Save your place

Sign in to WhoBought

Please try again later.

Jeremy Grantham's Exelixis, Inc. (EXEL) position

Yes: as of Q1 2026, Jeremy Grantham holds 38K shares of EXEL worth $1.6M (0.0% of the disclosed portfolio). Last quarter the position was reduced by 44.1%. First disclosed Q2 2022.
View full portfolio →
Current value
$1.6M
Shares held
38K
% of portfolio
0.0%
Est. average buy price (i)
$41.16
Quarter-end price
$42.89

Estimated trade prices

Average price in quarters with purchases
$27.65
Average prices in quarters with sales
  • Q1 2026: $42.99 (30K shares sold)

EXEL price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$10$20$40$6020222023202420252026New position of 18K shares · Q2 2022. Average closing price $20.61 · Price range $17.44–$23.1618KsharespurchasedAdded 4K shares (21.0%) · Q3 2022. Average closing price $19.32 · Price range $15.68–$22.274KsharespurchasedAdded 75K shares (343.4%) · Q4 2022. Average closing price $16.31 · Price range $14.96–$17.3975KsharespurchasedNew position of 84K shares · Q3 2024. Average closing price $24.85 · Price range $21.96–$27.6084KsharespurchasedAdded 67K shares (80.2%) · Q4 2024. Average closing price $32.44 · Price range $25.39–$36.4667KsharespurchasedNew position of 12K shares · Q3 2025. Average closing price $40.19 · Price range $36.22–$46.1512KsharespurchasedAdded 57K shares (477.8%) · Q4 2025. Average closing price $41.36 · Price range $34.54–$46.5157KsharespurchasedSold 30K shares (44.1%) · Q1 2026. Average closing price $42.99 · Price range $40.74–$46.1930Ksharessold
Average closing price · filing quarter
$42.99
Price range · filing quarter
$40.74 – $46.19
Sign in to see who bought

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −30K −$1.3M −44.1% 38K May 14, 2026
Q4 2025 Added +57K +$2.3M +477.8% 68K Feb 17, 2026
Q3 2025 New +12K +$476K – 12K Nov 13, 2025
Q4 2024 Added +67K +$2.2M +80.2% 151K Feb 13, 2025
Q3 2024 New +84K +$2.1M – 84K Nov 13, 2024
Q4 2022 Added +75K +$1.2M +343.4% 97K Feb 13, 2023
Q3 2022 Added +4K +$73K +21.0% 22K Nov 10, 2022
Q2 2022 New +18K +$373K – 18K Aug 12, 2022
Data through Q1 2026 · filed May 14, 2026
8 grouped rows from 8 quarters

Who else owns EXEL

Renaissance Technologies LLC

 View investor →
owns 5.5% of shares outstanding
Est. $589M · Shares: 13.7M

Farallon Capital Management LLC
owns 5.2% of shares outstanding
Est. $562M · Shares: 13.1M

AQR Capital Management LLC
owns 5.2% of shares outstanding
Est. $562M · Shares: 13.1M

Fuller & Thaler Asset Management, Inc.
owns 3.4% of shares outstanding
Est. $366M · Shares: 8.5M

See all owners of EXEL →

More Grantham positions

Microsoft Corporation(MSFT)
$2.3B
5.8% of portfolio

Alphabet Inc.(GOOGL)
$1.9B
5.1% of portfolio

Johnson & Johnson(JNJ)
$1.8B
4.6% of portfolio

Apple Inc.(AAPL)
$1.8B
4.5% of portfolio

Meta Platforms, Inc.(META)
$1.7B
4.5% of portfolio

Lam Research Corporation(LRCX)
$1.4B
3.8% of portfolio

Common questions

Does Jeremy Grantham own EXEL?

Yes. As of Q1 2026, Jeremy Grantham disclosed 38K shares of EXEL, worth $1.6M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy EXEL?

Jeremy Grantham first disclosed a EXEL position in Q2 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell EXEL?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in EXEL. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of EXEL does Jeremy Grantham own?

Jeremy Grantham disclosed 38K shares of EXEL as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for EXEL?

Jeremy Grantham's estimated average buy price for EXEL is $41.16, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.