Follow-The-Filings

Security · featured owners

EXEL Exelixis Inc.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 7.7%
  • $754M
  • 1 add 1 reduce

EXEL (Exelixis Inc.) is held in 3 featured 13F books as of 2026 Q2. Michael Krensavage - Krensavage Asset Management is the largest tracked holder by portfolio weight (7.7%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 7.7% (Michael Krensavage - Krensavage Asset Management) · not free-float ownership

  1. Michael Krensavage reduce 7.7%
  2. Farallon Capital Management add 3.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Farallon Capital Management 2026 Q2 3.4% Add +2.7% 13,468,010 $733M history
Michael Krensavage - Krensavage Asset Management 2026 Q2 7.7% Reduce −10.8% 370,693 $20M history
First Eagle Investment Management 2026 Q2 <0.01% Hold 10,000 $544K history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01 Filing Doc
8-K 8.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 10, 2026 Filing Doc
4 Period Jun 1, 2026 · 2 forms Filing Doc
4 Period May 27, 2026 · 10 forms Filing Doc
4 Period May 26, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 15, 2026 · 5 forms Filing Doc
4 Period May 6, 2026 Filing Doc
4 Period May 7, 2026 · 3 forms Filing Doc
4 Period Feb 24, 2026 Filing Doc

Updated 6 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2025
Revenue $1.83B $2.17B
Gross profit * $1.76B $2.09B
Gross margin * 96.0% 96.5%
Net income $207.76M $521.27M
Net margin * 11.4% 24.0%

Balance sheet

Metric FY2023 FY2025
Total current assets $1.32B $1.47B
Total non-current assets * $1.62B $1.48B
Total assets $2.94B $2.95B
Total current liabilities $394.28M $403.77M
Total non-current liabilities * $284.17M $299.72M
Total equity $2.26B $2.24B

Cash flow

Metric FY2023 FY2025
Cash from operations $333.32M $699.97M
Cash from investing -$26.96M -$116.78M
Cash from financing -$546.05M -$628.81M
Net change in cash -$239.68M -$45.62M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders