CM
ANNX icon

Caption Management’s Annexon ANNX Stock Holding History

Caption Management’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 		– Sell
-300,000
Closed -$1.51M – 1526
2025
Q4 		$1.51M Buy
+300,000
New +$1.15M 0.01% 925
2024
Q3 		– Sell
-447,900
Closed -$2.19M – 1252
2024
Q2 		$2.19M Buy
447,900
+45,400
+11% +$235K 0.03% 456
2024
Q1 		$2.89M Buy
+402,500
New +$2.09M 0.04% 437

Other funds holding ANNX

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
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
BG
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Caption Management's ANNX Position: Q1 2026 in Review

Caption Management sold out of Annexon (ANNX) in Q1 2026, closing a stake of 119,491 shares — an estimated $600K sold.

Caption Management first reported a position in ANNX in Q1 2024 and held it in 3 quarters. The position peaked at $3.58M in Q1 2024. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Caption Management reported no remaining Annexon position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 119,491 Annexon shares in Q1 2026, an estimated $600K.
  • Caption Management first reported a position in Annexon in Q1 2024 and held it in 3 quarters.
  • Caption Management's Annexon position peaked at $3.58M in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.