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EXEL Exelixis Inc.

Health Care, filed as EXELIXIS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

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

In 2026 Q2 Michael Krensavage trimmed Exelixis.

Who owns this now

Largest portfolio weights among holders, up to 7.7% (Michael Krensavage, Krensavage Asset Management). Not free-float ownership.

  1. Michael Krensavage Reduce 7.7%
  2. Farallon Capital Management Add 3.4%

Who owns EXEL

Sorted by value, long equity only, as of 2026 Q2.

History
Farallon Capital Management 3.4%, was 3.2% Small add +2.7% 13,468,010 $733M History
Michael Krensavage, Krensavage Asset Management 7.7% Reduce −10.8% 370,693 $20M History
First Eagle Investment Management <0.01% Hold 10,000 $544K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by EXEL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All EXEL insider trades
  • $1.2M bought by 1 insider
  • $35.3M sold by 9 insiders outside a trading plan
  • $6.9M sold by 4 insiders under 10b5-1 plans
  1. Mary C Beckerle Director
    Planned sale
    $527K 9,812 shares at $53.66 38% of stake
    Traded Aug 10 Filed Aug 12
    ↗
  2. Jack L Wyszomierski Director
    Planned sale
    $198K 3,925 shares at $50.55 1.4% of stake
    Traded Jun 1 Filed Jun 3
    ↗
  3. Sue Gail Eckhardt Director
    Planned sale
    $492K 9,812 shares at $50.14 38% of stake
    Traded Jun 1 Filed Jun 3
    ↗
  4. Dana Aftab EVP, Research and Development
    Sale
    $2.2M 43,451 shares at $50.35 6.8% of stake
    Traded May 26 Filed May 28
    ↗
  5. Patrick J. Haley EVP, Commercial
    Sale
    $1.6M 32,110 shares at $49.81 8.2% of stake
    Traded May 20 Filed May 22
    ↗
  6. Christopher J. Senner CFO
    Sale
    $1.7M 34,901 shares at $50.00 3.5% of stake
    Traded May 18 Filed May 19
    ↗
  7. Brenda Hefti SVP and General Counsel
    Planned sale
    $333K 6,625 shares at $50.21 5.8% of stake
    Traded May 18 Filed May 19
    ↗
  8. Mary C Beckerle Director
    Sale
    $374K 7,712 shares at $48.45 31% of stake
    Traded May 7 Filed May 8
    ↗
  9. Maria C Freire Director
    Sale
    $949K 20,634 shares at $46.00 17% of stake
    Traded May 7 Filed May 8
    ↗
  10. George Poste Director
    Sale
    $2.7M 60,000 shares at $45.71 34% of stake
    Traded May 7 Filed May 8
    ↗
  11. Dana Aftab EVP, Research and Development
    Sale
    $2.1M 47,918 shares at $44.50 7.2% of stake
    Traded Feb 24 Filed Feb 26
    ↗
  12. Dana Aftab EVP, Research and Development
    Sale
    $1.3M 29,873 shares at $44.35 4.3% of stake
    Traded Feb 19 Filed Feb 23
    ↗
  13. Jack L Wyszomierski Director
    Planned sale
    $4.4M 99,574 shares at $44.01 26% of stake
    Traded Feb 18 Filed Feb 20
    ↗
  14. Julie Smith Director
    Sale
    $4.7M 106,539 shares at $44.00 84% of stake
    Traded Feb 17–18 Filed Feb 19
    ↗
  15. Christopher J. Senner CFO
    Sale
    $2.8M 64,895 shares at $43.32 6.2% of stake
    Traded Feb 13–17 Filed Feb 18
    ↗

Also filed in the last 12 months, not counted as buying or selling: 19 stock grants, 16 share withholdings for taxes, 14 gifts, and 9 option exercises.

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 8.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
SCHEDULE 13G/A — 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
SCHEDULE 13G — Filing Doc
DEFA14A Filing Doc
DEF 14A DEFA14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.