BI
NKTR icon

BVF Inc’s Nektar Therapeutics NKTR Stock Holding History

BVF Inc’s Portfolio NKTR Stock Details NKTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$167M Sell
2,391,075
-168,520
-7% -$12.3M 4.27% 7
2026
Q1 		$184M Buy
2,559,595
+1,000,000
+64% +$56.9M 5.87% 4
2025
Q4 		$65.9M Buy
1,559,595
+283,000
+22% +$15.8M 2.22% 15
2025
Q3 		$72.6M Buy
+1,276,595
New +$42.3M 2.94% 13

Other funds holding NKTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

BVF Inc's NKTR Position: Q2 2026 in Review

BVF Inc reduced its Nektar Therapeutics (NKTR) stake by 6.6% in Q2 2026, selling an estimated $12.3M and leaving 2,391,075 shares worth $167M. The position accounts for 4.27% of the portfolio, ranked #7.

BVF Inc first reported a position in NKTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $184M in Q1 2026. 240 funds tracked by Wall St. Rank hold NKTR as of Q2 2026.

  • BVF Inc held 2,391,075 shares of Nektar Therapeutics worth $167M as of Q2 2026.
  • BVF Inc sold 168,520 Nektar Therapeutics shares in Q2 2026, an estimated $12.3M.
  • Nektar Therapeutics made up 4.27% of BVF Inc's portfolio in Q2 2026, its #7 holding.
  • BVF Inc first reported a position in Nektar Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • BVF Inc's Nektar Therapeutics position peaked at $184M in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Nektar Therapeutics as of Q2 2026.

Based on BVF Inc's 13F filing for Q2 2026, filed 14 Aug 2026.