Follow-The-Filings

Security · featured owners

NVAX Novavax Inc.

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

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

NVAX (Novavax Inc.) is held in 2 featured 13F books as of 2026 Q2. Himanshu Shah - Shah Capital Management is the largest tracked holder by portfolio weight (25.4%). Figures are as-filed 13F, not free float.

Who owns this now

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

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

Holders

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

History
Himanshu Shah - Shah Capital Management 2026 Q2 25.4% Reduce −4.6% 14,165,577 $133M History
Philippe Laffont - Coatue Management 2026 Q2 0.07% Hold 3,836,986 $36M History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 22,000 $179K History

2 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 11 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

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

Filed Form Detail Links
4 Period Jun 18, 2026 · 8 forms Filing Doc
4 Period Apr 25, 2026 Filing Doc
4 Period Apr 14, 2026 Filing Doc
4 Period Mar 10, 2026 Filing Doc
4/A Period Mar 2, 2026 · 5 forms Filing Doc
4 Period Mar 7, 2026 Filing Doc
4 Period Mar 2, 2026 Filing Doc
4 Period Mar 3, 2026 · 4 forms Filing Doc
4 Period Mar 1, 2026 · 3 forms Filing Doc

Updated 17 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 FY2024 FY2025
Revenue — $0.682B $1.12B
Gross profit * — $0.479B $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 $0.978B
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 $0.46B
Total non-current liabilities * $0.879B $1.03B $0.844B
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