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Optimize Financial’s Biohaven BHVN Stock Holding History

Optimize Financial’s Portfolio BHVN Stock Details BHVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$378K Buy
44,679
+17,523
+65% +$192K 0.19% 207
2025
Q4 		$307K Buy
27,156
+388
+1% +$4.81K 0.15% 266
2025
Q3 		$402K Buy
+26,768
New +$390K 0.21% 211

Other funds holding BHVN

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
RPSM
Royalty Pharma Sub-Manager New York $173M AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's BHVN Position: Q1 2026 in Review

Optimize Financial increased its Biohaven (BHVN) stake by 65% in Q1 2026, buying an estimated $192K and bringing the position to 44,679 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #207.

Optimize Financial first reported a position in BHVN in Q3 2025 and has held it in 3 quarters since. The position peaked at $402K in Q3 2025. 275 funds tracked by Wall St. Rank hold BHVN as of Q1 2026.

  • Optimize Financial held 44,679 shares of Biohaven worth $378K as of Q1 2026.
  • Optimize Financial bought 17,523 Biohaven shares in Q1 2026, an estimated $192K.
  • Biohaven made up 0.19% of Optimize Financial's portfolio in Q1 2026, its #207 holding.
  • Optimize Financial first reported a position in Biohaven in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Biohaven position peaked at $402K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Biohaven as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.