Oracle Investment Management’s Ardelyx ARDX Stock Holding History

Oracle Investment Management’s Portfolio ARDX Stock Details ARDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.5M	Sell	600,000 -32,800	-5%	-$183K	2.08%	6
2025 Q3	$3.49M	Sell	632,800 -547,000	-46%	-$2.97M	2.18%	10
2025 Q2	$4.62M	Buy	1,179,800 +46,300	+4%	+$191K	3.17%	7
2025 Q1	$5.57M	Buy	1,133,500 +548,800	+94%	+$2.95M	2.81%	7
2024 Q4	$2.96M	Buy	584,700 +154,500	+36%	+$854K	1.61%	10
2024 Q3	$2.96M	Buy	430,200 +170,600	+66%	+$1.01M	1.78%	12
2024 Q2	$1.92M	Sell	259,600 -11,300	-4%	-$79.5K	1.79%	12
2024 Q1	$1.98M	Sell	270,900 -1,154,100	-81%	-$9.87M	1.31%	14
2023 Q4	$8.84M	Buy	+1,425,000	New	+$6.39M	5.37%	9

Other funds holding ARDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oracle Investment Management's ARDX Position: Q4 2025 in Review

Oracle Investment Management increased its Ardelyx (ARDX) stake by 25% in Q4 2025, buying an estimated $2.05M and bringing the position to 1,872,624 shares worth $10.9M. The position accounts for 6.5% of the portfolio, ranked #2.

Oracle Investment Management first reported a position in ARDX in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.9M in Q1 2024. 228 funds tracked by Wall St. Rank hold ARDX as of Q4 2025.

Oracle Investment Management held 1,872,624 shares of Ardelyx worth $10.9M as of Q4 2025.
Oracle Investment Management bought 368,798 Ardelyx shares in Q4 2025, an estimated $2.05M.
Ardelyx made up 6.5% of Oracle Investment Management's portfolio in Q4 2025, its #2 holding.
Oracle Investment Management first reported a position in Ardelyx in Q4 2022 and has held it in 13 quarters since.
Oracle Investment Management's Ardelyx position peaked at $14.9M in Q1 2024.
228 funds tracked by Wall St. Rank held Ardelyx as of Q4 2025.

Based on Oracle Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.