Cormorant Asset Management’s Axsome Therapeutics AXSM Stock Holding History

Cormorant Asset Management’s Portfolio AXSM Stock Details AXSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.45M	Sell	50,000 -25,000	-33%	-$4.32M	0.42%	38
2025 Q4	$13.7M	Sell	75,000 -25,000	-25%	-$3.49M	0.63%	29
2025 Q3	$12.1M	Hold	100,000	–	–	0.84%	28
2025 Q2	$10.4M	Sell	100,000 -150,000	-60%	-$15.9M	0.78%	28
2025 Q1	$29.2M	Sell	250,000 -75,000	-23%	-$8.54M	2.19%	15
2024 Q4	$27.5M	Sell	325,000 -75,000	-19%	-$6.9M	1.51%	21
2024 Q3	$35.9M	Hold	400,000	–	–	1.91%	20
2024 Q2	$32.2M	Buy	+400,000	New	+$29.6M	1.86%	15
2023 Q3	–	Sell	-340,000	Closed	-$24.4M	–	55
2023 Q2	$24.4M	Buy	340,000 +40,000	+13%	+$2.95M	1.37%	22
2023 Q1	$18.5M	Sell	300,000 -25,000	-8%	-$1.64M	1.22%	22
2022 Q4	$25.1M	Buy	+325,000	New	+$19.4M	1.68%	20
2022 Q3	–	Sell	-205,000	Closed	-$7.85M	–	76
2022 Q2	$7.85M	Buy	+205,000	New	+$6.48M	0.59%	44
2021 Q2	–	Sell	-200,000	Closed	-$11.3M	–	107
2021 Q1	$11.3M	Hold	200,000	–	–	0.25%	68
2020 Q4	$16.3M	Sell	200,000 -50,000	-20%	-$3.74M	0.39%	55
2020 Q3	$17.8M	Sell	250,000 -100,000	-29%	-$7.79M	0.68%	41
2020 Q2	$28.8M	Sell	350,000 -150,000	-30%	-$11.5M	1.1%	29
2020 Q1	$29.4M	Sell	500,000 -100,000	-17%	-$8.15M	1.37%	23
2019 Q4	$62M	Buy	+600,000	New	+$24.2M	2.47%	10

Other funds holding AXSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cormorant Asset Management's AXSM Position: Q1 2026 in Review

Cormorant Asset Management reduced its Axsome Therapeutics (AXSM) stake by 33% in Q1 2026, selling an estimated $4.32M and leaving 50,000 shares worth $8.45M. The position accounts for 0.42% of the portfolio, ranked #38.

Cormorant Asset Management first reported a position in AXSM in Q4 2019 and has held it in 18 quarters since. The position peaked at $62M in Q4 2019. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

Cormorant Asset Management held 50,000 shares of Axsome Therapeutics worth $8.45M as of Q1 2026.
Cormorant Asset Management sold 25,000 Axsome Therapeutics shares in Q1 2026, an estimated $4.32M.
Axsome Therapeutics made up 0.42% of Cormorant Asset Management's portfolio in Q1 2026, its #38 holding.
Cormorant Asset Management first reported a position in Axsome Therapeutics in Q4 2019 and has held it in 18 quarters since.
Cormorant Asset Management's Axsome Therapeutics position peaked at $62M in Q4 2019.
409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

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