OF
BHVN icon

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
Q2 		$663K Sell
44,524
-155
-0.3% -$1.67K 0.24% 73
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's BHVN Position: Q2 2026 in Review

Optimize Financial reduced its Biohaven (BHVN) stake by 0.35% in Q2 2026, selling an estimated $1.67K and leaving 44,524 shares worth $663K. The position accounts for 0.24% of the portfolio, ranked #73.

Optimize Financial first reported a position in BHVN in Q3 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

  • Optimize Financial held 44,524 shares of Biohaven worth $663K as of Q2 2026.
  • Optimize Financial sold 155 Biohaven shares in Q2 2026, an estimated $1.67K.
  • Biohaven made up 0.24% of Optimize Financial's portfolio in Q2 2026, its #73 holding.
  • Optimize Financial first reported a position in Biohaven in Q3 2025 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.