BVF Inc’s Annexon ANNX Stock Holding History

BVF Inc’s Portfolio ANNX Stock Details ANNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.2M	Sell	8,698,173 -429,907	-5%	-$2.42M	1.54%	22
2025 Q4	$45.8M	Buy	9,128,080 +2,128,080	+30%	+$8.14M	1.54%	24
2025 Q3	$21.4M	Hold	7,000,000	–	–	0.87%	28
2025 Q2	$16.8M	Hold	7,000,000	–	–	0.6%	27
2025 Q1	$13.5M	Hold	7,000,000	–	–	0.55%	30
2024 Q4	$35.9M	Hold	7,000,000	–	–	1.22%	19
2024 Q3	$41.4M	Hold	7,000,000	–	–	1.21%	26
2024 Q2	$34.3M	Hold	7,000,000	–	–	0.96%	27
2024 Q1	$50.2M	Hold	7,000,000	–	–	1.38%	21
2023 Q4	$31.8M	Buy	+7,000,000	New	+$17.3M	0.8%	32
2023 Q1	–	Sell	-3,780,694	Closed	-$19.5M	–	73
2022 Q4	$19.5M	Hold	3,780,694	–	–	0.82%	37
2022 Q3	$23.4M	Hold	3,780,694	–	–	0.97%	35
2022 Q2	$14.3M	Buy	+3,780,694	New	+$11.6M	0.69%	40

Other funds holding ANNX

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BVF Inc's ANNX Position: Q1 2026 in Review

BVF Inc reduced its Annexon (ANNX) stake by 4.7% in Q1 2026, selling an estimated $2.42M and leaving 8,698,173 shares worth $48.2M. The position accounts for 1.54% of the portfolio, ranked #22.

BVF Inc first reported a position in ANNX in Q2 2022 and has held it in 13 quarters since. The position peaked at $50.2M in Q1 2024. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

BVF Inc held 8,698,173 shares of Annexon worth $48.2M as of Q1 2026.
BVF Inc sold 429,907 Annexon shares in Q1 2026, an estimated $2.42M.
Annexon made up 1.54% of BVF Inc's portfolio in Q1 2026, its #22 holding.
BVF Inc first reported a position in Annexon in Q2 2022 and has held it in 13 quarters since.
BVF Inc's Annexon position peaked at $50.2M in Q1 2024.
217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on BVF Inc's 13F filing for Q1 2026, filed 15 May 2026.