Janus Henderson Group
NUVL icon

Janus Henderson Group’s Nuvalent NUVL Stock Holding History

Janus Henderson Group’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$127M Sell
1,237,779
-261,795
-17% -$26.7M 0.06% 251
2025
Q4 		$151M Sell
1,499,574
-689,100
-31% -$67.9M 0.07% 222
2025
Q3 		$189M Buy
2,188,674
+406,093
+23% +$32.1M 0.09% 189
2025
Q2 		$136M Buy
1,782,581
+472,385
+36% +$34.6M 0.07% 228
2025
Q1 		$95.7M Buy
1,310,196
+1,293,580
+7,785% +$101M 0.05% 271
2024
Q4 		$1.3M Sell
16,616
-1,100
-6% -$103K ﹤0.01% 1542
2024
Q3 		$1.81M Buy
17,716
+5,000
+39% +$415K ﹤0.01% 1352
2024
Q2 		$963K Sell
12,716
-134
-1% -$9.53K ﹤0.01% 1640
2024
Q1 		$965K Buy
12,850
+7
+0.1% +$557 ﹤0.01% 1660
2023
Q4 		$945K Buy
12,843
+4,463
+53% +$276K ﹤0.01% 1656
2023
Q3 		$385K Sell
8,380
-48,536
-85% -$2.15M ﹤0.01% 2067
2023
Q2 		$2.4M Sell
56,916
-181,038
-76% -$6.84M ﹤0.01% 1154
2023
Q1 		$6.22M Sell
237,954
-5,461
-2% -$162K ﹤0.01% 814
2022
Q4 		$7.24M Sell
243,415
-553,897
-69% -$15.4M 0.01% 786
2022
Q3 		$15.5M Sell
797,312
-449,853
-36% -$7.53M 0.01% 732
2022
Q2 		$16.9M Sell
1,247,165
-90,260
-7% -$955K 0.01% 594
2022
Q1 		$18.6M Sell
1,337,425
-80,622
-6% -$1.17M 0.01% 763
2021
Q4 		$26.1M Sell
1,418,047
-9,929
-0.7% -$221K 0.01% 721
2021
Q3 		$30.2M Buy
+1,427,976
New +$41.4M 0.01% 692

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group's NUVL Position: Q1 2026 in Review

Janus Henderson Group reduced its Nuvalent (NUVL) stake by 17% in Q1 2026, selling an estimated $26.7M and leaving 1,237,779 shares worth $127M. The position accounts for 0.06% of the portfolio, ranked #251.

Janus Henderson Group first reported a position in NUVL in Q3 2021 and has held it in 19 quarters since. The position peaked at $189M in Q3 2025. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

  • Janus Henderson Group held 1,237,779 shares of Nuvalent worth $127M as of Q1 2026.
  • Janus Henderson Group sold 261,795 Nuvalent shares in Q1 2026, an estimated $26.7M.
  • Nuvalent made up 0.06% of Janus Henderson Group's portfolio in Q1 2026, its #251 holding.
  • Janus Henderson Group first reported a position in Nuvalent in Q3 2021 and has held it in 19 quarters since.
  • Janus Henderson Group's Nuvalent position peaked at $189M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.