BVF Inc’s Axsome Therapeutics AXSM Stock Holding History

BVF Inc’s Portfolio AXSM Stock Details AXSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-45,757	Closed	-$8.36M	–	43
2025 Q4	$8.36M	Sell	45,757 -441,000	-91%	-$61.6M	0.28%	34
2025 Q3	$59.1M	Sell	486,757 -1,203,464	-71%	-$136M	2.4%	15
2025 Q2	$176M	Hold	1,690,221	–	–	6.3%	5
2025 Q1	$197M	Buy	1,690,221 +302,157	+22%	+$34.4M	8.03%	2
2024 Q4	$117M	Buy	1,388,064 +342,064	+33%	+$31.5M	3.98%	4
2024 Q3	$94M	Buy	1,046,000 +91,000	+10%	+$7.94M	2.75%	10
2024 Q2	$76.9M	Buy	+955,000	New	+$70.7M	2.15%	14
2024 Q1	–	Sell	-1,981,100	Closed	-$158M	–	63
2023 Q4	$158M	Sell	1,981,100 -150,000	-7%	-$10M	3.95%	3
2023 Q3	$149M	Hold	2,131,100	–	–	4.02%	3
2023 Q2	$153M	Hold	2,131,100	–	–	4.27%	3
2023 Q1	$131M	Buy	2,131,100 +376,100	+21%	+$24.7M	4.81%	3
2022 Q4	$135M	Buy	+1,755,000	New	+$105M	5.71%	2

Other funds holding AXSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BVF Inc's AXSM Position: Q1 2026 in Review

BVF Inc sold out of Axsome Therapeutics (AXSM) in Q1 2026, closing a stake of 45,757 shares — an estimated $8.36M sold.

BVF Inc first reported a position in AXSM in Q4 2022 and held it in 12 quarters. The position peaked at $197M in Q1 2025. 410 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

BVF Inc reported no remaining Axsome Therapeutics position as of Q1 2026 after selling out during the quarter.
BVF Inc sold 45,757 Axsome Therapeutics shares in Q1 2026, an estimated $8.36M.
BVF Inc first reported a position in Axsome Therapeutics in Q4 2022 and held it in 12 quarters.
BVF Inc's Axsome Therapeutics position peaked at $197M in Q1 2025.
410 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

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