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
Q3 		$8.14M Buy
1,924,856
+427,100
+29% +$2.15M ﹤0.01% 2347
2026
Q2 		$8.55M Buy
1,497,756
+573,678
+62% +$3.17M ﹤0.01% 2372
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
New +$322K ﹤0.01% 3181
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Dimensional Fund Advisors's ANNX Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Annexon (ANNX) stake by 29% in Q3 2026, buying an estimated $2.15M and bringing the position to 1,924,856 shares worth $8.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Dimensional Fund Advisors first reported a position in ANNX in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.55M in Q2 2026. 59 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • Dimensional Fund Advisors held 1,924,856 shares of Annexon worth $8.14M as of Q3 2026.
  • Dimensional Fund Advisors bought 427,100 Annexon shares in Q3 2026, an estimated $2.15M.
  • Annexon made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2347 holding.
  • Dimensional Fund Advisors first reported a position in Annexon in Q4 2021 and has held it in 19 quarters since.
  • Dimensional Fund Advisors's Annexon position peaked at $8.55M in Q2 2026.
  • 59 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.