Dmitry Balyasny’s Vertex Pharmaceuticals VRTX Stock Holding History

Dmitry Balyasny’s Portfolio VRTX Stock Details VRTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.82M	Sell	9,700 -14,000	-59%	-$6.2M	0.01%	1387
2026 Q1	$10.6M	Buy	23,700 +17,400	+276%	+$8.11M	0.01%	1008
2025 Q4	$2.86M	Buy	6,300 +2,800	+80%	+$1.21M	﹤0.01%	1696
2025 Q3	$1.37M	Sell	3,500 -1,700	-33%	-$710K	﹤0.01%	1989
2025 Q2	$2.32M	Buy	+5,200	New	+$2.4M	﹤0.01%	1660
2025 Q1	–	Sell	-500	Closed	-$201K	–	3328
2024 Q4	$201K	Hold	500	–	–	﹤0.01%	2525
2024 Q3	$233K	Sell	500 -500	-50%	-$240K	﹤0.01%	2522
2024 Q2	$469K	Buy	1,000 +500	+100%	+$217K	﹤0.01%	2069
2024 Q1	$209K	Sell	500 -300	-38%	-$127K	﹤0.01%	2384
2023 Q4	$326K	Buy	+800	New	+$296K	﹤0.01%	2123
2023 Q1	–	Sell	-16,800	Closed	-$4.85M	–	3194
2022 Q4	$4.85M	Hold	16,800	–	–	0.01%	1047
2022 Q3	$4.86M	Buy	16,800 +12,900	+331%	+$3.71M	0.01%	1012
2022 Q2	$1.1M	Sell	3,900 -52,100	-93%	-$13.9M	﹤0.01%	1710
2022 Q1	$14.6M	Sell	56,000 -314,000	-85%	-$74.5M	0.05%	550
2021 Q4	$81.3M	Buy	+370,000	New	+$71.9M	0.28%	60
2021 Q3	–	Sell	-39,000	Closed	-$7.86M	–	2458
2021 Q2	$7.86M	Buy	+39,000	New	+$8.16M	0.04%	580
2018 Q1	–	Sell	-26,700	Closed	-$4M	–	2336
2017 Q4	$4M	Buy	+26,700	New	+$3.95M	0.01%	931
2017 Q2	–	Sell	-237,500	Closed	-$26M	–	1774
2017 Q1	$26M	Buy	+237,500	New	+$20.9M	0.12%	223

Other funds holding VRTX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dmitry Balyasny's VRTX Position: Q2 2026 in Review

Dmitry Balyasny increased its Vertex Pharmaceuticals (VRTX) stake by 261% in Q2 2026, buying an estimated $46.5M and bringing the position to 145,005 shares worth $72M. The position accounts for 0.09% of the portfolio, ranked #267.

Dmitry Balyasny first reported a position in VRTX in Q2 2013 and has held it in 33 quarters since. The position peaked at $78.6M in Q1 2024. 1,747 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

Dmitry Balyasny held 145,005 shares of Vertex Pharmaceuticals worth $72M as of Q2 2026.
Dmitry Balyasny bought 104,868 Vertex Pharmaceuticals shares in Q2 2026, an estimated $46.5M.
Vertex Pharmaceuticals made up 0.09% of Dmitry Balyasny's portfolio in Q2 2026, its #267 holding.
Dmitry Balyasny first reported a position in Vertex Pharmaceuticals in Q2 2013 and has held it in 33 quarters since.
Dmitry Balyasny's Vertex Pharmaceuticals position peaked at $78.6M in Q1 2024.
1,747 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

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