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 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	$15K	Hold	4,012,281	–	–	0.28%	75
2022 Q2	$19.9K	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 $28.2B AUM 115.26% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

OrbiMed's NPCE Position: Q1 2026 in Review

OrbiMed reduced its Neuropace (NPCE) stake by 13% in Q1 2026, selling an estimated $4.65M and leaving 2,096,527 shares worth $27.6M. The position accounts for 0.55% of the portfolio, ranked #50.

OrbiMed first reported a position in NPCE in Q2 2021 and has held it in 20 quarters since. The position peaked at $95.5M in Q2 2021. 113 funds tracked by Wall St. Rank hold NPCE as of Q1 2026.

OrbiMed held 2,096,527 shares of Neuropace worth $27.6M as of Q1 2026.
OrbiMed sold 309,808 Neuropace shares in Q1 2026, an estimated $4.65M.
Neuropace made up 0.55% of OrbiMed's portfolio in Q1 2026, its #50 holding.
OrbiMed first reported a position in Neuropace in Q2 2021 and has held it in 20 quarters since.
OrbiMed's Neuropace position peaked at $95.5M in Q2 2021.
113 funds tracked by Wall St. Rank held Neuropace as of Q1 2026.

Based on OrbiMed's 13F filing for Q1 2026, filed 15 May 2026.