Balyasny Asset Management
PCVX icon

Balyasny Asset Management’s Vaxcyte PCVX Stock Holding History

Balyasny Asset Management’s Portfolio PCVX Stock Details PCVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.9M Buy
514,577
+487,712
+1,815% +$26.5M 0.04% 529
2025
Q4 		$1.24M Sell
26,865
-251,268
-90% -$11.2M ﹤0.01% 2089
2025
Q3 		$10M Buy
278,133
+173,297
+165% +$5.74M 0.01% 1055
2025
Q2 		$3.41M Buy
+104,836
New +$3.44M 0.01% 1481
2024
Q4 		– Sell
-74,167
Closed -$8.48M – 3143
2024
Q3 		$8.48M Sell
74,167
-344,548
-82% -$31.1M 0.01% 1033
2024
Q2 		$31.6M Buy
+418,715
New +$28.5M 0.06% 445
2022
Q4 		– Sell
-9,417
Closed -$226K – 3122
2022
Q3 		$226K Buy
+9,417
New +$239K ﹤0.01% 2279

Other funds holding PCVX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's PCVX Position: Q1 2026 in Review

Balyasny Asset Management increased its Vaxcyte (PCVX) stake by 1,815% in Q1 2026, buying an estimated $26.5M and bringing the position to 514,577 shares worth $29.9M. The position accounts for 0.04% of the portfolio, ranked #529.

Balyasny Asset Management first reported a position in PCVX in Q3 2022 and has held it in 7 quarters since. The position peaked at $31.6M in Q2 2024. 336 funds tracked by Wall St. Rank hold PCVX as of Q1 2026.

  • Balyasny Asset Management held 514,577 shares of Vaxcyte worth $29.9M as of Q1 2026.
  • Balyasny Asset Management bought 487,712 Vaxcyte shares in Q1 2026, an estimated $26.5M.
  • Vaxcyte made up 0.04% of Balyasny Asset Management's portfolio in Q1 2026, its #529 holding.
  • Balyasny Asset Management first reported a position in Vaxcyte in Q3 2022 and has held it in 7 quarters since.
  • Balyasny Asset Management's Vaxcyte position peaked at $31.6M in Q2 2024.
  • 336 funds tracked by Wall St. Rank held Vaxcyte as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.