Logos Global Management’s Vaxcyte PCVX Stock Holding History

Logos Global Management’s Portfolio PCVX Stock Details PCVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.4M	Sell	300,000 -350,000	-54%	-$19M	0.87%	37
2025 Q4	$30M	Buy	650,000 +25,000	+4%	+$1.12M	1.81%	19
2025 Q3	$22.5M	Buy	+625,000	New	+$20.7M	2.02%	22
2025 Q1	–	Sell	-300,000	Closed	-$24.6M	–	52
2024 Q4	$24.6M	Hold	300,000	–	–	2.87%	13
2024 Q3	$34.3M	Buy	+300,000	New	+$27M	3.7%	7
2021 Q1	–	Sell	-140,000	Closed	-$3.72M	–	68
2020 Q4	$3.72M	Buy	+140,000	New	+$5.2M	0.32%	42
2020 Q3	–	Sell	-455,000	Closed	-$14.4M	–	56
2020 Q2	$14.4M	Buy	+455,000	New	+$14.6M	2.87%	16

Other funds holding PCVX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

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

Logos Global Management's PCVX Position: Q1 2026 in Review

Logos Global Management reduced its Vaxcyte (PCVX) stake by 54% in Q1 2026, selling an estimated $19M and leaving 300,000 shares worth $17.4M. The position accounts for 0.87% of the portfolio, ranked #37.

Logos Global Management first reported a position in PCVX in Q2 2020 and has held it in 7 quarters since. The position peaked at $34.3M in Q3 2024. 336 funds tracked by Wall St. Rank hold PCVX as of Q1 2026.

Logos Global Management held 300,000 shares of Vaxcyte worth $17.4M as of Q1 2026.
Logos Global Management sold 350,000 Vaxcyte shares in Q1 2026, an estimated $19M.
Vaxcyte made up 0.87% of Logos Global Management's portfolio in Q1 2026, its #37 holding.
Logos Global Management first reported a position in Vaxcyte in Q2 2020 and has held it in 7 quarters since.
Logos Global Management's Vaxcyte position peaked at $34.3M in Q3 2024.
336 funds tracked by Wall St. Rank held Vaxcyte as of Q1 2026.

Based on Logos Global Management's 13F filing for Q1 2026, filed 15 May 2026.