Dmitry Balyasny’s Recursion Pharmaceuticals RXRX Stock Holding History

Dmitry Balyasny’s Portfolio RXRX Stock Details RXRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Buy	353,661 +186,613	+112%	+$621K	﹤0.01%	2063
2026 Q1	$513K	Sell	167,048 -501,126	-75%	-$1.94M	﹤0.01%	2352
2025 Q4	$2.73M	Buy	668,174 +105,726	+19%	+$524K	﹤0.01%	1718
2025 Q3	$2.74M	Buy	+562,448	New	+$2.95M	﹤0.01%	1658
2025 Q2	–	Sell	-652,644	Closed	-$3.45M	–	3276
2025 Q1	$3.45M	Buy	+652,644	New	+$4.76M	0.01%	1431
2024 Q3	–	Sell	-245,210	Closed	-$1.84M	–	3108
2024 Q2	$1.84M	Buy	+245,210	New	+$2.14M	﹤0.01%	1565
2023 Q3	–	Sell	-800,320	Closed	-$5.98M	–	2662
2023 Q2	$5.98M	Buy	800,320 +733,334	+1,095%	+$5.13M	0.01%	995
2023 Q1	$447K	Sell	66,986 -84,353	-56%	-$669K	﹤0.01%	1980
2022 Q4	$1.17M	Buy	+151,339	New	+$1.48M	﹤0.01%	1601

Other funds holding RXRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

MCMU

MIC Capital Management (UK) London, United Kingdom $394M AUM 25.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dmitry Balyasny's RXRX Position: Q2 2026 in Review

Dmitry Balyasny increased its Recursion Pharmaceuticals (RXRX) stake by 112% in Q2 2026, buying an estimated $621K and bringing the position to 353,661 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Dmitry Balyasny first reported a position in RXRX in Q4 2022 and has held it in 9 quarters since. The position peaked at $5.98M in Q2 2023. 339 funds tracked by Wall St. Rank hold RXRX as of Q2 2026.

Dmitry Balyasny held 353,661 shares of Recursion Pharmaceuticals worth $1.3M as of Q2 2026.
Dmitry Balyasny bought 186,613 Recursion Pharmaceuticals shares in Q2 2026, an estimated $621K.
Recursion Pharmaceuticals made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2063 holding.
Dmitry Balyasny first reported a position in Recursion Pharmaceuticals in Q4 2022 and has held it in 9 quarters since.
Dmitry Balyasny's Recursion Pharmaceuticals position peaked at $5.98M in Q2 2023.
339 funds tracked by Wall St. Rank held Recursion Pharmaceuticals as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.