Dimensional Fund Advisors
ANNX icon

Dimensional Fund Advisors’s Annexon ANNX Stock Holding History

Dimensional Fund Advisors’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 		$5.12M Buy
924,078
+205,398
+29% +$1.16M ﹤0.01% 2494
2025
Q4 		$3.61M Sell
718,680
-48,275
-6% -$185K ﹤0.01% 2613
2025
Q3 		$2.34M Sell
766,955
-122,908
-14% -$305K ﹤0.01% 2730
2025
Q2 		$2.14M Sell
889,863
-97,016
-10% -$194K ﹤0.01% 2748
2025
Q1 		$1.91M Sell
986,879
-373,197
-27% -$1.24M ﹤0.01% 2738
2024
Q4 		$6.98M Buy
1,360,076
+231,034
+20% +$1.42M ﹤0.01% 2440
2024
Q3 		$6.69M Buy
1,129,042
+306,437
+37% +$1.82M ﹤0.01% 2429
2024
Q2 		$4.03M Buy
822,605
+488,692
+146% +$2.53M ﹤0.01% 2565
2024
Q1 		$2.39M Buy
333,913
+246,866
+284% +$1.28M ﹤0.01% 2750
2023
Q4 		$395K Buy
87,047
+28,525
+49% +$70.6K ﹤0.01% 3076
2023
Q3 		$138K Buy
58,522
+16
+0% +$48 ﹤0.01% 3276
2023
Q2 		$206K Sell
58,506
-20
-0% -$87 ﹤0.01% 3233
2023
Q1 		$225K Buy
58,526
+1,370
+2% +$7.54K ﹤0.01% 3181
2022
Q4 		$295 Buy
57,156
+20
+0% +$110 ﹤0.01% 3146
2022
Q3 		$353K Buy
57,136
+30,605
+115% +$165K ﹤0.01% 3120
2022
Q2 		$100K Sell
26,531
-2,138
-7% -$6.53K ﹤0.01% 3331
2022
Q1 		$78K Hold
28,669
– – ﹤0.01% 3419
2021
Q4 		$329K Buy
+28,669
New +$463K ﹤0.01% 3254

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

Dimensional Fund Advisors's ANNX Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Annexon (ANNX) stake by 29% in Q1 2026, buying an estimated $1.16M and bringing the position to 924,078 shares worth $5.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Dimensional Fund Advisors first reported a position in ANNX in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.98M in Q4 2024. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Dimensional Fund Advisors held 924,078 shares of Annexon worth $5.12M as of Q1 2026.
  • Dimensional Fund Advisors bought 205,398 Annexon shares in Q1 2026, an estimated $1.16M.
  • Annexon made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2494 holding.
  • Dimensional Fund Advisors first reported a position in Annexon in Q4 2021 and has held it in 18 quarters since.
  • Dimensional Fund Advisors's Annexon position peaked at $6.98M in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.