NEA Management Company’s Arcellx ACLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,045,262
| Closed | -$350M | – | 27 |
|
|
2026
Q1 | $350M | Hold |
3,045,262
| – | – | 19.88% | 1 |
|
|
2025
Q4 | $199M | Hold |
3,045,262
| – | – | 10.12% | 3 |
|
|
2025
Q3 | $250M | Sell |
3,045,262
-700,000
| -19% | -$50.4M | 13.72% | 2 |
|
|
2025
Q2 | $247M | Hold |
3,745,262
| – | – | 18.56% | 1 |
|
|
2025
Q1 | $246M | Hold |
3,745,262
| – | – | 18.92% | 1 |
|
|
2024
Q4 | $287M | Hold |
3,745,262
| – | – | 16.21% | 1 |
|
|
2024
Q3 | $313M | Hold |
3,745,262
| – | – | 17.04% | 1 |
|
|
2024
Q2 | $207M | Hold |
3,745,262
| – | – | 15.55% | 1 |
|
|
2024
Q1 | $260M | Hold |
3,745,262
| – | – | 16.17% | 1 |
|
|
2023
Q4 | $208M | Hold |
3,745,262
| – | – | 13.85% | 2 |
|
|
2023
Q3 | $134M | Hold |
3,745,262
| – | – | 10.38% | 2 |
|
|
2023
Q2 | $118M | Sell |
3,745,262
-1,000,000
| -21% | -$38.2M | 9.04% | 2 |
|
|
2023
Q1 | $146M | Hold |
4,745,262
| – | – | 10.11% | 2 |
|
|
2022
Q4 | $147M | Sell |
4,745,262
-2,005,002
| -30% | -$46M | 8.26% | 2 |
|
|
2022
Q3 | $127M | Hold |
6,750,264
| – | – | 6.32% | 4 |
|
|
2022
Q2 | $113M | Buy |
6,750,264
+312,500
| +5% | +$4.03M | 5.79% | 4 |
|
|
2022
Q1 | $72.2M | Buy |
+6,437,764
| New | +$108M | 2.09% | 11 |
|
Other funds holding ACLX
NEA Management Company's ACLX Position: Q2 2026 in Review
NEA Management Company sold out of Arcellx (ACLX) in Q2 2026, closing a stake of 3,045,262 shares — an estimated $350M sold.
NEA Management Company first reported a position in ACLX in Q1 2022 and held it in 17 quarters. The position peaked at $350M in Q1 2026. 2 funds tracked by Wall St. Rank hold ACLX as of Q2 2026.
- NEA Management Company reported no remaining Arcellx position as of Q2 2026 after selling out during the quarter.
- NEA Management Company sold 3,045,262 Arcellx shares in Q2 2026, an estimated $350M.
- NEA Management Company first reported a position in Arcellx in Q1 2022 and held it in 17 quarters.
- NEA Management Company's Arcellx position peaked at $350M in Q1 2026.
- 2 funds tracked by Wall St. Rank held Arcellx as of Q2 2026.
Based on NEA Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.