OF
INCY icon

Optimize Financial’s Incyte INCY Stock Holding History

Optimize Financial’s Portfolio INCY Stock Details INCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$435K Sell
4,620
-349
-7% -$34.8K 0.21% 165
2025
Q4 		$491K Buy
4,969
+68
+1% +$6.58K 0.25% 138
2025
Q3 		$416K Buy
+4,901
New +$387K 0.22% 196
2025
Q1 		– Sell
-3,590
Closed -$248K – 252
2024
Q4 		$248K Buy
+3,590
New +$256K 0.19% 169

Other funds holding INCY

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimize Financial's INCY Position: Q1 2026 in Review

Optimize Financial reduced its Incyte (INCY) stake by 7% in Q1 2026, selling an estimated $34.8K and leaving 4,620 shares worth $435K. The position accounts for 0.21% of the portfolio, ranked #165.

Optimize Financial first reported a position in INCY in Q4 2024 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 810 funds tracked by Wall St. Rank hold INCY as of Q1 2026.

  • Optimize Financial held 4,620 shares of Incyte worth $435K as of Q1 2026.
  • Optimize Financial sold 349 Incyte shares in Q1 2026, an estimated $34.8K.
  • Incyte made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #165 holding.
  • Optimize Financial first reported a position in Incyte in Q4 2024 and has held it in 4 quarters since.
  • Optimize Financial's Incyte position peaked at $491K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Incyte as of Q1 2026.

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