Logos Global Management’s Janux Therapeutics JANX Stock Holding History

Logos Global 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	–	Sell	-1,000,000	Closed	-$13.9M	–	78
2026 Q1	$13.9M	Hold	1,000,000	–	–	0.69%	42
2025 Q4	$13.8M	Buy	1,000,000 +65,000	+7%	+$1.53M	0.83%	37
2025 Q3	$22.9M	Sell	935,000 -65,000	-7%	-$1.58M	2.05%	20
2025 Q2	$23.1M	Sell	1,000,000 -650,000	-39%	-$17.1M	2.56%	13
2025 Q1	$44.5M	Buy	1,650,000 +400,000	+32%	+$15.1M	7.92%	4
2024 Q4	$66.9M	Buy	1,250,000 +250,000	+25%	+$13.2M	7.83%	2
2024 Q3	$45.4M	Buy	1,000,000 +250,000	+33%	+$10.9M	4.9%	5
2024 Q2	$31.4M	Buy	750,000 +600,000	+400%	+$28.2M	2.53%	14
2024 Q1	$5.65M	Buy	+150,000	New	+$3.27M	0.46%	45
2022 Q1	–	Sell	-185,196	Closed	-$3.65M	–	57
2021 Q4	$3.65M	Sell	185,196 -61,926	-25%	-$1.3M	0.38%	49
2021 Q3	$4.81M	Sell	247,122 -300,000	-55%	-$8.63M	0.35%	42
2021 Q2	$13.7M	Buy	+547,122	New	+$12.2M	1.15%	27

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

Logos Global Management's JANX Position: Q2 2026 in Review

Logos Global Management sold out of Janux Therapeutics (JANX) in Q2 2026, closing a stake of 1,000,000 shares — an estimated $13.9M sold.

Logos Global Management first reported a position in JANX in Q2 2021 and held it in 12 quarters. The position peaked at $66.9M in Q4 2024. 198 funds tracked by Wall St. Rank hold JANX as of Q2 2026.

Logos Global Management reported no remaining Janux Therapeutics position as of Q2 2026 after selling out during the quarter.
Logos Global Management sold 1,000,000 Janux Therapeutics shares in Q2 2026, an estimated $13.9M.
Logos Global Management first reported a position in Janux Therapeutics in Q2 2021 and held it in 12 quarters.
Logos Global Management's Janux Therapeutics position peaked at $66.9M in Q4 2024.
198 funds tracked by Wall St. Rank held Janux Therapeutics as of Q2 2026.

Based on Logos Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.