DM
INCY icon

Delphi Management’s Incyte INCY Stock Holding History

Delphi Management’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 		$581K Sell
6,169
-10
-0.2% -$998 0.7% 69
2025
Q4 		$610K Sell
6,179
-708
-10% -$68.5K 0.59% 69
2025
Q3 		$584K Sell
6,887
-45
-0.6% -$3.56K 0.54% 74
2025
Q2 		$472K Sell
6,932
-484
-7% -$30.7K 0.46% 76
2025
Q1 		$449K Sell
7,416
-1,367
-16% -$95.3K 0.46% 76
2024
Q4 		$607K Buy
8,783
+7,583
+632% +$540K 0.59% 70
2024
Q3 		$79K Hold
1,200
– – 0.07% 87
2024
Q2 		$73K Buy
+1,200
New +$68K 0.06% 80

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

Delphi Management's INCY Position: Q1 2026 in Review

Delphi Management reduced its Incyte (INCY) stake by 0.16% in Q1 2026, selling an estimated $998 and leaving 6,169 shares worth $581K. The position accounts for 0.7% of the portfolio, ranked #69.

Delphi Management first reported a position in INCY in Q2 2024 and has held it in 8 quarters since. The position peaked at $610K in Q4 2025. 810 funds tracked by Wall St. Rank hold INCY as of Q1 2026.

  • Delphi Management held 6,169 shares of Incyte worth $581K as of Q1 2026.
  • Delphi Management sold 10 Incyte shares in Q1 2026, an estimated $998.
  • Incyte made up 0.7% of Delphi Management's portfolio in Q1 2026, its #69 holding.
  • Delphi Management first reported a position in Incyte in Q2 2024 and has held it in 8 quarters since.
  • Delphi Management's Incyte position peaked at $610K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Incyte as of Q1 2026.

Based on Delphi Management's 13F filing for Q1 2026, filed 20 Apr 2026.