Hudson Bay Capital Management’s Janux Therapeutics JANX Stock Holding History

Hudson Bay Capital Management’s Portfolio JANX Stock Details JANX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$461K	Sell	30,000 -80,000	-73%	-$1.16M	﹤0.01%	1015
2026 Q1	$1.53M	Hold	110,000	–	–	0.01%	809
2025 Q4	$1.52M	Buy	110,000 +60,000	+120%	+$1.41M	0.01%	750
2025 Q3	$1.22M	Buy	50,000 +20,000	+67%	+$487K	﹤0.01%	831
2025 Q2	$693K	Sell	30,000 -80,000	-73%	-$2.11M	﹤0.01%	1027
2025 Q1	$2.97M	Buy	110,000 +80,000	+267%	+$3.02M	0.01%	738
2024 Q4	$1.61M	Sell	30,000 -93,658	-76%	-$4.95M	0.01%	694
2024 Q3	$5.62M	Buy	+123,658	New	+$5.38M	0.02%	394

Other funds holding JANX

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

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

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Hudson Bay Capital Management's JANX Position: Q2 2026 in Review

Hudson Bay Capital Management reduced its Janux Therapeutics (JANX) stake by 73% in Q2 2026, selling an estimated $1.16M and leaving 30,000 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Hudson Bay Capital Management first reported a position in JANX in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.62M in Q3 2024. 198 funds tracked by Wall St. Rank hold JANX as of Q2 2026.

Hudson Bay Capital Management held 30,000 shares of Janux Therapeutics worth $461K as of Q2 2026.
Hudson Bay Capital Management sold 80,000 Janux Therapeutics shares in Q2 2026, an estimated $1.16M.
Janux Therapeutics made up ﹤0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #1015 holding.
Hudson Bay Capital Management first reported a position in Janux Therapeutics in Q3 2024 and has held it in 8 quarters since.
Hudson Bay Capital Management's Janux Therapeutics position peaked at $5.62M in Q3 2024.
198 funds tracked by Wall St. Rank held Janux Therapeutics as of Q2 2026.

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