$ARVN

$7.31 +$0.00 (0.0%) After hours

$ARVN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 65.4M shares outstanding

Who owns ARVN?

By type of holder

Institutions 84.7% Insiders 4.0% Everyone else 11.3%

Concentration Top 10 holders own 49.7%

BlackRock, Inc. 11.6% · Vanguard Portfolio Management LLC 6.3%

Institutional ownership

84.7%

+1.8 pts vs last qtr

Institutional holders

199

-9 vs last qtr

Net shares bought

+1.2M

by institutions in Q2 2026

New / sold out

35 / 44

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Armistice Capital, LLC +818.0K
BlackRock, Inc. +811.5K

Biggest sellers in Q2 2026

TCG Crossover Management, LLC −1.7M
Vestal Point Capital, LP SOLD OUT −905.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.46M

20 notices from 7 people

Shares covered

245.1K

0.37% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Noah C Berkowitz Former officer $873K
John G. Houston Former president and ceo $466K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+115.5%

+13.65% a year

Each share's claim on the business

−53.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$91.9M vs $387M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years47% 3–5 years3% 1–3 years37% Under 1 year13%

Quarterly turnover

16.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ARVN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	7.6M	11.64%	+811.5K (+11.9%)	≤2021	0.0%
Shares held by quarter Peak holding7.6M (Q2'26) Change over 8 quarters+1.1M Share of the company11.640% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	4.1M	6.31%	+233.8K (+6.0%)	≤2021	0.0%
Shares held by quarter Peak holding4.1M (Q2'26) Change over 8 quarters+4.1M Share of the company6.310% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

7.6M

% of company

11.64%

Change vs last qtr

+811.5K (+11.9%)

Held since

≤2021

Vanguard Portfolio Management LLC

4.1M

% of company

6.31%

Change vs last qtr

+233.8K (+6.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Arvinas, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ARVN on Form N-PORT; together they hold 29.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$16M	1.9M	2.94%	0.00%	June 30, 2026
VS Vanguard Strategic Equity Fund Vanguard Horizon Funds	$14.2M	1.7M	2.62%	0.12%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$16M

% of company

2.94%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Strategic Equity Fund

Vanguard Horizon Funds

Position value

$14.2M

% of company

2.62%

% of the fund

0.12%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Arvinas, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LG Logos Global Management LP 5%+ holder 13D · 3.4%	2.5M	3.82%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company3.820% Disclosed stake13D · 3.4% View the 13D/G filing →
AW Arsani William 5%+ holder 13D · 3.4%	2.5M	3.82%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company3.820% Disclosed stake13D · 3.4% View the 13D/G filing →

Logos Global Management LP

5%+ holder13D · 3.4%

2.5M

% of company

3.82%

Change vs last qtr

—

Held since

—

Arsani William

5%+ holder13D · 3.4%

2.5M

% of company

3.82%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Arvinas, Inc..

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