Follow-The-Filings

Security · featured owners

NVAX

Novavax Inc. COM NEW Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 25.4%
  • $170M
  • 1 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 25.4% (Himanshu Shah - Shah Capi...) · not free-float ownership

  1. Himanshu Shah reduce 25.4%
  2. Philippe Laffont 0.07%

holders

sorted by % of portfolio · long equity only · exits show last held size · open a manager for their book

history
Himanshu Shah - Shah Capital Management 2026 Q2 25.4% Reduce −4.6% 14,165,577 $133M hist
Philippe Laffont - Coatue Management 2026 Q2 0.07% Hold 3,836,986 $36M hist
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0% Exit 0.00 pp 22,000 $179K hist

2 current · 1 exited last period · options excluded

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 — $682.16M $1.12B
Gross profit * — $479.42M $1.05B
Gross margin * — 70.3% 93.5%
Net income -$545.06M -$187.5M $440.3M
Net margin * — -27.5% 39.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.14B $1.13B $978.28M
Total non-current assets * $653.6M $431.48M $198.24M
Total assets $1.8B $1.56B $1.18B
Total current liabilities $1.64B $1.15B $459.95M
Total non-current liabilities * $879.28M $1.03B $844.32M
Total equity -$716.93M -$623.84M -$127.75M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$713.97M -$87.26M -$244.64M
Cash from investing -$58.81M -$204.04M -$78.27M
Cash from financing $4.47M $260.58M $27.74M
Net change in cash -$765.04M -$38.52M -$289.24M

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