Capstone Investment Advisors’s Exelixis EXEL Stock Holding History

Capstone Investment Advisors’s Portfolio EXEL Stock Details EXEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$384K	Buy	8,950 +1,419	+19%	+$61K	﹤0.01%	1267
2025 Q4	$330K	Sell	7,531 -4,793	-39%	-$198K	﹤0.01%	1304
2025 Q3	$509K	Sell	12,324 -5,882	-32%	-$236K	﹤0.01%	1362
2025 Q2	$802K	Buy	+18,206	New	+$728K	﹤0.01%	934
2024 Q4	–	Sell	-24,070	Closed	-$625K	–	1900
2024 Q3	$625K	Buy	+24,070	New	+$598K	﹤0.01%	1130
2023 Q4	–	Sell	-23,282	Closed	-$509K	–	2194
2023 Q3	$509K	Buy	+23,282	New	+$487K	﹤0.01%	1319
2017 Q1	–	Sell	-29,500	Closed	-$439K	–	953
2016 Q4	$439K	Buy	+29,500	New	+$426K	0.01%	612
2014 Q2	–	Sell	-148,300	Closed	-$524K	–	416
2014 Q1	$524K	Buy	+148,300	New	+$1.01M	0.01%	328

Other funds holding EXEL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capstone Investment Advisors's EXEL Position: Q1 2026 in Review

Capstone Investment Advisors increased its Exelixis (EXEL) stake by 19% in Q1 2026, buying an estimated $61K and bringing the position to 8,950 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Capstone Investment Advisors first reported a position in EXEL in Q1 2014 and has held it in 8 quarters since. The position peaked at $802K in Q2 2025. 697 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

Capstone Investment Advisors held 8,950 shares of Exelixis worth $384K as of Q1 2026.
Capstone Investment Advisors bought 1,419 Exelixis shares in Q1 2026, an estimated $61K.
Exelixis made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1267 holding.
Capstone Investment Advisors first reported a position in Exelixis in Q1 2014 and has held it in 8 quarters since.
Capstone Investment Advisors's Exelixis position peaked at $802K in Q2 2025.
697 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.