Follow-The-Filings

Security

Incyte Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 1 new 2 exits max 2.4% (Harry Burn - Sound Shore ...)

owners 17
max % 2.4%
tracked value $4.4B
qoq N 1 A 6 R 7 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Harry Burn - Sound Shore Management Inc. /CT/ 2026 Q1 2.4% Reduce -0.50 pp 767,829 $72M hist
Dodge & Cox 2026 Q1 0.6% Reduce -0.07 pp 12,252,356 $1.2B hist
Renaissance Technologies LLC 2026 Q1 0.5% Reduce -0.07 pp 3,651,532 $344M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.3% Reduce -0.10 pp 5,807,930 $536M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add +0.07 pp 676,670 $64M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.02 pp 1,253,138 $118M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -0.06 pp 130,296 $12M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 19,911,434 $2B hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 168,763 $16M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,244,233 $123M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 172,915 $16M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 51,242 $5M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 36,749 $4M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 112,746 $11M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 49,284 $5M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 3,322 $313 hist
Ancora Advisors LLC 2026 Q1 0.0% 250 $24 hist
Cathie Wood - Ark Investment Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.09 pp 136,950 $14M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 2,924 $289 hist

financials

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

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.7B $4.24B $5.14B
Gross profit * $3.44B $3.93B $4.77B
Gross margin * 93.1% 92.6% 92.8%
Net income $597.6M $32.62M $1.29B
Net margin * 16.2% 0.8% 25.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.65B $3.24B $5.02B
Total non-current assets * $2.14B $2.21B $1.93B
Total assets $6.78B $5.44B $6.96B
Total current liabilities $1.24B $1.64B $1.52B
Total non-current liabilities * $351.89M $354.85M $275.32M
Total equity $5.19B $3.45B $5.17B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $496.49M $335.34M $1.41B
Cash from investing -$207.68M $157.52M -$102.61M
Cash from financing -$20.03M -$2.02B $101.04M
Net change in cash $262.1M -$1.53B $1.41B

ownership over time

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