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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.52 B.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $98.16 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 27.0%. Conversely, Jefferies Group reduced exposure by 83.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Exelixis, Inc. (EXEL)
Major holders include Renaissance Technologies (RenTech) ($588.75 M), Cliff Asness ($561.68 M), Joel Greenblatt ($39.45 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 28.53 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $98.16 M, with 2 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited EXEL. The total reported sell value was $107.02 M.
Yes, 0 managers opened new positions in EXEL, and 2 increased their existing holdings. The total reported buy value was $8.86 M.