026
0.11% Reduce -3.0% 892,663 $48.57 M Q2 2026
0.09% Reduce -16.7% 400,859 $21.81 M Q2 2026
0.00% Add 18.6% 195,661 $10.65 M Q2 2026
0.53% 42,000 $2.29 M Q2 2026
0.01% Reduce -64.9% 19,723 $1.07 M Q2 2026
0.00% 10,000 $544,100 Q2 2026
0.00% New Buy 4,632 $252,027 Q2 2026
0.00% New Buy 55 $2,985 Q2 2026
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