BVF Inc’s Zymeworks ZYME Stock Holding History

BVF Inc’s Portfolio ZYME Stock Details ZYME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$95.4M	Sell	3,649,142 -85,000	-2%	-$2.16M	2.44%	14
2026 Q1	$93.5M	Sell	3,734,142 -204,499	-5%	-$4.84M	2.98%	9
2025 Q4	$104M	Hold	3,938,641	–	–	3.49%	9
2025 Q3	$67.3M	Sell	3,938,641 -370,294	-9%	-$5.3M	2.73%	14
2025 Q2	$54.1M	Hold	4,308,935	–	–	1.93%	10
2025 Q1	$51.3M	Hold	4,308,935	–	–	2.09%	10
2024 Q4	$63.1M	Sell	4,308,935 -299,000	-6%	-$4.18M	2.14%	10
2024 Q3	$57.8M	Sell	4,607,935 -1,262,065	-22%	-$13.7M	1.69%	18
2024 Q2	$50M	Hold	5,870,000	–	–	1.4%	23
2024 Q1	$61.8M	Hold	5,870,000	–	–	1.7%	16
2023 Q4	$61M	Hold	5,870,000	–	–	1.53%	18
2023 Q3	$37.2M	Hold	5,870,000	–	–	1%	24
2023 Q2	$50.7M	Hold	5,870,000	–	–	1.41%	19
2023 Q1	$53.1M	Hold	5,870,000	–	–	1.94%	16
2022 Q4	$46.1M	Buy	+5,870,000	New	+$41.2M	1.95%	18
2018 Q4	–	Sell	-19,804	Closed	-$311K	–	56
2018 Q3	$311K	Hold	19,804	–	–	0.03%	57
2018 Q2	$293K	Buy	+19,804	New	+$307K	0.03%	51

Other funds holding ZYME

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return

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

BVF Inc's ZYME Position: Q2 2026 in Review

BVF Inc reduced its Zymeworks (ZYME) stake by 2.3% in Q2 2026, selling an estimated $2.16M and leaving 3,649,142 shares worth $95.4M. The position accounts for 2.44% of the portfolio, ranked #14.

BVF Inc first reported a position in ZYME in Q2 2018 and has held it in 17 quarters since. The position peaked at $104M in Q4 2025. 202 funds tracked by Wall St. Rank hold ZYME as of Q2 2026.

BVF Inc held 3,649,142 shares of Zymeworks worth $95.4M as of Q2 2026.
BVF Inc sold 85,000 Zymeworks shares in Q2 2026, an estimated $2.16M.
Zymeworks made up 2.44% of BVF Inc's portfolio in Q2 2026, its #14 holding.
BVF Inc first reported a position in Zymeworks in Q2 2018 and has held it in 17 quarters since.
BVF Inc's Zymeworks position peaked at $104M in Q4 2025.
202 funds tracked by Wall St. Rank held Zymeworks as of Q2 2026.

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