FCM
AGIO icon

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
Q1 		$192M Buy
5,684,000
+524,495
+10% +$14.9M 1.1% 30
2025
Q4 		$140M Sell
5,159,505
-621,561
-11% -$21.8M 0.64% 40
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Farallon Capital Management's AGIO Position: Q1 2026 in Review

Farallon Capital Management increased its Agios Pharmaceuticals (AGIO) stake by 10% in Q1 2026, buying an estimated $14.9M and bringing the position to 5,684,000 shares worth $192M. The position accounts for 1.1% of the portfolio, ranked #30.

Farallon Capital Management first reported a position in AGIO in Q4 2019 and has held it in 26 quarters since. The position peaked at $252M in Q3 2024. 232 funds tracked by Wall St. Rank hold AGIO as of Q1 2026.

  • Farallon Capital Management held 5,684,000 shares of Agios Pharmaceuticals worth $192M as of Q1 2026.
  • Farallon Capital Management bought 524,495 Agios Pharmaceuticals shares in Q1 2026, an estimated $14.9M.
  • Agios Pharmaceuticals made up 1.1% of Farallon Capital Management's portfolio in Q1 2026, its #30 holding.
  • Farallon Capital Management first reported a position in Agios Pharmaceuticals in Q4 2019 and has held it in 26 quarters since.
  • Farallon Capital Management's Agios Pharmaceuticals position peaked at $252M in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q1 2026.

Based on Farallon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.