$EXEL

$66.31 +$0.96 (1.47%) Live

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

Ownership

13F as of Q2 2026 · 247.8M shares outstanding

Who owns EXEL?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 53.8%

BlackRock, Inc. 11.7% · Farallon Partners, L.L.C. 6.2%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

755

+54 vs last qtr

Net shares bought

−501.5K

by institutions in Q2 2026

New / sold out

130 / 76

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +2.7M
Two Sigma Investments, LP +2.0M

Biggest sellers in Q2 2026

Aqr Capital Management LLC −2.1M
Los Angeles Capital Management LLC −1.9M

Who is planning to sell?

Notices of proposed sale, last 12 months

$49.2M

29 notices from 15 people

Shares covered

1.1M

0.44% of the company

Arranged in advance

13%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Dana T Aftab Officer $7.7M
Bombora Rise Foundation Family foundation of the ceo of exel. $5.31M

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, FY2016–FY2025

+12.5%

+1.32% a year

Each share's claim on the business

−11.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$2.15B vs $790M

over 10 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+ years74% 3–5 years10% 1–3 years11% Under 1 year5%

Quarterly turnover

8.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EXEL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	29.1M	11.73%	−1.7M (−5.6%)	≤2021	0.0%
Shares held by quarter Peak holding32.1M (Q3'24) Change over 8 quarters−3.0M Share of the company11.730% BlackRock, Inc.'s full portfolio →
RT Renaissance Technologies LLC	13.4M	5.42%	−299.0K (−2.2%)	≤2021	1.0%
Shares held by quarter Peak holding15.8M (Q2'25) Change over 8 quarters−1.9M Share of the company5.420% Renaissance Technologies LLC's full portfolio →

BlackRock, Inc.

29.1M

% of company

11.73%

Change vs last qtr

−1.7M (−5.6%)

Held since

≤2021

Renaissance Technologies LLC

13.4M

% of company

5.42%

Change vs last qtr

−299.0K (−2.2%)

Held since

≤2021

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting EXEL on Form N-PORT; together they hold 41.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$468M	8.6M	3.47%	0.38%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$413M	7.6M	3.06%	0.02%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$468M

% of company

3.47%

% of the fund

0.38%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$413M

% of company

3.06%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Exelixis 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
FP Farallon Partners, L.L.C. 5%+ holder 13D · 5.7%	15.2M	6.15%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company6.150% Disclosed stake13D · 5.7% View the 13D/G filing →
FH Farallon Healthcare Partners Master, L.P. 5%+ holder 13D · 3.4%	9.2M	3.69%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company3.690% Disclosed stake13D · 3.4% View the 13D/G filing →

Farallon Partners, L.L.C.

5%+ holder13D · 5.7%

15.2M

% of company

6.15%

Change vs last qtr

—

Held since

—

Farallon Healthcare Partners Master, L.P.

5%+ holder13D · 3.4%

9.2M

% of company

3.69%

Change vs last qtr

—

Held since

—

24 more holders behind a free account

See every insider and 5%+ holder of Exelixis Inc.

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