JY
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Jeff Yass’s Recursion Pharmaceuticals RXRX Stock Holding History

Jeff Yass’s Portfolio RXRX Stock Details RXRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.15M Sell
1,403,100
-125,300
-8% -$417K ﹤0.01% 4557
2026
Q1 		$4.69M Sell
1,528,400
-930,000
-38% -$3.59M ﹤0.01% 4348
2025
Q4 		$10.1M Buy
2,458,400
+296,300
+14% +$1.47M ﹤0.01% 3032
2025
Q3 		$10.6M Buy
2,162,100
+499,000
+30% +$2.62M ﹤0.01% 2972
2025
Q2 		$8.42M Buy
1,663,100
+499,300
+43% +$2.45M ﹤0.01% 3093
2025
Q1 		$6.16M Buy
1,163,800
+19,000
+2% +$139K ﹤0.01% 3258
2024
Q4 		$7.74M Buy
1,144,800
+136,200
+14% +$916K ﹤0.01% 2972
2024
Q3 		$6.65M Sell
1,008,600
-246,200
-20% -$1.76M ﹤0.01% 3148
2024
Q2 		$9.41M Buy
1,254,800
+459,400
+58% +$4.01M ﹤0.01% 2564
2024
Q1 		$7.93M Buy
795,400
+594,400
+296% +$6.62M ﹤0.01% 2955
2023
Q4 		$1.98M Sell
201,000
-69,400
-26% -$495K ﹤0.01% 5367
2023
Q3 		$2.07M Buy
270,400
+186,100
+221% +$1.86M ﹤0.01% 5053
2023
Q2 		$630K Buy
84,300
+52,100
+162% +$365K ﹤0.01% 7768
2023
Q1 		$215K Buy
32,200
+20,500
+175% +$163K ﹤0.01% 10448
2022
Q4 		$90.2K Sell
11,700
-3,300
-22% -$32.4K ﹤0.01% 11048
2022
Q3 		$160K Sell
15,000
-11,800
-44% -$120K ﹤0.01% 11149
2022
Q2 		$218K Sell
26,800
-2,900
-10% -$19.4K ﹤0.01% 10429
2022
Q1 		$213K Sell
29,700
-19,300
-39% -$205K ﹤0.01% 11091
2021
Q4 		$839K Buy
49,000
+30,700
+168% +$578K ﹤0.01% 7762
2021
Q3 		$421K Buy
+18,300
New +$519K ﹤0.01% 9818

Other funds holding RXRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
MCMU
MIC Capital Management (UK) London, United Kingdom $394M AUM 25.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's RXRX Position: Q2 2026 in Review

Jeff Yass reduced its Recursion Pharmaceuticals (RXRX) stake by 22% in Q2 2026, selling an estimated $3.11M and leaving 3,292,128 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Jeff Yass first reported a position in RXRX in Q2 2021 and has held it in 21 quarters since. The position peaked at $26.3M in Q3 2025. 340 funds tracked by Wall St. Rank hold RXRX as of Q2 2026.

  • Jeff Yass held 3,292,128 shares of Recursion Pharmaceuticals worth $12.1M as of Q2 2026.
  • Jeff Yass sold 933,149 Recursion Pharmaceuticals shares in Q2 2026, an estimated $3.11M.
  • Recursion Pharmaceuticals made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3095 holding.
  • Jeff Yass first reported a position in Recursion Pharmaceuticals in Q2 2021 and has held it in 21 quarters since.
  • Jeff Yass's Recursion Pharmaceuticals position peaked at $26.3M in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Recursion Pharmaceuticals as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.