OrbiMed’s Neuropace NPCE Stock Holding History

OrbiMed’s Portfolio NPCE Stock Details NPCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.9M	Sell	1,505,125 -591,402	-28%	-$9.52M	0.44%	61
2026 Q1	$27.6M	Sell	2,096,527 -309,808	-13%	-$4.65M	0.55%	50
2025 Q4	$37.2M	Sell	2,406,335 -207,849	-8%	-$2.78M	0.76%	40
2025 Q3	$27M	Hold	2,614,184	–	–	0.63%	46
2025 Q2	$29.1M	Sell	2,614,184 -792,151	-23%	-$9.9M	0.73%	35
2025 Q1	$41.9M	Hold	3,406,335	–	–	1%	30
2024 Q4	$38.1M	Hold	3,406,335	–	–	0.78%	37
2024 Q3	$23.7M	Hold	3,406,335	–	–	0.43%	58
2024 Q2	$25.8M	Sell	3,406,335 -597,632	-15%	-$6.03M	0.51%	50
2024 Q1	$52.9M	Hold	4,003,967	–	–	0.97%	35
2023 Q4	$41.3M	Sell	4,003,967 -8,314	-0.2%	-$66.3K	0.82%	42
2023 Q3	$39M	Hold	4,012,281	–	–	0.83%	45
2023 Q2	$18M	Hold	4,012,281	–	–	0.33%	73
2023 Q1	$18.6M	Hold	4,012,281	–	–	0.37%	69
2022 Q4	$5.98M	Hold	4,012,281	–	–	0.11%	89
2022 Q3	$15M	Hold	4,012,281	–	–	0.28%	75
2022 Q2	$19.9M	Hold	4,012,281	–	–	0.36%	62
2022 Q1	$32.9M	Hold	4,012,281	–	–	0.53%	51
2021 Q4	$40.4M	Hold	4,012,281	–	–	0.52%	55
2021 Q3	$63.6M	Hold	4,012,281	–	–	0.7%	45
2021 Q2	$95.5M	Buy	+4,012,281	New	+$93.1M	0.97%	32

Other funds holding NPCE

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OrbiMed's NPCE Position: Q2 2026 in Review

OrbiMed reduced its Neuropace (NPCE) stake by 28% in Q2 2026, selling an estimated $9.52M and leaving 1,505,125 shares worth $23.9M. The position accounts for 0.44% of the portfolio, ranked #61.

OrbiMed first reported a position in NPCE in Q2 2021 and has held it in 21 quarters since. The position peaked at $95.5M in Q2 2021. 113 funds tracked by Wall St. Rank hold NPCE as of Q2 2026.

OrbiMed held 1,505,125 shares of Neuropace worth $23.9M as of Q2 2026.
OrbiMed sold 591,402 Neuropace shares in Q2 2026, an estimated $9.52M.
Neuropace made up 0.44% of OrbiMed's portfolio in Q2 2026, its #61 holding.
OrbiMed first reported a position in Neuropace in Q2 2021 and has held it in 21 quarters since.
OrbiMed's Neuropace position peaked at $95.5M in Q2 2021.
113 funds tracked by Wall St. Rank held Neuropace as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.