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Farallon Capital Management’s Agios Pharmaceuticals AGIO Stock Holding History

Farallon Capital Management’s Portfolio AGIO Stock Details AGIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220M Buy
5,917,400
+233,400
+4% +$7.08M 1.01% 27
2026
Q1 		$192M Buy
5,684,000
+524,495
+10% +$14.9M 1.01% 31
2025
Q4 		$140M Sell
5,159,505
-621,561
-11% -$21.8M 0.61% 41
2025
Q3 		$232M Buy
5,781,066
+13,600
+0.2% +$512K 0.95% 36
2025
Q2 		$192M Buy
5,767,466
+67,000
+1% +$2.03M 0.81% 37
2025
Q1 		$167M Buy
5,700,466
+26,000
+0.5% +$862K 0.8% 39
2024
Q4 		$186M Buy
5,674,466
+13,600
+0.2% +$639K 0.82% 41
2024
Q3 		$252M Buy
5,660,866
+6,364
+0.1% +$289K 1.1% 32
2024
Q2 		$244M Buy
5,654,502
+63,900
+1% +$2.31M 1.05% 30
2024
Q1 		$163M Buy
5,590,602
+1,423,000
+34% +$38.1M 0.69% 37
2023
Q4 		$92.8M Buy
4,167,602
+1,416,773
+52% +$31.7M 0.42% 47
2023
Q3 		$68.1M Buy
2,750,829
+62,000
+2% +$1.64M 0.32% 54
2023
Q2 		$76.1M Buy
2,688,829
+596,000
+28% +$14.8M 0.38% 52
2023
Q1 		$48.1M Buy
2,092,829
+67,000
+3% +$1.78M 0.26% 60
2022
Q4 		$56.9M Buy
2,025,829
+529,000
+35% +$14.9M 0.34% 62
2022
Q3 		$42.3M Buy
1,496,829
+163,817
+12% +$4.39M 0.23% 77
2022
Q2 		$29.6M Hold
1,333,012
– – 0.16% 83
2022
Q1 		$38.8M Buy
1,333,012
+76,434
+6% +$2.34M 0.19% 80
2021
Q4 		$41.3M Buy
1,256,578
+437,811
+53% +$17.6M 0.21% 73
2021
Q3 		$37.8M Sell
818,767
-341,233
-29% -$16.5M 0.18% 83
2021
Q2 		$63.9M Sell
1,160,000
-90,000
-7% -$5.03M 0.26% 61
2021
Q1 		$64.5M Buy
1,250,000
+250,000
+25% +$12.4M 0.32% 61
2020
Q4 		$43.3M Sell
1,000,000
-83,429
-8% -$3.3M 0.26% 69
2020
Q3 		$37.9M Sell
1,083,429
-166,571
-13% -$7.3M 0.26% 72
2020
Q2 		$66.8M Hold
1,250,000
– – 0.54% 48
2020
Q1 		$44.4M Hold
1,250,000
– – 0.38% 47
2019
Q4 		$59.7M Buy
+1,250,000
New +$47.2M 0.4% 47

Other funds holding AGIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Farallon Capital Management's AGIO Position: Q2 2026 in Review

Farallon Capital Management increased its Agios Pharmaceuticals (AGIO) stake by 4.1% in Q2 2026, buying an estimated $7.08M and bringing the position to 5,917,400 shares worth $220M. The position accounts for 1.01% of the portfolio, ranked #27.

Farallon Capital Management first reported a position in AGIO in Q4 2019 and has held it in 27 quarters since. The position peaked at $252M in Q3 2024. 238 funds tracked by Wall St. Rank hold AGIO as of Q2 2026.

  • Farallon Capital Management held 5,917,400 shares of Agios Pharmaceuticals worth $220M as of Q2 2026.
  • Farallon Capital Management bought 233,400 Agios Pharmaceuticals shares in Q2 2026, an estimated $7.08M.
  • Agios Pharmaceuticals made up 1.01% of Farallon Capital Management's portfolio in Q2 2026, its #27 holding.
  • Farallon Capital Management first reported a position in Agios Pharmaceuticals in Q4 2019 and has held it in 27 quarters since.
  • Farallon Capital Management's Agios Pharmaceuticals position peaked at $252M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q2 2026.

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