Geode Capital Management
ACLX

Geode Capital Management’s Arcellx ACLX Stock Holding History

Geode Capital Management’s Portfolio ACLX Stock Details ACLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118M Buy
1,028,666
+70,609
+7% +$6.23M 0.01% 980
2025
Q4 		$62.5M Buy
958,057
+31,753
+3% +$2.53M ﹤0.01% 1355
2025
Q3 		$76.1M Sell
926,304
-35,474
-4% -$2.55M ﹤0.01% 1230
2025
Q2 		$63.3M Sell
961,778
-58,762
-6% -$3.66M ﹤0.01% 1297
2025
Q1 		$67M Buy
1,020,540
+41,514
+4% +$2.81M 0.01% 1203
2024
Q4 		$75.1M Buy
979,026
+4,059
+0.4% +$351K 0.01% 1176
2024
Q3 		$81.4M Buy
974,967
+39,781
+4% +$2.65M 0.01% 1128
2024
Q2 		$51.6M Buy
935,186
+96,717
+12% +$5.26M ﹤0.01% 1342
2024
Q1 		$58.3M Buy
838,469
+53,067
+7% +$3.37M 0.01% 1251
2023
Q4 		$43.6M Buy
785,402
+46,348
+6% +$2.09M ﹤0.01% 1432
2023
Q3 		$26.5M Buy
739,054
+53,826
+8% +$1.86M ﹤0.01% 1634
2023
Q2 		$21.7M Buy
685,228
+123,624
+22% +$4.73M ﹤0.01% 1799
2023
Q1 		$17.3M Buy
561,604
+16,834
+3% +$511K ﹤0.01% 1902
2022
Q4 		$16.9M Buy
544,770
+20,177
+4% +$463K ﹤0.01% 1884
2022
Q3 		$9.85M Buy
524,593
+333,285
+174% +$6.38M ﹤0.01% 2270
2022
Q2 		$3.46M Buy
191,308
+50,558
+36% +$652K ﹤0.01% 2897
2022
Q1 		$1.97M Buy
+140,750
New +$2.35M ﹤0.01% 3268

Other funds holding ACLX

GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Geode Capital Management's ACLX Position: Q1 2026 in Review

Geode Capital Management increased its Arcellx (ACLX) stake by 7.4% in Q1 2026, buying an estimated $6.23M and bringing the position to 1,028,666 shares worth $118M. The position accounts for 0.01% of the portfolio, ranked #980.

Geode Capital Management first reported a position in ACLX in Q1 2022 and has held it in 17 quarters since. 239 funds tracked by Wall St. Rank hold ACLX as of Q1 2026.

  • Geode Capital Management held 1,028,666 shares of Arcellx worth $118M as of Q1 2026.
  • Geode Capital Management bought 70,609 Arcellx shares in Q1 2026, an estimated $6.23M.
  • Arcellx made up 0.01% of Geode Capital Management's portfolio in Q1 2026, its #980 holding.
  • Geode Capital Management first reported a position in Arcellx in Q1 2022 and has held it in 17 quarters since.
  • 239 funds tracked by Wall St. Rank held Arcellx as of Q1 2026.

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