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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.27 B.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $180.93 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 477.8%. Conversely, First Eagle Investment reduced exposure by 22.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Exelixis, Inc. (EXEL)
Major holders include Renaissance Technologies ($609.85 M), Cliff Asness ($598.65 M), Ray Dalio ($40.57 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 30.8 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $180.93 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited EXEL. The total reported sell value was $74.39 M.
Yes, 1 managers opened new positions in EXEL, and 5 increased their existing holdings. The total reported buy value was $255.32 M.
