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Casdin Capital’s Incyte INCY Stock Holding History

Casdin Capital’s Portfolio INCY Stock Details INCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100,000
Closed -$9.88M – 43
2025
Q4 		$9.88M Hold
100,000
– – 0.61% 26
2025
Q3 		$8.48M Buy
+100,000
New +$7.9M 0.71% 21
2023
Q3 		– Sell
-77,500
Closed -$4.82M – 41
2023
Q2 		$4.82M Hold
77,500
– – 0.42% 29
2023
Q1 		$5.6M Hold
77,500
– – 0.46% 33
2022
Q4 		$6.22M Buy
+77,500
New +$5.93M 0.48% 33

Other funds holding INCY

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Casdin Capital's INCY Position: Q1 2026 in Review

Casdin Capital sold out of Incyte (INCY) in Q1 2026, closing a stake of 100,000 shares — an estimated $9.88M sold.

Casdin Capital first reported a position in INCY in Q4 2022 and held it in 5 quarters. The position peaked at $9.88M in Q4 2025. 811 funds tracked by Wall St. Rank hold INCY as of Q1 2026.

  • Casdin Capital reported no remaining Incyte position as of Q1 2026 after selling out during the quarter.
  • Casdin Capital sold 100,000 Incyte shares in Q1 2026, an estimated $9.88M.
  • Casdin Capital first reported a position in Incyte in Q4 2022 and held it in 5 quarters.
  • Casdin Capital's Incyte position peaked at $9.88M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held Incyte as of Q1 2026.

Based on Casdin Capital's 13F filing for Q1 2026, filed 15 May 2026.