ORI
AXSM icon

Oak Ridge Investments’s Axsome Therapeutics AXSM Stock Holding History

Oak Ridge Investments’s Portfolio AXSM Stock Details AXSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.4M Buy
14,212
+2,471
+21% +$427K 0.16% 86
2025
Q4 		$2.14M Sell
11,741
-324
-3% -$45.2K 0.13% 87
2025
Q3 		$1.47M Sell
12,065
-241
-2% -$27.1K 0.09% 106
2025
Q2 		$1.28M Sell
12,306
-616
-5% -$65.2K 0.09% 107
2025
Q1 		$1.51M Sell
12,922
-23
-0.2% -$2.62K 0.13% 102
2024
Q4 		$1.1M Sell
12,945
-472
-4% -$43.4K 0.09% 113
2024
Q3 		$1.21M Sell
13,417
-519
-4% -$45.3K 0.11% 104
2024
Q2 		$1.12M Sell
13,936
-1,994
-13% -$148K 0.11% 108
2024
Q1 		$1.27M Buy
15,930
+413
+3% +$34.7K 0.13% 110
2023
Q4 		$1.23M Sell
15,517
-2,524
-14% -$169K 0.14% 111
2023
Q3 		$1.26M Buy
18,041
+5,014
+38% +$375K 0.16% 109
2023
Q2 		$936K Buy
+13,027
New +$961K 0.12% 125
2021
Q3 		– Sell
-36,467
Closed -$2.46M – 174
2021
Q2 		$2.46M Sell
36,467
-3,626
-9% -$218K 0.21% 112
2021
Q1 		$2.27M Sell
40,093
-779
-2% -$54.8K 0.21% 111
2020
Q4 		$3.33M Sell
40,872
-9,486
-19% -$709K 0.29% 105
2020
Q3 		$3.59M Buy
50,358
+13,892
+38% +$1.08M 0.28% 106
2020
Q2 		$3M Sell
36,466
-3,163
-8% -$243K 0.25% 107
2020
Q1 		$2.33M Buy
+39,629
New +$3.23M 0.24% 103

Other funds holding AXSM

BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oak Ridge Investments's AXSM Position: Q1 2026 in Review

Oak Ridge Investments increased its Axsome Therapeutics (AXSM) stake by 21% in Q1 2026, buying an estimated $427K and bringing the position to 14,212 shares worth $2.4M. The position accounts for 0.16% of the portfolio, ranked #86.

Oak Ridge Investments first reported a position in AXSM in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.59M in Q3 2020. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Oak Ridge Investments held 14,212 shares of Axsome Therapeutics worth $2.4M as of Q1 2026.
  • Oak Ridge Investments bought 2,471 Axsome Therapeutics shares in Q1 2026, an estimated $427K.
  • Axsome Therapeutics made up 0.16% of Oak Ridge Investments's portfolio in Q1 2026, its #86 holding.
  • Oak Ridge Investments first reported a position in Axsome Therapeutics in Q1 2020 and has held it in 18 quarters since.
  • Oak Ridge Investments's Axsome Therapeutics position peaked at $3.59M in Q3 2020.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Oak Ridge Investments's 13F filing for Q1 2026, filed 30 Apr 2026.