Kennedy Capital Management’s Annexon ANNX Stock Holding History

Kennedy Capital Management’s Portfolio ANNX Stock Details ANNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.05M	Buy	912,323 +272,421	+43%	+$1.53M	0.11%	295
2025 Q4	$3.21M	Sell	639,902 -558	-0.1%	-$2.13K	0.07%	370
2025 Q3	$1.95M	Sell	640,460 -215,113	-25%	-$534K	0.04%	452
2025 Q2	$2.05M	Sell	855,573 -19,153	-2%	-$38.4K	0.05%	441
2025 Q1	$1.69M	Sell	874,726 -217,108	-20%	-$723K	0.04%	451
2024 Q4	$5.6M	Sell	1,091,834 -359,061	-25%	-$2.21M	0.12%	295
2024 Q3	$8.59M	Buy	1,450,895 +536,247	+59%	+$3.18M	0.19%	174
2024 Q2	$4.48M	Buy	914,648 +139,950	+18%	+$724K	0.1%	348
2024 Q1	$5.55M	Sell	774,698 -301,032	-28%	-$1.56M	0.11%	299
2023 Q4	$4.88M	Buy	1,075,730 +98,743	+10%	+$244K	0.11%	313
2023 Q3	$2.31M	Buy	+976,987	New	+$2.96M	0.06%	432

Other funds holding ANNX

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Kennedy Capital Management's ANNX Position: Q1 2026 in Review

Kennedy Capital Management increased its Annexon (ANNX) stake by 43% in Q1 2026, buying an estimated $1.53M and bringing the position to 912,323 shares worth $5.05M. The position accounts for 0.11% of the portfolio, ranked #295.

Kennedy Capital Management first reported a position in ANNX in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.59M in Q3 2024. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

Kennedy Capital Management held 912,323 shares of Annexon worth $5.05M as of Q1 2026.
Kennedy Capital Management bought 272,421 Annexon shares in Q1 2026, an estimated $1.53M.
Annexon made up 0.11% of Kennedy Capital Management's portfolio in Q1 2026, its #295 holding.
Kennedy Capital Management first reported a position in Annexon in Q3 2023 and has held it in 11 quarters since.
Kennedy Capital Management's Annexon position peaked at $8.59M in Q3 2024.
217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

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